Automated Messaging: The Power of Agency Revolution's Fuse

Automated campaigns that nurture prospects effortlessly.

Fuse acquires policyholder account data by syncing to your AMS. We handle the entire Fuse setup and management so you can focus on your agency without marketing headaches.

Dashboard showing automated lead follow-up sequences in action.

Automated messaging definitions:

Segmenting = defining the recipient group for a message by type of policy, office location, personal or commercial account, account activity, or many other possible categories by your chosen AMS.

Smiling insurance agent reviewing client retention reports on a laptop.

Fuse acquires policyholder account data by syncing to your AMS.

We handle the entire Fuse setup and management with Agency Revolution, so you can focus on your agency without marketing headaches.

Sequence = defining the recipient group for a message by type of policy, office location, personal or commercial account, account activity, or many other possible cqtegories by your chosen AMS.

Touches = the rate of messages a policyholder experiences over time.

Analytics = the statistics of messages targeted, delivered, opened, bounced, clicked and unsubscribed

The One-Sheet

(The campaign details on a single page)

CAMPAIGN – Personal Welcome Kit

This campaign has 3 touches all in the first week of opening a new account.

Targeted Segment: Active Personal Customers when a “New Customer Event” is triggered.

Drip campaign: this means it has multiple steps that are time released

Sequence: Sequence based on “New Customer Event” date

- Step 1 upon New Customer Event, “A Warm Welcome” – a welcome message

- Step 2 2 days after 1st message “My Promise To You” – our commitment of service

- Step 3 3 days after 2nd message “Quick tips on filing a claim” – Instructions on how to file a claim

Step 1 text: “A Warm Welcome”

Hi (new policy owner):

Welcome to Sample Insurance Agency! We are absolutely thrilled to have you as a client and look forward to providing you insurance protection for a long time to come.

Our entire team is at your disposal to help you with questions about your policy, concerns about coverage, or potential gaps you might have in areas where we don’t currently help you.

I’ll be sending you regular emails to help keep you informed about your policy, additional ways we can help, and tips to help you stay safe.

If there's anything I can do in the meantime, you can reach out to me by hitting “Reply,” or you can contact me using the information below.

On behalf of our entire team, thank you for being a new customer. We couldn’t be happier to have you as a valued client.

Sincerely,

(staff rep)