Vertafore

 

How Action Insurance Service Grew with Automation

May 13th, 2021
10am PT | 1pm ET

Better retention, increased online reviews, and more policies sold

In 2018, the Action Insurance Service team built a plan to accelerate their growth. They quickly realized they needed a way to communicate with prospects and customers quickly, easily, and at scale. They loved the powerful and flexible integration Agency Revolution's Fuse™ had with Vertafore's AMS360—enabling them to easily segment and automate their marketing to reach out to lost customers, cross-sell to monoline customers, keep existing customers aware of important updates, and so much more.

Join this live webinar to learn how Action Insurance Service used Fuse™ to:

  • Increase retention from 92% to 95%
  • Raise average policy per customer from 1.8 to 1.87
  • Triple their outreach while maintaining positive feedback and an average open rate over 40%
  • Grow positive online reviews from just two to over 20

Register now and learn exactly how automation can efficiently grow your insurance agency.

Send us your questions or ask them live during our interactive webinar.

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Speakers

Holly Rossell, Vice President of Operations, Action Insurance Service

Holly Rossell

Vice President of Operations
Action Insurance Service

Tim Hays, Account Executive, Action Insurance Service

Tim Hays

Account Executive
Action Insurance Service

Joel Zwicker, Business Development Team Lead, Agency Revolution

Joel Zwicker

Business Development Team Lead
Agency Revolution

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