Get More From Veruna (Amplo)

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.

Talk to Us See What We Build

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 unlock 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.

Sales Cloud Integration Custom Portals Process Automation

What We Build for Veruna Agencies

These aren't ideas on a whiteboard. We've built and deployed these solutions 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

Before

After

✕ Sales tracked separately from Veruna

✓ Integrated pipeline to policy flow

✕ Manual renewal tracking

✓ Automated 90-day renewal engine

✕ Clients call for every COI

✓ Self-service client portal

✕ Slow manual data entry

✓ Bulk import tools

✕ Commission surprises at month end

✓ Projected and reconciled commissions

✕ Nobody knows how to change anything

✓ Ongoing expert support

Insurance clients

50%

Insurance-focused

2026

Founded

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.

Let's 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.