Voli

Founded by a former agency owner

Every underperforming producer is costing you $5,000 a month. Voli gets it back.

Voli gives life insurance agency owners live visibility into producer activity, pipeline, and AP. So you lead the team instead of chasing reports.

15-minute call · No contracts

voliapp.io/dashboard
A
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

If your operations still look like this

You're running a multi-million dollar business on group chats and broken spreadsheets.

Most agency owners discover the AP gap on the 28th. By then, it's three weeks too late to act.

What you have now

A
Atlas Producers 🔥8 participants · Wed 11:47 PM

Marcus

$213 FE 🔥

11:42 PM

🙌🙌

11:43 PM

Jordan

$114 mortgage protection 👍🏽

11:46 PM

Sarah

closed another one 🎉

11:47 PM

how much???

11:48 PM

No carrier. No record. No follow-up. Just emojis.

With Voli

Leaderboard

May 2026 · month to date

Live
1
M
Marcus Webb14 policies
$18,200
2
S
Sarah Chen11 policies
$14,500
3
J
Jordan Blake9 policies
$11,800
4
D
David Park7 policies
$8,400
5
A
Alex Thompson3 policies
$3,100
swipe to compare

Same producers. Same week. One you can act on.

What you have now

policies-2025-Q2-FINAL.xlsxLast edit: 19 days ago
#ClientProducerCarrierAPStatus
1R. PattersonMarcusMutual$2,400Active
2M. LewisJordan??$1,800Pending
3D. AcostaSarahForestersTBDIssued
4J. Riley?SBLI$960Active
5K. Brown??????followup
6A. SinghMarcusMutual$3,200Active
7M. LewisJordanMutual$1,800dup?
8T. NguyenSarah?$1,200Pending
9C. MendezMarcusForesters$2,750Active
10E. Walsh?SBLITBDPending
11P. HowardJordanMutual$1,560Issued
12L. FosterSarah??$2,100??
13B. CarterMarcusMutual$1,920Active
14N. ReyesSarahSBLITBD??
15G. OwensJordanForesters$1,440Pending

Missing carriers. Missing AP. Possible duplicate. No way to know what's real.

With Voli

Book of business

1,247 policies · $1.84M AP

Search policies
All producersBy carrierStatus
R
Patterson, RobertMarcus W. · Mutual · #12847
Active$2,400
L
Lewis, MariaJordan B. · Foresters · #12851
Pending$1,800
A
Acosta, DiegoSarah C. · Foresters · #12862
Issued$2,100
R
Riley, JamesSarah C. · SBLI · #12866
Active$960
B
Brown, KellyMarcus W. · SBLI · #12874
Follow-up$1,440
S
Singh, AnilMarcus W. · Mutual · #12879
Active$3,200
F
Foster, LiaSarah C. · Mutual · #12891
Pending$1,800
swipe to compare

Your producers are already closing deals.

This is what it looks like when you can see them.

— and this is just the dashboard.

See it on your agency →

What you get

The three things your current setup can't do.

Voli adds these on top of the leaderboard and book you already saw.

Oracle AI

Ask the questions. Get the answers.

No filters. No dashboards to learn. Type any question about your agency in plain English. Oracle answers from live data — and tells you what to do next.

“Which producer dropped most this month?”
Identifies underperformers in week one.

Call Feedback

Every call coached. Without sitting in.

Voli scores every producer call against your sales process. You see where they nail it, where they leave money on the table, and exactly what to coach next.

DiscoveryStrong
Close attemptSoft
Catches missed close attempts.

Academy

Onboard in days, not months.

Your scripts, your objection handlers, your product breakdowns — assigned automatically, tracked per producer. Every new hire ramps on your process, not theirs.

Onboarding progress62%
Cuts ramp from 90 days to 14.
swipe to see more

The actual screens? Those come in the demo.

The math behind the headline

How Voli finds the $5,000.

The industry benchmark for a producer is $15,000 AP per month. Here's how the gap shows up.

Industry benchmark

$15,000

AP per producer / month

Underperformer

$10,000

two-thirds of target

The gap

$5,000

per producer, per month. $60,000 a year.

Why it stays invisible:

Producers self-report.

Numbers are filtered through ego and excuses.

Tools don't talk.

Dialer in one app, CRM in another, carrier in a third.

You don't have time.

Manual rollups eat hours you don't have.

What Voli does:

1.Producers log daily activity in one place.

Five minutes a day per producer. No more WhatsApp guessing or last-week's spreadsheet.

2.Voli benchmarks against peers and history.

Live ranking against your top performer and the producer's own last 30 days. Gaps surface the day they appear.

3.You see what to coach, not just what to fix.

The leaderboard names the drop. The activity trend explains it. The 1:1 writes itself.

The leak isn't hiding.

You just can't see it from where you're standing.

Voli moves you to a better vantage point.