Pipeline is uneven across producers
Two producers crush. Four are okay. Two are quietly under-prospecting. You don't have a marketing engine that levels the floor — and you can't fire the bottom-half because the territory is theirs.
Velora Marketing / For
For multi-producer agencies
One playbook, every producer.
Each producer gets a private outbound queue: their territory, their renewal-month spread, their voice. The sales leader sees the whole agency. Velora handles the cadence. Producers handle the conversations. Your CRM stays clean because every send and reply syncs back automatically.
What we hear
The job-to-be-done
You have 3–8 producers, a sales leader, and you've stalled. Hiring more producers won't fix the pipeline gap. Outbound has to scale per-producer without making each producer's day worse.
Sales leader spends Mondays asking who-called-who
Activity reports come from producers' memory. The CRM has gaps. You can't tell whether the bottom-half is failing to follow up or failing to close. So you can't coach the right thing.
Cold lists rot inside the agency
Someone bought a list 18 months ago. Two producers worked it for a week. Then it sat. Now half the contacts have changed jobs. Outbound that doesn't run on a cadence isn't outbound; it's a graveyard.
How Velora maps
What you actually use
Velora ships seven channels and three intelligence engines. These are the ones multi-producer agencys use most — and why.
Per-producer queue scoping
Each producer logs in and sees only their book + their territory. Their cadence is their cadence. The agency-level Signal Engine still runs across the whole list — but the dispatch is producer-scoped.
Sales-leader dashboard
You see every producer's open sequences, reply rate, meeting count, and conversion-to-opportunity. The dashboard answers "who's running and who's stalled" without a status meeting.
Bidirectional CRM sync
Atlas, HubSpot, or Salesforce — every dispatch and reply writes back to the contact and deal record. Activity timeline is complete without a producer touching a single field.
Carrier Disruption Radar
When a carrier shrinks a network, drops a market, or adjusts renewal positioning, every affected group in your book is flagged for outreach the same day. Producers get a queue of warm conversations they didn't have to find.
Renewal Autopilot
Pulls every renewal in the next 90 days, builds the right cadence (member education, census request, plan-comparison offer), assigns to the producer of record, and tracks completion. Renewal-cycle outreach stops being a fire drill.
Compliance by construction
TCPA state matrix enforced at dispatch. STOP/HELP honored across channels in seconds. One-click List-Unsubscribe per RFC 8058. Producers don't have to know the rules — the platform won't let them break them.
What changes
Outcomes for multi-producer agencys on Velora
Honest ranges from pilot agencies. Your numbers will move based on book composition and renewal-month spread.
+38%
agency-wide pipeline coverage
Measured as: producers with ≥10 active sequences. Pre-Velora baseline: 45%. Post-Velora: 83%.
2.4×
meetings booked per producer per month
Bottom-half producers see the largest lift — they had the most slack to take.
0
compliance escalations across pilot agencies
TCPA + CTIA state-by-state enforcement plus reply-routing handles the rules.
Stack
Drops into the stack you already have
Velora Marketing connects bidirectionally to your CRM (Atlas, HubSpot, or Salesforce), reads from your benefits AMS or in-house book file, and sends through your existing email domain. No data migration. No CRM swap. Producers keep their existing workflows; the cadence runs underneath.
Atlas / HubSpot / SalesforceResend (email)Twilio (SMS)Retell (AI voice)Slybroadcast (RVM)LinkedIn (planned)Cal.com / Atlas calendar
Common objections
Things multi-producer agencys say in the first call
Real questions from prospect calls. We answer them honestly here so you don't have to ask twice.
Producers won't adopt new software
Producers don't log into Velora as a primary surface. They log into their existing CRM (Atlas, HubSpot, or Salesforce). Velora dispatches into that CRM's activity timeline, sends meeting invites to that CRM's calendar, and routes hot replies into that CRM's queue. The only thing producers see is more conversations.
We have a marketing person already
Velora replaces the dispatch + cadence layer of the marketing function — the part that's mechanical. Your marketing person does the parts Velora can't: positioning, content strategy, vendor selection, agency brand. Most agencies report their marketing person becomes 3× more productive when the cadence is offloaded.
We can't change CRMs mid-year
You don't have to. Velora speaks HubSpot and Salesforce natively. If you're on a non-supported CRM (Zoho, Pipedrive, etc.), Velora can run standalone and export activity nightly. Atlas is offered as the no-cost CRM for agencies who want a broker-native one — never required.
What's our actual cost?
Agency tier on /pricing — sized per agency during our pilot cohort, scoped around producer headcount and send volume. Contact us for pricing. Most agencies recoup the platform cost in the first 30 days from one renewal save or one new group close.
Pricing match
Best fit: Agency
Designed for 25–100 group books and 3–8 producers. Custom pricing per agency, agency-wide volume pool, sales-leader dashboard included. Concierge onboarding standard.
Different size book? Velora maps to that too.