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Veruna - Insurance Agency Management

Empowering and Elevating Insurance Agents

$250   USD/user/month
Industries
Financial Services
Business Need
Customer Service
Sales Intelligence
Dashboards & Reports
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Highlights

SELL MORE - Integrate Lead Gen/Marketing AppExchange Partners - Prospect Management - Pipeline Reporting DEAL CLOSING - Pipeline Management - Producer Goal-Setting & Production Management - 3rd Party Integrations - Sales to Service Handoff

RETAIN BETTER - Actionable Analytics - Custom Configurations - Policy Management - Best in Class in Download Capabilities KNOW YOUR CUSTOMER - Client Service - Comprehensive Reporting - Custom Configurations

KNOW YOUR BUSINESS - Advanced Reporting & Dashboards - Insurance Agency Analytics - Customizable Platform BACK OFFICE EFFICIENCIES - Connectivity - Workflow Automation - Robust Insurance Accounting and Ledger System

Provider Details

Veruna, INC

Pricing Details

Default Plan

$250 USD/user/month

More From This Provider

by Veruna, INC
No Ratings
Veruna is a modern, cloud-based AMS that helps insurance agencies streamline operations, grow sales, and boost efficiency with integrated CRM, policy admin, accounting, and automation, built on the Salesforce platform.