See the next action.
Urgent cases, approaching renewals, unread messages and compliance gaps rise into one clear command view.
OutcomeFewer missed handovers and silent delays
Insurance CRM, workflow and 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.
- Seven days free, R0 today
- Client data hosted in South Africa
- Human-reviewed AI
- Client 360
- Case management
- Renewal control
- FAIS & FICA visibility
- Document vault
- Reporting
- AI policy analysis
- Client portal
- Valentry Sign
- Commission control
Screens from the Valentry console with generated test data.
What changes
Less searching. More certainty. Better client service.
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 tools
Prove what happened.
Versioned analyses, reviewer decisions, document history and audit events keep the advice trail visible.
OutcomeStronger control in a regulated environment
Inside the console
The screens your team works from all day.
Every client, policy and renewal sits on one record. Every screen answers what is due, who owns it and what proves it was done.
Client 360
Contact details, every policy in force, premiums, next renewal and compliance status on one page. Start a case, send an email or pull a report without leaving it.
yourbrokerage.valentry.co.za/clients
Renewals, most urgent first
Overdue cover sits at the top, in days, not dates. Then the next 30 days, with enough lead time to requote and get an instruction back.
yourbrokerage.valentry.co.za/renewals
Compliance across the whole book
FICA, POPIA, FAIS documents and onboarding, counted per client at their worst area. The files a compliance officer needs next, not a wall of red.
yourbrokerage.valentry.co.za/compliance
Honest starting point
An imported book shows as not assessed, not failed. The backlog is visible without false alarms.
Exposure first
Failed checks, lapsed reviews and confirmed screening hits carry live regulatory risk and say so.
Progress by area
Each area shows how far the book has moved, what is overdue and what has not been looked at.
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.
Built around the reality of brokerage work.
Pressure-checked by more than twenty brokers and organised around insurance terminology, multi-line client relationships and real servicing pressure, not generic CRM labels.
- Broker contributors
- 20+
- Workflow feedback has shaped how cases, policy data, compliance, handovers and service queues are presented.
- Governed client record
- 1
- Every policy, case, document, renewal, communication and analysis can connect back to the same client truth.
- Line by design
- Multi
- 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.
From the daily command view to practice operations, client service, 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.
12Items requiring attention, illustrative
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.
One operating rhythm
From first entry to final proof.
Ownership, status, documents, analysis and approvals stay together instead of breaking apart between systems.
- 1
Capture
Lead, email, referral or service request enters once.
- 2
Classify
Product, service line, urgency and documents are identified.
- 3
Assign
The right adviser, administrator or reviewer owns the next action.
- 4
Act
Tasks, messages, documents and provider follow-ups stay on the case.
- 5
Review
Advice and AI-assisted findings remain subject to human approval.
- 6
Prove
Versions, decisions and final reports remain attached and auditable.
How onboarding works
From sign-up to your own console.
Sign up
Your brokerage, your own details as its owner, and the address you want.
Verify your email
Open the link we send to confirm the address is yours.
We review
Valentry holds regulated client data, so every brokerage is checked before it goes live.
Set up your console
Eleven short questions: name, logo, colour, lines, team, reminders. It builds as you answer.
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
One question per screenSkip anything optionalAnswers save as you go
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.
- 1Guided intake
Create the case
Select the workflow, capture context and collect the required documents.
- 2Visible progress
Read the documents
Classify and process schedules, wording, quotations and supporting evidence.
- 3Structured output
Surface the risk
Identify gaps, exclusions, warranties, missing information and underinsurance concerns.
- 4Human decision
Review the advice
Approve, reject, request information or record corrections and quality notes.
- 5Traceable proof
Lock the report
Tie the final client-ready report to the exact analysis version used.
The Valentry layer
Add-ons that compound the value of the core.
The system of record becomes 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.
Access, versioning, human review and auditability are product requirements, not decorations added after the workflow is built.
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.
- 360°
- Client, policy, case, document and activity context in one record.
- 4
- Role families for users, reviewers, organisation administrators and platform administrators.
- No certification theatre.
- Security and compliance controls are built into the workflow, with deployment-specific commitments confirmed in the implementation agreement.
A sensible switch
Move with clarity, not disruption.
Implementation starts with how your practice actually works, then maps data, roles and workflows before teams are expected to change behaviour.
1Discover
Map the practice.
Understand product lines, team roles, service queues, current systems and the biggest points of friction.
2Design
Configure the operating model.
Agree modules, workflows, fields, permissions, templates, notifications and reporting priorities.
3Prepare
Plan the data move.
Confirm source data quality, migration scope, document handling and a staged validation approach.
4Adopt
Launch with support.
Train users by role, monitor live work and refine the system around real adoption feedback.
What exactly is Valentry?
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.
How is it different from a generic CRM?
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.
Does the AI replace the adviser?
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.
Can Valentry support multiple product lines?
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.
How do the add-ons fit into the platform?
AI Automation, Chatbot, Sign, Train and Commissions operate as connected layers around the same client, case, document, role and audit model.
How would migration work?
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.
Does it work on mobile?
Yes. Valentry is web-based and designed for clear, usable access across supported desktop, tablet and mobile browsers. This site is responsive and keyboard accessible.
What happens after I book a demo?
The first conversation maps your team, product lines, current systems and highest-cost workflow problems. The demonstration then focuses on the parts of Valentry most relevant to your practice.
Seven days free. R0 today.
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 insurance
- Client data hosted in South Africa
- Human-reviewed AI
