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VERTAFORE AUTOMATED EMAIL WORKFLOWS

FULLY MANAGED CLIENT TOUCH POINTS  

 

All agents who use Vertafore have access to a free version of Rocket Referrals - one of the top client communication platforms on the market.

Jump Suit Group provides a hands-off approach for agents to cross-sell and stay in communication with their current book of business.

For the price of Rocket Referrals software, agents can get software & hands-free management of cross selling campaigns. 

WHAT'S INCLUDED

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Cross Selling Campaigns

Target home no auto, or auto no life customers with email workflows

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New Client Welcome Series

Welcome new customers to your agency with a series of welcome emails and a smile

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AMS Integrations

Easy integration with almost any AMS

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FUlly Managed Program

A hands of approach to client communications and cross selling

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Free Rocket Referrals

Vertafore users are able to use Rocket Referrals for free - that's a $200 value

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Account Manager

Have questions? We have someone for those answers

Pricing & Contact

SOCIAL MEDIA PROGRAMS START AT $350

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