Evergreen Insurance & Risk Management Replaces Legacy System with Veruna AMS

The agency sought a more flexible, customizable system to support its corporate goals and satisfy users’ expectations.

(Image credit: Jill Wellington.)

Evergreen Insurance & Risk Management Company (Monsey, New York) has implemented the Veruna (Boston) AMS, Veruna 2.0, which the vendor describes as the insurance industry’s only comprehensive agency management system (AMS) built on the Salesforce platform.

Alan Pollak, COO, Evergreen Insurance & Risk Management Company.

Founded in 2009, Evergreen focuses solely on commercial real estate, with a portfolio that includes small rental units, large apartment buildings, shopping centers, and commercial buildings. Encountering increasing difficulty with an aging AMS, Evergreen began looking for a replacement system that would provide a much higher level of flexibility for the company’s users, according to a Veruna statement.

After a brief search, Evergreen selected Veruna based on several factors, including the flexibility of the Veruna AMS and its foundation on the Salesforce platform. The ability of Veruna to respond to developing requirements and expanding capabilities were also key selling points, the vendor statement says.

“We love Veruna’s vision,” comments Alan Pollak, COO, Evergreen. “We have very definite goals of where Evergreen is headed and feel confident that Veruna will play a role in getting us there through the customizable nature of their product.”

Jennifer Carroll, CEO, Veruna.

Veruna says its platform’s flexibility stems from the use of the Salesforce Lightning platform as the foundation for Veruna 2.0. In addition to what the vendor calls robust customization capabilities, Veruna 2.0 features extensive CRM, lead gen, marketing, portals, and sales functionality, as well as an upgraded UI, dynamic dashboards, enhanced email capabilities, and a completely-redesigned activity timeline. The mobility, flexibility, customization, and integration capabilities of Veruna 2.0 are additionally supported by the expansion opportunities available through the Salesforce AppExchange, according to Veruna.

Maximum Productivity

“Our clients, like Evergreen, are increasingly adept with technology and looking for the ability to customize their agency management system, integrate it with supporting solutions, and incorporate new and existing workflows for maximum productivity,” comments Jennifer Carroll, CEO of Veruna. “We love working with Evergreen and are pleased to see them already getting an ROI from Veruna 2.0.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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