Veruna Launches Salesforce-based Insurance Agency Management Platform

Veruna AMR is designed as a best-of-breed solution providing unprecedented control and support for growth, based on the actual needs of insurance agents.

(Palm Trees at the Boca Raton Resort & Club, site of ACORD 2016.)

Veruna, a Westborough, Mass.-based  provider of a new agency management platform has launched at ACORD 2016 in Boca Raton, Fla., where the new vendor was named a finalist in the ACORD Insurance Innovation Challenge and received a 2016 ACORD Leadership Award. Veruna characterizes its offering as a new approach to the technology backbone of insurance agency management.

“We are excited to implement Veruna into our agency operations, comments Tom Hernandez, president and CEO of JKB Insurance Services Inc. (Sacramento), an early customer of Veruna. “For years we have struggled with creating an office where our staff could truly be efficient due to the outdated technology available to insurance agents. Veruna gives us the ability to finally enter the modern world to grow profitably and reach our full potential.”

Natively Mobile Interface, Open Platform

Veruna’s technology platform, Veruna AMR leverages Salesforce—with full access to more than 3,000 business apps on the Salesforce AppExchange—to deliver a best-of-breed user experience based on the actual needs of insurance agents, according to a company statement. The solution has a natively mobile interface, open platform and customizable functionality. The vendor describes Veruna AMR as providing unprecedented control with agency management technology that powers growth for the modern insurance agency. The solution’s modules have been built from the ground up to manage all lines of business, in contrast to legacy platforms designed for a single insurance vertical that have been modified to accommodate other lines over the years. Veruna AMR’s modules include:

  • Sales & marketing management
  • Client management
  • Accounting
  • Documents & forms
  • ACORD eForms
  • Third-party software integrations
  • Custom report-building and analytics

Veruna’s team members average 30 years of industry experience working for technology and consulting firms including etfile, NexGEn Consultants, and Eisenhart Consulting Group.

“For years our group has been frustrated with hearing from our agency partners that their agency growth and operations are being held back by lackluster technology,” comments Jonathan Lincoln, president and co-founder of Veruna. “Agency management systems are meant to help an insurance agency move forward, not keep it stalled.”

“We didn’t rely on anonymous coders to develop our technology; instead, we utilized the amazing infrastructure of Salesforce and coupled that with respected professionals who have spent their careers in agency operations,” Lincoln continues. “That’s how we’re challenging the status quo and changing everything about the way an agency approaches technology.”

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 or (503) 936-2803.

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