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 […]

Top 5 Marketing Ideas for Insurance Agents article from Agency Revolution

July 7, 2020

Top 5 Marketing Ideas for Insurance Agents

It’s tempting to chase the “latest and greatest” digital marketing tools to keep your brand relevant, but if you’re not using foundational marketing tools to their full potential, you’re wasting time and money. From websites that drive traffic to an engaging social media presence, you must have solid fundamentals in place to create a progressive […]

June 26, 2020

Transitioning from a Captive Agent to an Independent Insurance Agent

What Is a Captive Insurance Agent? A captive agent works for an individual insurance carrier and is paid with commissions or a combination of commissions and salary. The agent may be a full-time employee or an independent contractor. Captive agents have in-depth knowledge of their particular company’s insurance products, but can’t help a client who […]

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 […]

How to Use Automation to Improve the Client Experience blog article from Agency Revolution

June 23, 2020

How to Use Automation to Improve the Client Experience

It’s true in every field, but perhaps even more so for insurance–it all comes down to the customer’s experience. According to PWC, 86% of buyers are willing to pay more for great customer experience. A Walker study found that 2020 is the first year that customer experience will overtake price and product as a brand’s […]

Insurance Social Media Marketing Tips From the Field blog article from Agency Revolution

June 16, 2020

Insurance Social Media Marketing Tips From the Field

If you’ve been reluctant to jump on the social media bandwagon, some real-world examples and strategies from the field can help you get started. If your agency has any social media presence, you’re most likely looking for tips that can help you reach the next level.  Agency Revolution is dedicated to helping insurance agents and […]

How to Grow Referrals with Insurance Email Marketing

June 9, 2020

How to Grow Referrals with Insurance Email Marketing

Do you know which marketing efforts bring your agency or brokerage the highest ROI?  If you think paid ads, inbound marketing, and email campaigns give you the best return, you may miss out on one of the most lucrative sources for growing your business:  referrals.  A study about customer loyalty in Property & Casualty insurance […]

3 Ways to Keep Your Marketing Funnel Flowing

June 2, 2020

3 Ways to Keep Your Marketing Funnel Flowing

You may have heard the term “marketing funnel” before and wondered exactly what it meant. If you could boil down the strategy behind a marketing funnel, it would be this: Turn investigators into leads Turn leads into clients Turn clients into ambassadors These goals prove especially important for insurance agents. Keeping your marketing funnel flowing […]

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 […]

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