Marketing Automation for Partner Platform Agencies

December 16, 2021
8am PT | 11am ET

Imagine: new client onboarding, renewal notices, lost clients, annual account reviews, cross-sell, referral campaigns, plus newsletters, birthday greetings, payment reminders, and more sent via text, email, or print—all going out automatically to your clients every day, effortlessly.

With the new Agency Revolution Partner Platform Integration you can send authentic, timely, and personalized communications at scale without losing that personal touch. Register for this webinar to learn how you can leverage the client and policy data in Partner Platform Agency Management System and Agency Revolution's marketing automation platform, Fuse™. You'll be able to create automated campaigns that will increase retention, help you sell more policies per client, gain new clients, and save countless hours of staff time.

Topics will include:

  • Seamless integration process and creating target lists
  • Setting up essential automated campaigns
  • How to create custom campaigns
  • Using Fuse's NPS feature to gain reviews and referrals
  • Sending newsletters, holiday/birthday greetings, and more to stay top of mind

Can't join at the scheduled time? Register anyway and you'll receive a recording of this important event for Partner Platform users.

If you already like what you see, visit the Partner Platform page to schedule a consultation. 



Joel Zwicker, Insurance Evangelist, Agency Revolution

Joel Zwicker

Insurance Evangelist, Agency Revolution

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