#Japan #Tokyo #Financial Services #Agency Management #Value Financial

Value Financial Holdings Reaches Milestones with Agency Management System

Introduction

In a significant development for the financial and insurance sectors, Value Financial Holdings, headquartered in Chiyoda, Tokyo, has completed the trademark registration of its innovative agency management support system, the "Agency Management Medical Chart". Coupled with this achievement is the completion of a patent application for the foundational technology underpinning this service.

Challenges in Traditional Agency Management

As the number of branches increases and workforce diversity expands within financial and insurance industries, understanding the performance of individual branches has become increasingly complex. Key challenges include:

• - Difficulty in grasping the operational status of each branch
• - Outcomes and quality often becoming personal-centric
• - Sharing best practices across branches is cumbersome

To address these persistent challenges, Value Financial Holdings has been developing the "Agency Management Medical Chart" with the goal of visualizing and standardizing branch management, moving away from intuitive assessments toward a more structured approach.

Overview of the Agency Management Medical Chart

The "Agency Management Medical Chart" system integrates and visualizes data regarding:

• - Staffing composition of individual branches
• - Sales characteristics
• - Customer demographics
• - Regional and market conditions

By employing relative evaluations (standard scores) between branches, this system aims to extract and share exemplary practices from model branches, ultimately achieving the standardization of branch quality, strengthening governance, and elevating overall performance.

Importance of Trademark Registration and Patent Application

The recent trademark registration clearly establishes the "Agency Management Medical Chart" as a pivotal model for the firm’s management support initiatives. Additionally, the patent application addresses the cognitive and systemic approaches to assist decision-making, considering branch characteristics and market conditions. This effort allows management decisions, which can often lean towards individual perspectives, to be framed through common metrics and language, facilitating sustained improvements and building a solid management foundation.

Future Developments

Moving forward, the "Agency Management Medical Chart" is set to operate as a strategic infrastructure not only within the company's various sales branches but also for partner companies with whom collaborations will be established. By creating an environment where each branch can respond swiftly to market changes while maximizing their strengths, Value Financial Holdings aims to contribute to the overall quality enhancement in the financial services industry.

Details of Trademark Registration and Patent Application

• - Trademark Registration:

- Registered Trademark: Agency Management Medical Chart
- Application Number: Trademark Application 2025-031082
- Registration Examination Date: October 6, 2025
- Trademark Holder: Value Financial Holdings
- Designated Service Classes: Classes 35 and 36

• - Patent Application:

- Patent Application Number: Patent Application 2025-262037
- Application Date: December 17, 2025
- Invention Title: Product Recommendation System, Method, and Program
- Applicant: Value Financial Holdings

Company Overview

• - Company Name: Value Financial Holdings
• - Location: 5th Floor, Hiratomi Building, 1-10-1 Uchikanda, Chiyoda, Tokyo
• - CEO: Masayasu Chiaki
• - Business Portfolio: Comprehensive financial agency services (including insurance, securities, and banking brokerage), M&A support, and development of overseas operations.
• - Website: Value Financial Holdings

Contact for Media Inquiries

For media representatives seeking more information, please reach out to:

• - Company: Value Financial Holdings, PR Department
• - Phone: 03-3518-9677
• - Email: [email protected]

For inquiries specifically related to insurance agencies, please contact:

• - Website: Value Agent
• - Phone: 03-3233-2700
• - Email: [email protected]

This innovative approach represents a significant leap towards enhancing agency management within the financial services sector, promising better standards and improved performance across the board.