Run your team from your phone, not the group chat.
Who submitted what, what your overrides are worth, which requests are waiting on you and who is on a call right now. All of it scoped to your downline.
A lead's day, before and after
The chasing, forwarding and guessing that fill a manager's day, and what replaces each one.
The same day, on Vora
- 8:15am
Switch the dashboard to my team. Production, policy health and recent activity are already there.
- 11:00am
The contract request lands in Needs my review with the SureLC group and the PDF attached.
- 2:00pm
Open any deal on your team and see your override beside the writing agent's advance.
- 5:30pm
The dialer wall shows every agent's status, the lead and the time on the call. Whisper in from your laptop.
Everything waiting on you, in one inbox
Carrier contract requests with SureLC groups, level changes and upline changes land in Needs my review. Nothing lives in your email.
Needs my review
3Contract request
Logan Hart
Mutual of Omaha, SureLC group attached
Upline change
Sasha Grant
Second approval needed from you
Level change
Elena Ruiz
80% to 90%, requested by her upline
Example requests.
Move an agent without breaking their pay
Upline changes are requests. Both uplines approve, then the hierarchy updates. Step through it.
- Request sent by Andre Coleman
- Andre Coleman approved
- Priya Shah approved
- Kevin Tran moved
Example hierarchy. Upline changes need both uplines to approve.
Your override, on every deal your team posts
Set the levels. The writing agent's share, yours and the owner's follow, the same way Vora computes them when a deal posts.
| Level | Share | First year | Advance (9/12) |
|---|---|---|---|
| Writing agent | $1,440.00 | $1,080.00 | |
| Upline manager | $540.00 | $405.00 | |
| Agency owner | $360.00 | $270.00 | |
| Whole hierarchy | $2,340.00 | $1,755.00 |
Writing agent advance $1,080.00. Whole hierarchy advance $1,755.00.
Example grid with the owner at 130%. Your grid, positions and advance rules come from your carrier contracts.
The floor, from your laptop
Every agent's status, the lead and the time on the call. Listen, whisper, barge in or take over without walking over.
What leads worry about, answered
I find out about a lapse after the carrier does.
Attention flags on every client, lapse pending policies on the dashboard and lapse reminder texts that go out with consent.
Policies and the bookMoving an agent between teams breaks their pay.
Upline changes are requests approved by both uplines, then the hierarchy updates.
Team and hierarchyMy team cannot see where they stand.
A scoreboard ranked by timeframe and category, on every phone, with privacy settings you control.
Reporting and scoreboardAnd what your producers see
The same numbers, scoped to them, on their phones.
- 7:45am
Start with the numbers
Your production, your team's, and the policies that are lapse pending and need a call today.
- 10:20am
Post the deal before you leave the kitchen table
Client, carrier, product and premium, with the commission preview, in under two minutes.
- 1:15pm
See where every policy stands
One plain status per policy, the premium, and the next draft date, as stacked cards on your phone.
- 4:30pm
Know what you are owed
Expected pay, what the carrier actually paid, and any chargeback, tied to the deal it came from.
- 6:00pm
Check the scoreboard
Where you rank this month, by name, with the trend beside it.
Real screens, signed in as an agent.
Bring your team onto Vora
If your agency is not on Vora yet, tell us about it. If it is, your producers join with a code.