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 Program, Agency Revolution stood out. Chalmers sought an automation platform that integrated with their agency management system, AMS360 by Vertafore. Fuse™ impressed with its ability to sync and manage contacts and automate cross-sell campaigns targeting audience segments. Since starting with Agency Revolution in 2017, the team at Chalmers Insurance Group saw:
- An increase in average policy per client
- Improved client retention rates
- Impressive open rates for email campaigns
“Instead of having to create content from scratch, there are pre-formatted emails for you to use. There’s even a timeline suggestion, so you can get going pretty quickly. Then you can reflect on what’s working and optimize the most successful campaigns.”
~Tia-Marie Gagnon, Marketing Manager, Chalmers Insurance Group