Get More From Veruna
Veruna is powerful, but it needs the right setup to deliver. We build the sales processes, client portals, and automations that make it work for your agency.
Sound Familiar?
No Sales Pipeline
Veruna doesn't include Leads or Opportunities. To get a real sales pipeline, those objects need to be added, configured, and connected to Veruna's policy data.
Renewals Are Manual
Policies come up for renewal and someone has to remember to start the process. There's no automated workflow creating renewal opportunities ahead of time.
Clients Can't Self-Serve
Every COI request, every ID card, every simple question comes through your staff. There's no portal where clients can help themselves.
Hard to Maintain
Your original Veruna implementation was done by someone who's gone. Layouts need updating, validation rules need fixing, and nobody knows where to start.
Data Entry Is Painful
Adding vehicles, drivers, locations, or other related records takes forever. Your team spends too much time clicking through screens to enter basic information.
Commission Tracking Is a Mess
Group benefits commissions are impossible to predict and reconcile. You find out what you earned at the end of the month when the statement arrives.
The Veruna Challenge
Veruna is an agency management system built on Salesforce. That's its strength and its challenge. It needs proper configuration to connect with Sales Cloud objects and tap into the platform's full potential.
- • Out of the box, Veruna focuses on policy admin, not sales pipeline
- • Leads, Opportunities, and Accounts need custom configuration
- • Automations require Salesforce expertise to build properly
- • Client-facing portals don't exist without custom development
- • The original implementation team may not have insurance experience
Insurance + Salesforce Expertise
We've implemented Veruna for agencies across the country. We know how to connect it to Sales Cloud, build the automations you need, and extend it with portals and tools that make your team more efficient.
What We Build for Veruna Agencies
Sales Cloud Integration
Connect Veruna to Salesforce Sales Cloud objects. Leads convert to opportunities, opportunities flow into Veruna policies, and your pipeline is visible end to end.
- Lead and opportunity tracking
- Stage-based sales process
- Producer performance dashboards
- Seamless Veruna handoff
Automated Renewal Engine
Policies are automatically cloned 90 days before expiration, creating renewal opportunities your team can work. No more scrambling when renewals sneak up.
- Automatic policy cloning at 90 days
- Renewal task assignment
- Status tracking through completion
- Configurable timing and rules
Client Portal
Give your clients a branded portal where they can view policies, generate COIs on demand, download ID cards, and submit service requests without calling your office.
- Policy and coverage details
- On-demand COI generation
- ID card downloads
- Service request submission
Proposal Generation
Create professional proposal templates that pull data directly from Veruna. Generate polished client-ready documents without manual copying and pasting.
- Branded proposal templates
- Auto-populated from Veruna data
- Multiple format options
- One-click generation
Data Import Tools
Load vehicles, drivers, locations, and other related records without clicking through endless screens. Non-technical staff can bulk import data from spreadsheets.
- Spreadsheet-based imports
- Validation before loading
- Error handling and reporting
- No technical skills required
Commission Calculator
Built for group benefits. Predict expected commissions based on enrolled lives and rates. Reconcile actual payments against projections at month end.
- Commission projection
- Payment reconciliation
- Variance reporting
- Historical tracking
Ongoing Veruna Support
Layout Updates
Page layouts, record types, fields
Validation Rules
Data quality enforcement
Automations
Flows, triggers, scheduled jobs
Reports & Dashboards
Visibility into your data
What Changes
Today
Before
With HipTen
After
We Know Veruna and Salesforce
HipTen works exclusively with insurance organizations. We understand Veruna's architecture, how it interacts with core Salesforce objects, and what it takes to extend it into a complete agency platform. This is what we do every day.
0
Insurance clients served
50%
Insurance-focused
2026
Founded
Ready to talk about your Veruna setup?
Whether you're implementing Veruna for the first time or trying to get more from an existing installation, we can help. No pitch deck, just a conversation about what you need.