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Veruna - Insurance Agency Management

Empowering and Elevating Insurance Agents

Overview

WINNER - ACORD "Insurance Innovation of the Year" NAMED - "Top 10 InsurTech Leader" by ACORD NAMED - CIOReview's "Top 20 Most Promising Insurance Solution Providers " WINNER - ACORD2017 Leadership Award WINNER - ACORD2017 Case Study Award

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See How Veruna - Insurance Agency Management Works

  • 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

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.

Categories

Business Needs
Customer Service
Sales Intelligence
Dashboards & Reports
Industries
Financial Services
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

More from Veruna, INC

  • Veruna
    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.
    FinanceDashboards & Reports