Your clients stay current. Your agents start prepared. Your agency stays connected.
A consistent client-facing workflow for annual-review readiness, retention, referrals, and stronger relationships between reviews.
Every annual review starts the same way.
Today
- Agent meets client
- Rebuilds medications, doctors, insurance cards from scratch
- Opens quoting platform
- Manually enters everything
- Quotes
With VitaLink
- Client keeps VitaLink current
- Client authorizes and sends information
- Agent arrives prepared
- Current information enters quoting platform
- Quotes
A better starting point across your entire agency.
Less rebuilding. More advising.
Harder to replace.
Expand the relationship into spouses, adult children, caregivers.
A better starting point for every agent.
You're no longer just the insurance agent. You are part of the support system.
VitaLink helps agents stay useful between reviews, when clients and families need organized information most.
The client stays in control.
The client maintains their own record, controls what is current, and authorizes what gets shared with an agent.
Built for 50 agents. Or 5,000.
Easy for agents to explain and easy to adopt.
Support roster, activation, and access workflows.
Agency implementation, not one-agent-at-a-time checkout.
Lock in Founder Pricing today.
Every future agent you add receives the same Founder Pricing - $10/month, locked forever.
App + agent tools
Agency Management Dashboard
Locked in foreverEverything in Founding
Full CRM & follow-ups
Optional upgradeApp Only - $20/mo
App + CRM - $40/mo
After Founder spots claimed
Let's start a conversation.
The enrollment process already works. Let's make everything before it work better.
Eric Hevelone - (402) 806-6331 - myvitalink@outlook.com