Spreadsheets and email
Who tested what, and what happened, lives in a dozen files and inboxes. When the update breaks something in production, nobody can say whether it was checked.
For insurance agencies
Test every system update before your agency relies on it.
ValiBench is the testing bench for your agency management system and every other system you depend on. Ready-made scripts, results with proof, findings tracked with the vendor, manager and executive sign-off, and a record you can hand to an auditor.
Vendor-neutral. Works with whichever systems your agency runs.
Updates arrive on the vendor's schedule. The testing is on yours.
Every system, every month
The agency management system is one of twenty. Finance, CRM, document management, e-signature, payments: each one updates, and each one can take a workflow down with it.
No record for the people who ask
Executives want to know it's safe to go live. Examiners and auditors want to see the evidence. A green checkmark in a spreadsheet convinces neither.
How it works
One path for every update, from release notes to go-live.
- 1
Plan
Load the vendor's release notes. ValiBench links each change to the scripts that cover it and shows what has no script yet. Set the testing window; the calendar shows every system's dates.
- 2
Test
Testers follow ready-made, vendor-neutral scripts for their department and record exactly what happened, with screenshots that cover personal and health details automatically. Reminders go out; backups cover anyone away.
- 3
Review
Every concern and failure becomes a finding with a workaround and a vendor case, tracked through retest. The status turns green, orange or red by rules your agency sets.
- 4
Sign-off
Department managers and executives sign off against a checklist: every script has a result, nothing critical is still failing, findings are filed. From a desk or a phone, with a full audit trail.
- 5
Go-live and after
A quick production check, a staff announcement drafted from the cycle's own records, and an issue log for the first days. Then the history, trends and reports stay for the next cycle and the next audit.
In every package
Everything an agency needs to run a testing cycle, and nothing you have to build.
- Ready-made scripts for the agency management system by department, written for any vendor's system, and editable.
- Unlimited accounts for testers, managers, executives and administrators. Priced by package, never by user.
- Unlimited cycles with the calendar, kickoff and reminder emails, and chase lists.
- Findings and vendor cases with workarounds, retests and a copy-ready case for your vendor.
- Manager and executive sign-off with a checklist and an audit log of who decided what, when.
- Covered screenshots: personal and health details are hidden before an image is ever saved.
- Single sign-on with Microsoft, Google or Okta, two-step sign-in, and security groups by role.
- Ask Vali, the in-app help that answers in plain words, and a full guide library.
- Your data, exportable at any time, in one file. Your agency owns it.
Packages
Priced by package, not by user.
Every person at the agency gets an account. Your bill depends on how many systems you test, and nothing else. Pricing is shared on request.
Test the AMS
The agency management system
- Every department's scripts for the AMS
- Edit the scripts and departments to match your agency
- The full cycle: findings, sign-off, go-live, history
Test the AMS plus 3 other systems
The AMS and three systems of your choice
- Everything in Test the AMS
- Pick any three systems from the ValiBench list, with their ready-made scripts
- Swap a system when your needs change
Test all systems
Every system on the list, and your own
- Every system on the ValiBench list
- Add systems that aren't on the list to your Suite
- No limit on systems tested
The ValiBench list of systems
The Anchor
The agency management system (AMS), in every package
What Keeps the Lights On (Core Systems)
Finance (GL, AP, AR, banking, reporting) · CRM · ERP · License management · HR · IT tickets · Security · Data analytics
The Power Grid (Operational Systems)
Reconciliation · BI reporting · Bond system · Data population · Data warehouse · MGA system · Payment system · Benefits administration · Document management · E-signature · Identity management · LMS · Marketing · Workflow management
Script build service: ValiBench can write your agency's own scripts from your procedures, as a one-time service. Ask about it in your pricing request.
Vendor management add-on · any package
For agencies that must review their vendors' reports and agreements.
Bank-owned agencies and others answering to a parent, a regulator or an examiner get a separate Vendor management section, seen only by that department and administrators.
ValiSR · SOC report validation
Upload a vendor's SOC report. ValiBench reads it, checks it against a SOC 2 minimum standard and your own rules, shows the page each fact came from, and rates it Effective, Adequate or Needs attention with the reasons. The reviewer confirms, records the decision, and prints an executive report.
ValiCR · Agreement and document review
Agreements, SOC bridge letters, evidence of coverage, ISO 27001 and ISO 42001 certificates and AI documentation, read clause by clause against a standard your agency edits. Each finding quotes the document and says where it falls short; recommendations are ready for the negotiation.
Built for scrutiny
Security, in plain words.
Nothing touches your systems
ValiBench never connects to or changes your agency's systems. People test by hand and record what they find. Your test data is fictional records, never a real client.
Personal details stay out
Screenshots are checked before they're saved and personal or health details are covered. Uncovered images never leave the browser.
Sign-in your IT team will accept
Single sign-on with Microsoft, Google or Okta; two-step sign-in; security groups by role; every sign-in, change and decision in the audit log.
Hosted in the United States
Your agency's data lives in a US data center, encrypted in transit and on encrypted storage, and is exportable in one file whenever you ask.
One agency, one boundary
Each agency's data is separate from every other's. Administrators decide who sees what, by role and department.
SOC 2 readiness under way
ValiBench is working through SOC 2 readiness now. Ask for our security overview; it answers the usual questionnaire in one document.
Request pricing
Tell us a little about your agency and we'll send the pricing.
Usually within one business day, from a person, with no sales call unless you'd like one.
Thank you. We'll be in touch.
Your request went to ValiBench. Expect a reply by email, usually within one business day.