The Paladin Group Deploys Salesforce-based Veruna AMS

Working with Veruna and Hip Ten, Paladin was able to replace a large portion of the complex bespoke its Salesforce configuration previously with Veruna standard functionality.

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The Paladin Group, a Cedar Falls, Iowa-based agency providing life, long-term care and personal lines products in 46 states, has deployed the Veruna (Boston) 2.0 Agency Management System (AMS).

The Paladin Group, founded in 2016, encountered implementation difficulties with another supplier’s AMS. After consulting other agencies, Paladin opted for Veruna due in part to the foundational support of Salesforce, according to the vendor.

Jennifer Carroll, CEO, Veruna.

During the implementation, Veruna, working with implementation partner HipTen (Jacksonville, Fla.) and Paladin, reports was diligent about making certain none of the existing Salesforce logic at the agency was disrupted. HipTen was able to replace a large portion of the complex bespoke configuration that Paladin had built previously with Veruna standard functionality, according to a Veruna statement.

“The biggest benefit has been the knowledge of the industry that the support teams at Veruna and HipTen provide,” comments Corey Schatz, president, Paladin. “They understand our needs and they understand our industry. We can tell them our vision and they knock it out of the park. I cannot wait to see what the company offers for additional value-added functions in the future as they continue to grow.”

Focus on Enhancements

Pomy Singh, Co-Founder, HipTen.

“Instead of having to build something from scratch, they were able to focus on enhancements, automations, customer portals—all the things that make their agency stand out, allow their employees to have efficient workflows, and allow their agency to focus on customer service,” adds Pomy Singh, co-founder of HipTen.

Veruna 2.0 is built on the Salesforce Lightning platform, and in addition to robust customization capabilities, the vendor says that 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. Veruna 2.0 also delivers higher levels of mobility, flexibility, customization, and integration all backed by the expansion capabilities inherent to the Salesforce AppExchange, according to the vendor.

“We are very proud of the speed and efficiency with which this implementation was completed,” comments Jennifer Carroll, CEO of Veruna. “We look forward to working with Paladin in the future as their products, workflows, and internal talent evolve and grow.”

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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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