Vertafore Messenger Release Notes

We are pleased to announce the availability of Vertafore Messenger for AMS360. This add-on feature provides the ability to text with your clients from within AMS360. You can even save the messages in an Activity.

You must be using AMS360 2016 R2.

We value your feedback to ensure we are working on what is most important to you. In the upper right corner of AMS360 centers, click Send Feedback to provide feedback on your experience using AMS360. We appreciate your input to help us provide you with the highest quality product.

Vertafore Messenger

  • Before
    AMS360 didn't have the ability to text message.
  • Now
    You can send and receive text messages in AMS360 with the ability to:
    • See when new messages arrive or if a message hasn't received a response.
    • Attach all or parts of the conversation to an Activity to become a permanent part of the customer file.
    • Access Messenger from My Agency Home or the Client Summary window, if you use Vertafore Agency Platform.

    • We're partnering with Twillio, the company providing a new number or connecting to an existing number for texting with your clients. This feature is an add-on that carries a setup fee and monthly subscription. Contact your Vertafore Account Manager for more information or to request this feature.

    For more information see Vertafore Text Messenger Overview.