Built for
Health Insurance
Every client, policy, and commission in its place.
Every part of the agency has a room.
Hover to look inside. Click a room to step in.
October renewals used to be three weeks of spreadsheet archaeology. This year the worklist was just there.
Five screens.
Your whole book.
Clients
Your whole book, families and all.
- Link families and related people
- Add and edit policies inline
- Bulk assign, export, and status actions
- Status and document health at a glance
- Filter by carrier, state, or missing info
Tasks, birthdays,
already on the calendar.
Tasks, client birthdays, and time-sensitive reminders appear in Velo's calendar. Renewal work stays in Renewals. Use the iCal feed to view calendar events on your phone.
One CRM.
Every kind of agent.
- 01
Import the carrier file
Drop the HealthSherpa, Oscar, Ambetter, or Manhattan CSV. A dry-run preview shows exactly what would change before anything commits.
- 02
Confirm the household
Family-aware records keep members, shared contact details, and each person's SSN connected to one household and policy.
- 03
Review and resolve
One queue for pending clients, duplicates, and plan conflicts, with one-click undo.
- 04
Track the policy
Statuses, premiums, carriers, and effective dates in one searchable book.
- 05
Renew on time
A renewals worklist with bulk renew, and future-dated changes that activate themselves.
- 06
Settle the commission
Multi-year schedules and per-policy splits, pay-out and receive views that finally add up.