3 Ways to Keep Your Marketing Funnel Flowing

June 2, 2020

3 Ways to Keep Your Marketing Funnel Flowing

You may have heard the term “marketing funnel” before and wondered exactly what it meant. If you could boil down the strategy behind a marketing funnel, it would be this: Turn investigators into leads Turn leads into clients Turn clients into ambassadors These goals prove especially important for insurance agents. Keeping your marketing funnel flowing […]

May 20, 2020

Clear Communication Boosts Client Satisfaction and Retention

How Action Insurance Service uses Fuse™ to drive positive client reviews Action Insurance Service of Utica, Michigan serves more than 2,700 personal and commercial lines clients. In 2018, the team started looking for a solution to grow their business and provide a better client experience.  The leadership team was already impressed with Agency Revolution’s extensive […]

May 20, 2020

Improving Client Experience with Consistent Communication

How Chalmers Insurance Group uses Fuse™ to delight clients With more than 21,000 personal and commercial lines clients across eight locations in Maine and New Hampshire, Chalmers Insurance Group needed a way to make client communications more consistent and track the results without over-burdening their already busy staff. As a member of Vertafore’s Orange Partner […]

May 20, 2020

Automation that Drives Leads and Client Experience

How Trovato Associates uses Fuse™ to build a more efficient agency For more than 10 years, Jamie Trovato ran a captive insurance agency. In 2011, he started his own independent agency from scratch. Jamie enjoys having the autonomy to implement the tools, technologies, and processes he believes is the best fit for his agency, his […]

Is Your Website Branded, Integrated, and SEO'd? Article on Agency Revolution

May 19, 2020

Is Your Website Branded, Integrated, and SEO’d?

After the recent economic downturns, insurance agents everywhere are looking for ways to grow their business. When creating a lead generation strategy, the cornerstone should be a website specially designed to meet insurance agents’ marketing needs.  For a website to meet all of an agency’s marketing needs it must meet three criteria. It must: Define […]

How to Use NPS to Turn Detractors into Promoters article from Agency Revolution

May 4, 2020

How to Use NPS® to Turn Detractors into Promoters

NPS® (Net Promoter Score®) is a system that allows you to understand which of your clients are promoters, and which are detractors for your insurance agency. A Net Promoter Score® gathered by asking your clients to fill out a simple survey to learn how likely they are to recommend your agency to friends or family. […]

Do Insurance Premiums Qualify as Payroll Cost for Relief Loans? by Kirk Faulkner on Agency Revolution

April 28, 2020

Do Insurance Premiums Qualify as “Payroll Cost” for Relief Loans?

The Paycheck Protection Program provides guidelines about what costs will qualify for loan forgiveness. The 2 trillion dollar CARES act provides relief programs to workers and businesses alike. The program that seeks to provide relief to small and medium businesses (SMBs) is called the Paycheck Protection Program (PPP).The PPP provides loans and incentives to help […]

Leverage Automation to Optimize Operations article from Agency Revolution

April 14, 2020

Leverage Automation to Optimize Operations

You may have heard the term “marketing automation” and wondered what that really meant. It is one thing to talk about it as a concept, but if you were to implement an automated marketing system, what would it look like? What would be the components? Marketing automation is a strategy that leverages technology to magnify […]

Creating a Crisis Recovery Plan for Insurance Agents article by Kirk Faulkner presented by Agency Revolution

March 31, 2020

Creating a Crisis Recovery Plan for Insurance Agents

It’s impossible to know exactly how long the COVID-19 crisis will last. With businesses all over the world in quarantine, for many, the financial future is a big question mark. While it is important to focus on what you can do to help your family and community right now, it is also important to start […]

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