Insurance distribution, organized from lead to policy.
ValoraFlow connects broker intake, IMO operations, lead routing, carrier workflows, production visibility, and chargeback monitoring in one secure platform.
Three teams. One connected flow.
Appointment
2:30 PM
New lead submitted
Just now
Upload received
Complete
Chargeback watch
2 items
What used to be scattered now moves in one flow.
Broker intake, IMO operations, and carrier workflows — over shared contracts and one security model.
Broker intake without email chaos
- Lead submission
- File upload
- Status confirmation
- Correction requests
Desk queues that show what needs attention
- Handoff queue
- Needs review
- Desk health
- SLA risk
Carrier events with delivery visibility
- Status exchange
- Commission events
- Webhook delivery
- Retry queue
Invite-first access
- No open account creation
No-PHI operational views
- Safe workflow data only
Production that rewards lasting business
- Placement
- Persistency
- Chargeback watch
- Top performers
Follow the work from intake to outcome.
Intake arrives from broker web and mobile — structured, not buried in an inbox.
- 01
A broker submits a lead or file.
New lead submitted
Just now
Upload received
Complete
- 02
The IMO reviews, validates, and routes.
Handoff queue
18
Needs review
6
- 03
The opportunity moves to the right owner.
Routed today
42
- 04
Carrier workflows update the record.
Status sync
Healthy
Commission event
Posted
Webhook delivery
Sent
- 05
Production, chargebacks, and audit stay visible.
Production
+18%
Audit event
Recorded
Built for brokers who need the next action clear.
Lead submission, file upload, appointment context, status tracking, chargeback watch, and production visibility in one focused workspace.
Explore broker tools
New lead submitted
Just now
Built for IMOs that need control without bottlenecks.
Review inbound broker work, manage desk queues, route leads, track exceptions, and see production without losing the audit trail.
Explore IMO operations
Handoff queue
18
Built for carriers that need structured partner exchange.
Submissions, status updates, commission events, chargebacks, webhooks, mappings, retries, and logs in a controlled workflow layer.
Explore carrier workflows
Submission ref
SUB-1048
Access boundaries are part of the product.
Access is verified after sign-in, not assumed before it.
Invite-first access
Accounts are provisioned by invitation, never open self-signup.
Tenant isolation
Every organization's data is isolated from every other tenant.
Role-based authorization
What you can see and do is bound to your role and relationships.
Row-level security
Isolation is enforced in the database, not just the interface.
No PHI in operational surfaces
Health data never appears in normal broker, IMO, or carrier views.
Audit events
Sensitive reads and financial actions are recorded.
Secure uploads
File submissions are validated and handled on the server, not the browser.
Scoped partner access
Broker-scoped and carrier-scoped access keep partners in their lane.
Carrier credential protection
Carrier credentials are handled server-side and never exposed.
One sign-in. Three access paths.
Bring broker, IMO, and carrier work into one visible flow.
Start with the workstream that creates the most friction. Expand from there.