Built by an agent,
for agents.
An independent ACA agency, a bilingual community, and a book of business scattered across spreadsheets that did not talk to each other. Velo is what we did about it.
Core screens, email templates, and intake forms are available in English and Spanish, so agents and clients can use Velo in the language they prefer.
Built around the real year: enrolling families on HealthSherpa, chasing October renewals, reconciling carrier statements every month. If a feature does not serve that, it does not ship.
No contracts you cannot escape, no hold music, no feature gates. Founding customers keep their discount for life, and cancel lives in Settings, not in a phone call.
Every agency knows this wall of tabs, three of them named "final". Velo replaces it with seven connected workspaces: one household stays in one record, and each carrier statement can be reconciled against the book.
Built around the year
agents actually live.
The whole book renews. Bulk renew, worklists, and bilingual outreach carry the heaviest month.