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 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

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