Veruna is a combined Agency Management System (AMS) and Customer Relationship Management (CRM) platform built natively on Salesforce, tailored specifically for independent insurance agencies and brokerages. Its mission is to empower these agencies to grow and thrive by leveraging the power of the world’s leading CRM technology.
The platform offers an all-in-one solution that integrates sales, service, management, and policy administration into one seamless system. It features tools for lead management, sales dashboards, pipeline reporting, producer goal-setting, marketing automation, and mobile accessibility, enabling agencies to enhance efficiency and increase sales opportunities.
Veruna emphasizes customization and scalability, making it adaptable to the unique needs and preferences of each agency. It supports robust document management, carrier downloads, renewal tracking, and reporting functionalities that provide visualized dashboards and real-time insights.
By automating back-office tasks and streamlining workflows, Veruna frees up agency staff to focus more on customer engagement and growth. The solution offers powerful sales tools to producers, helping capture and transfer information efficiently without lost opportunities or delays.
As the only Salesforce-native agency management system with integrated CRM and AMS capabilities, Veruna stands out by delivering extensibility through Salesforce Exchange and Force.com web services, enabling agencies unprecedented control over their operations and growth.
Overall, Veruna is positioned as a modern, intuitive, and technology-driven solution designed to meet the evolving needs of independent insurance agencies, helping them outpace competition and grow through superior customer experience and operational efficiency.