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trustevergreen.com

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Partners & Customers

1

About Evergreen Insurance & Risk Management

Evergreen Insurance & Risk Management is a national independent insurance agency headquartered in Monsey, N.Y.

Evergreen Insurance & Risk Management Headquarter Location

25 Robert Pitt Drive Suite 200-F

Monsey, New York, 10952,

United States

845-789-4433

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Latest Evergreen Insurance & Risk Management News

Evergreen Insurance Successfully Implements Veruna

Oct 21, 2020

| Source: Veruna BOSTON, Oct. 21, 2020 (GLOBE NEWSWIRE) -- Veruna , developer of the insurance industry’s only comprehensive agency management system (AMS) built on the Salesforce platform, is pleased to announce that Evergreen Insurance & Risk Management Company (Evergreen) has successfully implemented the Veruna AMS, Veruna 2.0 . Founded in 2009 in Monsey, New York, Evergreen focuses solely on commercial real estate, with a portfolio that includes small rental units, large apartment buildings, shopping centers, and commercial buildings. Encountering increasing difficulty with an aging AMS, Evergreen began looking for a replacement system that would provide a much higher level of flexibility for the company’s users. After a brief search conducted by Evergreen’s own experts, the company selected Veruna based on a number of factors, including the flexibility of the Veruna AMS and its foundation on the Salesforce platform. The ability of Veruna to respond to developing requirements and expanding capabilities were also key selling points. “We love Veruna’s vision,” said Alan Pollak, chief operating officer for Evergreen. “We have very definite goals of where Evergreen is headed and feel confident that Veruna will play a role in getting us there through the customizable nature of their product.” Veruna’s flexibility stems from the use of the Salesforce Lightning platform as the foundation for Veruna 2.0. In addition to robust customization capabilities, Veruna 2.0 features extensive customer relationship management (CRM), lead gen, marketing, portals, and sales functionality, as well as an upgraded user interface (UI), dynamic dashboards, enhanced email capabilities, and a completely-redesigned activity timeline. The mobility, flexibility, customization, and integration capabilities of Veruna 2.0 are additionally supported by the expansion opportunities available through the Salesforce AppExchange. “Our clients, like Evergreen, are increasingly adept with technology and looking for the ability to customize their agency management system, integrate it with supporting solutions, and incorporate new and existing workflows for maximum productivity,” said Jennifer Carroll, CEO of Veruna . “We love working with Evergreen and are pleased to see them already getting an ROI from Veruna 2.0.” About Veruna Veruna, founded in 2015, enables insurance agencies and MGAs to sell more insurance and retain valued customers. By providing a state-of-the-art agency management system built on Force.com, Veruna empowers businesses to control their destiny. To serve your customers better, Veruna allows agencies and MGAs to build custom configurations to capture your unique value propositions and integrate with numerous solutions. Create automated tasks and reminders for managing customer relationships, remarkets, lost business, or expanding coverages to meet your insureds' needs. Delivering highly innovative insurance technology, Veruna allows agents to focus on one thing - your customers. For more information, please visit www.veruna.com . About Evergreen Insurance and Risk Management Company (Evergreen) Evergreen Insurance & Risk Management Company opened in Monsey, NY, in 2009. Initially offering all types of insurance, today Evergreen Insurance is a leading real estate insurance agency, with a portfolio servicing real estate owners across the country, providing nationwide premium insurance policies. Due to our specialized focus, we have the experience and knowledge needed to pair up different insurance companies with the various risks that are prevalent in the real estate field. Under the Evergreen portfolio of companies also falls Axle Trucking Insurance. For more information, please visit www.trustevergreen.com and www.axleinsurance.com . Media Contact:

Evergreen Insurance & Risk Management Acquisitions

1 Acquisition

Evergreen Insurance & Risk Management acquired 1 company. Their latest acquisition was Pro Surety Bond on November 02, 2017.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

11/2/2017

$99M

Acquired

1

Date

11/2/2017

Investment Stage

Companies

Valuation

$99M

Total Funding

Note

Acquired

Sources

1

Evergreen Insurance & Risk Management Partners & Customers

1 Partners and customers

Evergreen Insurance & Risk Management has 1 strategic partners and customers. Evergreen Insurance & Risk Management recently partnered with Veruna on October 10, 2020.

Date

Type

Business Partner

Country

News Snippet

Sources

10/21/2020

Vendor

United States

Evergreen Insurance & Risk Management Replaces Legacy System with Veruna AMS

After a brief search , Evergreen Insurance & Risk Management selected Veruna based on several factors , including the flexibility of the Veruna and its foundation on the Salesforce platform .

1

Date

10/21/2020

Type

Vendor

Business Partner

Country

United States

News Snippet

Evergreen Insurance & Risk Management Replaces Legacy System with Veruna AMS

After a brief search , Evergreen Insurance & Risk Management selected Veruna based on several factors , including the flexibility of the Veruna and its foundation on the Salesforce platform .

Sources

1

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