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.
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Industry

Insurance

Products

Salesforce Sales Cloud
Veruna Insurance

Project Challenges

The major challenge(s) to offer a comprehensive solution to the client:
Group
Managing Services

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.

Project Results

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