(Austin, Texas. Photo by Michael Barera.)
The USAA Insurance Agency an Austin, Texas-based unit of USAA (San Antonio), has selected the Veruna (Boston) Agency Management System as one of the company’s agency modernization initiatives.
“When selecting new technology solutions, we are conscious of how the change will impact our employees, workflows, speed to market, and member experience,” comments Jason Haines, AVP, the USAA Insurance Agency. “We felt strongly about getting a solution that was insurance-specific and allowed us to easily customize when necessary.”
The latest version of Veruna’s AMS, Veruna 2.0, features robust customer relationship management (CRM) capabilities, an upgraded user interface (UI), more dynamic dashboards, enhanced email capabilities, and a completely redesigned activity timeline, according to a vendor statement. Additionally, the new policy, claims, and accounts Kanban views inherent to Veruna 2.0 allow agent users to access account summaries, adjust layouts, and easily drag-and-drop cards from one stage to another without the intervention of IT resources, the vendor adds.
Serving a Mobile Member Base
“The ability to build direct integration to third-party providers is an important roadmap milestone for us,” comments Gary Baker, VP, the USAA Insurance Agency. “Our member base is significantly more mobile than that of other companies and we are constantly looking for new and better ways of providing both service and access. Veruna’s ease of access and use for our agents helps move us toward a goal of streamlining the insurance experience for all our stakeholders.”
“At Veruna, we spend a lot of time figuring out how we can improve the way modern agencies do business,” comments Jennifer Carroll, CEO of Veruna. “Working with the USAA Insurance Agency, we will bring even higher levels of mobility and flexibility to their agent workforce, and we look forward to a long and productive relationship.”