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Pricing · Pilot cohort open

We're sizing pricing with our first agencies.

Three tiers are taking shape — Producer for solo shops, Agency for 5-50 producer firms, Platform for enterprise agencies and GAs. We're setting list prices with our design-partner cohort now. Until those numbers are real, every pilot is scoped one-on-one around your book.

Producer
Pilot pricingPer user

Solo producer or 2-4 person shop. Every channel, every playbook, your own book.

Request a pilot
Included usage
  • Email, SMS, voice drop, LinkedIn allocation
  • AI voice minutes included
  • Broker-native target list import
  • All 7 outbound channels
Features
  • All 7 channels (email, SMS, voice drop, LinkedIn, AI voice inbound + outbound, intent routing)
  • Broker-native targeting: SIC 4-digit, lives, renewal month, carrier
  • Playbook engine with condition gates across channels
  • AI email copywriting in your voice
  • Lead-intent reply classification (6 classes)
  • Gmail or Outlook OAuth send
  • Atlas, HubSpot, or Salesforce sync (read-only)
  • TCPA-aware send windows + STOP handling
Most agencies start here
Agency
Pilot pricing5+ seats

5-50 producer agency. Pooled usage, unified inbox, and native Atlas CRM sync.

Talk to sales
Included usage
  • Pooled usage across seats
  • Inbox rotation pool (10 inboxes/seat)
  • Phone number pool with local presence
  • Per-seat RVM allocation
Features
  • Everything in Producer
  • Bidirectional CRM sync (Atlas, HubSpot, Salesforce)
  • Unified inbox across all 7 channels, per-contact threading
  • Phone number pools with CNAM-registered + spam-likely monitoring
  • Email inbox rotation + auto-warmup
  • Role-based access (producer, marketer, admin, read-only)
  • Territory + book-of-business enforcement
  • Renewal-locked cadence engine (fires backward from renewal month)
  • Deliverability dashboard + auto-throttle
  • AI rebuttal library trained on your agency
Platform
Pilot pricing20+ seats

Enterprise agency or GA. Dedicated infrastructure, Form 5500 Signal Engine, agency-wide controls.

Contact enterprise
Included usage
  • Dedicated infrastructure
  • Form 5500 Signal Engine access
  • SSO (Google, Okta, Azure AD)
  • Dedicated CSM + priority support
Features
  • Everything in Agency
  • Form 5500 Signal Engine (BOR changes, premium jumps, carrier switches, late filings)
  • Carrier-appointment-aware routing
  • SSO (Google Workspace, Okta, Azure AD)
  • Custom audit log retention
  • Agency Intelligence Engine (campaign ROI overlaid on book)
  • Dedicated CSM + priority support
  • White-glove migration (Applied Epic, AMS360, HubSpot, Salesforce)

Questions brokers actually ask

What will pricing look like?

We're in pilot. Tiers and pricing are being set with our design partners and will be published once we have real usage data from the first cohort. Until then, every pilot is bespoke — tell us about your book and we'll size it together.

Do I need to rip out my CRM?

No. Velora bolts onto HubSpot, Salesforce, or Atlas. Every send, reply, and call writes back to the record you already use. If you don't have a CRM, the built-in broker CRM is included.

How fast can we go live?

A Producer seat goes live in under an hour: connect Gmail, upload a target list, launch a playbook. Agency bidirectional CRM sync adds 2-3 hours for OAuth + field mapping. Platform migration runs 2-4 weeks with a dedicated project manager.

What about compliance?

TCPA-aware send windows and STOP handling are built in. 10DLC A2P registration is walked through on onboarding. We're actively working toward formal certifications (audit posture detailed under NDA) — we'll surface them on this page when they're real, not before.

Annual or monthly?

Monthly by default. Annual commitments are available and will come with a published discount once pricing is locked. No multi-year contracts required.