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Vertafore Partners with Rocket Referrals to Provide New CRM Tools 

The partnership aims to help independent agencies build stronger relationships with their clients through more meaningful engagement, direct from their agency management system.
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vertafore partners with rocket referrals to provide new crm tools 

Yesterday, Vertafore announced a partnership with Rocket Referrals, a leading insurance communications platform, to create a client communications and reputation management solution for independent agencies using AMS360®.

Vertafore Client Communications, powered by Rocket Referrals, aims to help independent agencies build stronger relationships with their clients by giving them tools to enable more active and meaningful client engagement, direct from their agency management system.

While basic marketing concepts haven't changed, reaching and maintaining relationships with clients through effective messaging is key. Agency management systems offer valuable data to segment particular audiences and to deliver more of what is being sought after by clients.

“Offering Vertafore Client Communications with AMS360 is a significant step forward in Vertafore's mission to enable agencies to modernize, thrive, and grow," said James Thom, chief product officer, Vertafore. “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." 

In September 2020, Vertafore was acquired by Roper Technologies, Inc., a leading diversified technology company, in a $5.35 billion deal.

Beginning March 1, eligible AMS360 customers will be able to: 

  • Send one-time or automated client emails based on events or date-driven rules, such as birthdays or renewals, from their email domain. 
  • Create custom segments of users to better target their messaging. 
  • Manage their 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 office and individual employees over time. 

“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," said Torey Maerz, CEO, Rocket Referrals. “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." 

Olivia Overman is IA content editor.

Tuesday, July 18, 2023
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