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Voli is the operating system life insurance agencies, IMOs, and independent producers run on — when they're serious about growth.

See How It Works ↓

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voliapp.io/dashboard
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voliapp.io/dashboard
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VOLI
Dashboard
Hi Marcus, here's your agency overviewMay 4, 2026
Total Appointments
54
↑ 12% this month
Applications
42
↑ 8% this month
Annual Premium
$18,200
↑ 23% this month
Conversion Rate
78%
↑ 5pts this month
PremiumAppointments
Dec
Jan
Feb
Mar
Apr
May
Top Agents
1
M
Marcus WebbAtlas Ins.$18,200
2
J
Jordan BlakePinnacle Life$14,500
3
S
Sarah ChenSummit IMO$11,800
voliapp.io/leaderboard
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🏆 LeaderboardApril 2026
AgencyIndividual
1
M
Marcus Webb
ELITE PARTNER
$18,200
2
J
Jordan Blake
$14,500
3
S
Sarah Chen
$11,800
4
R
Ryan Torres
$9,400
5
A
Aisha Patel
$7,200
6
D
David Kim
$5,900
7
L
Lisa Morgan
$4,200
7 AgentsTotal AP: $90,400↑ 18% vs last month
View Full Leaderboard →

Built for the way life insurance agencies actually work.

11 min

Average time to onboard a new agent

+31%

Average increase in monthly AP per agent within 90 days of switching to Voli

89%

Of managers report improved agent accountability within the first month

8 sec

Average time for The Oracle to return a carrier recommendation or objection script

11 min

Average time to onboard a new agent

+31%

Average increase in monthly AP per agent within 90 days of switching to Voli

89%

Of managers report improved agent accountability within the first month

8 sec

Average time for The Oracle to return a carrier recommendation or objection script

11 min

Average time to onboard a new agent

+31%

Average increase in monthly AP per agent within 90 days of switching to Voli

89%

Of managers report improved agent accountability within the first month

8 sec

Average time for The Oracle to return a carrier recommendation or objection script

WHY VOLI

From chaos to command.

Five steps. One shift.

01
BEFORE

The spreadsheet trap

Production tracked in a doc nobody updates. Numbers guessed, never known.

02
BEFORE

Three tools, zero clarity

Calls here. Pipeline there. Training somewhere else. Nothing connects.

◆
03
WITH VOLI

Every number, live

Every appointment, application, and dollar tracked in real time. One view.

04
WITH VOLI

Culture in the platform

Leaderboards and recognition built in — not buried in a group chat.

05
WITH VOLI

New agents up in days

Onboarding, training, and license verification — all inside Voli.

"

No other platform was built for this. Others adapted. We started here.

AUTO
Step 1 of 5

The Platform

One platform.
Every edge you need.

We're not listing features.
We're showing you what changes.

REAL-TIME ANALYTICS

Know your numbers before your competition knows theirs.

Most agency owners find out how their month went after it's already over. Voli shows you everything — by agent, by carrier, by product — while there's still time to do something about it. One manager cut her monthly reporting time from 3 hours to under 10 minutes.

Agencies on Voli report an average of +31% in monthly AP within their first 90 days.

0
Appointments
0
Apps
$0
AP
0
Conversion
PRODUCTION · DEC–MAY
Dec
Jan
Feb
Mar
Apr
May

The Oracle

Your agency's AI brain.
Always on. Always accurate.

The Oracle is Voli's built-in AI — trained on insurance operations, carrier guidelines, objection handling, and production strategy.

Ask it anything. Get answers in seconds.

No other insurance platform has anything like it.

→"What carrier works best for a 68-year-old diabetic?"
→"Write me an objection handler for 'I need to think about it'"
→"Which of my agents is underperforming and why?"
⚡
The Oracle
Live

Results

Numbers agencies actually care about.

+0%
Average production growth
in first 90 days
0+
Modules in one platform
vs. scattered tools
0x
Faster agent onboarding
vs. no system
0
Spreadsheets needed
zero, done, gone

"Voli gave our team visibility we never had before. Our appointments are up 60% and every agent knows exactly where they stand."

Derek Fontenot, Agency Owner

"The Oracle alone is worth the switch. I use it between every call."

Camille Osei, Independent Producer

"As an IMO, seeing all my agencies in one dashboard changed how I run my business."

Renata Voss, IMO Director

Get Started

Ready to fly?

Book a 20-minute demo. See exactly what
Voli can do for your agency.

  • ✓Full platform walkthrough built around your agency size
  • ✓Live Oracle AI demonstration with real scenarios
  • ✓Clear onboarding timeline — up and running in 48 hours

No contracts. No setup fees. No long-term commitment.