Veruna Partners and Integrates with Imperial PFS

The Salesforce-based agency management system vendor says that common customers will benefit from streamlined implementation and onboarding processes.

(Image credit: Shutterstock.)

Veruna, a Boston-based developer an agency management system (AMS) built on the Salesforce platform, has undertaken a new partnership and integration with Imperial PFS (Kansas City, Mo.).

Veruna’s AMS, Veruna 2.0, is built on the Salesforce Lightning platform, and features both extensive customer relationship management (CRM), lead gen, marketing, portals, and sales capabilities, but also an upgraded user interface (UI), dynamic dashboards, enhanced email capabilities, and a completely-redesigned activity timeline, according to the vendor. Imperial PFS provides finance and technology solutions that help insurance agencies achieve full digital transformations to gain operating efficiencies and broaden industry reach to new audiences and market segments.

“We are focused on finding ways to make it easier for our customers to increase speed and productivity around selling insurance,” comments Jack Merriman, chief growth officer, Imperial PFS. “Integration with Veruna converts the premium finance transaction into a seamless process that leads to efficiency. The Veruna/IPFS partnership integration will continue to help our customers grow and bring value to the market. Veruna is a valued partner and the integration will drive the effectiveness of our mutual customers.”

Jennifer Carroll, CEO, Veruna.

Empowering the Independent Agent Channel

“Imperial PFS has built a solid business on helping insurance agents become digital agents,” comments Jennifer Carroll, CEO of Veruna. “Integrating Veruna 2.0 and Imperial PFS is an important step forward in further empowering the independent agent channel. We are pleased to have Imperial PFS on board as a new Veruna partner.”

Veruna reports that initial integration between Veruna and Imperial PFS was completed in a single, two-week sprint. The vendor says the integration sets the foundation for future onboarding processes in which setting up a new integration with Veruna/IPFS will be a matter of days to establish credentials and establish the agency workflow needed.

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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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