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Veriday

Digital marketing and engagement platform for insurance and financial services advisor networks.

Distribution & Sales Growth Bootstrapped
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Overview

Veriday is a distribution technology provider for the insurance and financial services industries, founded in 2012 and headquartered in Mississauga, Ontario. The company builds cloud-based platforms that help carriers, brokerages, and financial institutions manage digital marketing programs across large advisor and agent networks.

The company offers two primary platforms: InsuranceCloud, an enterprise marketing distribution tool that enables insurance organizations to deliver compliant content to their advisor networks, and Digital Agent, a personalized website and engagement platform for financial advisors. Both products emphasize brand control, compliance tracking, and scalability for organizations with distributed agent or advisor populations.

Veriday operates with a bootstrapped model and approximately 100 employees. In February 2024, the company opened an operations center in India, expanding its delivery capacity. The company has no announced external funding rounds.

Products & Services

InsuranceCloud

Enterprise marketing platform that allows insurance organizations to distribute and track compliant marketing content across agent and advisor networks.

Key Features

  • Centralized content distribution to agents and brokerages
  • Advisor website builder with mobile-friendly, accessible design templates
  • Integrated email campaign builder with pre-approved, compliant content templates
  • Agent and advisor content customization within brand guidelines
  • Marketing compliance tracking and audit support
  • Performance analytics (delivery rates, open rates, click-through rates)
  • New agent onboarding support

Target Users: Insurance marketing teams, carriers with large agent networks, brokerages

Digital Agent

Customer engagement platform that enables financial advisors and insurance agents to build personalized websites while maintaining institutional brand control.

Key Features

  • Personalized website builder for individual advisors
  • Brand compliance controls and audit support
  • HTML and plain text data export capabilities
  • Visual editor with filtering tools for compliance review

Target Users: Financial advisors, insurance agents, financial institutions

Enterprise Digital Solutions

Digital transformation and managed services offerings for financial services organizations.

Key Features

  • Application modernization and custom development
  • Process automation
  • Digital transformation consulting

Target Users: Insurance carriers, financial services firms