Attract and Convert Leads While Keeping Clients Happy

How Columbia Insurance & Wealth Management Grows Its Agency

Columbia Insurance & Wealth Management has 15,000 commercial and personal lines policies in force. In 2017, the agency set out to improve client communications and smooth the onboarding process for new clients from mergers and acquisitions.

Columbia chose Agency Revolution’s website marketing package, Attract™, noting that it included a range of valuable, relevant content built for SEO. The team added Fuse™, the marketing automation platform that integrates with Applied Epic, the management system used by all five Washington offices.

Fuse™ makes it easy to segment communications by account size, complexity, policy type, and geography. The team is able to stay focused with the guidance of an Elevate™ marketing specialist. Since becoming Agency Revolution customers, Columbia has:

  • Quadrupled traffic to their website in one year
  • Increased client retention with winning marketing campaigns
  • Saved several hours per week while increasing client communications

Fuse provides me quick access to so many business insights. It makes me excited to focus on what I need to do and it keeps my marketing top of mind.”

Whitney Norcup, COO, Columbia Insurance & Wealth Management

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