ELOCITY PRO
SIGNALS: 0
LEADS: 0
RECRUITS: 0
PARTNERS: 0
SUBSCRIBERS: 0
CALLS OFF
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CAMPAIGNS
FILTER
IMPORT
BENEFICIARIES
UNDERWRITING
PRO LOCKER
MENU
Tools and sharing
RESOURCES
MY CARRIERS
MY PLAN
PHONE NUMBERS
AGENT CARD
MY SITE
PUBLIC QUOTE LINK
CALENDAR
👁 VIEW AS AGENT
🛠 OPS PORTAL
👑 VIEW AS KENDALL
🏛 VIEW AS LEADERSHIP
WORKSPACE
VPRO DIALER
BUILD A TEAM
RECRUIT QR
AGREEMENTS
⚠️ Messaging webhooks may be stale — inbound replies could be delayed
Team
On the platform now
📅 Your Calendar
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VENTURE
Your team, live
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Your AI Manager
Vel
Tell him. It's done.
One line to more sales:
Building your action plan...
🏢
My Carriers
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Select the carriers you have a writing number with. Only these will appear in your quote results.
⚡
Welcome to Velocity Pro
Start here — work through each section at your own pace
There's more to the platform.
Seats are limited for each business sector. You're in early.
Your plan
Agent
Everything you need to work leads and close
✓Smart filters — stage, tags, state, phone type, data fields, and more
✓Power dialer with live coaching feeding you rebuttals mid-conversation
✓Email composer — writes from your lead's history, notes, and transcripts
✓Objection handler — tap a pill, get a scripted rebuttal while you're on the call
✓Lead scoring — every lead ranked with sentiment analysis from past calls
✓Heatmap — geocoded leads on a live map, plan routes, tag prospects in the field
✓Mobile app with field scout — point your camera at a business, it goes in your CRM
✓Companion — live coaching on Zoom calls, phone calls, or sitting across the table
✓Spanish Mode — one tap switches emails, scripts, and coaching to fluent Spanish
✓Pre-call prep — personalized talking points and icebreakers generated for every lead before you dial
✓CSV import — bring leads from any vendor and start working them immediately
✓Recruitment pipeline — build your own team from prospect to licensed agent
✓Quote engine — compare 30+ carriers, top 3 recommended based on our order of operations
✓Smart dialer queue — leads automatically sorted by priority so you always call the highest-value lead next
✓VPro Intel — carrier recommendation and call coaching that follows the playbook
✓Public quote tool — your personal branded quote link to share with prospects
✓Missions — opens with your daily action plan so you know exactly who to call, email, and follow up with
✓Layer coverage — after quoting one product, see what else you can sell the same client in one tap
Your preview ends in —
Coming soon
Pro
Stop chasing — let leads come to you
Everything in Agent, plus:
✦Signal Intelligence — the platform watches social media and flags people showing buying intent before they ever fill out a form
✦Campaign engine — drag-and-drop email sequences that compose personalized messages for every lead, review before send, and run on autopilot
✦Contact enrichment — give us a name and we'll find their email, socials, website, and phone number automatically
✦Blue bubble messaging — land in iMessage as a real conversation, not a marketing text. Read receipts, typing indicators, reactions — the full experience
✦Performance analytics — every email tracked, every open logged, every call scored — see exactly what's converting and what to change
✦Bulk outreach — send personalized emails and messages at scale without losing the one-to-one feel
✦Targeted ads — turn your best clients into Facebook and Instagram lookalike audiences to find more people just like them
✦Command from anywhere — check your pipeline, send messages, and get alerts from your phone without opening the app
Coming soon
Operator
Run the entire operation from one screen
Everything in Pro, plus:
◆Data pipelines — automated enrichment and discovery workflows that find and qualify leads across every major platform
◆Autonomous outreach — the system identifies prospects, qualifies them, and starts conversations without you lifting a finger
◆Client portals — branded dashboards your partners and clients log into to see their pipeline, deliveries, and ROI
◆Mission Command — full command center with velocity meter, sprint mode, weekly reports, goal tracking, and cross-system intelligence
◆Content generation — emails, ad copy, call scripts, and social posts all created from the same intelligence that scores your leads
◆Visual workflows — drag-and-drop pipelines that discover, qualify, and route leads on autopilot
◆Multi-vertical — same platform, any industry. Insurance today, real estate tomorrow — switch with a config file
◆Team management — assign leads, track agent production, run leaderboards, and manage your entire agency from one dashboard
Built for independent professionals
Insurance ✓
Real Estate
Creator
SaaS
Contractors
Medical
Legal
Fitness
Automotive
| Name ↕️ | Product/Carrier ↕️ | Contact ↕️ | State ↕️ | Score ↕️ | Stage ↕️ | Added ↕️ | Notes | Tools | |
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Lead Details
Lead 1 of 1
Quote on File
/month best rate
📱
iMESSAGE
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COMPANY
JOB TITLE
EMPLOYEES
INDUSTRY
DECISION MAKER
CATEGORY
YEARS IN BUSINESS
STAFFING
RATING
AFLAC FIT
RISK PROFILE
VERTICAL
VELOCITY FIT
TYPE
BEST FIT
ROUTE
LINES
AI OPENER
CALL OPENER
WORKSITE ENROLLMENT LINK — pre-stage the worksite page; it auto-fills the Enrollment Group tool
🔍 CALL INTEL
FIELD OPERATIONS
LIVE
OBJECTION HANDLER
🔥 ICE BREAKER
📞 FULL CALL SCRIPT
Effective Date
Monthly Premium
Split AP with
Their %
📊
Quote Engine
30+ A-rated carriers · Quotes provided by Compulife
Applicant
⚕️ Health Conditions
▼
🩺 Physician Lookup
▼
PHONE NUMBER
— OR SEARCH BY NAME —
Fill phone OR name fields below
LAST NAME
FIRST NAME
CITY
STATE
💊 Prescription Drug Check
Type a drug name above
⚱️ Funeral Costs (NFDA 2023)
🪦 Total cost: $12,000 – $15,000+
Funeral home $8,300 · Cemetery $4,000+ · Flowers/food/travel $1,500+
⚱️ Cremation: $6,280 (direct: $2,200)
Layer coverage
▶ ADDITIONAL INFORMATION tap to expand
🕐 Pending Sends
No activities yet
🔔
📍
🤝
🤝 New Referral
Import Leads
Add a single contact
Type in one lead by hand
or bulk import from file
Drop your file here
CSV or Excel — or click to browse
Where these leads go. Coaching on each call follows the book.
Who sold these leads.
Starts your organization's sequence for the people you import. Their first text waits in Approvals until you send it.
Or paste a list
One number per line — a name before it is fine (Maria Alvarez, 313-555-1234).
Uploading from the same vendor every week?
Ask for a webhook
— they send leads straight into your book, no file.
Pick tags
Or make a new tag
Tags on this list