Vertafore Client Communications

Allow AI driven automation to work for you

• Targeted email messages and content creation 
• Client NPS sentiment and feedback analysis
• Pinpoint gaps across service, products, and carriers
• Recommendations to improve agency best practices

Monitor client opinions about your agency

• Automatically send well-timed NPS surveys
• Use client feedback to identify trends 
• Track and improve client loyalty over time
• Stream testimonials directly to your agency website
• Boost employee morale with consistent feedback

Deliver the right message at the right time

• Send communications at the time a client is most likely to respond
• Make sure handwritten cards are delivered on special dates like birthdays
• Avoid sending emails to bad addresses and spam traps
• Automatically make sure a client won't receive too many things at once

Send regular, personalized, and relevant communications

• Send curated content from existing libraries or build your own library
• Deliver well-timed communications throughout the year
• Improve retention and build better relationships with clients
• Send personalized communications that don’t look like mass messages

Work seamlessly within AMS360

• Move data to and from AMS360
• Track suspense activity
• Sync contacts, customers, and policies
• Assign outbound call activities to staff
• Access ImageRight integration

Respond with personalized information

• Send targeted emails to cross-sell clients on policies
• Access personal and commercial lines templates
• Win back lost accounts and nurture prospects
• Preconfigured lists and templates take minutes to send
• Increase revenue per account with little effort
• Send emails to segmented client lists

Respond with personalized information

• Send targeted emails to cross-sell clients on policies
• Access personal and commercial lines templates
• Win back lost accounts and nurture prospects
• Preconfigured lists and templates take minutes to send
• Increase revenue per account with little effort
• Send emails to segmented client lists

Most agencies can get up and running in under 30 minutes. Using the Training Center, most agencies can have their first campaigns started in under an hour or two.

AMS360 users on a Core or VAP package using VSSO are eligible for Vertafore Client Communications at no cost.

Policies, Custom Fields, Contact, Activities, and Suspenses.

There is no limit to the number of contacts.

No instructor-led training is required. The Training Center is built into the app to get you from a new user to a rockstar. If you prefer more hands-on training, you can choose the premium service add-on to work directly with a team of experts who will walk through the app with you, discuss agency goals, make recommendations, and more.

No. Your team members can use as much or as little as your agency needs. You can easily set up communications and alerts on behalf of the rest of your team. And you can give login access to any who need it—for managing NPS (Net Promoter Score) results, conversations through text message or web chat, etc.

Contact your account manager.

Yes. There are several discounted packages available that can be purchased in-app. These include Journeys automation, websites, web chat, ImageRight integration, API access, advanced NPS analytics, text messaging, automated review collection, premium support, and handwritten cards.

You can configure which campaigns and activities create records in AMS360.

Email or text.

Yes. They can opt out of campaigns directly from the communication.

Links and links to blogs can be embedded. An agency logo can be added to the communications, but you cannot drop in other image files. This helps ensure the best results with deliverability of your communications.

Contacts are synced in near-real time. Usually under five minutes.

Yes. However, we don’t recommend that you evaluate the success of your emails by that metric as many email programs block the mechanism that reports opens.

Yes. You can customize existing templates and campaigns or create your own.

As many as you’d like, up to the total number of named AMS360 license holders.

Yes. In Integration Settings, you can choose which divisions, branches, groups, etc. you would like to integrate.

Today. Reach out to your Vertafore account manager for more information.

Today. Reach out to your Vertafore account manager for more information.