Rating
5.0
Reviews
10
Pricing
Paid
From $250 per user per month
Listed since
2017

About Veruna

Empowering and Elevating Insurance Agents

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.

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

Screenshots and videos

Veruna

Pricing

Paid, from $250 per user per month.

Veruna plans
PlanPriceBilled
Default Plan$250 per userMonthly

Special pricing may be available based on number of users. Please visit www.veruna.com or contact sales@veruna.com for more information.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Financial Services Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Supported
Languages
  • English

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