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Open your brokerage on Valentry.

Five steps from here to your own console at your own address. Seven days free, R0 today. We review every brokerage before it goes live.
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How onboarding works

From application to your own console.

  1. Sign up

    Your brokerage, your own details as its owner, and the address you want.

  2. Verify your email

    Open the link we send to confirm the address is yours.

  3. We review

    Valentry holds regulated client data, so every brokerage is checked before it goes live.

  4. Set up your console

    Eleven short questions: name, logo, colour, lines, team, reminders. It builds as you answer.

  5. Seven days free

    Choose a plan and add a card. R0 today. Cancel before day 7 and nothing is charged.

Set-up · about 3 minutesThe set-up wizard
Set-up question 5 of 11, Which lines do you write: Personal lines, Commercial and Life and risk selected.
Set-up question 4 of 11, Choose your colour: preset swatches with one selected, and a custom colour field.
The build list after set-up: branding applied, product lines added and the Zoho CRM import prepared.
One question per screenSkip anything optionalAnswers save as you go

Before you start

Useful to have ready.

You can stop at any step and pick up later. Nothing goes live until it is approved.

  • Your brokerage's legal name

    As it appears on your FSP licence.

  • Your FSP number

    Recorded in your workspace's regulatory settings.

  • An address label

    Lowercase letters, numbers and hyphens, starting with a letter. For example, smithbrokers.

  • Your logo and colour

    Optional. The set-up wizard applies them to your console as you answer.

  • Who you will invite

    The advisers and staff who will work in the console.

Seven days free. R0 today.

Ready when you are.

Apply now, or see the product on a call first. Pricing is per adviser seat, billed monthly in rand, and every brokerage starts with seven days free.

Create your brokerageSee how pricing works
  • Purpose-built for insurance
  • Client data hosted in South Africa
  • Human-reviewed AI