Vertafore's integration with ClientCircle helps AMS360 and QQCatalyst users build stronger, more profitable and longer lasting relationships with their clients.

Our partnership

When you integrate ClientCircle with AMS360 or QQCatalyst it’s like adding several new members to your staff working 24/7 for your agency to build stronger client relationships, improve retention, win more referrals, collect online reviews, cross-sell accounts, and even hand write personalized cards for you.

Vertafore was one of the first platforms to integrate with ClientCircle and it is helping AMS 360 and QQCatalyst users build stronger, more profitable, and longer lasting relationships with their clients.


How Vertafore Client Communications increases your referrals

Vertafore Client Communications is our latest partnership with ClientCircle to provide AMS360 agencies with tools for more active and meaningful client engagements. Vertafore Client Communications is an easy-to-use solution that brings integrated emails, campaign, and reputation management directly in AMS360. With the help of Artificial Intelligence, Vertafore Client Communications allows you to send the right communications at the right time so your clients stay longer, buy more and refer their friends. Eligible AMS360 customers have access to this new value-add solution at no additional cost!

About ClientCircle

  • We’ll find all of your best promoters for you and turn them into referral machines.
  • We’ll automatically find your clients likely to leave before it happens, so you can retain them and never be surprised again.
  • We’ll help you outrank competitors on local search that have more reviews than you by strategically collecting meaningful feedback from the right people at the right time across several review sites.
  • We’ve curated content from agencies across the country that is ready to be delivered automatically at the right time and is proven to increase client loyalty.
  • We’ll help you create custom, highly targeted campaigns that increase cross-sales and lead to new quotes.
  • We’ll provide each of your employees with their own phone number for texting and an integrated mobile app they can use to communicate with your clients.
Vertafore Client Communications integration with Rocket Referrals - screenshot
"ClientCircle is the perfect tool for a growing agency, as it gives us another dimension to interact with our customers in a meaningful way. The automated marketing campaigns save us time and money, allowing us to better focus on our clients' needs and provide the most excellent service possible. Thank you ClientCircle!"

Garrett Watson, customer since 2020