Integration Enables Partner Platform Agencies to Leverage the Data in Their AMS to Deliver Timely and Personalized Communication Throughout the Customer Journey
Agency Revolution, an FMG Suite company, serving independent insurance agencies, announced an integration that connects the company’s marketing automation platform, FuseTM, with Partner Platform’s innovative web-based insurance agency management system(AMS).
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This much-anticipated integration enables mutual customers to leverage the power of the client and policy data in their Partner Platform AMS to trigger the sophisticated, automated marketing campaigns in Fuse. The campaigns in Fuse are proven to increase retention, sell more policies per client, and deliver a superior client experience in all stages of the customer journey.
“We are pleased to partner with Agency Revolution because we believe that personalized, timely client communication is a key to scaling and driving agency growth in today’s modern insurance landscape,” said Adam Rapp, director of product management and marketing at Partner Platform. “This integration supports our mission of bringing innovative solutions to our clients that will make their lives easier.”
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“With our new API integration, clients can create segmentation based on more than 75 data points in the Partner Platform AMS,” said Lucas Jans, VP of Product at Agency Revolution. “They will now be able to send new client onboarding, lost client, annual cross-sell, and referral campaigns, account review requests, newsletters, birthday/holiday greetings, payment reminders, and more via text, email, or print, automatically.”