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.
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.
