Unleashing the Benefits of a Salesforce-Based AMS

Imagine if you had an Agency Management System (AMS) that integrated effortlessly with your operations, providing top-tier security, unmatched flexibility, and limitless customization.  

Powered by Salesforce, this AMS ensures your data is safeguarded by industry-leading security standards while offering advanced capabilities like Salesforce Flow and robust APIs. With real-time reporting, the ability to add custom fields, and access to the Salesforce Marketplace, this AMS enhances your agency's efficiency and productivity. Best of all, you don't need to be a tech expert to unlock its potential—a dedicated support team is ready to help you build tailored solutions. 

Explore the transformative power of a Salesforce-based AMS and see how it can transform your agency's workflow. 

Security 

Salesforce offers best-in-class security standards that ensure the protection of critical information. Leveraging Salesforce means benefiting from multi-layered security measures designed to protect data at every level. This includes robust encryption both at rest and in transit, safeguarding data from unauthorized access. Salesforce employs two-factor authentication (2FA) and IP range restrictions to further enhance security, ensuring that only authorized users can access the system. 

Additionally, Salesforce's comprehensive access controls allow organizations to manage who can see and modify data, reducing the risk of insider threats. Salesforce Shield, an optional security suite, provides: 

• Enhanced encryption 

• Event monitoring 

• Field audit trail features 

These offerings strengthen the trust your clients place in you and ensure compliance with stringent regulatory requirements. 

Salesforce's commitment to security is also evident in its adherence to global compliance standards, such as GDPR, HIPAA, and ISO 27001. These certifications demonstrate Salesforce's dedication to maintaining the highest levels of data protection and privacy. By relying on Salesforce, organizations can trust that their data is protected by state-of-the-art security technologies and practices, allowing them to focus on their core business operations with peace of mind. 

Flexibility and Customization 

With Salesforce Flow, flexibility and the number of customizations are almost endless, all without the need for coding expertise. Salesforce flow allows agents to:  

• Automate repetitive tasks 

• Streamline operations 

• Ensure consistency across various functions 

Just think of the ways your agency could benefit. Could you speed up renewals? Sending bulk certificates of insurance? Speed up your quoting processes? The possibilities are endless. 

Ready-to-go Integrations and Salesforce Marketplace 

Ready-to-go integrations and the Salesforce Marketplace are game-changers for insurance agencies seeking to streamline operations and boost efficiency. 

• Seamless Connectivity: Ready-to-go integrations allow agencies to effortlessly connect nearly any other existing systems with Salesforce, eliminating the need for complex custom development and reducing manual entry errors. 

• Enhanced Flexibility: The Salesforce Marketplace offers a wide selection of pre-built applications and tools designed to meet diverse business needs. Agencies can easily find and implement solutions that complement their Salesforce environment, from advanced analytics to specialized insurance apps such as: Guideware, Insly and Vlocity Insurance. 

• Accelerated Deployment: These integrations and marketplace solutions accelerate the deployment process, enabling agencies to quickly adapt and scale their systems in response to evolving needs. 

Together, these resources help insurance agencies optimize their operations, drive growth, and maintain a competitive edge in the industry. 

API Capabilities 

Salesforce Flow's robust API capabilities mean you can connect nearly any other system with ease. With this you can automate processes across different platforms, ensuring data consistency and reducing manual intervention. Salesforce Flow can send and receive data through REST and SOAP APIs, allowing it to interact with external databases, third-party services, and other enterprise systems.  

Real-time Reporting 

One of the standout features of using a Salesforce-based AMS is its real-time reporting capability. Agencies can run reports whenever they want, ensuring they always have the most current data at their fingertips. There is literally no waiting. 

This flexibility extends to customizing reports as needed; users can add fields and create custom objects to tailor the reporting process to their specific needs. This means insurance agencies can gain insights specific to their unique business needs, helping them make informed decisions quickly. With real-time reporting, agencies can monitor performance, track trends, and respond proactively to any changes in the market or client needs, ultimately driving better business outcomes. 

Plus, every employee is working with the exact same data. The days of disagreements between departments are over, and every team member can make informed decisions on the fly. 

The Veruna Advantage 

If all of this is starting to sound good, it’s helpful to know that Veruna is a full-function AMS that is built natively on Salesforce. There’s no longer a need for clunky connecters between your Agency Management System and your CRM… now, your CRM is your AMS.  

Even if users aren’t tech-savvy, Veruna can seamlessly build and implement automations tailored to the needs of agencies. Here are some examples of the automations Veruna has already built: 

• Automatic emails and texts: Send reminders to clients in danger of policy cancellation due to non-payment, follow up with potential clients, and send automatic texts to customers for timely communication. 

• Lead and ticket assignments: Automatically assign new leads to producers and support tickets to customer service reps, ensuring efficient workflow management. 

• PDF proposals and task assignments: Auto-generate PDF proposals comparing rates from different carriers and automatically assign tasks to users, ensuring producers complete necessary steps before moving forward. 

With these automated processes, Veruna empowers insurance agencies to operate more efficiently and focus on what they do best: serving their clients. 

Contact us to learn more today! Get a Demo | Veruna