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Client Management

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More Efficiency Across the Board and Across Your Business

Veruna AMR is a system created by insurance professionals for insurance professionals. This power-packed software allows you to stay on top of your book of business with tools such as:

  • Full suite of ACORD forms that are fillable and always up to date
  • Eliminate duplicate entry with dynamic application fields that link to Veruna AMR’s fields
  • Easy-to-create form emails, letters, and proposals
  • Interactive renewal dashboard for expiration tracking
  • Action Plans to manage related activities in your workflows
  • Integrated Zero Backlog Desk Management System (R)
  • Robust document management system including front-end scanning, drag-and-drop email/files and document editing
  • Reports and visualized dashboards that can show your status at a glance
  • Mobile-friendly design allowing immediate communication between employees in the field and those back in the office
  • Built-in automation to save time while invoicing, creating submissions, generating certificates, and more