Retain and grow your business with marketing automation solutions built for insurance agencies and brokers.
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Smart Automation That Helps Agents and Brokers Save Time and Effort on Marketing
Fuse marketing automation takes work off of your team’s plate so you can focus on bringing new clients in. Simple-to-activate Smart campaigns that send when they are most optimal.
Capabilities That Meet The Needs of Your Agency
Give your agency cutting-edge tools and features to save time and effort, enhance workflows, build reputation, and incorporate AI and automation into daily operations.
Email, Text, Mail
Connect with clients by delivering messages where they are most receptive—emails, text messages, and postcards—so you can increase engagement.
Smart Triggered Campaigns
Automate your outreach with campaigns triggered by client actions or milestones to ensure timely, relevant communication that strengthens client relationships.
Multi-Location Options
Effortlessly manage communications for agencies with multiple locations and brands, ensuring consistency and seamless operation across offices.
Email Sender Customization
Customize email senders to match the message—whether from agents, reps, or the agency—ensuring replies reach the right inbox for swift follow-up.
Advanced Audience Segmenting
Leverage 100+ data points to segment audiences, enabling precise targeting and personalized campaigns that resonate with your clients.
Ready-to-Launch Campaigns
Activate pre-built campaigns tailored to your agency’s book of business, streamlining communication efforts while maintaining relevance and engagement.
Curate Your Client’s Journey
Here’s how you can benefit from using the Fuse platform alongside your Agency Management System (AMS).
Welcome
Kits
Sends to brand-new clients when they first sign up.
Birthday
Messages
Sends a message to contacts on their birthdays.
Holiday
Greetings
Sends to clients on holidays of your choosing.
Cross-Sell
Messages
Sends to specific audiences for upsell opportunities.
Account
Review
Sends annually before anniversary or expiration dates.
Net Promoter
Score (NPS)
Sends surveys to collect feedback and drive Google reviews.
Welcome
Kits
Sends to brand-new clients when they first sign up.
Birthday
Messages
Sends a message to contacts on their birthdays.
Holiday
Greetings
Sends to clients on holidays of your choosing.
Cross-Sell
Messages
Sends to specific audiences for upsell opportunities.
Account
Review
Sends annually before anniversary or expiration dates.
Net Promoter
Score (NPS)
Sends surveys to collect feedback and drive Google reviews.
And So Much More
These are some examples of what types of emails your clients can expect to get as part of the foundational campaigns we start you out with. Gain access to our consistently updated Content Library for even more ready-to-publish content.
Streamline Your Marketing Efforts
Use built-in tools and features to save time and effort, enhance your workflow, build your reputation, and incorporate AI and automation into your operations.
Save Time With
Marketing Automation
Build client relationships using professionally crafted email content that is personalized and automated.
- Maintain relationships with low effort.
- Create the ultimate client journey.
- Set it and forget it campaigns.
- Target specific client audiences.
Save Time With
Marketing Automation
Build client relationships using professionally crafted email content that is personalized and automated.
- Maintain relationships with low effort.
- Create the ultimate client journey.
- Set it and forget it campaigns.
- Target specific client audiences.
Nurture Leads With Our Sales Pipeline
Optimize your sales and servicing workflows, from managing leads to keeping clients happy.
- Empower your producers and service team.
- Use a pipeline tool that works with your data.
- Manage all your leads one place.
- Service clients with claims and renewals.
Nurture Leads With Our Sales Pipeline
Optimize your sales and servicing workflows, from managing leads to keeping clients happy.
- Empower your producers and service team.
- Use a pipeline tool that works with your data.
- Manage all your leads one place.
- Service clients with claims and renewals.
Show Off Reviews With Reputation Management
Manage your online reputation and make sure your agency stands out for all the right reasons.
- Showcase your hard-earned reviews.
- Build upon your credibility.
- Ask your loyal clients for their feedback.
- Gauge client satisfaction.
Show Off Reviews With Reputation Management
Manage your online reputation and make sure your agency stands out for all the right reasons.
- Showcase your hard-earned reviews.
- Build upon your credibility.
- Ask your loyal clients for their feedback.
- Gauge client satisfaction.
Create Compelling Content with AI
Effortlessly craft engaging and tailored content for your agency using our AI-driven content creation tool.
AI Assistant
Enhance content effortlessly with our adaptive, AI-driven creation tool.
