See the next action.
Urgent cases, approaching renewals, unread messages and compliance gaps rise into one clear command view.
OutcomeFewer missed handovers and silent delaysInsurance CRM + workflow + AI
Run your brokerage from one connected system.
Valentry brings CRM, cases, documents, renewals, compliance, reporting and AI-assisted policy analysis into one purpose-built workspace for insurance brokerages.
Purpose-built for insurance20+ broker contributorsHuman-reviewed AI
Illustrative product preview
Good morning, adviser.Everything requiring attention, in one view.
Command view18Open cases
07Renewals due
12Compliance alerts
Urgent next actionsToday
FAIS file reviewAdvice record awaiting sign-off
UrgentFICA document outstandingClient reminder ready
2 daysCommercial renewalInsurer terms received
14 daysCase activity7 days
Cases command viewFilter by product, service, owner, status and due date.
Advanced filtersCommercial renewal reviewNorthstar Engineering · Policy review
Adviser 1In reviewBeneficiary nominationLife · Client service
Admin 2OpenFICA and FAIS updateShared client administration
AdminWaitingMotor claim documentsShort term personal · Claim
Claims deskAssignedAI-assisted policy reviewStructured findings remain versioned and reviewer controlled.
Human review required92Document confidence
Cover gap surfacedBusiness interruption period may be insufficient for the stated recovery profile.
Warranty needs confirmationAlarm maintenance evidence not present in the uploaded file.
Underinsurance riskBuilding valuation date appears older than the selected review standard.
Next stepReviewer approval required before any client-facing recommendation.
Renewal control boardDaily countdowns make the next risk visible.
Daily view0–30 days
Commercial package14 daysTerms received
Personal portfolio23 daysInfo needed
31–60 days
Body corporate42 daysReview started
Life policy review55 daysScheduled
61–90 days
Agriculture policy71 daysPre-check
Medical aid review88 daysUpcoming
Commission workspaceCommission splits, tracking, variance review and reconciliation in one controlled workspace.
LiveShort-term book60 / 40
Life new business70 / 30
Referral partner50 / 50
Variance review3 flagged
Illustrative monthOne reconciled view.Commission control connected to the same client and practice record.
Renewal in 14 days
Terms received · adviser action readyAnalysis ready for review
Human approval remains requiredClient record → next action → proofScroll to enter the system
Client 360Case managementRenewal controlFAIS & FICA visibilityDocument vaultReportingAI policy analysisClient portalValentry SignCommission controlClient 360Case managementRenewal controlFAIS & FICA visibilityDocument vaultReportingAI policy analysisClient portal
What changes
Less searching. More certainty. Better client service.
Valentry is designed around the outcome a brokerage needs every day: know what requires attention, who owns it, what evidence exists and what should happen next.
Run one operating rhythm.
Sales, servicing, advice, documents and reporting stay attached to the same client and case history.
OutcomeLess retyping and fewer disconnected toolsProve what happened.
Versioned analyses, reviewer decisions, document history and audit events keep the advice trail visible.
OutcomeStronger control in a regulated environment
The operating problem
Brokerages do not need another contact database.
They need a system that understands policies, service lines, renewals, advice files, client documents, provider follow-ups and the human judgement behind every recommendation.
Work hides in inboxes.
Client requests, attachments and provider replies lose context as they move between people.
Compliance becomes a chase.
FICA, FAIS and supporting evidence are difficult to see at client, policy and case level.
Renewals arrive too late.
Teams react to dates instead of managing a visible 30, 60 and 90-day pipeline.
Reports start from scratch.
Management decisions slow down when operational data cannot be filtered into useful views.
Broker-shaped proof
Built around the reality of brokerage work.
The product direction has been pressure-checked by more than twenty brokers and is organised around insurance terminology, multi-line client relationships and real servicing pressure — not generic CRM labels.
Broker contributors
Workflow feedback has shaped how cases, policy data, compliance, handovers and service queues are presented.
