August 6, 2020

Marketing Coach Eases Transition to Independence

How a fully-loaded digital hub and expert marketing guidance elevated this newly independent agency Lofton Wells Insurance, a Tennessee-based former Nationwide Exclusive agency has served customers across the south for more than 30 years. As the agency prepared for their transition to independence, upgrading the website and establishing digital marketing capabilities were essential first steps. […]

All Lines Insurance Case Study for Agency Revolution

July 15, 2020

Flexible Integration Proves Critical

Marketing automation integrates with HawkSoft management system to close half of all sales calls Independent insurance agency All Lines Insurance returned to Agency Revolution seeking to enhance its digital presence and leverage the wealth of data in its agency management system. Impressed with how seamless it was to integrate with HawkSoft, the team quickly spun […]

June 25, 2020

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 […]

Action Insurance Service Case Study form Agency Revolution

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 […]

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