Copilot

No — Copilot coaches the calls you're already making. You bring the call (in person, Zoom, or dialing from your own phone) and the AI coaches you live. Dialing a lead list, working a queue, and auto-dialing come with the Dialer plan at $249/mo — everything in Copilot plus the power dialer, and you can move up any time. Copilot is the coaching, on its own.

Nope. Copilot works with zero leads — it's built for the calls and appointments you already have. There's no lead list to import and nothing to set up. (Managing a lead database is the full platform.)

You get your own local business number to text clients from — a real, separate line, not your personal cell. Follow up right after a call without giving out your personal number. It's included in your subscription.

Two public pages that are yours the moment you sign up. Your booking page lets a client pick a time on your calendar. Your advisor card is a shareable profile — photo, licensed states, and a tap-to-save contact — that works as your link in a text, a bio, or an email signature. Add your photo and states in the app and the pages fill themselves in; there is no website to build and nothing extra to pay for.

Open the app, tap start, and talk normally. The AI listens and, on your screen, feeds you the next line — objection rebuttals, what to ask next — while it quietly fills out the underwriting worksheet from the conversation. Nothing is spoken to your client; the coaching is just for you.

It depends on the call. In person or on a video call, no — your phone's mic already hears the conversation. On a regular phone call, put it on speaker or use a headset, so the AI can hear both you and your client — otherwise it only hears your side. The AI listens through your device's mic, not the call itself. There’s also a built-in mic & speaker check in Settings — a test tone, a live level bar, and a 3-second playback so you hear exactly what your client would — worth 20 seconds before your first session.

Two things. Copilot coaches any conversation your mic can hear, so a call that comes in works exactly like one you place — answer it, put it on speaker, tap start. And Maya, your AI receptionist, is included: she can pick up the calls you miss on your business line, qualify whoever called, and hand you the details — by text, on every call she answers, whether or not it turned into an appointment. What Copilot doesn't do is route incoming calls through a business line and start coaching automatically with the caller's file already open — that's the Dialer plan at $249/mo.

Yes — one tap leaves your message and moves you to the next lead, so you never sit through a greeting. The voice is your choice: record your own by phone, or let Maya say it (she introduces herself as your assistant and gives your call-back number). Either way the prospect sees and calls back your number. It is a $99/mo add-on — you can hear a sample from inside the app before you add it.

Coaching now knows who you're talking to. Before a session, pick the person from your own imported leads — the AI arrives briefed on them, their name and details stay on screen while you talk, and the worksheet saves itself to their record as you go. Meet them again and the session picks up where you left off instead of starting from zero. Working a list? Tap “I'm calling” and the coach hands you the next person from your uploaded leads — dial them from your phone, get coached, tap Next, keep going. And it's not just sales: flip the worksheet to Recruiting when you're talking to someone about joining your team — licensing, exam date, next steps — or to Health for Medicare and under-65 conversations: enrollment window, current coverage, the doctors they want to keep, a medications list that grows as drugs come up, current and prior conditions with dates. The fields that decide a health case, captured live the same way. When you need the notes elsewhere, one tap copies the worksheet or texts it to your own phone. Your sessions are yours to keep: copy or download any transcript — live, or from a past meeting — right in the app. There's also a built-in Help & FAQ. Same $99 — v2 is included.

Because Copilot listens to and processes your call, you should give a quick disclosure at the start. Some states require all parties to consent to recording or AI assistance, and the rules vary — you're responsible for knowing and following your state's law (this isn't legal advice). A simple line to open with:

"Just so you know, I use an AI assistant that helps me take notes on our call — is that alright with you?"

Just your NPN. Every buyer is a licensed agent, so that's all we need — you'll be set up right after checkout. No downloads, no lead imports, no configuration — sign in at vdialer.ai with your NPN and access code.

Any licensed agent who wants AI coaching on their calls without switching platforms — uplines, agents at other organizations, or anyone who isn't already a full Velocity subscriber. Already on the full platform? You already have Copilot in your dialer — no need to buy it.

Yes. Coaching and the fact-finding worksheet flip to Spanish with one tap — and live coaching itself arrives in natural Spanish: the suggested responses and next steps on your calls, not a translation. It works for you and your bilingual appointments.

Yes — it's month-to-month through Stripe. Cancel whenever you like, no contract. Your leads stay yours: Settings → Account → Export my leads downloads your whole book as a CSV any time, and exporting never removes anything, so it is all still here if you come back.