New functionality for AMS360 users available today

Vertafore’s latest enhancement to its management system AMS360 is its Vertafore Client Communications powered by Rocket Referrals. The solution, which targets independent agencies, equips them with tools that enable more active and meaningful client engagement, directly from their agency management system.

Eligible AMS360 customers will gain access to this new solution starting today, at no additional cost. Features include the ability to…

  • send one-time or automated client emails based on events or date-driven rules, such as birthdays or renewals, from their own email domain
  • create custom segments of users to better target their messaging
  • manage agency’s online reputation and client satisfaction
  • provide thought leadership content to help clients manage risks
  • identify at-risk revenue and opportunities
  • track client satisfaction metrics by the office and individual employees overtime

“Offering Vertafore Client Communications with AMS360 is a significant step forward in Vertafore’s mission to enable agencies to modernize, thrive, and grow. Through Vertafore’s partnership with Rocket Referrals, we are now providing client relationship management tools that use industry-leading technologies and solutions to strengthen agencies’ most important digital interactions: the ones they share with their clients.” – James Thom, chief product officer at Vertafore .

As an aside, Rocket Referrals is part of Vertafore’s Orange Partner Program since early 2020.

“Independent agents are always looking for better ways to stay connected with their clients—sending timely communications, cross-selling policies, measuring client satisfaction and building long-lasting, meaningful relationships that feel truly personal. Our new collaboration with Vertafore delivers just that: the best in the industry communication tools that integrate seamlessly with the management system and allow agencies to compete and grow their business.” – Torey Maerz, CEO of Rocket Referrals .