This month is all about getting more out of the Agency Revolution platform.
We are highlighting capabilities across Forge and Fuse that are already available to you and showing you exactly how to put them to work, from tools that help producers close more quotes to automations that keep your entire book of business engaged year-round.
Here are some new and highlighted features on the Forge insurance website and Fuse marketing automation platforms that you might not have tried yet. Learn what they can do to help your agency save even more time and make a stronger impression every time.
Quote Request Video Follow-Ups
Most agencies follow up on a quote with a PDF or a phone call. There is a better way.
With Forge, producers can record a short personalized video proposal hosted directly on your agency website and send it to a prospect in minutes. It is faster than writing a detailed email, more personal than a PDF, and it puts a face to your agency at the exact moment a prospect is deciding whether to move forward.
Personalize Insurance Quotes With Video Proposals
A video proposal is one of the simplest ways to stand out and build trust before the first conversation even happens. Agencies using this feature are seeing stronger engagement on quotes and faster response times from prospects.
This feature is available for Forge Premium clients, and you can find the steps to create your first Video Proposal here.
Forge Website Highlights
1. New Quick Start FAQs
Every month we add new Quick Start FAQs to the Forge platform, and this month’s additions are ready to go live on your website with the flip of a switch.
This month’s new Quick Start FAQs are ready to use:
- Business Interruption Insurance FAQs
- Commercial Flood Insurance FAQs
- Flood Insurance FAQs
- Watercraft Insurance FAQs
Learn how to access and activate the FAQs feature, check out our Help Center article here.
2. Client Service Center and Self-Service Forms
Your clients want to be able to reach you on their schedule, not just during business hours.
Forge’s built-in Client Service Center gives your clients 24/7 access to self-service forms for policy changes, certificate requests, and general inquiries. Every submission sends a notification directly to your agency so nothing falls through the cracks. It is one of the simplest ways to improve the client experience without adding to your team’s workload.
Learn more about using the Client Service Center and managing your form entries here.
3. New Posts for the Social Media Add-On
Access the newest social media posts ready for you to use in our Content Library as part of our Social Media Add-On feature.
- Unexpected Life Changes That Change Your Policy
- 3 Business Auto Tips
- Don’t Let the Heat Burn Your Summer
- Best Claims Advice? Avoid Them
Don’t have the Social Media Add-On? Click here to see how you can get it!
Cross-Sell Campaigns From Your AMS Data
Your AMS is your source of client data, and your key to finding cross-sell opportunities. Fuse can turn that data into a targeted campaign in minutes.
Cross-Sell Marketing Campaigns
Every client in your book with a home policy but no auto, personal lines with no umbrella, or a commercial account missing a key coverage is a growth opportunity hiding in plain sight. Fuse connects directly to your AMS to identify those gaps and trigger a personalized outreach campaign automatically, which means no manual list-pulling, no starting from scratch.
Follow these steps in the Help Center to set up your first cross-sell campaign in Fuse.
Fuse Marketing Automation Highlights
1. Advanced Audience Segmentation
Not all of your clients need the same message, and Fuse makes it easy to make sure they never get one.
Fuse’s AMS integration lets you build separate campaigns for your personal lines and commercial lines clients automatically. A personal lines client heading into summer has different needs than a commercial lines client approaching renewal season.
And with AI Sidekick, you do not even have to build those segments manually, since AI Sidekick analyzes your AMS data and creates targeted audience segments for you in seconds, so the right campaign reaches the right client without any list-pulling or manual sorting on your end.
Set it up once and the right message goes to the right client at the right time, every time. Follow these steps in the Help Center to set up client segmentation in Fuse and get started with AI Sidekick.
2. New Client Onboarding Welcome Campaigns
The first 90 days after getting a new policy are the most important for long-term retention, and most agencies go completely silent during that window.
A Fuse welcome sequence changes that. Set it up once and every new client automatically receives a series of touchpoints that introduce your team, explain how to reach you, and set the tone for a long-term relationship before the first renewal ever comes up. It is one of the highest-impact automations available in Fuse and one of the easiest to activate.
Follow these steps in the Help Center to activate your new client welcome sequence in Fuse for your personal lines clients and commercial lines clients.
3. New Fuse Email Campaigns This Month
Staying in front of your clients one to two times a month is one of the simplest things you can do to strengthen relationships and improve retention. Here are this month’s featured campaigns ready to send straight from your Fuse content library:
- Beating This Summer’s Heat
- Cyber Risk Guide
- Insurance Quote Follow-Up (Form Included)
- Cross-Sell: Home to Boat Insurance
Log in to Fuse to access these campaigns and explore the full content library.
Want us to do your marketing for you? Get Do It For Me Marketing.
Help us build our insurance marketing platform.
Suggest New Features
Is there something new you want to see on our platform? You can leave your own feedback, and vote on suggestions that other agencies have provided.
We listen to the Agency Revolution community, so help us make improvements that matter to you.
Click here to start suggesting new features.
Agency Revolution Referral Program
You already know how powerful Agency Revolution’s marketing tools are for driving insurance agency growth.
Now, you can share that advantage with others in your network while earning rewards for yourself.
Click here to refer an agency to us.
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