Vela watches your book for DMI deadlines and unpaid premiums, then texts your clients in Spanish or English until the document is in and the premium is paid. Your agents only step in when it matters.
Policies don't terminate with a phone call. They terminate because a client never paid the first premium, or because a Marketplace letter in English sat unopened until the 90-day clock ran out.
You did the work. You made the sale. The commission was yours — and then it wasn't. Most agencies find out a policy died weeks later, on a carrier statement.
Vela finds the at-risk policies first, and shows you exactly how many dollars per month are on the line.
No new CRM. No retraining your agents. Vela runs alongside whatever you already use.
Export from HealthSherpa or your carrier portal as a CSV. Vela flags every policy with an upcoming DMI deadline or an unpaid premium within minutes.
Automated text sequences in Spanish or English — matched to the client — remind, explain, and collect documents. Escalating tone as the deadline approaches.
When a client replies or goes silent near a deadline, the assigned agent gets the alert. The dashboard shows policies saved and commission retained, every month.
Free through SEP season while we build with founding agencies. You get the product and direct access to the founder; we get your feedback. When OE pricing starts, founding agencies keep a permanent discount.