Veruna: AMS+CRM for independent insurance agencies and brokerages

Veruna offers a single-system Agency Management System and CRM, all built natively on the Salesforce platfrorm.

• Grow Faster: Veruna's powerful CRM drivers faster sales, highlights upsell and cross-sell opportunities, and keeps you ahead in today's competitive market.
• Improve Efficiency: From sales to service, pre-built and fully customizable workflows let you do your job smarter, not harder.
• Powerful Servicing: With all client information in one system, Veruna keeps you in control and lets you deliver a superior customer experience.
• Designed for Insurance: Veruna is the only Salesforce-native CRM and AMS in one system, designed specifically for independent insurance.

Outpace competition and grow your agency. The world's most powerful CRM, Salesforce, is the backbone of Veruna. Every screen and workflow is designed to speed up the sales process and take advantage of cross-sell and upsell opportunities. Track your top-performing producers, optimize productivity, and use real-time data to drive growth.

With everything you need to service your clients in one screen, policy servicing becomes a breeze. Plus, Veruna allows you to put the power in your clients' hands with their mobile-friendly, quick setup Client Experience Center. Agent-assisted claims, endorsements and change requests are only a click away.

Veruna has a fully GAAP-compliant insurance accounting module. Running in the same system as sales and servicing, data entry problems disappear. Clients can pay online or with the help of an agent, all within the same system. Veruna tracks complex commissions and keeps everyone on the same page, paid and happy.

Veruna is redefining agency management. By keeping all functions in one single system, everyone stays in control. Clients love the ability to self-service at their own convenience. Producers appreciate having modern tools to aggressively pursue growth. Service teams no longer worry about poor data quality or having to search for what they need. Everything is at your fingertips.