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Veruna, a Boston-based developer an agency management system (AMS) built on the Salesforce platform, has formed a strategic partnership with Insuritas (East Windsor, Conn.), the creator of shopping experience in which insurance companies compete to provide the right coverage at the right price to financial institutions nationally.
Using the Veruna AMS as the foundational technology, Insuritas has developed iInsure, a proprietary agency management ecosystem incorporating core policy management functionality and CRM capabilities. The Veruna and Salesforce integrations inherent to the new Insuritas iInsure ecosystem create a unique insurance environment which transforms the insurance management experience, according to a Veruna statement.
“Part of Veruna’s mission has always been to revolutionize the way modern agencies do business,” comments Jennifer Carroll, CEO, Veruna. “The partnership with Insuritas furthers that mission as we help Insuritas to push the insurance management and shopping experience forward to a more modern level backed by choice and transparency for everyone involved. We are looking forward to a long and productive partnership.”
Simplifying Customer Interactions
Built on the Salesforce Lightning platform, the Veruna AMS incorporates what it characterizes as robust customer relationship management (CRM) capabilities and allows for the real-time integration of customer data and changing insurance conditions to Insuritas’ services, while providing streamlined workflows simplifying customer interactions.
“The insurance agency model was originally designed to give customers access to a wide range of insurance coverages, broad carrier choice, and empathetic, honest advice from a trusted insurance agent,” comments Matthew Chesky, president, Insuritas. “Our iInsure platform combines class-leading CRM capabilities from SalesForce, core policy management functionality developed by Veruna, and our unique integrations with hundreds of financial institution partners across the U.S. to offer our customers a uniquely valuable insurance shopping and buying experience.”