Six pillars, one connected platform.
Every policy and agent, synced live from SmartOffice. Cases, inforce vs. pending, premium totals, and your full org hierarchy — one source of truth.
Quote across every product line and run side-by-side illustrations — life, annuity, term, disability, LTC, and inforce policy reviews.
Submit and track applications end-to-end with the carriers and tools you already use — iGo, FormsPipe, and FireLight, launched by single sign-on.
Manage carrier contracts and appointments, and track commissions across your whole book — with SureLC contracting built in.
Underwriting guidelines, impairment questionnaires, IntelliSheets, and XRAE risk assessment — the reference tools to place cases faster.
Production, carriers, agents, executive, forecast, and goal-tracking reports — plus a custom report builder, all on your live book.
A ChatGPT-style assistant with memory, plus eleven focused tools that read your real data — not generic chat.
Chat over your entire book — top producers, premium, pending, anything.
Natural-language policy search that just understands what you mean.
Surfaces stalled deals, missing premium, and concentration risk.
Finds advisors concentrated in one product who could sell adjacent ones.
Flags decline clusters, pending backlogs, and unusual activity.
A practical coaching plan for any advisor from their book.
Where your premium concentrates and which carriers to grow.
Compare an advisor against the team on premium and diversity.
…and more: Meeting Prep, Report Builder, and Smart Emails.
Build courses with a no-skip video player, gate content by role or agent, and track completion with reports and CSV export. Onboard and certify your whole team in one place.
Manage users, organizations, roles & permissions, integrations, and audit logs. Multi-tenant by design, with security and access control built in.
Start as an agent, or bring your whole agency.
Join the insurance professionals running their business on Valor.