Live demo · no login

Take the tour.

The same screens a wholesaler sees, fully interactive. Click into any contract, simulate carrier review, drill into advisor records. Boots in two and a half seconds.

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vellum.app/dashboard

Booting Vellum demo

Spinning up a sample dataset. About two and a half seconds.

Reading carriers

Your turn

Same screens. Real advisors.

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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.

Updated daily

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.

Team plan · 4 / 5 seats

Members

Margaret Chen
Joined 2 yrs ago
owner
Daniel Okafor
Joined 8 mo ago
admin
Priya Iyer
Joined 3 mo ago
member
Jonas Eriksen
Joined 6 wks ago
member

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