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Your All-In-One CRM & AMS

Manage and grow your business in a single platform. Upgrade to the industry’s only all-in-one CRM + Agency Management System powered by Salesforce.

 

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A Single System for
Independent Insurance Agencies and Brokers

Built on Salesforce, Veruna offers the full power of the world's #1 CRM to run every aspect of your business.

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.

Fuel Business Growth

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.

NEW: Quote faster than ever with Veruna's Quote Hero
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Effortless Policy Servicing

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.

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Accounting & Billing

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.

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Loved by Clients and Agents

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.

SEE WHY
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Bickle Vouch USAA Paladin Group-1 Keystone Evolve Legacy Partners-2 Fisher Greene-1 Players Health Insuritas Gehring
Built on the best

Salesforce Native Platform

Veruna is built on the #1 CRM platform - Salesforce. There's no limit to what you can build on this completely extensible solution. Plus, you're backed by industry-leading standards in AI, security, and data protection. Veruna completes Salesforce for insurance agencies and brokerages. Stop paying for multiple systems - your Veruna subscription includes Salesforce licenses for your entire team.

 

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Scale Quickly

See how Veruna has helped other agencies.

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Solution is almost fully configured out of the box

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Revenue growth supported by Veruna’s modern AMS

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Cost per case reduction

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Quicker than building out our own system

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Agency acquisitions per year supported by Veruna’s modern AMS

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Reduction in overall system spend

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Client base increase supported by Veruna

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More renewals per month.

While individual results may vary and are not guaranteed, these real-world statistics were shared by Veruna customers.

Success Stories

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"We grew our revenues 600% in the first year of having Veruna."

 

Corey Schatz Fdr & President The Paladin Group

Corey Schatz
The Paladin Group

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"We’re partnering with Veruna as a conduit to transforming our technology and how we are going to market."

Jason Haines AVP USAA

Jason Haines
USAA

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Gehring

"It gives you that wide-open world of possibility. That was number one—the flexibility."

LaToya Hargrett Tech Bus Analyst Gehring Group-1
LaToya Hargrett

Gehring Group

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