Empowering Agents (Platform)
Veruna is far more than an agency management system. Our innovative SaaS solution provides a comprehensive technology platform to integrate all of the mission-critical functionality you need across your business. From marketing, sales, and service, to accounting, billing, and real-time reporting, Veruna empowers your entire team to perform like never before—and enables you to truly Know Your Business so you can rapidly Grow Your Business.
The true power of Veruna lies in having real-time access to all of your critical business data. Rather than managing disparate databases and systems, manually updating spreadsheets and compiling reports, or digging through years of paper records, you can get the answers you need NOW. There’s no need to wonder and worry when it comes to team productivity, business performance, revenue opportunities, and more—with Veruna, you can get real-time, actionable insights to grow your business.
Veruna and Salesforce give you game-changing capabilities to manage and optimize nearly every aspect of your sales operation. With detailed data at your fingertips, powerful automated workflows, and precise reporting in real-time, your producers will be empowered to pursue every opportunity like never before—and your leadership can measure and improve performance with confidence.
Maintain and strengthen customer relationships with a powerful combination of efficiency and personalization. Stay in front of your customers and prospects with timely, tailored messages relevant to their needs, and equip your sales and service professionals with detailed current data to give every conversation a personal touch. Leverage the power of deep data and advanced AI to identify the best opportunities for leads, referrals, and upsell and cross-sell potential.
Quoting / Submission
Generating new policies can be quick and simple with Veruna’s native integration to comparative raters (available now), and carrier integration (in development). Your team can save time and generate more new business faster by rating, quoting, and submitting policies within a single, user-friendly system.
Providing exceptional service doesn’t require extraordinary time and effort. Veruna lets you easily and efficiently manage endorsements, change requests, claims, and other common service requests, so your team can help more customers, more quickly—and spend less time on routine tasks that don’t drive real value.
There’s no more need for painstaking, time-consuming manual accounting processes—or chasing down financial data across multiple systems. With Veruna, everything you need is accessible in one user-friendly platform, and you can monitor the financial health of your business with ease via real-time dashboards and rapid, customized reporting.