Veruna Integrates S-Docs into Its Agency Management System

The new integration is aims at bringing more robust document generation capabilities to Veruna customers.

(Image source: S-Docs homepage.)

Veruna, a Boston-based developer of an agency management system built on the Salesforce platform, has formed a new partnership with S-Docs (New York),  which markets itself as the only 100 percent, Salesforce-native document generation and e-signature solution.

Jennifer Carroll, CEO, Veruna.

Veruna selected S-Docs’ cloud solution after reviewing the options for document generation across the Salesforce partner ecosystem and discovering functionality that will deliver customized documents, proposals, and more to insurance agency customers already leveraging the Veruna 2.0 solution, according to a Veruna statement. S-Docs allows for the creation of sophisticated documents while overall improving efficiency, reducing errors, and eliminating tedious work, the statement says

“The fact that both S-Docs and Veruna are native-built on the Salesforce platform will provide a seamless experience for Veruna customers,” comments Dan Pejanovic, CEO,  S-Docs. “With S-Docs integrated with the Veruna platform, users will be able to create documents faster, easier, and more securely than ever before.”

Seamless User Experience

Dan Pejanovic, CEO,  S-Docs.

“We chose S-Docs to replace our current partner because of their Salesforce-native capabilities, their approach to partner support, and their commitment to making our joint customers successful,” comments Jennifer Carroll, CEO, Veruna. “Integrating S-Docs into our solution allows us both to continue to leverage the Salesforce platform, simplifying the integration and administration of our solution for our customers, providing a more seamless user experience, extending tighter data security, and faster document generation.

Built on the Salesforce Lightning platform, Veruna’s AMS, Veruna 2.0, features what the vendor describes as extensive customer relationship management (CRM), lead gen, marketing, portals, and sales capabilities, but also an upgraded user interface (UI), dynamic dashboards, enhanced email capabilities, as well as a completely-redesigned activity timeline.

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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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