Keystone Insurers Group

Keystone Insurers Group is a network of insurance agencies that focuses on fostering partnerships to enhance the insurance experience for individuals and communities. The company emphasizes the importance of collaboration, believing that strong alliances lead to greater prosperity and security. Keystone aims to provide peace of mind by safeguarding the essential aspects of life for its clients, operating with a commitment to community values and independence. Through its collective approach, Keystone strives to deliver comprehensive insurance solutions while supporting local neighborhoods.

David Boedker

COO

4 past transactions

Veruna

Series B in 2023
Veruna LLC, founded in 2015 and based in Hopkinton, Massachusetts, specializes in developing software solutions for insurance brokers and agencies. The company offers an agency management platform built on Salesforce, designed to provide customizable tools that align with the specific needs and goals of modern insurance agencies. Its software encompasses various functionalities including sales management, client management, accounting, and document management, along with capabilities for reporting and dashboard creation. Veruna also offers consultancy services, which include product customization, professional services, and operational consulting, aimed at assisting insurance brokers and agencies in enhancing their business processes. By encouraging independent agents to embrace innovative solutions, Veruna strives to facilitate growth and transformation within the insurance industry.

AgencyKPI

Series B in 2022
AgencyKPI, Inc. is a business intelligence platform focused on the insurance industry, catering to insurance networks, independent agencies, and insurers. Founded in 2017 and headquartered in Austin, Texas, the company addresses the challenges posed by the vast amounts of data generated by fragmented legacy systems used across various entities in the insurance sector. AgencyKPI's platform harmonizes and balances this data, facilitating collaborative planning, operational efficiencies, and benchmarking. By developing new reporting and data standards, AgencyKPI enables its clients to access actionable insights that enhance their decision-making processes.

Veruna

Venture Round in 2021
Veruna LLC, founded in 2015 and based in Hopkinton, Massachusetts, specializes in developing software solutions for insurance brokers and agencies. The company offers an agency management platform built on Salesforce, designed to provide customizable tools that align with the specific needs and goals of modern insurance agencies. Its software encompasses various functionalities including sales management, client management, accounting, and document management, along with capabilities for reporting and dashboard creation. Veruna also offers consultancy services, which include product customization, professional services, and operational consulting, aimed at assisting insurance brokers and agencies in enhancing their business processes. By encouraging independent agents to embrace innovative solutions, Veruna strives to facilitate growth and transformation within the insurance industry.

Veruna

Series A in 2019
Veruna LLC, founded in 2015 and based in Hopkinton, Massachusetts, specializes in developing software solutions for insurance brokers and agencies. The company offers an agency management platform built on Salesforce, designed to provide customizable tools that align with the specific needs and goals of modern insurance agencies. Its software encompasses various functionalities including sales management, client management, accounting, and document management, along with capabilities for reporting and dashboard creation. Veruna also offers consultancy services, which include product customization, professional services, and operational consulting, aimed at assisting insurance brokers and agencies in enhancing their business processes. By encouraging independent agents to embrace innovative solutions, Veruna strives to facilitate growth and transformation within the insurance industry.
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