Turbocharged Takeaways

Turbocharged Takeaways: Latest Platform Updates (October 2026)

By October 19, 2026No Comments
[AR] Turbocharged Takeaways October 2026

During our webinar on AMS best practices this month, an insurance agency owner asked me a question I hear pretty often: “How do we give our clients the ability to handle things on their own without us being glued to our desks?”

It got me thinking. The agencies winning right now aren’t necessarily the ones with the biggest teams, they’re the ones who’ve figured out how to work smarter, not harder. They’ve set up systems that let their clients help themselves 24/7, while keeping their teams focused on high-value conversations that actually move business forward.

That’s why this month is all about doing more with what you already have. We’re spotlighting features across Forge and Fuse that are built to take the busywork off your plate and let your clients—and your team—self-serve where it makes sense. From Client Service Centers that handle routine requests to internal team notifications that keep your producers in sync, these are the tools that free you up to close deals instead of chasing information.

Here’s what we’re highlighting this month, and how to put it to work.

[AR] Turbocharged Takeaways - Clickable Coverage® Graphic Highlight

Get the Newest Interactive Graphic on Your Forge Site

The best way to explain coverage sometimes isn’t in a PDF document, but rather a visual experience that walks them through what the risks are and how coverage could help them manage that risk.

If you have a Forge website already, we can easily add the newest graphic to your website for you. Just let us know by filling out the form here. We have new releases on a regular basis, so stay tuned!

Forge Website Highlights

[AR] Turbocharged Takeaways - New Forge FAQs October 2026

1. New Quick Start FAQs
This month, we’ve added FAQs for Forge websites for four more coverage pages! As a reminder, these are built in to the website platform and as long as you have the page and feature enabled, these will already be added to your website.

This month’s new Quick Start FAQs are ready to use:

  • Builders Risk Insurance FAQs
  • Individual Life Insurance FAQs
  • Renters Insurance FAQs
  • Farm Insurance FAQs

Learn how to access and activate the FAQs feature, check out our Help Center article here.

[AR] Turbocharged Takeaways - Client Service Center Form

2. Client Service Center and Self-Service Forms
In this month’s webinar on AMS best practices, we had a question from an insurance agency on how they can give their clients more of a self-service option for their policy.

The answer to that is Forge, which comes with a built-in, ready-to-use Client Service Center that has forms for every type of service option your agency offers, including:

  • File a Claim
  • Request COI
  • Policy Change Request
  • Pay Bill
  • Request Auto ID
  • Request Policy Review

On top of these foundational forms, Forge can also integrate with the most popular client portals, so you can make it as easy as one click for your clients to access their information and make a request on their schedule.

[AR] Turbocharged Takeaways - Social Media Post Example

3. New Posts for the Social Media Add-On
Staying active on social media is something that many agencies I speak to struggle with. But, it’s also something that I educate our clients on each day because of how influential it is in your agency’s perception and credibility, not to mention how and where your business shows up online.

That’s why, every month, our team writes brand-new content you can share to supplement your social media profiles to stay active. Here’s a taste of what’s new this month:

  • Unexpected Life Changes That Change Your Policy
  • 3 Business Auto Tips
  • Don’t Let the Heat Burn Your Summer
  • Best Claims Advice? Avoid Them

If you have the Social Media Add-On already, you can find these in the content library and start scheduling these today.

    Don’t have the Social Media Add-On? Click here to see how you can get it!

[AR] Turbocharged Takeaways - Internal Team Notification Example

Make Your Team More Proactive

Our Fuse platform is also designed to send internal notifications to your team by pulling assigned agents and CSRs directly from your AMS (along with fallbacks for when someone leaves the agency). Here are the most common use cases:

  • Net Promoter Score Survey Follow-Up
  • Unable to Email Campaign
  • Policy Renewal Reminder
  • Claim Follow-Up
  • Form Submission Follow-Up
  • Text Message Notification

Having internal team notifications has helped agencies be more efficient with their time, and has lead to more proactive conversations that result in retention and growth.

Fuse Marketing Automation Highlights

[AR] Turbocharged Takeaways - Unable to Email Campaign Example

1. Improve Email Engagement
Agencies often struggle with what they call “dirty data” in their Agency Management Systems. It’s often the one hesitation people have for turning on automated marketing campaigns. While it should not stop you from running your marketing automation, you can also use it to help your agency identify who you’re missing information for ahead of the most crucial time—renewal.

Within Fuse marketing automation, we have the Unable to Email campaign that will send your team a reminder ahead of renewal to reach out and ask for updated contact information, so you can add them to your automated mailing list and increase your engagement.

[AR] Turbocharged Takeaways - Happy Halloween Holiday Greeting Email Example

2. New Fuse Email Campaigns This Month
We always have fresh, new content for you to send to clients, and this time around we have a mix of campaigns you might be interested in running as we head into the end of the year.

  • Cross-Sell: Personal to Farm Insurance
  • COI Request
  • Holiday Greetings for 2026 Holiday Season

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.

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