Stop Losing Leads to Slow Follow-up & Turn Quotes Into Written Policies

A sales blueprint built by top 0.1% producers. Snap a business card photo, tag your outcome, and let the system handle your quote follow-ups and 12-month renewals.

Built For Scale

Stop Revenue Leakage Across Your Entire Agency

Drive policy renewals and quote conversions up by over 160%. We handle the technical setup, automations, and tracking so your team can focus entirely on selling.

Book Your Free Demo

Want to speak with someone now? Call 865-390-3222

Real Results

The B2B Insurance Agent's Dilemma

You hustle in the field, collect a stack of business cards, and then what? They sit on your desk. Closing a policy once is not a sustainable model.

"Instead of spending 16 hours texting people individually, my phone just started blowing up. It took me two days to answer text messages and phone calls because the system reached out instantly. It takes serving clients to the next level."

Jordan James-MacLeod

Sales Professional, Globe Life Family Heritage

"They build it for you. You just tell them what you need, they take it over, and execute. As you grow, it's easy to lose touch with old clients because you're trying to hunt new business—this keeps you front of mind all year round."

Velocity 360 User Review

Independent Insurance Representative

Integrations: Capturing Leads Instantly From Any Source

Card Parser

CSV Import

Calendars

Meta Ads

Google Ads

Whether a new lead comes from a business card, a CSV list, or a web ad—it instantly enters your pipeline without manual data entry.

How It Works

We are a white-glove partner. We handle the technical setup and build the workflows for you.

Business Card Parser

Snap a photo of a business card or upload a CSV. We parse the data directly into your CRM. Zero manual data entry.

Tag-Based Follow-up

Tag leads to trigger specific outcomes. Add a "Wasn't in office" tag to instantly send a quick text/email showing you dropped by.

Quote Follow-Up

Drag a contact to "Quote Sent" and the system automatically follows up via text and email to help close the policy.

12-Month Renewals

Marking a lead "Sold" kicks off an automated renewal cadence that asks for referrals and prompts policy reviews 60 days before expiration.

Are You Leaking Commission? Take The "No" Test

Are your business cards digitized and loaded into a pipeline within 5 minutes?

Do you automatically follow up on every single outstanding quote you issue?

Do you have an automated 12-month nurture running for policy renewals?

Can corporate prospects self-schedule virtual or in-person meetings directly on your calendar?

If you answered "No" to any of these, missing follow-ups could be costing your agency thousands.

Book Your Free Demo

Or talk to an expert at 865-390-3222

Frequently Asked Questions

Common questions about the B2B Insurance Blueprint. To see exactly how it deploys for your agency line, we recommend booking a live demo below.

What makes Velocity 360 different from standard insurance CRMs?

Most software tools hand you an empty login and tell you "Good luck." Velocity 360 is a fully managed, white-glove "done-for-you" setup. We handle your pipeline design, customized trigger tags, calendar setup, and technical infrastructure for you.

How does the business card parser save time?

When prospecting or attending events, your field reps simply snap a picture of a business card. Our platform automatically parses the data directly into your CRM pipeline within 5 minutes, eliminating manual typing.

What technical steps do you handle during setup?

We configure your professional SMTP email routing and registered A2P text messaging compliance frameworks. This ensures your follow-ups land directly on prospect screens rather than spam folders.

Can our agents protect their private client lists from other reps?

Yes. We build custom user permission structures directly into your agency database setup, ensuring individual sales producers can access only their specific leads and direct books of business.