Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Veruna - Insurance Agency Management cheaper?

Rollup Helper - A Declarative Roll-up Platform for Salesforce® is the cheaper option — it offers a free plan (freemium). Veruna - Insurance Agency Management starts at paid. Both publish their pricing on the Salesforce AppExchange marketplace; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Veruna - Insurance Agency Management?

It depends on what you're optimizing for. Rollup Helper - A Declarative Roll-up Platform for Salesforce® fits better if you prioritize broader integrations; Veruna - Insurance Agency Management is the call if you need the higher-rated option. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Veruna - Insurance Agency Management?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Rollup Helper - A Declarative Roll-up Platform for Salesforce® has more onboarding documentation maturity (505 reviews vs 10), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Rollup Helper - A Declarative Roll-up Platform for Salesforce® typically suits early-stage and growth-mode stores based on its review-base composition (505 reviews). Veruna - Insurance Agency Management aligns more with early-stage and growth-mode stores (10 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

AppRanks

Rollup Helper - A vs Veruna - Insurance — Salesforce

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs Veruna - Insurance Agency Management

Side-by-side comparison · 24 data points

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

4.8·505reviews

With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!

Shopifyfreemium

Change

1. Listing metadata

Field-level data

	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Veruna - Insurance Agency Management
Tagline	“With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!”252 chars	“WINNER - ACORD "Insurance Innovation of the Year" NAMED - "Top 10 InsurTech Leader" by ACORD NAMED - CIOReview's "Top 20 Most Promising Insurance Solution Providers " WINNER - ACORD2017 Leadership Award WINNER - ACORD2017 Case Study Award”238 chars
Description	1198 / 2000 chars60% used	1047 / 2000 chars52% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Passage Technology	Veruna, INC
Listed

At a glance

9 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Veruna - Insurance Agency Management
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Veruna - Insurance Agency Management
Rating	4.8 ★	★ 5.0 ★
Total reviews	★ 505	10
Free plan	★ Yes	—
Pricing	freemium	paid
Built for Shopify	—	—
Pricing tiers	—	1 tier
Listed features	★ 6	3
Languages	1 supported	1 supported
Listed since	Jun 2012	Feb 2017

Last updated	—	—

3. Features

As listed by each developer

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Get around rollup limitations easily. -Rollup using lookup relationships, including hierarchy rollups. -Can have more than 25 rollups per object. -Cross-object formula fields in rollup summary filters.
The ultimate no-code Salesforce® admin productivity platform. -Results can be used in flows, validation rules or formula fields. -25 pre-built rollups you can auto-deploy, saving time. -Find settings easily through search or rollup groups.
An indispensable rollup solution for Salesforce -Rollup millions of records in Salesforce. -Rollup Helper will scale with your unique environments. -Create custom filters using the most complex filter criteria without SOQL knowledge.
Build mission critical reports and trigger intelligent data-driven workflows. -Rollup data by account type/location/hierarchy, industry, job title, territory, campaign type, product type, or any segment. -Manage account hierarchy data.
Starter Tier Additional Features: -13 total rollup settings -Priority support Premium Edition Additional Features: -Unlimited rollup settings -Priority support -Grandchild rollups in one setting
Optimized Data Inputs = Optimized Agentforce & AI Outputs - Maximize Agentforce effectiveness with improved data - Elevate customer experiences and satisfaction - Get better internal adoption and results

Veruna - Insurance Agency Management

SELL MORE - Integrate Lead Gen/Marketing AppExchange Partners - Prospect Management - Pipeline Reporting DEAL CLOSING - Pipeline Management - Producer Goal-Setting & Production Management - 3rd Party Integrations - Sales to Service Handoff
RETAIN BETTER - Actionable Analytics - Custom Configurations - Policy Management - Best in Class in Download Capabilities KNOW YOUR CUSTOMER - Client Service - Comprehensive Reporting - Custom Configurations
KNOW YOUR BUSINESS - Advanced Reporting & Dashboards - Insurance Agency Analytics - Customizable Platform BACK OFFICE EFFICIENCIES - Connectivity - Workflow Automation - Robust Insurance Accounting and Ledger System

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Veruna - Insurance Agency Management
platform for	#1	Not ranked
salesforce account	#1	Not ranked
data from	#1	Not ranked
insurance	Not ranked	#5

9. App details

Long-form description · keyword frequency

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Top Rollup Helper Use Cases: -Activity monitoring rollups -Rollup Asset, Case, and Contact to Account -Lookup rollups -Account or multiple object hierarchy rollups -Rollup through Campaign Member or Contact Role -Customer segmentation criteria rollups -Rollups to aid in Account-Based Marketing strategy implementation -Text rollups for Products Purchased, Campaign Names or Call Notes -1st & Last Rollups -Custom object rollups -Rollups for monthly or year-over-year reporting Features: -3 rollups in free version -Real-time and scheduled rollups -Automate with real-time/async or run manually -Sum, max, min, average, count, unique count, mode, and grandchild rollups -Checkbox & text rollups -Create custom filters without knowing SOQL -Targeted/parent filter functionality -30 pre-canned date filters, including field to field comparisons -Support for standard & custom objects (managed or unmanaged) -Advanced currency management -Seamless integration with existing configurations -100% Salesforce® native -Support for Salesforce Lightning or Classic -Access to our excellent support staff -Unlimited rollups with our Premium Edition, available standalone or pairs well with Lookup Helper

Top keywords

rollups12×7.55%
-rollup2×1.26%
-rollups2×1.26%
-support2×1.26%
campaign2×1.26%
contact2×1.26%
count2×1.26%
custom2×1.26%
field2×1.26%
filters2×1.26%
helper2×1.26%
object2×1.26%

Veruna - Insurance Agency Management

Veruna empowers insurance agencies and brokers to sell more and maintain customer relationships better. Veruna does that by leveraging the world’s #1 customer relationship management platform – Salesforce.com – to help agencies and brokers find opportunities, win business and engage with customers more regularly and relevantly. Veruna is a technology solution that leverages Salesforce.com CRM, agency management, download, Acord, reporting and analytics and configurability of Salesforce to enable independent insurance agents and brokers to KNOW their customers in order to make actionable insights to GROW their businesses. Sell more. Retain Better. Veruna gives you unprecedented control of not only your agency management system but your businesses’ growth. Create automated tasks and reminders for managing customer relationships, remarkets, lost business, or expanding coverages to meet your insureds’ needs. Automate back-office tasks to get you back out in front of your customers. For more information, please visit www.veruna.com.

Top keywords

veruna5×3.36%
brokers3×2.01%
com3×2.01%
customer3×2.01%
customers3×2.01%
management3×2.01%
salesforce3×2.01%
agencies2×1.34%
agencies and brokers2×1.34%

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs Veruna - Insurance Agency Management

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

1. Listing metadata

Veruna - Insurance Agency Management

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Rollup Helper - A Declarative Roll-up Platform for Salesforce® · 2 changes

Veruna - Insurance Agency Management · 0 changes

9. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Veruna - Insurance Agency Management cheaper?

Which has better reviews, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Veruna - Insurance Agency Management?

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Veruna - Insurance Agency Management?

Which is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Veruna - Insurance Agency Management?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Veruna - Insurance Agency Management?