For life & health insurance agencies

Your agency's own Agent Space. Live today.

Give every rep one place for their book of business, commissions, leaderboards, leads and a dialer, under your name, your logo and your colors. Built for life & health insurance agencies. No developers, no contracts.

From $50 per agent per month · Set up in minutes · Cancel anytime
demo.vexoracrm.com/agent
Summit Financial Group's Agent Space dashboard on VexoraSummit Financial Group's leaderboard on Vexora

Everything your agents open every day. One login.

Vexora replaces the spreadsheets, group chats and carrier-portal tabs with one platform that already knows how your agency pays.

Book of business

Every policy an agent writes, with status, premium, placement and persistency. Submitted, pending, active, declined and cancelled, all tracked automatically.

Commissions & bonuses

Your carriers, your products, your comp levels and bonus tiers. Each agent sees exactly what they've earned and what's coming, calculated for them.

Leaderboards & competitions

Live rankings by premium or deals, pod-vs-pod and agent-vs-agent competitions with prizes and countdowns. Your team sees it the second a deal lands.

Multi-line dialer

Built-in power dialer with up to 5 lines, call recording, voicemail drop, do-not-call handling and inbound routing. Agents dial from inside Agent Space.

Lead distribution

Load leads, set rules, and let the pool hand them out fairly. See who's working what, and where the premium came from.

Recruiting & onboarding

Invite agents with a one-tap code, set their starting level, approve them, and track licenses, appointments and training from day one.

Leaderboard
Leaderboard: live rankings by premium or deals, by day, week or month.
Agency overview
Agency overview: every agent's placement, persistency and what you earn on them.
Book of business
Book of business: each policy with status, premium and client details.

Your name on the door. Not ours.

Agents log in at youragency.vexoracrm.com and see your logo, your colors and your agency name everywhere. Nobody has to know what's under the hood.

  • Upload a logo and pick a color. The whole platform re-themes in seconds.
  • Set your own carriers, products, commission levels and portal links.
  • Your data stays yours: every agency is walled off from every other one.
  • Install it on a phone like an app. Agents get it in their pocket.
Summit Financial
SUBMIT DEAL
Premier Life
SUBMIT DEAL
Northline Agency
SUBMIT DEAL
Ridge Benefits
SUBMIT DEAL

Simple per-agent pricing.

Pay for the agents you have. Add people, your bill goes up. Lose people, it goes down. Monthly, no contracts, no free-trial games.

Team
$50/agent/mo
1–19 agents
No setup fee
Most agencies
Agency
$40/agent/mo
20–99 agents
One-time setup: $1,000 at 30+ · $2,000 at 50+ · $4,000 at 70+
Enterprise
$35/agent/mo
100–499 agents
One-time setup: $5,000
Elite
$30/agent/mo
500+ agents
One-time setup: $10,000
25
Dialer calling minutes and phone numbers are billed separately at cost. Terms of Service.

Live in three steps.

Sign up

Pick your agency's web address, add a card, and you're in. About two minutes.

Set up your comp

Add your carriers, products, levels and logo on the Agency page. Change them any time.

Invite your agents

Each agent gets a one-time code by text. They sign up, land at their starting level, and start submitting deals.

Questions.

Do my agents see "Vexora" anywhere?

Only a small "Powered by Vexora" line on the login page. Everything else, from the name and logo to the colors and web address, is yours.

Which carriers or ISPs does it work with?

Any. You enter your carriers (or ISPs), their products (or packages) and what each pays at each level, as a % of premium or a flat amount per sale. Vexora does the math from there. It's not tied to one carrier or one comp plan.

Is there a free trial?

No. Pricing is month to month with no contract, so you can start, see it with your team, and cancel from your billing page whenever you want.

What's the setup fee for?

Larger agencies get hands-on help moving their team over: comp setup, agent import and a walkthrough. Teams under 30 agents don't pay one.

How is billing counted?

You're billed for approved, active agents on your team. The count syncs daily and changes are prorated, so you never pay for someone who left.

Who owns the data?

You do. Every agency's data is isolated from every other agency's. If you leave, you can export your book of business within 30 days.

What about the dialer and texting?

The dialer is built in. Phone numbers and calling minutes are passed through at cost, and we handle the carrier registration your agency needs to call and text legally.

Give your agents something to be proud of.

Your agency's Agent Space can be live before your next team call.

Questions first? support@vexoracrm.com