Salesforce Veruna Agency Management System Implementation
Project Description
Our Client wanted Agency Management System (AMS) for managing Sales, Client, Documents, and Security along with integration with Salesforce.
Additionally, the objective included PL rater integration as well as IVANS-Carrier
Downloads.
Industry
Insurance
Products
Salesforce Sales Cloud
Veruna Insurance
Project Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- Independent Insurnace agencies need Agent Management system to store all the policy related information at one place. If the client does not have this, they have to scan hundreds of documents, which might not be possible without the Agency Management System.
- The client needed a sales system for upfront tracking, recording and management of Sales Processes. All these back-office tasks and operations could be possible with the Agency Management System.
- The Legacy AMS system made things complicated and timeconsuming for the users. For day-to-day operations, users had to use different systems. Additionally, it was not scalable, and not suitable for any time of customization.
- Agents were spending hours on buggy, duplicated or unorganized data while dealing with checks and balances.
Salesforce Veruna Agency Management System Implementation
We implemented the following solution(s) to overcome the above challenge(s) for our client.
Salesforce has the solutions to help bridge the gaps between the front-end
as well as back-end users.
Veruna Implementation could add to the overall management of customer data and process management.
We also helped with automatic marketing outreach, quoting and delivery of SMS, email etc.
Veruna Implementation could add to the overall management of customer data and process management.
We also helped with automatic marketing outreach, quoting and delivery of SMS, email etc.
Project Results
- Added in growth of revenue by 300% for the first year and it kept growing for the subsequent years.
- There is a 60% increase in the renewals by underwriters on a monthly basis.
- Increase efficiencies due to integrated systems all under one roof.
- Increased accuracy in the task along with better client retention, client satisfaction, as well as employee retention.
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