For worksite & voluntary benefits agencies
Vantyx Flow is the field system for agencies that enroll school, hospital and district employees. Agents claim a building from the pool, book the meeting, come back and enroll room to room — and leadership watches all of it happen.
Built inside a working agency, by agents walking real schools.
Claim board · Region 4
Live
Rosewood Elementary
Mercy General Hospital
Northgate Middle School
Fairview High School
Lincoln Elementary
Claim a building and the 48-hour clock starts. Book a meeting and you keep it. Don't, and it goes back in the pool for somebody who will.
The problem
Your agency management system knows what was written. Nothing you own knows what happened in the hallway — who claimed the institution, who actually showed up, and who has been sitting on a district for three weeks.
The field day
01 / CLAIM
Every institution in your territory sits in a shared pool. An agent claims one and owns it for 48 hours. No two agents walk the same building. No institution sits on a spreadsheet for a month.
02 / BOOK IT
The agent books the breakfast or lunch meeting with the institution. On the return day they work it room to room, enrolling people where they sit — and the GPS check-in tells you exactly what time they walked in.
03 / WRITE IT
Policies get submitted against the lead that produced them, splits are credited to both agents, and the close-out note is waiting for whoever works that institution next year.
For leadership
Command Center puts your whole field operation on one screen — every building, every agent, every meeting, updating as it happens. No Monday call to find out how last week went.
Pilot in the field
Vantyx Flow was built inside a working agency, not a conference room — every rule in it came from an agent standing in a hallway telling us it was wrong. Results from the first full season publish here when the season closes.
Pricing
Billed to the agency monthly, the same way you already handle E&O — and recouped at payout. No agent holds a card, no agent can be locked out of their own book, and nobody chases twenty people every month.
A flat platform fee plus a per-agent rate — and you are only charged for agents who have actually signed in, never for a name typed into an admin screen. Final pricing depends on the size of your team; we will walk you through it on the demo.
Next step
Bring one district you're working now. We'll put it on the claim board live and you can decide from there. No deck, no slides.
Book a 20-minute demo