Protection for those who protect others.
The first operating system built specifically for annuity operations.
Transform how your teams work with intelligent workforce management, comprehensive process monitoring, AI-powered insights, and seamless distribution connectivity.
Your teams protect billions in assets. Who's protecting them?
Annuity operations professionals ensure that complex policies are processed correctly and promises to policyholders are kept—yet they're forced to work with inadequate tools that weren't designed for their unique challenges. Velari Annuity Operations OS changes that paradigm by creating technology that truly serves the people behind the insurance industry.
Current Reality
Multiple disconnected systems, spreadsheets, and manual processes leading to inefficiency and errors.
Velari Vision
A unified, flowing workspace designed specifically for annuity operations teams.
How it works
Velari Annuity Operations OS transforms how your teams work with four integrated pillars designed specifically for annuity operations.
Intelligent Workforce Management
Optimize your team's capacity with AI-powered forecasting, skills-based routing, and performance analytics that ensure the right work reaches the right person at the right time.
Comprehensive Process Monitoring
Gain unprecedented visibility into your annuity processes with real-time dashboards, exception monitoring, and end-to-end tracking that eliminates blind spots.
AI-Powered Intelligence
Deploy AI specifically trained on annuity operations to automate routine tasks, predict resource needs, guide complex processing, and identify patterns that humans might miss.
Distribution Channel Excellence
Create seamless collaboration between your operations team and distribution partners with real-time visibility, streamlined communication, and performance analytics.
Real results for annuity operations teams.
increase in operational efficiency
reduction in processing errors
improvement in workforce utilization
decrease in operating costs
improvement in distributor satisfaction
What our customers are saying
"For years, our operations teams have had to be system jugglers, constantly switching between platforms and manually transferring information. With Velari, we've finally given them a single point of control."
Operations Director
Major Carrier
"Velari has transformed how we manage our annuity operations. We've seen a 35% increase in efficiency and our team actually enjoys using the system."
VP of Operations
Leading Insurance Provider
"The integration with our existing systems was seamless. Velari delivered immediate value while building toward a comprehensive transformation of our operations."
CIO
Regional Annuity Provider
Our approach
Transformation without disruption
Unlike generic software that requires you to change how you work, Velari Annuity Operations OS adapts to your existing processes while gradually introducing improvements. Our implementation team understands annuity operations from first-hand experience and speaks your language.
Discover
- Deep dive into your current processes
- Identify pain points and bottlenecks
- Map your existing system landscape
- Document your unique requirements
Design
- Configure Velari to match your needs
- Customize workflows and interfaces
- Set up integration touchpoints
- Design phased implementation plan
Deploy
- Implement in phases for immediate value
- Integrate with your core systems
- Provide comprehensive team training
- Ensure smooth transition with minimal disruption
Develop
- Continuously improve based on feedback
- Regular enhancement releases
- Ongoing optimization consulting
- Proactive feature recommendations
Ready to experience the protection you deserve?
Schedule a personalized demo to see how Velari Annuity Operations OS can transform your annuity operations. We'll tailor the demonstration to your specific challenges and show you a clear path to implementation.