Add the advisor.
One intake. NPN, licensure, contact, address. Vellum stores this as the canonical record.
First name
MargaretLast name
ChenNPN
8273 401 295Resident state
Texas
For annuity wholesalers
Thecontractlayerforannuitywholesalers.
One intake, every carrier. Four to fourteen days collapsed to one workflow.
AdvisorActive
Margaret R. Chen
Added 3 weeks ago
- NPN
- 8273 401 295
- Resident
- Texas
- Licensed
- 14 states
- Contracts
- 3 active
Licensure
- TX
- CA
- NY
- FL
- IL
- WA
- OH
- +7
Allianz LifeLive
Daniel Okafor
NPN 9145 220 117 · Illinois · 7 states
StatusSubmitted
01 Submitted
02 Reviewed
03 Approved
04 Active
Submitted
Apr 14
Reviewed
Apr 14
Active
—
Dashboard4 in flight
Advisors
12
In flight
4
Hours
18
- Margaret R. ChenAthene
Approved
- Daniel OkaforAllianz
Reviewed
- Priya IyerLincoln
Submitted
- Jonas EriksenF&G
Active
AtheneNATIONWIDEAllianzF&GLINCOLNSymetraPacificLIFErudentialGlobalAtlanticcorebridgeAtheneNATIONWIDEAllianzF&GLINCOLNSymetraPacificLIFErudentialGlobalAtlanticcorebridge
How it works
Four steps. One continuous flow.
Each step picks up where the last one ended. No exporting, no re-importing, no question of which version is current.
Generate the documents.
Pick a carrier. Paperwork is produced with the advisor's data already in place.
AtheneCover · v1
Margaret R. Chen
NPN 8273 401 295 · Texas
Send for signature.
BoldSign delivers the documents. Signed copies return automatically.
From: Vellum / BoldSignAwaiting
To
m.chen@firm.com
Subject
Athene contract for your signature
VLMSent
Track to active.
Pipeline shows submission, review, approval in real time. No tab-juggling.
Athene · Chen, M.Submitted
01 Submitted
02 Reviewed
03 Approved
04 Active
What's inside
Three tools wholesalers actually open every day.
Beyond the contract pipeline: live carrier rates with correlated news, your own document templates, automated workflow rules, and a team dashboard for firms that need to see across employees.
Rate board
Live rates with the news that moved them.
MaxRate MYGA
Athene · 5-yr
5.40%
↓ -0.10%
Guarantee Platinum
F&G · 5-yr
5.50%
↑ +0.10%
OptiBlend MYGA
Lincoln · 7-yr
5.45%
↑ +0.10%
Benefit Control FIA
Allianz · 10-yr
8.10%
→ steady
Why it moved
Athene trims MaxRate MYGA by 15 bps across the curve.
Athene Producer Note · 2 days ago · rate-down signal
Templates + workflows
Build the paperwork once. Automate the rest.
Document template — Athene MYGA
- Advisor full nameadvisor.firstName + lastName
- Resident stateadvisor.residentState
- Spouse nameconditional · has_spouse
- Signature—
Workflow rule
When a contract enters submitted for more than 48h, notify the carrier rep + email me.
Organisation dashboard
Owners and admins see the team's day, in order.
Members
- owner
Margaret Chen
Joined 2 yrs ago
- admin
Daniel Okafor
Joined 8 mo ago
- member
Priya Iyer
Joined 3 mo ago
- member
Jonas Eriksen
Joined 6 wks ago
Recent activity
Daniel Okafor submitted a contract · Athene · Hannah Whitfield
12 min ago
Priya Iyer added an advisor · Lekha Bhattacharya
1 hr ago
Daniel Okafor published a template version · Allianz FIA paperwork v3
yesterday
Margaret Chen invited a member · tomoko@example.com
yesterday
The shape of the change
Same advisors. Same carriers. Different week.
Today
0days
- Six systems per submission
- Manual copy-paste
- Email threads as audit trail
With Vellum
0workflow
- One workflow
- One advisor record
- A pipeline that doesn't drop threads
Status
Generally availablethis quarter.
Currently in private preview with US-based wholesalers. Email access opens to the broader market in the next release.