What is HubSpot for Veruna?
HubSpot for Veruna is a customized version of HubSpot Marketing Hub integrated with the Veruna agency management system.
The HubSpot-Salesforce Integration connector enables your agency to utilize 100% of your Veruna agency management system data with HubSpot Marketing Hub.
HubSpot Customizations
We have developed personalized insurance fields for contacts, companies, deals, policies, claims, and additional categories.
Use Cases
Out-of-the-box automated marketing, sales, and service use cases designed specifically for agencies and brokers.
Shared Data
The HubSpot-Salesforce integration allows you to share data between HubSpot and Salesforce seamlessly:
The automatic, bi-directional integration also includes our custom policy and claims objects.
Custom Fields
We have developed customizable fields that can be easily and quickly adjusted to meet your specific requirements:
- 100+ custom fields for HubSpot Companies, Contacts, Deals, and Ticket properties
- Custom objects for Policies and Claims
- 100+ custom fields for Personal Lines policy and claims data
- 100+ custom fields for Commercial Lines policy and claims data
- 100+ Life Insurance custom fields
- Agency-specific custom fields
Reports and Dashboards
Pre-configured reports and dashboards for each user profile for tracking:
- Policy Renewal Campaigns
- Cross-sell and Upsell Campaigns
- New Customer Onboarding
- Automated Lead Distribution
- Lead Nurturing Campaigns
- Payment Reminders
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Our out-of-the-box reports will automatically display only the information each user can access per their user profile.
Cross-sell and Upsell Automated Campaigns
Harness the power of all your communication channels, from email and social media to messaging, to maximize the potential for cross-sell and upsell opportunities.
Policy Renewal Automated Campaigns
Pre-designed email templates with personalized content to contact policyholders 90, 60, and 15 days before policy renewal.
New Customer Onboarding
Delight new policyholders with a sequence of captivating welcome emails, expressing gratitude for their business and keeping them engaged with personalized updates.
Automated Lead Distribution
Automate lead scoring and distribution by assigning leads to sales in a round-robin order or by factors like policy type, deal value, territory, intended use case, or a combination determined by a sophisticated lead scoring system.
Marketing Automation
Streamline marketing efforts to connect with leads and customers at the right place and time. Save time by utilizing campaign management and automation tools all in one platform.
SMS Marketing
SMS creates a direct line to engage with your customers to deliver relevant and timely messages about policy renewals, promotions, payment reminders, and more.
Social Media Management
Leverage HubSpot's social media management software to distribute content across social networks from the same platform where you create marketing campaigns.
Email Marketing Tools
Design and send professional emails with drag-and-drop editing features and pre-built templates, utilize AI for creating subject lines and email copy, and leverage email automation to personalize emails with your CRM data.
Dashboards & Reporting
Utilize our pre-designed dashboards and reports to track sales, policy renewals, lead distribution, onboarding of new customers, and payment reminder campaigns.
Forms
Create free online forms quickly, add them to your site or use as standalone pages, and automatically route responses to HubSpot Marketing Hub.