Aurea Insurance Solutions

Simplify and Centralize Producer and Compensation Management

You’re transforming the insurance business.
We’re transforming the insurance experience.

Insurance is changing by leaps and bounds. In fact, it’s changed more in the last ten years than the previous hundred. Yet even as regulations get stricter and competition tougher, a major opportunity has emerged: make it easier, more enjoyable, and more rewarding to do business with you, and you will win by a landslide.

With some of the deepest insurance operations know-how in the industry, Aurea Insurance Solutions is focused on delivering industry-specific solutions that simplify and centralize insurance back-office processes and operations. Aurea Insurance Solutions transform your most pressing industry challenges into dramatically better experiences for your customers and producers — from faster onboarding and automated compliance, to more modern ways to sell and buy. We’re how top producers are born and bred, and how top insurers get even further ahead.


What’s new in Aurea Insurance Solutions

Today’s insurance customers want more personal interaction throughout the buying process. Learn how Aurea makes that possible as Jonathan Berkowitz, Chief Product Officer, shares our latest innovations in insurance compensation and process management.

Distribution Channel Management

Insurance Process Management

Give your producers a better experience - and get back big results

Great producers want to hit the ground running.  They want to onboard today and start selling tomorrow. Simply put, they can’t afford to settle for slow approvals, disjointed processes, confusing or inaccurate commission payments, or lackluster sales tools.

Aurea Distribution Channel Management (DCM) delivers everything you need to give producers a seamless and empowering experience, from getting started to getting paid.  DCM simplifies producer commission modeling, calculation and processing across the insurance industry and provides comprehensive producer manager functions, empowering you to:

  • Sell faster, from anywhere.  
    Give agents anytime access to the content, customer information, and sales tools they need to close deals from day one. 
  • Pay with 100% accuracy, so producers spend more time selling. 
    Avoid confusing commission payouts, and the costly sales downtime they create.
  • See how they’re performing, and coach them to greatness.  
    See which producers, agencies, channels, and territories are beating their goals, and who needs help, so you can make sure they succeed.   
  • Ensure 100% compliance
    Ensure that all agents are meeting compliance requirements: licensed, appointed, and up to date in continuing education credits for all sales to avoid costly regulatory fines and penalties.  
Learn more about Aurea DCM

Build a better producer experience — so they can sell more, more profitably.

Unlike generic business process management (BPM) solutions, Aurea Insurance Process Management (IPM) is built specifically for the insurance industry.  IPM makes it easy to quickly generate powerful producer support applications that build more loyalty and drive more sales from your producers. 

From accelerating the time to on-board new producers to resolving commission disputes and more, IPM provides a suite of back-office workflows solutions to optimize and streamline day-to-day operations.

With Insurance Process Management — based on Aurea CX Process — you can:

  • Increase productivity through automation
    Automate routine operational activities, allowing your workforce to spend more time on strategic, knowledge-based tasks. 
  • Improve outcomes with data-driven insight
    Measure the outcome of application usage against business objectives in real time, to drive superior operational results.
  • Benefit from industry expertise
    Use predefined, insurance-specific data models and modular workflows that can easily be extracted and recombined into new applications. 
  • Access a comprehensive and growing workflow suite
    IPM currently supports business process management for: Onboarding, Dispute Resolution, Add Appointment, Hierarchy Transfers, and Approvals. And, we are continually developing more.

Aurea Insurance Process Management includes all the benefits of Aurea CX Process, plus powerful process applications built specifically for the insurance industry. Use them out-of-the-box, or make simple configuration changes to suit the needs of your business. 

Learn more about Aurea IPM

Leadership: Meet
the Insurance Solutions Team

Start typing the name of a site image or enter the URL

Joe Kelley

Ranga Venkatesan 
SVP of Operations

Joe Kelley

Joe Kelley is President of Aurea's Insurance Solutions.  He is responsible for the division's sales, marketing and operations.  Joe is one of the industry's most distinguished and highly respected executives.  Prior to Aurea, Joe was Chairman, President and CEO of American General Life and Accident Insurance Company.  He has spent his entire career in the insurance industry, with more than twenty years at Prudential Insurance Company as Senior Vice President and Chief Marketing Officer before his executive role at American General.  

Joe graduated from the University of Alabama
with a Bachelor of Science degree in Commerce and Business Administration.  He also completed the Wharton School of Business Advance Management Program and holds Charter Life Underwriter and Chartered Financial Consultant designations from the American College.  

Ranga Vekatesan

Ranga Venkatesan is the Senior Vice President of Professional Services at Aurea, responsible for leading a world-class solution delivery organization that is focused on delivering customer success. Under Ranga’s leadership, Aurea Services empowers clients to maximize the business value by leveraging Aurea’s products. Prior to joining Aurea, Ranga was running the consulting practice at Trilogy Software. He was responsible for delivering class-leading services to F500 organizations in financial services and insurance industries.

Services built on proven insurance industry experience

Our software and services are developed and delivered by insurance industry veterans, for insurance industry veterans. We manage over $5B in total compensation dollars annually for some of the largest carriers and brokerages. Our seasoned insurance team members bring an average of 10+ years of industry experience. We’re focused on remaining at the forefront of the insurance industry, from continuing education, to research and development, to technology innovation.