An Insurer to Agent, to Customer, Martech Solution

InsuranceCloud® supports the customer journey creating more personalized connections and engagement with agents. InsuranceCloud® marketing programs create significantly more client attraction and engagement vs their competitors by easily creating exceptional content experiences for superior client engagement.

InsuranceCloud® is an enterprise marketing platform that helps insurance marketers to systematically deliver and track marketing content that supports new agents, and brokerages, while promoting the brand and products, expands the business, and lowers marketing costs.

Insurance carriers are investing in customer experience (CX)

Given the demands of customers and an increasingly competitive landscape, commercial insurance companies need to transform by leveraging data and knowledge to stay ahead. Many Insurers are sitting on terabytes of decades-old data, that could be more effectively used to transform customer experience.

This journey to improve customer experience (CX), depends on having analytics that accesses enterprise- data taking advantage of cloud-first capabilities such as machine learning and artificial intelligence.

With our fully integrated marketing cloud, it’s never been easier for you to manage data and client communications at scale and deliver personalized experiences that earn lasting loyalty.

Want a closer look at InsuranceCloud?

Book a Demo now, and we’ll show you how InsuranceCloud can work for you!

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Build trust with a single integrated solution

Successful insurance marketers are personalizing messages, gaining market share by providing superior brand content, and satisfying regulatory requirements. For competitive advantage, insurance marketers must replace past methods and begin the journey to modern marketing where technology and expertise deliver the credibility they need to succeed.

InsuranceCloud® enables marketers and agents to achieve success by supporting a targeted communications strategy with relevant, personalized experiences at scale between advisors and their clients.

InsuranceCloud® includes:


• Veriday’s InsuranceCloud® advisor website builder makes it easy for you to build exceptional online experiences for your clients and prospects with web designs that are mobile-friendly, accessible and include customizable forms for critical lead generation activities.

• Add your logos, colour scheme, and customize InsuranceCloud’s® website themes to fit your brand.

• Our user-friendly content management system (CMS) allows you to edit content on the fly. Create engaging pieces of content, calls to actions, videos, content publishing for blogs and social sharing capabilities.

• InsuranceCloud® also provides a comprehensive set of SEO capabilities that help boost search rankings and improve your websites visibility on the Internet.

Ask us about our available third-party integrations.


• Elevate your demand generation and nurturing campaigns with our integrated e-mail campaign builder. With InsuranceCloud® you can quickly build email newsletters pulling content from our library of pre-approved compliant content and templates.

• Leverage best practices and dynamic thought leadership content to send highly personalized communications.

• Send the right message, to the right audience, at the right time. Use segmentation to target emails to similar contacts and provide them with content they care most about. Even send multilingual campaigns without the need for additional language software.

• Track campaign metrics through the built-in dashboard to monitor delivery, open and click-through rates.

Address Brand & Regulatory Compliance:

• Offers capabilities for administrators to build custom approval workflows to create content, submit for review, identify required changes and approve.

• Convenient side-by-side document feature allows compliance officers
to see each of the requested changes being edited.

Auto-Archiving for stress-free audits:

Auto- archiving of all web pages, third-party links, and audit trail of changes and approvals of content for auditing purposes.

Quickly and efficiently retrieve the data of any Digital Agent website in HTML or plain text format.

Using features like our visual editor and filters, marketing departments can easily and efficiently respond to audit requests with just a few clicks.

Compliant Content Library:

• Client-centered articles, content and videos all designed to position your advisors as authorities on a range of topics from investing to retirement.

• Our content library includes hundreds of articles which cover various topics from Insurance,, and Client Experience. Every month, new articles get added to the database and are selectable by your advisors.

Measurable Marketing Insights

Analyze and report on the performance of campaigns and how marketing efforts are driving engagement. Use our built-in dashboards and drill into specific details by campaign or view data through our integration with Google analytics.

Veriday Customer Success Team

Our dedicated service team will be there to hold your hand through the entire setup process. Have a question about SEO or where to source imagery? Our staff is just a phone call away. We also have an entire knowledge center to help as well!

Need an enterprise level solution?

Need to utilize our built-in workflows for Marketing or Compliance? Need a solution for dozens, even hundreds of advisors? Contact one of our sales team members today and learn more about our DA/InsuranceCloud® enterprise solution