Solving the Insurance Agency's Greatest Problem

Solving the Insurance Agency’s Greatest Problem

Insurance agencies have a communication problem. The problem isn’t that agents aren’t doing a good job communicating what they want in an effective matter; it’s that they aren’t communicating at all! That infamous study from Deloitte that showed 60% of insurance customers don’t feel like they get any communication or value from their agent after […]

De-Commoditize Insurance (and Never Sell on Price Again)

De-Commoditize Insurance (and Never Sell on Price Again!)

Let’s imagine that your competitor can offer the same policy and protection you can. The exact same. Who wins the customer? This is a critical problem in insurance today. After all, a LOT of policies are so similar, the average customer just can’t tell the difference. Certainly, not the average customer. And, the mouthpieces at […]

Two Key Ways to Measure Brand Engagement

Two Key Ways to Measure Brand Engagement

According to a Marketing Week survey, over 78% of participants consider brand engagement an important Return on Investment (ROI) metric, yet almost a third also say that brand engagement isn’t taken seriously by management at a company. This disconnect is likely because of the confusion surrounding what “engagement” really means and the many questions over […]

The Danger of Under-Communicating with Your Insurance Customers: 7 Quick Ways to Know if You're Disappointing Them

The Danger of Under-Communicating With Your Insurance Customers: 7 Quick Ways To Know If You’re Disappointing Them

Imagine this. Your insurance customers don’t love you as much as you think. Or, just imagine they don’t love you as much as you want them to. What does that mean to your bottom line? Maybe you’re not looking for LOVE from your clients. But, you do want LOYALTY. That’s where the money is. Because […]


A Simplified Segment Builder

This Spring, we’ve been hard at work sprucing up Connect™ — we hope you’ve noticed things are looking a bit neater! From reorganizing the Sequence Builder, streamlining our login process, and giving you a simple way to neaten up your contacts with a single click, we’re likin’ how things are lookin’ around here. Recently, we’ve set […]

Why Customer Service is the New Marketing

Why Customer Service is the New Marketing

Customer service and marketing are like the peanut butter and jelly of the business world — good individually but even better together. Companies that integrate their customer service and marketing departments enjoy higher customer retention rates and build reputations and businesses that their clients are happy to refer to their friends and families. Customer Retention […]


Spring Cleaning: Sprucing Up Our Sequence Builder

The snow has melted, pollen is in the air, and we’ve been in spring cleaning mode here at Agency Revolution! We were eager to dust off the cobwebs and make some important tools more clear and less cluttered for you. With mop bucket in hand, we’ve tackled some of the features at the very core […]


A Fresh Perspective on Your Campaigns

We’ve made it easier to find and access the campaigns in your Connect™ toolkit that are currently active, and those you’re still working on to customize to your needs. Within the campaigns themselves, it’s now easier to edit specific sequences, categorize your communications, and quickly identify the status of each sequence. Your Main Campaigns Page […]


Revolutionizing Connect™ Messaging

Connect™ has turned your AMS or BMS into a communication machine, allowing you to automatically send emails, postcards, and text messages based on activity in your management system. Until now, you’ve only been able to build these automatic communications in the “Campaigns” tab, without the ability to schedule one-off messages to your contacts. We’ve heard […]

4 Ways Insurance Agents & Brokers can Keep Communications Going with Clients

4 ways insurance agents can keep communications going with clients

It’s time to poke the bear When it comes to maintaining ongoing communications with their customers, many independent insurance agents and brokers are as reticent to start sending out emails as they would be to poke a sleeping bear. “They’re already customers,” they think. “If I email them, they might remember they’re paying for insurance, […]