Solutions

Built for Insurers

A single, trusted view of your portfolio regardless of how data is received, enabling teams to move faster, close with confidence, and understand risks as they develop.

The Challenge

Spreadsheets Tracking Spreadsheets

Manual data receipt tracking, file-by-file error reviews, and months to fix critical issues

Weeks to Close Financials

Data gaps discovered too late, manual reformatting required for general ledger readiness, and complex accounting period tracking

Risks Hidden in Inboxes

Inconsistent data models across MGAs and TPAs make it impossible to spot aggregation risk and portfolio shifts

Key Capabilities

Data Management

Built-in scheduling tracks data receipt and automatically notifies MGAs and TPAs when files are late

AI-Powered Data Ingestion

Insurance experts leveraging AI tooling handle data ingestion end-to-end, eliminating the need for you to staff teams to get your data in

Real-Time Portfolio Monitoring

Continuously monitor exposure, loss trends, and data health as new information arrives. Portfolio monitors surface issues and signals early before they impact performance.

Validation & Scoring

Automatically run an expansive set of validations and track improvements over time, allowing you to measure and improve data quality

Financial Close Support

Apply automated or feed-level close controls and conform data to general ledger requirements, reducing delays and speeding financial close

System Integrations

Connect cleanly to your general ledger, reinsurance systems, data warehouse, and core underwriting and claims platforms, keeping data flowing across your insurance ecosystem without manual reconciliation.


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Clarity for Every Insurance Team

Executives and Boards

See a single, trusted version of portfolio performance, without noise and conflicting numbers.

Underwriting

Access real-time portfolio performance and exposure data to make faster, more confident underwriting decisions.

Claims

Validate and analyze claims data earlier to identify trends, reduce leakage, and align insights with underwriting.

Finance and Operations

Simplify data management, reconciliations, and close processes with standardized data and automated workflows.

Actuarial

Shift time from data wrangling to insight with automated data validations and cleaning, built-in earned premium calculations, and ready-to-use loss triangles

See the Platform in Action

Vellum is built by insurance experts to solve the industry’s most persistent data challenges. Our AI-driven platform standardizes, validates, and aggregates insurance data across underwriting, claims, and financial workflows, giving teams a trusted, real-time view of their portfolios and the confidence to act.