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.

  • Online reputation management
  • NPS surveys, retention, and referral tools
  • New client welcome process
  • Timely and targeted communications
  • Ready-to-go automation and campaigns
  • Templates written for insurance
  • AI-powered segmentation
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Why Vertafore Client Communications?

Powered by Rocket Referrals

Developed with the industry-leading technology provider bringing you the latest marketing automation and communication solutions.

Integrated with AMS360

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

Automated communications

Intelligently classifies which communication to send, to whom, and when. Automate everything or opt for manual approval if you’d like.

Timely messages

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

AI-powered analytics and content

Keep an eye on your NPS score, see items that need action, and review categorized feedback.

See client sentiment

Discover happy clients and spot those at risk of non-renewal. Save relationships before it’s too late and improve retention.

Stand out online 

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

And more powerful tools

Made for insurance websites, texting advanced analytics, AI language model, automated reviews, relationship management tools, and premium support are available as add-ons.

“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 included feature with eligible AMS360 subscriptions. 

Explore the features

Reputation management

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SmartSend

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Rocket Connect from Rocket Referrals

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Integration

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Automations and one-time communications

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Vertafore Client Communications FAQ

How difficult is Vertafore Client Communications to set up?

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Who is eligible for Vertafore Client Communications, and what does it cost?

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What information is synced with AMS360?

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How many contacts am I allowed to have?

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What training is needed to use Vertafore Client Communications?

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Do all agency employees need to use Vertafore Client Communications?

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How can we get Vertafore Client Communications?

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Can we add additional Rocket Referrals services to Vertafore Client Communications?

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How do automated engagements in Vertafore Client Communications appear in AMS360?

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How do customers receive NPS surveys?

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Can customers opt out of communications?

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Can links, blogs, and logos be embedded into email communications?

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Are contacts synced in real time, or do lists need to be ran regularly?

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Does Vertafore Client Communications track email open rates?

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Can we create our own templates?

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How many agency users can we have?

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Can Vertafore Client Communications be set up by agency branches?

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When can we start using Vertafore Client Communications?

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Vertafore Client Communications

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

Vertafore Client Communications Data Sheet