Quick Start Guide

Get up and running with Valor in just 45 minutes

Complete these 6 steps to get started

Follow this guide to familiarize yourself with the platform's core features

Track your progress as you complete each step

Complete Your Profile

5 minutes

Set up your agent profile with contact information and licensing details

Add your profile photo

Enter your licensing information

Set your contact preferences

Configure notification settings

Create Your First Quote

10 minutes

Learn how to generate insurance quotes for your clients

Navigate to the Quotes section

Choose product type (Life, Term, or Annuity)

Enter client information

Review and send quote to client

Submit an Application

15 minutes

Convert quotes into applications and submit for underwriting

Select a quote to convert

Complete application form

Upload required documents

Submit for carrier review

Track Commissions

5 minutes

Monitor your earnings and payment schedule

View pending commissions

Check payment history

Download commission statements

Set up direct deposit

Explore Reports

10 minutes

Access analytics and performance reports

Review your production reports

Check commission forecasts

Analyze performance metrics

Export reports for records

Complete Training

30+ minutes

Enroll in courses and earn certifications

Browse available courses

Enroll in required training

Complete compliance courses

Download your certifications

Pro Tips

Use Quick Actions

Access frequently used features from the top navigation bar

Customize Your Dashboard

Pin your most-used widgets for quick access

Enable Notifications

Stay updated on application status changes and commission payments

Explore the Knowledge Base

Find detailed guides and tutorials for advanced features

What's Next?

After completing the quick start guide, explore these resources

Knowledge Base

In-depth articles and guides

Video Tutorials

Watch step-by-step walkthroughs

Advanced Training

Enroll in certification courses

Need assistance?

Our support team is here to help you get started