Intelligent Marketing Automation for Insurance Agencies

With Fuse™, the insurance industry's leading marketing automation tool, you can use the client and policy data in your agency management system to deliver personalized communications throughout the customer lifecycle.

By delighting and engaging clients at key points in the customer journey, your agency will improve retention, client acquisition, policies per customer, and staff efficiency.

Other vendors weren’t integrated deeply enough to let us run campaigns using client and policy data points. Fuse’s ability to trigger automated campaigns on a range of data points is a game-changer.

Jessica Tice

All Lines Insurance

Deep Integration with Leading Agency Management Systems

Fuse™ offers the deepest two-way integration of any insurance marketing automation tool—empowering you to micro-target and trigger email, text, and direct mail communications based on more than 100 client and policy data points.

Automate communication at scale without losing that personal touch.

Pre-Built Content and Campaigns Help Automate Marketing

The Fuse™ library of ready-to-go, multi-step campaigns includes everything your insurance agency needs to sell more policies, delight clients, and streamline operations.

Sell More Insurance Policies

Proven campaigns to cross-sell to existing clients, gather referrals, and renew accounts are ready to launch as soon as you get started.

Delight and Educate Clients

Exceed client expectations with a welcome campaign, send birthday and holiday postcards, engage them with monthly newsletter templates.

Streamline Operations

Automatically guide clients when they file a claim, gather client feedback, schedule timely account reviews, send surveys, and win back customers effortlessly.

Easy Email Marketing Automation for Insurance Agencies

Creating your own automated campaigns is simple too. Fuse’s modern email builder lets anyone easily design professional-looking email campaigns complete with text, graphics, and video.

Omnichannel Marketing Automation with a Personal Touch

Communicating in the customer’s preferred channel creates an even more personalized experience. Fuse™ lets you send messages and build sequential omnichannel campaigns using email, text, and direct mail. It also lets you create multiple senders so clients receive messages from the right person.

NPS® for Insurance Agencies Drives Retention and Growth

Fuse has robust Net Promoter Score (NPS) capabilities. Agencies can measure customer satisfaction with the company, staff, or products offered. Understanding which clients are promoters and which are detractors can help you improve retention, get more online reviews and referral business.

Dashboard for Monitoring Performance

See exactly how Fuse™ campaigns are growing your insurance agency with the business insights dashboard. At a glance, track your book of business, active customers, policies in force, individual performance, and more—so you can make the best strategic decisions to drive growth in your insurance agency.

Ready to Get Started?

Request more information about Fuse, marketing automation for independent insurance agencies.


Live Webinar: How to Streamline and Grow Your Agency with Intelligent Automation