The only operating system built specifically for annuity operations.
Four integrated pillars working together to transform how your teams work, collaborate, and deliver.
A comprehensive approach to annuity operations excellence
Velari Annuity Operations OS was designed from the ground up to address the unique challenges of annuity operations. Unlike generic workflow tools or point solutions, Velari provides a comprehensive platform that transforms every aspect of your operations—from workforce management to distribution collaboration.
Universal Data Integration Hub
The foundation of your annuity operations platform—connect to any policy administration system
Seamless Integration with Any System
The Universal Data Integration Hub is the foundation of the Velari platform, providing robust connectivity to all your critical systems—from modern APIs to legacy mainframes.
- Pre-built connectors for major annuity policy admin systems
- Flexible adapter framework for custom integrations with legacy systems
- Real-time and batch data synchronization options
- Data normalization engine to create a consistent operational data model
- Change data capture to identify and process only modified records
- Historical data migration tools for complete system transitions
Intelligent Workforce Management
Optimize your most valuable resource—your people
Velari transforms how you manage your operations team with dynamic capacity planning, skills-based routing, and performance analytics that ensure the right work reaches the right person at the right time.
Predictive Analytics
Anticipate tomorrow's challenges today
Advanced forecasting models predict volume fluctuations, resource needs, and potential bottlenecks before they occur.
Key Features:
- •Multi-factor forecasting models
- •Anomaly detection
- •Seasonal pattern recognition
- •Confidence interval analysis
Intelligent Document Processing
Extract meaning from documents automatically
AI-powered document analysis extracts key information from forms, correspondence, and supporting documents—reducing manual data entry.
Key Features:
- •Form field extraction
- •Handwriting recognition
- •Document classification
- •Data verification
Guided Processing Paths
Accelerate processing with intelligent guidance
Context-aware processing workflows guide team members through complex cases, reducing errors and accelerating training.
Key Features:
- •Dynamic case workflows
- •In-context knowledge delivery
- •Next-best-action recommendations
- •Compliance guardrails
Process Optimization
Continuously improve operations
Pattern recognition identifies inefficiencies and optimization opportunities across your operations.
Key Features:
- •Process mining
- •Efficiency analysis
- •Optimization recommendations
- •A/B testing framework
Impact Metrics
25% increase in processor productivity
40% reduction in training time
30% improvement in employee satisfaction
Comprehensive Process Monitoring
See, measure, and improve every aspect of your operations
Gain unprecedented visibility into your annuity processes with real-time dashboards, exception monitoring, and end-to-end tracking that eliminates blind spots and identifies improvement opportunities.
Real-Time Dashboards
Monitor operations as they happen
Key Features:
- •Customizable dashboard views
- •Drill-down functionality
- •Role-based access controls
- •Mobile-friendly design
Exception Monitoring
Identify and resolve issues proactively
Key Features:
- •Customizable exception rules
- •Automated alerting
- •Root cause analysis tools
- •Resolution tracking
SLA Tracking
Ensure service commitments are met
Key Features:
- •Multi-level SLA definition
- •Predictive SLA risk analysis
- •Automated escalation paths
- •Performance reporting
Quality Assurance
Build quality into every process
Key Features:
- •Configurable QA workflows
- •Statistical sampling tools
- •Error trend analysis
- •Compliance verification
Impact Metrics
50% faster identification of bottlenecks
35% reduction in SLA misses
60% improvement in exception handling time
AI-Powered Operational Intelligence
Transform efficiency and scale with purpose-built AI
Deploy AI specifically trained on annuity operations to automate routine tasks, predict resource needs, guide complex processing, and identify patterns that humans might miss.
Predictive Analytics
Anticipate tomorrow's challenges today
Key Features:
- •Multi-factor forecasting models
- •Anomaly detection
- •Seasonal pattern recognition
- •Confidence interval analysis
Intelligent Document Processing
Extract meaning from documents automatically
Key Features:
- •Form field extraction
- •Handwriting recognition
- •Document classification
- •Data verification
Guided Processing Paths
Accelerate processing with intelligent guidance
Key Features:
- •Dynamic case workflows
- •In-context knowledge delivery
- •Next-best-action recommendations
- •Compliance guardrails
Process Optimization
Continuously improve operations
Key Features:
- •Process mining
- •Efficiency analysis
- •Optimization recommendations
- •A/B testing framework
Impact Metrics
40% reduction in processing errors
30% faster case resolution
50% improvement in forecasting accuracy
Distribution Channel Excellence
Bridge the gap between operations and distribution
Create seamless collaboration between your operations team and distribution partners, providing real-time visibility, streamlined communication, and performance analytics that strengthen these critical relationships.
Case Status Transparency
Provide real-time visibility to distributors
Key Features:
- •Distributor portal
- •Mobile status access
- •Automated status notifications
- •Requirements tracking
Communication Hub
Streamline collaboration across boundaries
Key Features:
- •Case-specific messaging
- •Document sharing
- •Compliant communication templates
- •Interaction history
Distribution Analytics
Optimize distributor performance
Key Features:
- •Production analytics
- •In-good-order rate tracking
- •Channel performance comparison
- •Trend analysis
Licensing & Compliance
Automate compliance verification
Key Features:
- •License status monitoring
- •Appointment tracking
- •CE credit verification
- •Jurisdiction-specific compliance
Impact Metrics
35% reduction in distributor service calls
45% improvement in application quality
25% faster application-to-issue time
30% increase in distributor satisfaction
Seamlessly connect your existing systems
Our adaptive integration framework connects Velari with your policy administration systems, document repositories, and other critical platforms—creating a unified experience without replacing your existing investments.
Policy Administration Systems
- •FAST
- •Vitech
- •Oracle Insurance
- •And many more
Document Management Systems
- •OnBase
- •Documentum
- •SharePoint
- •And many more
Compliance Systems
- •Regulatory tracking
- •Fraud detection
- •Audit management
- •And many more
Distribution Platforms
- •Agent portals
- •CRM systems
- •Commission management
- •And many more
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
Built for enterprise requirements
- •SOC 2 Type II compliant
- •Role-based access control
- •Encryption at rest and in transit
- •Comprehensive audit logging
- •Cloud-native architecture
- •Horizontal scaling capability
- •High-availability design
- •Enterprise-grade performance
- •RESTful API framework
- •Secure file transfer
- •Real-time and batch processing
- •Standards-based authentication
- •Secure cloud hosting
- •Virtual private cloud options
- •Regular security updates
- •Continuous improvement
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.