Vertafore Client Communications powered by ClientCircle

Built for insurance agencies of any size

Vertafore Client Communications, powered by ClientCircle, helps brokerages and agencies engage with clients and prospects more actively and meaningfully. This industry-leading, easy-to-use platform integrates marketing automation, reputation management, direct mail and many other tools into AMS360, allowing agents to streamline outreach, strengthen relationships and grow their business.

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Made for insurance™

Engagement

Personalized, multi-channel communications that get noticed. Email, texting, cards and letters work together so you’re never relying on one channel.

Onboarding

Automated onboarding that makes clients feel valued from day one. Create strong first impressions drive loyalty and spark referrals without extra work.

Reputation

Built-in loyalty survey tools consistently tell you which clients are unhappy. Fix retention risks early and turn promoters into reviews, referrals and upsells.

Reviews

Automated Google review requests go to the right clients at the right time. Get more five-star reviews and better rankings without having to ask.

Cross-selling

Policy-based campaigns run automatically using AMS360 data. Promote additional coverage, boost revenue per household and retain clients longer.

Referrals

Automated thank you cards, follow-ups and campaigns turn happy clients into a steady source of new business for you.

Renewals

Streamlined renewal communications that save time and get ahead of rate increases. Fewer surprises, better conversations, less manual work.

Win backs

Automated win back campaigns re-engage lost clients. Multi-channel campaigns give you a second shot at their business without you having to lift a finger.

Add more tools

Enterprise solutions, advanced analytics, single sign-on, multi-step campaigns, premium support and many other add-ons are available.

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What are our clients saying?

"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

Paradox Insurance Agency

"I can't believe how simple this system was to set up with our AMS360 management system. The amount of testimonials we've already received, just in the last few weeks, is blowing me away. The other amazing aspect - if you have any clients that aren't perfectly happy, you're able to gather the specific feedback from them that will make them a happy customer. No more guessing what clients want!"

Ashley DeCarteret

Harbor Brenn Insurance Agencies

"I cannot tell you how ClientCircle has improved my communication with my insureds! From the personalized cards to the text ability within the system, ClientCircle has made me stand out from my competition! Also, the customer service and support is the best in the business. They truly care about my agency and my growth."

Sharon Wood

Sharon Wood Agency