Vertafore Client Communications

The right message to the right client at the right time. 

Personalized communications at scale

Build stronger relationships with your clients with active and meaningful communications, directly from your agency management system.

  • Integrated email and campaign tools
  • Online reputation management
  • Timely and targeted communications
  • Intuitive, ready-made templates
  • AI-powered segmentation

Why Vertafore Client Communications?

Powered by Rocket Referrals

Developed in collaboration to leverage industry-leading tech.

Integrated 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.

Send timely messages

Upcoming renewals? Birthdays? Segmentation allows you to send just-in-time communications to the right people.

See client sentiment 

Discover happy clients and spot those at risk of non-renewal.  

Save time 

Apply your agency’s branding to our well-designed templates to send unique and attractive emails. 

Stand out online 

Monitor and improve your online reputation by automatically collecting client reviews.

“Vertafore Client Communications makes it easy for agencies to do the outreach and reputation management they should have been doing all along but haven't had the time or resources. From happy birthdays to renewal reminders to proactive risk management advice, we can reach our clients with the right information at the right time without having to add a lot of work or more staff.”

Dean Giem, President

Paradox Insurance Agency

Industry retention research shows...

  • Clients who receive 2+ proactive contacts from their agency per year are 10% more likely to stick with their current agency.

  • Agents who average 2+ contacts per year with their clients are growing 55% more than agents who don't make contact.

Press release

Vertafore partners with Rocket Referrals to help agents strengthen client engagement

Vertafore Client Communications is a modern client communications and reputation management solution for independent agencies using AMS360. The platform brings AI-powered integrated email, campaign and reputation management tools into agents’ daily workflows. And it's an include feature with eligible AMS360 subscriptions. 

Read more

Explore the features

Reputation management

View 5 More

SmartSend

View 4 More

Rocket Connect from Rocket Referrals

View 3 More

Integration

View 4 More

One-time communications

View 3 More

Related products and features

AMS360

The foundational insurance management system for complex independent agencies.

AMS360 Mobile

Secure access to AMS360 on-the-go, anytime, anywhere.

Proposal Builder

Create business-winning proposals with ease.

Vertafore Client Communications

The right message to the right client at the right time.

Vertafore Client Communications Data Sheet

Product Data sheet - Vertafore Client Communications

Download list
Vertafore Client Communications FAQs

Answers to FAQs for new Vertafore Client Communications users.

View resource