Veruna

Veruna is a combined Agency Management System and Customer Relationship Management (CRM) solution that is built natively on Salesforce. The main goal of Veruna is to assist independent insurance agencies and brokerages in thriving within the competitive insurance landscape. By harnessing the capabilities of Salesforce, Veruna offers an expansive and intuitive platform that encompasses all aspects of agency management. Insurance agencies and managing general agents (MGAs) can effectively sell more insurance and retain valuable customers through efficient management of their operations.

Notably, Veruna delivers powerful features such as straightforward integration with Salesforce’s robust CRM functionalities, fully customizable workflows, and automated task management that eliminates inefficiencies. This allows agencies to focus primarily on building customer relationships and increasing revenue. Additionally, Veruna has developed modules for accounting and billing that are fully compliant with GAAP standards, further simplifying the administrative burdens often faced by agencies. This independent insurance-focused technology revolutionizes the way agencies approach client management by ensuring all information is easily accessible within a single platform. As a result, users are empowered to enhance their productivity, capitalize on upselling opportunities, and significantly elevate their customer service experience.