Vertafore Text Messenger Overview

Available to Online Agencies who subscribe to this service.

AMS360 brings the convenience of SMS text messaging with your customer via Vertafore Messenger. With Messenger you can 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 client 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. This feature is an add-on that carries a set up fee and monthly subscription. Contact your Vertafore Account Manager for more information or to request this feature.

When you purchase Messenger you'll be notified when your agency has been provisioned for it and ready for you to set it up in AMS360. For information on setting up Text Messenger see the Text Messenger Setup topic.



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