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 […]

Is Your Website Branded, Integrated, and SEO'd? Article on Agency Revolution

May 19, 2020

Is Your Website Branded, Integrated, and SEO’d?

After the recent economic downturns, insurance agents everywhere are looking for ways to grow their business. When creating a lead generation strategy, the cornerstone should be a website specially designed to meet insurance agents’ marketing needs.  For a website to meet all of an agency’s marketing needs it must meet three criteria. It must: Define […]

Converting Detractors to Promoters: Harnessing the Power of NPS® blog article on Agency Revolution

May 4, 2020

Converting Detractors to Promoters: Harnessing the Power of NPS®

NPS® is one of the most popular and useful survey methods available, and is considered the gold standard for customer experience metrics. The surveys identify and categorize your clients as “Promoters,” “Detractors,” and “Passives.” Information is gathered by asking your clients to fill out a survey that measures how likely they are to recommend your […]

Do Insurance Premiums Qualify as Payroll Cost for Relief Loans? by Kirk Faulkner on Agency Revolution

April 28, 2020

Do Insurance Premiums Qualify as “Payroll Cost” for Relief Loans?

The Paycheck Protection Program provides guidelines about what costs will qualify for loan forgiveness. The 2 trillion dollar CARES act provides relief programs to workers and businesses alike. The program that seeks to provide relief to small and medium businesses (SMBs) is called the Paycheck Protection Program (PPP).The PPP provides loans and incentives to help […]

Leverage Automation to Optimize Operations article from Agency Revolution

April 14, 2020

Leverage Automation to Optimize Operations

You may have heard the term “marketing automation” and wondered what that really meant. It is one thing to talk about it as a concept, but if you were to implement an automated marketing system, what would it look like? What would be the components? Marketing automation is a strategy that leverages technology to magnify […]

Creating a Crisis Recovery Plan for Insurance Agents article by Kirk Faulkner presented by Agency Revolution

March 31, 2020

Creating a Crisis Recovery Plan for Insurance Agents

It’s impossible to know exactly how long the COVID-19 crisis will last. With businesses all over the world in quarantine, for many, the financial future is a big question mark. While it is important to focus on what you can do to help your family and community right now, it is also important to start […]

Engaging Your Community During the COVID-19 Pandemic blog article presented by Agency Revolution

March 24, 2020

Engaging Your Community During the COVID-19 Pandemic

As we are all going through this current crisis it can be confusing for agents when determining strategies to remain profitable. While it is fiscally important to work towards growing and maintaining your agency, it is morally important to act as an authentic member of a community. The way to combine both these strategies is […]

5 Predictions From an Insurtech Futurist blog article on Agency Revolution

March 3, 2020

5 Predictions From an Insurtech Futurist

Insurance agents know better than most that change is inevitable. The rate of technological advancement keeps speeding up exponentially. No one knows this better than Tony Tarquini,  European Director of Insurance at Pegasystems.  For 34 years, he has been working with the largest insurance organizations in the world to help them prepare for technology disruption. […]

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