Broker Experience

Built for brokers who work face to face.

ValoraFlow keeps the busywork out of the way — lead submission, uploads, status, and follow-up — so brokers stay focused on the people in front of them.

My dayB

Appointment

2:30 PM

New lead submitted

Just now

Upload received

Complete

Chargeback watch

2 items

Appointment

2:30 PM

New lead submitted

Just now

Upload received

Complete

Chargeback watch

2 items

Placement

71%

Insurance broker meeting a client in the field

The work that matters happens face to face.

What you get

Less admin between you and the next appointment.

New lead submitted

Just now

Insurance broker advising a client
  • Professional broker profile

    A credible business presence your clients and carriers recognize.

  • Lead intake and uploads

    Submit leads and attach files in a few clicks, from anywhere.

  • Mobile maps and directions

    Plan the day and get turn-by-turn directions to every appointment.

  • Submission status

    Follow each submission through review, routing, and placement.

  • Chargeback watch

    See chargeback activity early so nothing catches you off guard.

  • Performance snapshot

    Track your production and momentum without spreadsheets.

The day

A workday built around the broker

1

Morning

Review the day's appointments

2

Before the meeting

Open turn-by-turn directions

3

After the meeting

Submit the lead on the spot

4

Later

Upload the supporting file

5

End of day

Check status and production

Less admin between you and the next appointment.