A CRM built around your AMS.

Renewals, households, checklists, intake forms, payment links and the end-of-day report, all in one place. It’s built around EZLynx, and if your agency runs a different system, I build it around that one.

It isn’t an AMS. Your AMS knows what you’ve got. Velora knows what you have to do about it this week.

Renewals, in order of what’s due

Every renewal falls into a band: overdue, this week, this month or later. The premium change sits on the row, so a client facing a big increase stands out before they start shopping around.

RRenewals

ClientsUpcoming RenewalsAudit ActivityAdmin

Upcoming RenewalsGrouped by urgency

Overdue1

Priya Raman

Travelers · Home

2d overdue

Premium $2,318.00 · ▲ $204.00 (9.6%)

This week3

Daniel & Maria Hollis

Safeco · Auto

Renews in 3d

Premium $3,112.00 · ▲ $486.00 (18.5%)

Owen Castillo

Progressive · Auto

Renews in 5d

Premium $1,204.00 · ▼ $38.00 (3.1%)

Lena Fitzgerald

Nationwide · Condo

Renews in 6d

Premium $688.00 · ▲ $22.00 (3.3%)

This month2

Marcus Whitfield

Travelers · Home

Renews in 18d

Premium $1,947.00 · ▲ $61.00 (3.2%)

Harper & June Ellison

Safeco · Umbrella

Renews in 26d

Premium $412.00

The whole household on one page

Every policy, note and task for a household sits together, and every task shows who it belongs to. Whoever picks up the phone can see where things stand.

RRenewals

ClientsUpcoming RenewalsAudit ActivityAdmin

Daniel & Maria Hollis

Renewals2

Safeco · Auto · 10/02/2026Premium $3,112.00 · ▲ $486.00 (18.5%)

Safeco · Home · 01/14/2027Premium $1,860.00

Notes and tasks

Call Maria about the auto increase and requote with Progressive.

Due · Sep 30Sam

Maria wants to add their son Evan to the auto policy in November.

Note · Jordan · Sep 26

Secure intake

Card details received Sep 26

Coverage review

Sent Sep 27, awaiting the client

Paste renewals straight in

Copy the rows out of your renewal report and paste them in. Each one is matched to the right household by policy number, even when the report spells the name differently.

Add renewals

SingleBulk paste

Insured	Policy #	Renewal date	Premium
DANIEL R HOLLIS → saved as “Daniel & Maria Hollis” (matched on policy # in EZLynx)	OY6-4471902	10/02/2026	$3,112.00	New
Owen Castillo	9921-55-0183	10/04/2026	$1,204.00	Already exists
LENA M FITZGERALD → saved as “Lena Fitzgerald” (matched on policy # in EZLynx)	NW-88-310274	10/05/2026	$688.00	New

Cancel

A checklist for every new client

Your onboarding steps go onto a new client in one click, from the bound policy to the thank-you card. Each step has an owner and a due date, and once it’s done it keeps who did it and when. You write the checklist yourself, and change it whenever your process does.

RRenewals

ClientsUpcoming RenewalsAudit ActivityAdmin

Owen Castillo

New-client onboardingIn progress · 4/111 overdue

Previous insurance company

Progressive

New carrier

Safeco

Effective date

10/01/2026

Bound policyJordandone 09/24/2026
ID cards sentSamdone 09/24/2026
Welcome email sentSamdone 09/25/2026
E-signatures completeJordandone 09/26/2026
Documents uploaded to EZLynxdue09/30/2026Sam
Cancellation letter prepared & signeddue09/26/2026Jordan
Cancellation request sent to carrierdue10/03/2026Unassigned

Intake forms that start filled in

When you take an intake over the phone, start from the client’s EZLynx export and their drivers, vehicles and VINs are already on the form, each one marked until you’ve checked it with them. Or start from the last intake they gave you. The forms are yours to build, with the questions your agency actually asks.

RRenewals

ClientsUpcoming RenewalsAudit ActivityAdmin

Owen Castillo

FormAuto Personal Risk Review

Start fromEZLynx export: castillo-auto.xml

Filled in 16 answers from the EZLynx export castillo-auto.xml. Each is marked “from EZLynx” until you change it. Check them with the client.

Drivers

Driver 1

Driver namefrom EZLynxDate of birthencryptedfrom EZLynxDriver’s license #encryptedfrom EZLynxLicense statefrom EZLynx

Vehicles

Vehicle 1

Yearfrom EZLynxMakefrom EZLynxModelfrom EZLynx

VINfrom EZLynx

Payment details and intake forms, sent by link

Send a secure link and the card or bank details are encrypted in the client’s browser before they are sent. Send an intake form instead and they fill it in on their phone, and the answers land on their record.

Secure Information Submission

Your Agency

Your information is encrypted in your browser before being sent. It cannot be read by anyone except your authorized agent.

Full Name

Payment Method

Card Number

Exp. DateCVV

All sensitive data is encrypted end-to-end before leaving your device.

Coverage Review

Your Agency

This helps Your Agency review your coverage. Your answers are sent securely, and sensitive details like a license number or date of birth are encrypted before they leave your device.

Date of birthDriver’s license #Any soon-to-be-licensed youthful drivers?

The end-of-day report, one button

Press Send EOD and the day’s notes and renewal changes go out as an emailed report. Nobody has to type it up.

RRenewals

ClientsUpcoming RenewalsAudit ActivityAdmin

SOSam Ortiz· 2 clients

Renewals· 2 changes

Daniel & Maria Hollis · Safeco Auto · Requote

Owen Castillo · Progressive Auto · Email to stay

Daniel & Maria Hollis· 2 entries

Called Maria about the increase. Requoting with Progressive.

10:14 AM

Sent Maria the coverage review form.

11:02 AM

Priya Raman· 1 entry

Payment came in through the secure link.

2:31 PM

What happens to client data

Your agency holds people’s card numbers and license numbers. This is how Velora handles them.

Card and bank numbers are encrypted in the client’s browser.: They’re locked before they’re sent, and the CVV is deleted once you’ve processed the payment.
A payment link works once.: It expires on its own, and stops working the moment the client submits it.
License numbers and birthdates are encrypted too.: On every intake form, whether the client fills it in or you do.
Only the people you invite can sign in.: Switch someone off and they lose access to client records straight away.
Every change is logged.: Who changed what and when, with the value before and after.
Velora never has your EZLynx password.: It never signs in to EZLynx. Everything that comes across comes from an export or a paste you made.

How it fits with your AMS

Your AMS stays the system of record.
Policies and client details stay where they are. Velora is where the week’s work gets done.
Your book is loaded from an export.
You pull a policy list out of your AMS. I load it and match every household by policy number, and I can load it again whenever you want fresh data.
It isn’t a live sync.
New renewals come in when you paste them, so your list can be ahead of your AMS instead of waiting on it.

Changed when you ask

It’s set up around how your agency already works. When you want something added or changed, you email me, the person who builds it.

The checklists, the printable intake and filling an intake from an EZLynx export all started as one agency owner asking for them.

Add-on

AI email drafting

Optional, and priced separately from Velora.

Click Generate email on a renewal and it writes the email for you, subject line included, from the details already on that renewal. It never makes up a date or a dollar amount, and it never sends anything. You read it over and send it from your own email.

It works from the renewal’s details and never sees a card number, a license number or a birthdate.