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Valentry

Expansion products

The core becomes more valuable with every connected layer.

Automation, tenant-aware assistance, digital signing and practical training extend the same governed client record without creating another disconnected system.
Explore the connected suiteExplore each add-on
AI Automation
Connected workflow
Chatbot
Tenant-aware
Valentry Sign
In-workflow
Valentry Train
Learning

Connected context matters

Four connected layers. One operating system.

Every add-on works from the same client, case, document, permission and audit context.

Add-on 1 of 4

Valentry AI Automation

A workflow layer that reduces the administration between an incoming message and the right client action.

  • Connect Outlook or Google mailbox inputs to the client and case context.
  • Read attachments and identify relevant client, policy and service information.
  • Create or update work, route ownership and surface missing information.
  • Prepare notifications and communications for human review where required.
Inbound message to next actionIllustrative

  1. Mailbox

    Message + attachments arrive

  2. Client match

    Identity and policy context

  3. Case route

    Product, service, owner, priority

  4. Next action

    Task, request or draft communication

Add-on 2 of 4

Valentry Chatbot

A financial-services assistant designed to answer from the tenant’s approved reference context rather than sending brokers to a generic search engine.

  • Reference brokerage, product and provider knowledge made available to the tenant.
  • Support research and practical product questions with visible source context.
  • Respect role and organisation boundaries at every answer and action.
  • Use a credit model so usage and cost remain transparent.
Case assistantIllustrative

Which documents are still required before this commercial review can move to analysis?

The case currently has the schedule and wording. The configured workflow still requires the latest claims history and signed fact find before analysis can start.

  1. 01 Case requirements · Commercial review workflow · configured source
  2. 02 Uploaded documents · Schedule · wording · endorsement

Draft a clear client request, but leave it for adviser approval.

Draft prepared and attached to the case. No message has been sent.

Add-on 3 of 4

Valentry Sign

Keep the signing step inside the same workflow so teams can see what was sent, who has signed and which final document belongs on the client file.

  • Send approved documents for electronic signature from the relevant case.
  • Track viewed, signed, declined and expired states.
  • Trigger reminders without losing adviser visibility.
  • Return the completed document to the correct record with an audit trail.
Record of AdviceIllustrative

Signature field

Awaiting client

  • Viewed
  • Signed
  • Declined
  • Expired

Add-on 4 of 4

Valentry Train

Turn the platform into a practical learning environment for product knowledge, selling, servicing and the brokerage’s own standards.

  • Training paths by role, product line and experience level.
  • Product, provider, sales and client-service learning modules.
  • Internal practice material and approved templates in one place.
  • Completion visibility and refresher prompts where appropriate.
Learning pathsIllustrative
  • Product knowledgeCommercial property fundamentals8 modules · knowledge check
  • SalesFrom fact find to clear recommendation5 modules · practice scenarios
  • ServiceHandling an urgent claim query4 modules · response standards
  • ComplianceBuilding a complete advice trail6 modules · evidence checklist

Why the architecture matters

Add-ons should share context, not create more silos.

A separate chatbot, signing tool or training portal may be useful. A connected layer using the same client, case, document, role and audit model becomes operational leverage.

One source of context.

The add-on starts with the same client record and permissions as the core platform.

No disconnected profile to maintain

One next action.

Outputs return to a real case, task, document or communication step.

Assistance that moves work forward

One evidence trail.

What was generated, approved, signed or completed remains attributable.

Innovation with operational accountability

Add-on FAQ

Built to work together.

How do the four add-ons work together?

AI Automation, Chatbot, Sign and Train are connected to the same Valentry client record, permissions and workflow model, so each layer can move real work forward without creating another silo.

Will the add-ons require separate client data?

No. The add-ons use shared context: the same client, case, document, role and audit model. Organisation boundaries and permissions remain active across every layer.

Can a brokerage buy only the core platform?

Yes. The demo process establishes the right core configuration and the combination of add-ons that creates the most immediate value for the practice.

How will AI usage be controlled?

Through configured workflows, approved reference context, credit visibility, role boundaries and human review for client-facing advice outputs.

Will Valentry Sign replace every insurer signing tool?

Valentry Sign provides a brokerage-controlled signing workflow and keeps signature status visible in Valentry. Provider-specific signing requirements can still be accommodated where necessary.

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See how the core platform and connected add-ons combine into one operating rhythm for advice, service, compliance and growth.

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  • Client data hosted in South Africa
  • Human-reviewed AI