⚡ Coming soon. Early agent interest list now open.

The automated client communication platform built exclusively for insurance agents.

Stay visible year-round with consent-based SMS, email outreach, referral nudges, appointment reminders, and client replies that do not fall through the cracks.

Join the Early Access List

Most insurance agents lose clients not because of price but because they stopped staying in touch.

You know you should follow up. Send birthday messages. Check in before AEP. Ask for referrals.

But between appointments, paperwork, and actually selling, it never happens consistently.

VitaLink Reach does it for you. Automatically. Professionally. From your own phone number.

How VitaLink Reach Works

1

Add your clients

Import from CSV or add manually. Takes minutes.

2

Send one consent text

Clients reply YES once. You're compliant forever.

3

Let it run

VitaLink Reach handles check-ins, birthdays, referral asks, and Medicare season alerts from your number.

4

Watch referrals come in

Clients reply with names and numbers. VitaLink flags them instantly. You follow up. You close.

Everything You Need. Nothing You Don't.

Texting

Smart SMS Drip

10 perfectly timed touches per year. Birthdays, check-ins, referral asks. All automatic. All from your number.

Email

Email Outreach

Upload lead lists. Launch campaigns. AI writes the perfect email. CAN-SPAM compliant built in.

Referrals

Referral Detection

When clients text you a referral, VitaLink flags it instantly. Save them as a lead in one tap.

Assistant

AI-Powered Replies

Unexpected client text? AI suggests a reply. You approve. You send.

Calendar

Appointment Reminders

Confirmation, day-before, and morning reminders send automatically.

Voice

Your Style, Your Voice

Choose your style once. Every message sounds like you.

Part Of The VitaLink Family

VitaLink Reach is one tool in a complete ecosystem built for insurance agents. Each app works independently or together as a complete platform.

VITALINK Client App REACH You are here CRM Agent CRM REVIEW Annual Reviews Still in development AI AI Assistant Still in development CONNECT Integrations Still in development

Learn About VitaLink

"I've been in insurance for 8 years. The hardest part was never the sale — it was staying connected to more than 500 clients consistently, every single year. VitaLink Reach does what I always wished I had time to do."
Eric Hevelone
Licensed Insurance Advisor
Marine Veteran, 1990-1994
Omaha, Nebraska

Simple, Transparent Pricing

Pricing shown below is planned pre-release pricing and may be offered to early agents as VitaLink Reach opens in phases.

Free Tier

STARTER

$0/mo
  • 20 selected clients
  • Client choices lock once selected
  • Welcome consent text
  • Basic SMS drip testing
  • Upgrade when ready for your full book

Join Early Access

REACH

$25/mo
  • Unlimited clients
  • Full SMS drip
  • Email campaigns
  • AI with your own key

Join Early Access

REACH + CRM

$45/mo
  • Everything in Reach
  • VitaLink CRM
  • Client records
  • Tasks and notes
  • Client history

Join Early Access

Most Popular

FULL SUITE

$99/mo
  • Everything included
  • VitaLink + Reach + CRM + AI
  • Review tool
  • White label
  • Priority support

Join Early Access

Early Agent Pricing: Early signups may be offered current pricing before public release. Availability will depend on rollout timing, platform readiness, and onboarding fit.

Join The Early Access List

⚡ VitaLink Reach is preparing for release. Android is first, with iOS planned.

Tell us where you are licensed and how many clients you serve. Eric will review early access requests personally as agents are invited in phases.

Questions before joining? Email eric@etretirement.com.

No spam. Ever. Unsubscribe anytime.

Frequently Asked Questions

Does it text from MY number?

Yes. Every message sends from your personal phone number. Clients know it's you.

Is it built for TCPA compliance?

Yes. VitaLink Reach is built around text opt-in, STOP handling, consent timestamps, and agent responsibility. Agents are still responsible for using it with appropriate client relationships and permission.

What phones does it work on?

Currently Android only. iOS coming soon.

Do my clients need the app?

No. They receive normal text messages on any phone.

Can I use my own email address?

Yes. Connect via Resend and campaigns send from your own address.

When can I get access?

VitaLink Reach is not publicly open yet. Agents will be invited in phases as Android, iOS, onboarding, and support are ready.

Is this part of VitaLink?

Yes. VitaLink Reach is part of the VitaLink platform family. Use it standalone or with other VitaLink tools for a complete agent platform.

Responsible Use

VitaLink Reach is designed for licensed insurance agents communicating with existing clients, warm referrals, and legitimate business relationships. It is not built for blasting cold lists, purchased lead lists, or people who have not given permission to be contacted.

The platform is designed with consent capture, opt-out handling, STOP processing, send limits, and audit records, but each agent remains responsible for following TCPA, CAN-SPAM, carrier rules, state insurance rules, and any carrier or agency compliance requirements that apply to their business.

VitaLink Reach app icon

Ready to build your referral machine?

Join the early access list today. VitaLink Reach is opening to agents in phases.

Join Early Access

Questions? eric@etretirement.com