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Description
With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.
Description
By utilizing the Salesforce platform, Veruna is revolutionizing the insurance sector, following in the footsteps of 80,000 businesses across various industries that have benefited from this technology for years. This innovative system empowers your agency to enhance sales, increase efficiency, and improve customer service. Veruna is designed specifically for insurance management, liberating you from the constraints that have hindered growth for too long. With a focus on prioritizing agency needs, Veruna enables organizations to tailor their software to align with their distinct operational processes by creating customized customer workflows, automating backend tasks, and integrating effortlessly with customer-facing tools and websites. It is now the moment for progressive independent agents to embrace transformation and demand more than the outdated solutions provided by dominant players in the market. Through Veruna, agencies can readily adjust their systems to focus on what truly matters—delivering exceptional customer service, expanding their business, and fostering innovative solutions to meet client needs. As a result, agents can expect a significant shift in how they operate, leading to a brighter future for their businesses and their clients.
API Access
Has API
API Access
Has API
Integrations
Applied Epic
Certificial
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360
vBots
Integrations
Applied Epic
Certificial
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360
vBots
Pricing Details
$120 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Pathway
Founded
2016
Country
Canada
Website
www.pathwayport.com
Vendor Details
Company Name
Veruna
Founded
2015
Country
United States
Website
www.veruna.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management