Jennifer Carroll, CEO at Veruna, answers questions about the revolutionary integration between Veruna's Agency Management System (AMS) and Bold Penguin's Terminal. Learn how it can help drive insurance agency growth.
The main benefit agents will notice is that the workflow, from their perspective, will stay in one system. This means they only have to enter information once, they don’t have to bounce back and forth between multiple carrier websites and email, and they no longer have to worry about duplicate or inaccurate data entry. So, they not only save a ton of time, but they are also able to get information back to their customers quicker and write business for agency growth in a fraction of the time it used to take. We all know how this ends – happier customers equals more business, and in this case, it's a three-way win:
The integration between Veruna's AMS and Terminal is a game-changer for commercial insurance agencies. Agents can now operate seamlessly within a unified system, eliminating the tedious dance between carrier websites and overflowing inboxes. With a single data entry point, the nightmare of duplicates and inaccuracies is eliminated.
Agents now wield the power to deliver lightning-fast responses to customers. Customers receive the best options at the best prices, agents secure and retain business with unparalleled ease, and carriers, intricately woven into this digital ecosystem, enjoy prime opportunities to snag the business that perfectly aligns with their appetite. Now, speed, precision, and customer satisfaction aren't just goals – they're the everyday reality. Veruna and Bold Penguin are redefining the landscape of commercial insurance with innovation at its core.
Traditional processes have shackled agents to inefficiencies. Marketing a policy required a herculean effort. Sourcing quotes meant grappling with disparate systems, manual entries on carrier portals, email exchanges with carriers with ACORD forms and supplemental PDFs, and the agonizing waiting game created a disjointed, time-consuming ordeal. The risk? Clients who are left in limbo could explore alternatives, including foregoing insurance altogether, jeopardizing the agent's (and the customer’s) business. The conventional approach favored convenience over comprehensive market exploration.
Now, agents can effortlessly navigate a broader market, swiftly securing multiple quotes. The good news is, with the power of Bold Penguin, the agent never needs to leave their screen in Veruna to do so. The game-changing result? Agents analyze, decide, and present clients with optimal policies at unprecedented speeds. And the result is clear – when an agent is empowered to do this, they build and retain trust with their clients, winning and retaining more business and driving more agency growth than ever before.
Picture a modern insurance agency – gone are the days of sticky notes and chaotic rolodexes. With Veruna's AMS seamlessly integrated with Salesforce CRM, insurance agency growth strategies and opportunities are identified with both speed and accuracy, allowing agents to broaden their scope of offerings and win a diverse book of business. Salesforce's robust capabilities, from lead tracking to automated workflows and targeted marketing, lay the foundation. However, it's Veruna's insurance-centric approach that brings this to the next level. Imagine writing a business owner's policy and instantly unlocking insights into potential expansions, whether in personal lines or employee benefits. Lose a deal? Veruna ensures you track it for a comeback. And when it's time to remarket policies, Veruna and Bold Penguin guarantee the best shot at winning and retaining business year after year. It's not just an integration; it's efficiency and strategic foresight, painting a future where every opportunity is seized, and agency growth is not just a goal but an inevitability.
We’ve compiled a list of frequently asked questions that have bubbled up while interacting with our current and future Terminal users. Below are just a few of the questions we’ve answered, in no particular order.
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