Scale your back-office grunt work with AI

Scale your back-office grunt work with AI

Scale your back-office grunt work with AI

We help small to mid-size insurance agencies and brokerages automate their manual, repetitive admin work.

We help small to mid-size insurance agencies and brokerages automate their manual, repetitive admin work.

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Problem

Insurance operations are complex, messy, and involve a lot of different people and software systems.

The process of how this work gets done hasn't changed in decades, which means agencies and brokerages have managed increasing workloads and complexity without end. Until now.

Insurance operations are complex, messy, and involve a lot of different people and software systems.

A lot of how this work gets done hasn't changed in decades, which means insurance agencies and brokerages have managed increasing workloads and complexity without end.

Solution

Velos is an automation platform that streamlines mission-critical administrative tasks from loss run processing to data enrichment, commission reconciliation and policy setup.

For Agencies

Capture transaction details from 100% of carrier statements – in spreadsheets, PDFs, snail mail, and email, out-of-the-box


Automatically reconcile most transactions to policies in one or more integrated AMS databases, even when policy data differs


Post reconciliations directly to your AMS or ERP’s ledger in one-click

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For Brokerages

For Brokerages

For Brokerages

  • Process loss runs

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I'm ready to scale our manual admin work with software instead of people

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