SSO via Okta, Google Workspace, or Azure AD. Per-office data residency. Append-only audit log on every dispatch and reply. TCPA enforcement at the dispatch layer with state-by-state rules. SOC 2 Type II in flight, BAA available for HIPAA-mode agencies. The sales-ops + compliance posture you actually need.
You have a sales-ops function, a marketing team, a compliance officer, and a procurement process. You need a marketing platform that fits inside an SSO + audit + BAA-ready perimeter, not a SaaS hack with a Stripe checkout.
Apollo and Outreach are great products and a procurement nightmare for an enterprise brokerage. No BAA, no per-tenant data isolation, no append-only audit log, no state-by-state TCPA enforcement. Compliance vetoes 90% of consumer SaaS for outbound.
Office A's producers can't see Office B's contacts. Office B's compliance officer needs office-specific audit. Office C is on a separate AMS. Most platforms can't model this and the workaround is per-office instances — three subscriptions, three vendor contracts, no global view.
You have a 3-person marketing-ops team running 14 cadences across HubSpot, Outreach, ZoomInfo, and a homegrown deliverability monitor. Half their week is reconciling tools that don't talk. The platform is the bottleneck, not the people.
Velora ships seven channels and three intelligence engines. These are the ones enterprise brokerages use most — and why.
Okta, Google Workspace, Azure AD. Roles: producer, sales leader, marketing-ops, compliance officer, executive. Permissions enforced server-side; no client-only gating.
Every CRM table (companies, deals, activities, notes, clients, brokers) carries an agency_id with composite indexes. Queries filter on agency_id by construction. Office-level scoping enforced at the same layer.
Every dispatch (email, SMS, voice, voicemail-drop), every reply, every opt-out, every webhook delivery is recorded immutably. Replayable per contact, per producer, per office. Compliance can pull a 12-month timeline in seconds.
51-state matrix enforced before send: FL, WA, OK, MD mini-TCPA, AI-voice disclosure preambles for TX SB 140 and CA AB 2905, and quiet-hours / day-of-week rules per state. The platform won't let a producer break the rule, even by accident.
When Aetna shrinks a Northeast network or BCBS adjusts large-group positioning, every affected group across all offices is flagged the same day. Marketing-ops doesn't have to find the disruption story; the platform finds it for them.
Enterprise tier includes a named implementation lead, custom integration build (your in-house AMS, your warehouse, your data lake), and a dedicated support engineer. Not a generic CSM.
Honest ranges from pilot agencies. Your numbers will move based on book composition and renewal-month spread.
platform replaces 3–5 vendors
Typical replacement set: Outreach + ZoomInfo + Calendly + a deliverability monitor + a data-enrichment tool.
office-level audit coverage
Compliance pulls per-office activity in seconds. Pre-Velora: per-office spreadsheet reconciliation.
of marketing-ops time freed
Time recovered from tool-reconciliation work. Redirected to positioning, content, and vendor strategy.
SSO + SAML, per-tenant data isolation, append-only audit log, signed webhook deliveries, BAA available for HIPAA-mode, SOC 2 Type II audit period scoped for late 2026. Custom integration build for in-house AMS, data warehouse, or data lake. Concierge onboarding with a named implementation lead.
Real questions from prospect calls. We answer them honestly here so you don't have to ask twice.
Velora Marketing does not currently process Protected Health Information by default. A HIPAA-aware mode is on the roadmap for agencies that handle PHI; we will require a signed BAA before enabling it. Until then, we explicitly scope ingestion to non-PHI fields (group name, plan year, renewal month, headcount band) and have a published data dictionary.
We publish our security posture honestly at /security: encryption, access control, audit, compliance roadmap, and our 7 sub-processors. We respond to standard SIG / CAIQ questionnaires and participate in your AppSec team's process. SOC 2 Type II audit period is scoped for late 2026; we will not claim SOC 2 in writing or in product until the report is in hand.
Yes. The dispatch layer is throughput-tested at 50K sends/hour. Producer scoping is enforced via composite indexes (agency_id, producer_id) — query latency is constant regardless of agency size. Sales-leader dashboards are pre-aggregated nightly so dashboard reads don't pressure the dispatch path.
The migration is parallel, not cutover. Run Velora alongside the existing stack for 90 days on a single office or a single producer cohort. Compare: meeting bookings, reply quality, compliance posture. Switch the rest of the agency when the metrics favor it. We've done this 4 times — switching never takes more than 8 weeks once the pilot completes.
Custom annual contract. Includes SSO, BAA, dedicated implementation lead, custom integration build, and a named support engineer. Pricing scales by office count + total send volume.
Different size book? Velora maps to that too.