Helping Insurance Agents Grow!
Veltrix IO
Features
Using The Most Innovative Features
Solutions
Insurance Agent Lead Generation Solutions
Unlock the power of advanced AI tools designed for businesses of all sizes and individuals alike. Our platform ensures accessibility across devices, making innovation available at your fingertips. Whether you're a small startup or an established enterprise, we bridge the gap between technology and growth.
Accessible across all major platforms, including Windows, Mac, and mobile devices.
Empower small to medium businesses with cutting-edge AI capabilities.
Simplify innovation with tools designed for everyone, anywhere.
TESTIMONIALS
Hear What Our Clients Have to Say
James Miller
Insurance Agent
Joined September 2024
“James joined us back in September when he was struggling to stay on top of his lead flow. Since then, he’s been using Veltrix.io daily to streamline his process, and it’s completely changed the way he operates. He’s now closing more deals with less stress and has full confidence in his follow-up system.”
David Thompson
Insurance Agent
Joined August 2024
“David was juggling spreadsheets and missing follow-ups before finding Veltrix.io. He’s now saving hours every week and finally feels in control of his sales process. David loves how easy it is to use and says it’s the most valuable tool in his workflow.”
⭐️⭐️⭐️⭐️⭐️
“I was skeptical, but I booked 23 calls in 2 weeks.”
“I wasn’t sure about switching to a new system, but Veltrixio made it easy. Their automations and templates are already built for insurance, so I just plugged it in and started booking. I got 23 appointments in 2 weeks!”
Sarah Brisbane, Health & Life Insurance Broker
Sarah Brisbane
⭐️⭐️⭐️⭐️⭐️
“It’s like having a virtual assistant that works 24/7.”
“Veltrixio follows up with leads, books them in my calendar, and even replies to common questions automatically. It’s like I have a personal assistant working 24/7. I finally have time to actually sell instead of babysitting leads.”
Chris Donato, Commercial Insurance Agent
Chris Donato
Frequently Asked Questions
Your Questions, Answered Clearly
How does Veltrixio ensure data privacy and security for insurance agents?
We take your clients' information seriously. Veltrixio uses encrypted connections, secure cloud hosting, and follows strict data protection practices to ensure your lead and customer data is always safe. Your CRM is private to you—and no one else has access to it but your team.
What kind of customer support can I expect after signing up?
If you're on the Starter Plan, you’ll get email-based support and access to our community forum. On the Pro Growth Plan, you’ll receive priority support, live chat, and 1-on-1 onboarding assistance with our team to make sure you get results fast.
Can I upgrade or downgrade my plan based on my needs?
Absolutely. You can switch between plans at any time depending on where your business is at. Whether you're scaling up or streamlining, Veltrixio gives you flexibility to adjust your plan as needed—no hassle.
Does Veltrixio integrate with tools I already use?
Yes! Veltrixio integrates seamlessly with many tools insurance agents already use—like Google Calendar, Facebook Ads, Zapier, email platforms, and more. Our Pro Plan also includes built-in automation templates to streamline your workflow.
Is there a free trial available before committing to a subscription?
We offer a risk-free experience. While we don’t currently offer a traditional free trial, our Pro Growth Plan comes with a 90-booking guarantee within 3 months so you can test the full power of Veltrixio with confidence.
How can Veltrixio help my insurance business grow and save money?
Veltrixio helps you automate follow-ups, book more appointments, and close more deals—without needing to hire extra staff. It saves hours of manual work each week and ensures no lead ever falls through the cracks again. More revenue, less stress.
What kind of training or resources are available for new users?
We’ve got you covered! You'll get access to a full onboarding walkthrough, step-by-step tutorials, and a library of video resources tailored for insurance agents. Pro Plan members also get 1-on-1 support and setup help to ensure you're up and running fast.
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Contact: [email protected]