The foundation of every successful agency is having strong relationships with clients. Sustaining business growth and increasing retention relies on fostering those relationships, and we are ready to help agencies do just that. We are excited to roll out Vertafore Client Communications, powered by Rocket Referrals. The robust, AMS360 integrated solution that brings email, campaign, and reputation management in an easy-to-manage tool.
In this webinar, you will learn:
- How Vertafore Client Communications helps you grow and retain business, with Rocket Referrals CEO, Torey Maerz.
- How agencies can use Vertafore Client Communications.
- How Paradox Insurance Agency and Joyce, Jackman & Bell have used Vertafore Client Communications to improve their client relationships and grow their business.
Torey Maerz is co-founder and CEO of Rocket Referrals, a leading insurance communications platform based in Des Moines, Iowa. Since 2013, Rocket Referrals has been providing insurance agents across the United States with innovative tools to gather and analyze NPS feedback, manage online reputation, collect reviews and testimonials, grow referrals, automate cross-selling and manage communications spanning email, text messaging, and direct mail.
Jason Long joined Vertafore in May 2018, recently taking product responsibilities for Vertafore's producer tools, including the recently launched Vertafore Client Communications. Prior to Vertafore, Jason managed identity management and screening solutions for four years at TransUnion, and spent ten years at Boeing managing integrations, flight planning solutions, and aeronautical navigation tools.
Dean founded Paradox Insurance Agency as the result of a desire to be a resource and to provide true partnership to his clients, team, and communities. As a pioneer of the insurance and risk management business, insurance is what he does, but the client journey is his passion.
Kelly is a licensed Property & Casualty Insurance Agent with close to 20 years of experience focusing on insurance for individuals. She is the Director of Sales & Marketing for the Personal Insurance Division at Joyce, Jackman & Bell Insurors. She joined the Joyce, Jackman & Bell team in 2011 as their Director of Sales & Marketing in their personal lines department. Kelly is committed to providing the Joyce, Jackman & Bell clients with the highest levels of service and support.