Vertafore Client Communications

A robust tool to allow insurance agencies to send the right communications at the right time so your clients stay longer, buy more, and refer their friends.

Communicating and engaging with your clients is critical to maintaining lasting relationships. With the help of Artificial Intelligence, Vertafore Client Communications powered by Rocket Referrals brings insurance agencies integrated email, campaign, and reputation management in an easy-to-manage tool integrated with AMS360.

Clients who receive two or more proactive contacts from their agency per year are 10% more likely to stick with their current agency, while agents who average two or more contacts per year with their customers are growing 55% more than their counterparts who don't.*

* The Hanover Group, 2019  

Key Benefits

Integration with AMS360

Real-time data synchronization means your information is always current and easy to manage.

AI-managed communications

Intelligently classifies which communication to send, who to send it to, and when to send it.

Net Promoter Score

Discover your happy clients and who is likely to leave so you can reach out before it hurts your business.

Timely communications

Segmentation allows you to send timely one-time communications to the right people.

Email templates

Save time drafting and designing emails through approved templates while maintaining a consistent brand standard.

Review integration

Improve your online reputation through collected reviews from Facebook and Google so people will read, trust, and act on them.

Why invest in reputation management?

Reputation management allows you to better understand your at-risk revenue before it’s too late. Vertafore Client Communications gets the right content to the right person at the right time. The result? Increased customer retention, increased referrals, and stronger connections with your clients.

A major step in modernizing the agency

Insurance is evolving, and the key is to stay ahead. With continued industry consolidation, client demands for a modern experience, and rapidly advancing technology, now more than ever you need a partner you can trust to guide you.

Vertafore Client Communications equips agencies to precisely engage throughout the customer lifecycle to provide omnichannel communications, and online and mobile touchpoints for clients when they want them. The engagements created through Vertafore Client Communications make you a valued vendor in your clients’ lives, allowing you to retain more of your book while accelerating growth initiatives.

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