Governed client record
Every policy, case, document, renewal, communication and analysis can connect back to the same client truth.
Line by design
Life, investments, medical aid, gap, funeral and short-term workflows can live together without losing context.
Inside the platform
Every workspace a brokerage needs. Connected.
Explore the complete operating architecture — from the daily command view to practice operations, client service, intelligence, directories and configurable workflows.
The command view for the day ahead.
Start with what matters now: urgent compliance items, upcoming meetings, open cases, connected messages and the diary that ties them together.
Dashboard
Urgent FICA and FAIS items, open work, renewals and operational signals.
Mailbox
Connected Outlook or Google email with client and case context.
Diary
Meetings, open cases, queries, reminders and calendar events in one view.
Notifications
Action-focused alerts with ownership, urgency and a direct route into the work.
12Items requiring attention
The operating core of the practice.
Manage the complete client base, detailed case filters, document evidence, renewal timing, reporting, campaigns and commission control.
Clients
A complete client profile with policies, cases, documents, compliance and activity.
Cases
Deep views by product line, service line, owner, status, priority and date.
Documents
Client-level vault for FICA, FAIS, policy and supporting files.
Renewals
Upcoming renewals with a visible daily countdown and readiness state.
Reporting
Build reports from the views and filters management actually needs.
Campaigns
Plan strategies, track leads, record feedback and measure performance.
Commissions
Manage commission splits, tracking, variances and reconciliation without leaving the practice record.
40+Potential filter combinations
Every service request finds the right lane.
See all cases together or move into product-specific queues with the service types and service lines relevant to that product.
Unified cases
One cross-product queue for the full client-services function.
Product-line views
Life, invest, medical aid, gap, funeral, short term and more.
Service-line routing
Assign work according to the exact service being requested.
Ownership & status
Make responsible user, next action, due date and blockers obvious.
Client messages
Keep queries and responses tied to the relevant client and case.
Evidence trail
Documents, notes, approvals and outcomes remain on the work record.
06Product-specific work lanes
A platform that becomes more valuable over time.
Extend the core with automation, tenant-aware AI assistance, in-workflow signing and practical training — all connected to the same governed client record.
AI Automation
Mailbox and document-driven workflow assistance.
AI Chatbot
Practice-aware research and financial-services assistance.
Valentry Sign
Signing status and signed documents on the case.
Valentry Train
Product, sales and service learning inside the platform.
04Connected expansion products
Your practice knowledge, organised and reusable.
Centralise provider knowledge, people, products, brand material and templates — then configure how the platform behaves for each organisation.
Insurers
Provider contacts, broker codes and operating information.
Team details
Employee, broker, role and contact information.
Products
Product lines, product types, providers and fit guidance.
Branding
Value propositions, introduction material and approved assets.
Templates
Welcome letters, touchpoints, sales and service communications.
Build
Custom fields, workflow options and practice configuration.
Users & settings
Create users, apply roles, preferences and organisation rules.
Help
FAQs, contact routes and practical guidance for users.
01Source of operational truth
One operating rhythm
From first entry to final proof.
Valentry connects the full journey so ownership, status, documents, analysis and approvals do not break apart between systems.
01
Capture
Lead, email, referral or service request enters once.
02
Classify
Product, service line, urgency and documents are identified.
03
Assign
The right adviser, administrator or reviewer owns the next action.
04
Act
Tasks, messages, documents and provider follow-ups stay on the case.
05
Review
Advice and AI-assisted findings remain subject to human approval.
06
Prove
Versions, decisions and final reports remain attached and auditable.
Valentry AI
Structured analysis. Not a loose chat box.
Policy schedules, wording, endorsements and supporting documents move through a governed analysis workflow that surfaces missing cover, exclusions, conditions, warranties, risk observations and recommendations.
✓
AI assists. People remain accountable.No client-facing recommendation should become final without adviser or reviewer control.
