Vertafore and Agency Revolution have been working together for more than 10 years. Today hundreds of agencies are successfully increasing revenue per policyholder, client retention rates and staff efficiency as well as reducing customer acquisition costs using the power of the data in AMS360 and QQCatalyst with Fuse, the leading marketing automation platform for independent agencies.
Customers are deploying sophisticated automated marketing campaigns designed to optimize cross-selling, reputation management, client referral, claims and payments processes as well as new client acquisition. They are taking advantage of pre-built campaigns and creating custom campaigns. They are sending these personalized messages via email, text, and direct mail.
Complete the form on this page to get a personalized demo to learn how Fuse and Agency Revolution’s other digital marketing tools can help your agency thrive in today's digital economy.
-- Timothy Hays, Account Executive at Action Insurance Service
Building customer relationships that last requires trust––earn it by investing in an automated marketing solution to send the right message at the right time. From sending a birthday greeting and automating new client onboarding, claims and payment processes to sophisticated account rounding and referral campaigns, you can communicate in a personal way at scale without hiring a marketing team.
Identifies coverage gaps to micro-target lists for easy account rounding
Use pre-built trigger or build your own communicate a key point of the customer journey
Automatic notifications to team members when changes occur in accounts
Send pre-built or create custom campaigns and send via text, email and print
Need to launch a simple campaign right away, or setup a more complex sequence? You're covered with our library of pre-designed campaigns, including:
Manage client expectations and assure them you’ll be there right from the start of your relationship.
Manage your reputation and help retain clients, turn detractors into promoters, and boost online reviews.
Fix gaps in your clients’ coverage with policy cross-selling campaigns for common scenarios.
Get a stream of fresh referrals with campaigns that touch clients when they're ready to refer their friends.
Meet your customers where they are by using the communication channels they prefer––leverage email, text message, phone and even direct mail to ensure they receive your message.
See how well-timed campaigns uncover opportunities to sell new policies to prospects and close clients' coverage gaps.
A modern website says a lot about your brand and your agency. Speak with an Agency Revolution representative about a beautiful, new website that is built for SEO and designed to attract leads.
Get access to prewritten insurance content and campaigns to attract website traffic and generate pipeline.
An informative video on a topic that simplifies the complex in an entertaining format and establishes you as a knowledgeable guide.
See Campaign SamplesEstablish a consistent, foundational presence on LinkedIn, Facebook, and Twitter with automated social posts.
See Campaign SamplesLet your clients and prospects know you’re thinking of them all year long, with fun-filled greetings sent on multiple major holidays.
See Campaign SamplesWe’ll send periodic emails to your clients so you don't have to. We’ll even offer and deliver a free gift in exchange for their referral.
See Campaign SamplesOur dedicated live support team knows the insurance industry and is available to make sure you're getting the most out of your Agency Revolution solutions.
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