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Vertafore Client Communications

Vertafore Client Communications

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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Choose a plan that works for you

Included with AMS360 

Single-step campaigns 

Surveys and testimonials

Reputation management 

Custom communications

Handwritten cards and letters

Use these features to: 

  • Send one-off communications as needed 

  • Run onboarding and win-back campaigns
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  • Improve cross-selling, retention and referrals 
  • Build better relationships with surveys and testimonials

  • Mail personalized cards and letters 

  • Automate personalized messages at the right times 

  • Track communications with AMS activities 

Upgrade to premium

Multi-step campaigns and automations 

Google reviews

Text messaging and web chat 

HTML mass-marketing emails

Agency websites

AI-powered feedback and analytics

ImageRight integration

ClientCircle support and consulting

Use these features to: 

  • Create custom multi-step campaigns

  • Access templates from a campaign library 

  • Add texting to your campaigns 

  • Build a website that helps you sell more business 

  • Get AI-powered feedback to help you pinpoint issues

  • Access analytics to make informed decisions 

Enterprise solutions

Multi-location management 

Single enterprise dashboard 

Data warehouse access 

Program customization 

Use these features to: 

  • Manage all accounts and locations from one dashboard 

  • Gain visibility into enterprise-level analytics across your data 

  • Get a custom version of VCC for your enterprise 

Let’s schedule a quick demo

Let’s schedule a quick demo

What are our clients saying?

Improve your Google ranking with ClientCircle
Google 5 star reviews

"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

Google 5 star reviews

"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

Google 5 star reviews

"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