- Generates quickly and easily.
- Crafts diverse emails.
- Change the length and tone.
- Improves as you use the feature.
AI Assistant
Enhance content effortlessly with our adaptive, AI-driven creation tool.
All the Marketing Add-Ons You Need to Stand Out
Marketing that’s done for you and simplified. Get access to add-ons that handle marketing for you, help you show up in directory listings, send and automate text messages, and stand out on social media.
Connect over text message and send automated messages to reach people.
Business Texting
Send, receive, and automate text messages…
- Connect or generate a phone number.
- Get notifications and reminders.
- Integrate Web Chat to your Forge website.
- Automate text messaging for campaigns.
Connect over text message and send automated messages to reach people.
Business Texting
Send, receive, and automate text messages…
- Connect or generate a phone number.
- Get notifications and reminders.
- Integrate Web Chat to your Forge website.
- Automate text messaging for campaigns.
Do It For Me Marketing
Get completely hands-off with your marketing…
- White-glove marketing service.
- Strategic marketing guidance.
- Exclusive monthly content calendar.
- Dedicated concierge marketing team.
Partner with a dedicated marketing team who will publish exclusive, strategic content.
Partner with a dedicated marketing team who will publish exclusive, strategic content.
Do It For Me Marketing
Get completely hands-off with your marketing…
- White-glove marketing service.
- Strategic marketing guidance.
- Exclusive monthly content calendar.
- Dedicated concierge marketing team.
Access a library of social content, automated posts, and customizable options.
Social Media
Automatically post to socials and…
- Connect your agency’s social accounts.
- Use our ready-made social posts.
- Create and publish custom content.
- Set it and forget it content options.
Access a library of social content, automated posts, and customizable options.
Social Media
Automatically post to socials and…
- Connect your agency’s social accounts.
- Use our ready-made social posts.
- Create and publish custom content.
- Set it and forget it content options.
”The benefit of Agency Revolution is that it provides a turn-key solution and a nice complete package of services rather than piece-meal items.
Thomas TraskDennis Insurance Agency
Measure Your Marketing Success
Get real-time insight into how your automated marketing campaigns are working in a simple dashboard view.
- Track your agency’s overall NPS.
- See your email Engagement Score.
- Find stats like email open rate.
- Review top campaigns and messages.
- Make and request campaign updates.
- Review form submissions and progress.
Make and request changes, see form submissions, and track progress.
Measure Your Marketing Success
Get real-time insight into how your automated marketing campaigns are working in a simple dashboard view.
Make simple changes, see form submissions, track progress, and request changes.
- Track your agency’s overall NPS.
- See your email Engagement Score.
- Find stats like email open rate.
- Review top campaigns and messages.
- Make and request campaign updates.
- Review form submissions and progress.
Fuse Works With Leading AMS Platforms
Fuse seamlessly integrates with the industry’s leading Agency Management Systems (AMS), so you can trust that automated communications are sent to the right people at the right time and leverage your agency’s database.
and many more!
Everything You Need At a Fraction of the Cost
A feature-rich marketing automation tool that doesn’t break the bank.
Fuse
For agencies looking to save time with smart automation that syncs with their Agency Management System (AMS).
Starting at
$249
/month – $500 setup
Automated Marketing
- Email Marketing Automation
- Sales Pipeline
- Content Library
- Reputation Management
- Built-In AI Features
- Support Team Access
Most Popular
Fuse + DIFM
For agencies who want to hand off their marketing to the pros to maximize their client engagement and retention.
Starting at
$649
/month – $500 setup
Automated Marketing + DIFM
- Everything included with Fuse
- Content Curation and Delivery
- White-Glove Service
- Dedicated Concierge Team
- Monthly Content Calendar
- Strategic Thought Leadership
Add-On Pricing
Business Texting
$50/Month
Do It For Me Marketing
$400/Month
Social Media
$90/Month
Get Started with Fuse Today
Ready to transform your marketing strategy? Contact us for a demo or consultation and discover how Fuse can revolutionize your agency’s operations. Don’t miss out on the opportunity to elevate your agency’s success.
Book a Demo
Not ready for a demo just yet?
Download our free guide—Top 10 Marketing Must-Do’s For Insurance Agencies—a series of best practices you should follow to build your agency’s marketing strategy.
