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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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
VerunaCore/Feb 2017 1.3.0
Listed On
02/20/2017
Latest Release
02/23/2017
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 51
Custom Tabs: 10
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Veruna empowers insurance agencies and brokers to sell more and maintain customer relationships better. Veruna does that by leveraging the world’s #1 customer relationship management platform – Salesforce.com – to help agencies and brokers find opportunities, win business and engage with customers more regularly and relevantly. Veruna is a technology solution that leverages Salesforce.com CRM, agency management, download, Acord, reporting and analytics and configurability of Salesforce to enable independent insurance agents and brokers to KNOW their customers in order to make actionable insights to GROW their businesses. Sell more. Retain Better. Veruna gives you unprecedented control of not only your agency management system but your businesses’ growth. Create automated tasks and reminders for managing customer relationships, remarkets, lost business, or expanding coverages to meet your insureds’ needs. Automate back-office tasks to get you back out in front of your customers. For more information, please visit www.veruna.com.

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Veruna, INC