Our mission is to protect those who protect others.
We're building technology that serves the people behind the insurance industry, enabling them to deliver on the promises made to policyholders.
Our Mission
At Velari, our mission is to transform annuity operations through purpose-built technology that understands the unique challenges of the industry. We believe that the people who manage annuity operations—ensuring that complex policies are processed correctly and promises to policyholders are kept—deserve technology that's designed specifically for their world.
We're committed to creating solutions that protect operations teams while they protect others, enabling them to work more efficiently, reduce errors, and deliver exceptional service to both policyholders and distribution partners.
Born from experience, built for transformation.
Velari was founded by Joe Lee, who brings a unique perspective combining fintech expertise with hands-on annuity operations experience. After experiencing the challenges of annuity operations firsthand, Joe recognized that the industry needed more than just another generic tool—it needed a purpose-built operating system designed for its unique workflows and requirements.
"The people who manage annuity operations ensure that promises made to policyholders are kept. They deserve technology that's built for their world—technology that protects them while they protect others."
Our Values
These core principles guide everything we do at Velari, from product development to customer relationships.
We believe in protecting the people who protect others. Our technology creates a safety net for operations teams, reducing errors and ensuring compliance.
We're constantly pushing the boundaries of what's possible in annuity operations technology, bringing new ideas and approaches to longstanding challenges.
We deeply understand the challenges of annuity operations because we've lived them. This empathy drives us to create solutions that truly serve the people using them.
We measure our success by the tangible improvements we bring to our customers' operations—from increased efficiency to reduced errors to improved distribution relationships.
Our Story
The Beginning
Velari was founded by Joe Lee, who brings a unique perspective combining fintech expertise with hands-on annuity operations experience. After experiencing the challenges of annuity operations firsthand, Joe recognized that the industry needed more than just another generic tool—it needed a purpose-built operating system designed for its unique workflows and requirements.
The idea for Velari was born from countless conversations with operations leaders who were struggling with fragmented systems, manual processes, and tools that weren't designed for the complexity of annuity products.
The Journey
We assembled a team of experts who shared our vision—people with deep experience in both insurance operations and cutting-edge technology. Together, we've built a platform that addresses the unique challenges of annuity operations, from workforce management to distribution collaboration.
Today, Velari is transforming how annuity operations teams work, enabling them to process more efficiently, reduce errors, and strengthen relationships with distribution partners—all while protecting the promises made to policyholders.
Our Leadership Team
Meet the experienced team behind Velari's mission to transform annuity operations.
Joe Lee
Founder & CEO
Former operations leader with extensive experience in annuity processing and insurtech.
Sarah Johnson
Chief Technology Officer
20+ years of experience building enterprise software for the insurance industry.
Michael Chen
VP of Product
Expert in workflow optimization and user experience design for complex operations.
Priya Patel
VP of Customer Success
Former annuity operations director with a passion for transforming processes.
Our Culture
At Velari, we've built a culture that reflects our mission to protect those who protect others. We value collaboration, innovation, and a deep understanding of our customers' challenges.
Our team combines expertise in insurance operations with cutting-edge technology skills, creating a unique environment where industry knowledge meets technical innovation. We're passionate about solving complex problems and making a tangible difference in how annuity operations teams work.
We believe in continuous learning, open communication, and celebrating the impact our work has on our customers' operations. If you share our passion for transforming annuity operations through purpose-built technology, we'd love to hear from you.
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.