Amplo (formerly Veruna) review: pricing, downloads and accounting
Amplo, called Veruna until September 2025, is an agency management system and CRM installed in Salesforce. It keeps one client record from first contact through placement, service, claims, renewal and commissions.
It fits independent agencies and brokers that want their AMS on Salesforce, including multi-office agencies. Amplo quotes on request.
- Best for
- Independent agencies and brokers already on Salesforce, including multi-office agencies
- Lines
- Personal and commercial P&C
- Price
- Quote only
- How it runs
- Inside Salesforce, in a browser
- Carrier downloads
- Amplo says downloads feed the client record. No carrier list published
- Accounting
- Commission reconciliation and premium trust tracking
- Demo or trial
- Demo on request
Our take
Amplo suits an agency that already runs on Salesforce and wants its AMS and CRM in the same place, built around the client instead of the policy. Producers see pipeline, coverage gaps and service history in one record.
It is a product in transition. Amplo says it is rebuilding the product's foundation, so ask for the product roadmap in the demo. Ask too whether it includes a general ledger, the agency's main set of books.
Pros
- One client record from prospect to renewal
- Acquired books come into the same record
- Tracks licenses, appointments and continuing education
- AI suggests next steps that staff approve
- SOC 2 Type 1 and Type 2
Cons
- No published prices or contract terms
- Product being rebuilt after the 2025 rename
- No published carrier download list
- Needs paid Salesforce licenses
Plans and pricing
- How it's priced
- Quote only. Amplo publishes no plans or prices
- Salesforce
- Amplo installs in Salesforce, so you also need paid Salesforce licenses. Price both
- Who to ask
- Amplo sales at sales@amplo.com
From amplo.com, checked October 2026.
Clients and policies
Amplo builds its record around the client instead of the policy. One record holds the client's people and businesses with their assets and risks, plus coverage and carrier history, prospects, submissions, quotes, documents, claims and renewals.
- Policy transactions
- Each one links to premium, commission and producer credit
- Commercial accounts
- Held in the same client record
- Acquired books
- Books from an acquisition or a departing producer come into the same record
Carrier downloads
- Download routes
- Amplo says downloads, raters and carrier portals feed into the client record. IVANS, the network most carriers use to send downloads, lists Veruna as a partner
- Carrier list
- None published
Certificates, ACORD forms and claims
- Certificates
- Handled as service requests, with the request, answer and outcome kept together
- Policy changes
- Endorsements and audits run the same way, on the account
- Claims
- Reported from the account and kept with the policy history
- Renewals
- Start from the same client record
Rating and quoting
- Placement
- Submissions, markets, carrier responses, quotes and binding tracked in the record
- Raters that connect
- Amplo names none on its own pages. Compare raters that connect to other systems
Accounting and commissions
Back office
- Expected commission checked against commission received
- Mismatches sent to an exception list
- Producer credit and book roles kept with their history
- Contingent commission tracking against carrier targets
Trust money
Amplo tracks money held in trust for carriers, states and clients until it is paid out.
- General ledger
- Ask in the demo whether it includes one or you need separate accounting software
Tasks, texting and phones
- Sales pipeline
- Pipelines with campaign responses and referrals. Each lead gets an owner and a deadline
- Account growth
- Flags missing coverage and other lines to offer, and watches retention
- AI
- Rules handle routine steps. AI suggests next steps that staff approve, with the reason shown
- Compliance
- Licenses, continuing education, carrier appointments, E&O and surplus lines duties
Integrations and API
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| Salesforce | Platform | Built in | Amplo installs in Salesforce |
| IVANS | Carrier downloads | Into Amplo | IVANS lists the product, under the Veruna name, as a partner |
- API
- Amplo says it connects to other systems but publishes no API documentation
Hosting and product status
- How it runs
- Installed in Salesforce and used in a browser
- Product status
- Changing. Ask for the product roadmap in the demo
Getting started
Request a demo
Amplo walks through the system and answers questions about moving.
Get a quote
Amplo publishes no prices.
Move your history
Amplo says it moves your history for you, including books you've acquired.
Connect your tools
Link downloads, raters and carrier portals to the client record.
Security
How client data is protected
- SOC 2 Type 1 and Type 2, with reports on request
Contract and your data
- Your data when you leave
- Amplo runs inside your Salesforce account. Ask how you export your data if you leave
Amplo publishes no contract terms. Ask about term, renewal and export before you sign.
Amplo (formerly Veruna) alternatives
- Applied EpicQuote onlyCloud AMS for large brokers with a general ledger
- NexsureQuote onlyBrowser AMS with books by territory and an open API
- Momentum AMSFrom $119 a monthPublished prices for a browser AMS
- Partner PlatformQuote onlyZywave's browser AMS with built-in accounting and CRM
See every option in insurance agency management systems.
Frequently asked questions
How much does Amplo cost?
Amplo quotes on request and publishes no prices. You also need Salesforce licenses.
What happened to Veruna?
Veruna renamed itself Amplo in September 2025, and veruna.com now opens the Amplo site. It is the same company and the same agency management system.
Does Amplo need Salesforce?
Yes. Amplo installs in Salesforce and runs in a browser.
Can I get my data out of Amplo?
Amplo runs inside your Salesforce account. It publishes no exit terms, so ask how export works before you sign.
How we researched this review. We based this review on the terms and product pages published by Amplo (formerly Veruna), reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Amplo (formerly Veruna) quit selling or a contract term that reads different now, let us know and send the link to the page where Amplo (formerly Veruna) has it. Somebody here pulls up that page and checks it before we change anything on ours.