01
Create the case
Guided intakeSelect the workflow, capture context and collect the required documents.
02
Read the documents
Visible progressClassify and process schedules, wording, quotations and supporting evidence.
03
Surface the risk
Structured outputIdentify gaps, exclusions, warranties, missing information and underinsurance concerns.
04
Review the advice
Human decisionApprove, reject, request information or record corrections and quality notes.
05
Lock the report
Traceable proofTie the final client-ready report to the exact analysis version used.
The Valentry layer
Add-ons that compound the value of the core.
The Valentry add-on layer extends the system of record into a system that assists, automates, signs and trains — all through the same governed client record.
Valentry AI Automation
Connect routine information flow to the CRM so the team starts with context, not admin.
- Mailbox and attachment intake
- Client and policy matching
- Case and task routing
Valentry Chatbot
A tenant-aware financial-services assistant that can answer from approved practice and product context.
- Reference-backed answers
- Broker research support
- Credit-based usage model
Valentry Sign
Keep review, signature status and final documents visible inside the same client and case journey.
- In-workflow signing
- Status and reminders
- Signed-file attachment
Valentry Train
Bring product knowledge, sales coaching and practice learning into the system where people work.
- Product-line modules
- Sales and service training
- Trackable learning paths
Trust & governance
Designed for work where evidence matters.
Valentry treats access, versioning, human review and auditability as product requirements — not decorations added after the workflow is built.
Control is part of the experience.
✓
Role and organisation boundaries
Users should see only the cases and data their role, organisation or assignment permits.
✓
Immutable analysis history
New completed analyses create new versions rather than silently overwriting previous work.
✓
Human-reviewed AI
Reviewers can approve, reject, request information and keep decisions attached to the relevant version.
✓
Secure report access
Report availability, ownership and permissions remain tied to the correct case and user.
A sensible switch
Move with clarity, not disruption.
The implementation conversation starts with how your practice actually works, then maps data, roles and workflows before teams are expected to change behaviour.
Map the practice.
Understand product lines, team roles, service queues, current systems and the biggest points of friction.
Configure the operating model.
Agree modules, workflows, fields, permissions, templates, notifications and reporting priorities.
Plan the data move.
Confirm source data quality, migration scope, document handling and a staged validation approach.
Launch with support.
Train users by role, monitor live work and refine the system around real adoption feedback.
Questions before the demo
Clarity before commitment.
Common objections should be answered before a prospect has to ask.
Valentry is a purpose-built insurance brokerage platform that connects CRM, client records, cases, documents, renewals, compliance visibility, reporting and AI-assisted policy analysis in one operating environment.
Generic CRMs centre on contacts and sales pipelines. Valentry is organised around insurance product lines, policies, advice cases, service lines, FICA and FAIS evidence, renewals, provider follow-ups, reviewer decisions and client-ready reports.
No. Valentry assists with document reading, structured analysis and draft outputs. Human advisers or reviewers remain responsible for approval and every final client-facing recommendation.
Yes. The architecture is designed for life, investments, medical aid, gap cover, funeral cover, short-term personal and commercial work, sectional title, agriculture, marine and additional configurable lines.
AI Automation, Chatbot, Sign, Train and Commissions operate as connected layers around the same client, case, document, role and audit model.
The migration plan is defined during discovery. Source systems, client and policy data, documents, duplicates, required history and validation ownership are mapped before any production move.
Yes. This marketing site is responsive and keyboard accessible. Valentry is web-based and designed for clear, usable access across supported desktop, tablet and mobile browsers.
The first conversation maps your team, product lines, current systems and highest-cost workflow problems. The demonstration can then focus on the parts of Valentry that are most relevant to your practice.
Make every client entry create value.
See how Valentry can connect your brokerage, expose the next action and turn complex advice workflows into one clear operating rhythm.
Purpose-built for insuranceHuman-reviewed AIConnected by design