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Insurance Agents and Brokers

Re-Shopping Insurance is Back. Time for a New Approach.

ValChoice Automated Marketing is the Easiest to Use and Delivers the Best Results.

We Make it Easy

Easy-to-Use

Most ValChoice users come to us after trying a CRM. But, they ran into challenges. The challenges include: 1) team members refuse to embrace another interface. Think about it. One set of data, two interfaces (AMS and CRM). Why? 2) Automating insurance sales requires deep db integration. It’s hard work to do the integration and still be easy to use. ValChoice solved both problems. LEARN MORE

Stop Re-Marketing

Stop Re-Marketing

In a hard market, re-marketing is akin to a cat chasing its tail. Stop using your valuable resources on activity for which there’s no return. Our automated system reduces re-marketing requests by 80% with no increase in client loss. Now you can apply the agencies valuable resources to protecting clients from the ravages of inflation and winning new business. LEARN MORE

Hard Market Tool Kit

Market Survival Kit

Insurance market cycles are difficult, but they also create opportunity. The ValChoice automates the unproductive time sinks of re-marketing, policy changes, book rolls, upselling, etc. Now you can focus on running a more profitable business with less busy work. We even automate getting referrals. LEARN MORE

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Quality Rater

Take the focus off price by providing quality ratings for both new and renewal business. Data shows 80% of policyholders care about quality. Give customers what they want, the ability to easily make the tradeoff between quality and price. Including quality ratings is optional. LEARN MORE

Grow Your Agency with our Tools for Agents

See our pricing and get started today