Automate. Engage. Grow.

A relationship marketing platform built exclusively for independent insurance agents & brokers.
Build deeper, more meaningful relationships with clients and prospects.

It's time to communicate!

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AUTOMATE.

Our platform gives you the power to send the communication you should be having with your clients and prospects. Free your staff up to manage clients, not their inboxes.

ENGAGE.

Provide today’s consumer with the communication they expect. Make it easy for them to communicate with you. Build a deeper, more connected relationship and turn your clients into loyal customers.

GROW.

Using the data already in your management system, our Connect (TM) Platform will allow you to identify, monitor and automatically communicate with:

  • Cross selling opportunities
  • Personal and commercial renewals
  • Lost leads
  • New client onboarding
  • Review and referral requests
  • And more…

Our purpose.

We believe the independent channel is the best way for today’s consumer to be protected. Faced with increased competition from the direct channel and the reality that you need lots of customers to make a living, most independent agents get stuck working in the business rather than on it. We’re here to change that.
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Growth Illustration

How does it work?

The AR Connect platform uses the Contact, Policy and Claim data in your Management System to automatically send the right message at the right time to your prospects and customers when it matters most. It gives you the ability to micro-target your communications, gather leads from your website and follow-up automatically. Nurture your prospects and clients so you're top of mind when they are ready to buy!
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Desktop and server connection Desktop and server connection
Server and mobile connection Server and mobile connection
  • Happy Birthday
  • Referral Request
  • Account Review
  • Claims Followup
  • And More...

What is AR?

We provide a client communication platform, websites and training to enable agents and brokers the tools, training and knowledge to scale the communication they have with clients and prospects. Creating a consistent, meaningful and repeatable communication strategy. It reduces the workload for staff and provides real-time performance analytics for your business. Resulting in faster growth, higher retention and loyal clients.
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Renewals

Be proactive and consistent at 90 or 120 days out from your clients x-date. Beat the competition to the punch.

Analytics

You can’t improve what you don’t measure. Our dashboard gives you key metrics for all lines of your business, including employee performance.

Newsletters

Provide value all year long. Show your customers there’s more to you than just insurance.

Welcome Kits

Show your clients how much they mean to you from day one. Every client, every time.

Cross Sell

More policies per customer, more loyalty and higher retention rates.

Referrals & Reviews

Leverage your current book and give peace of mind to potential new clients with glowing reviews.

Lost leads

Unconverted leads? Lose a client? Automatically nurture lost clients and prospects so they come back to you.

Everything you want to say.

Our campaigns come pre-built with content, steps and sequences. All with persuasive and meaningful messaging. New leads. New customers. Claims. Birthdays. Disasters. Renewals. Newsletters. Account rounding. And much, much more.
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Connect Campaigns

Keep your eye on business.

The business dashboard keeps everyone’s attention on what matters most - your business and your customers. Quickly analyze your performance.
Find out how you can grow faster

Connect Dashboard

Integration spotlights.

Our platform integrates with most insurance management system software.

United States United States
Hawksoft
QQ Solutions
Vertafore
Applied
Canada Canada
Applied
Keal
Power Broker

Ongoing training and support.

Your success is our success. You’re never alone. We’ll help guide you to your growth goals with comprehensive onboarding and ongoing live training all year long. Meet some of our Success Team here!
Meet Our Team

Agency Revolution Staff