Changelog
Follow up on the latest improvements and updates.
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Fuse
Forge
New Feature Updates 04/07/2025
Hey everyone!
We've got some exciting new features and enhancements for both Fuse and Forge.
Fuse "My Day" Dashboard:
We've built a brand new dashboard into the Fuse Pipeline tool, allowing you to keep track of due today, upcoming, and overdue leads from one central location. To learn more about My Day and how you can leverage this dashboard for your agency, check out this Help Center article.Forge AI-Generated SEO Descriptions:
Our latest Forge enhancement allows our website platform users to generate smart SEO descriptions for all of their Forge blogs past and present with the click of a single button. This feature is available for all blogs within your Forge website dashboard. To learn more about this new functionality, check out our Help Center article.new
Fuse
Content
NEW Content Update 3/13/2025
Hey everyone!
We’re excited to bring you a number of new Fuse and social media content pieces.
New Fuse Quick Start Pipeline
This Quick Start Pipeline is for High Net Worth and Multi-Policy individuals. To learn more about Quick Start Pipelines and managing leads within Fuse, check out this article.
Agency Revolution Social Media Posts
We have a whopping
40 brand new social posts
now available. Topics include smart insurance bundling, flood insurance education, insuring new teen drivers, and more. If you're interested in learning more about our social media product, click here.For a quickstart guide on Agency Revolution's social media add-on, check out this help article.
Hey everyone!
Our latest Fuse updates include a new Fuse Form Center and Pipeline improvements.
Fuse Form Center
: We've created a new Form Center within Fuse so you can manage forms and export form entries from a central place. You're even able to submit form entries on behalf of your customers. Check out this Help Center article for all the details.Pipeline Lead Search
: We've added a new search function into the Pipeline. Simply click the magnifying glass icon on the Pipeline page to bring up the search box. From here, you can look up a lead, or select one of your recently created leads which show up automatically in the search box. Magic!Quick Start Campaign:
- Cross Sell: Auto to Home (with Clickable Coverage form)
Q4 email messages have been added to the following
Custom and Quick Start Campaigns:
- Monthly Newsletters
- Personal Lines Nurturing
- Commercial Lines Nurturing
We also have new
email templates
:- Back to School Auto Tips
- Catching Scams and Fake News
New Quick Start Campaign:
- Medicare Newsletter - A brand new campaign that will send a Medicare-related nurturing message newsletter on the final Wednesday of each quarter.
NEW Custom Campaigns:
- Open Enrollment
- Cross-Sell: Commercial to Life
- Lost Policy: Health
- Lost Multi-Policy Campaign
- Hard Market: Claims Guide
Message Templates
- Running Into Spring
- Cyber Security Tips
new
Fuse
Policy Premium Change Event
You can now trigger a sequence when a Policy's Premium Rate changes by a percentage you define.
The goal of the Policy Premium Change Event is to surface when there are premium changes at the time of renewal.
Here's what this means for you:
- Use an increase or decrease percentage range to trigger a campaign.
- Set a minimum increase or decrease to trigger a campaign.
Read all about it, here!
Custom Campaigns
- Key Life Insurance for Business Owners - Encourage your business owner clients and prospects to protect their business with life and key man insurance.
- Medicare Advantage Welcome Kit - Make your Medicare Advantage clients feel at home with this welcoming campaign
Message Templates/Emails
- Out of the Office Blast
- Congratulations on your first home!
- New Teen Driver Questions?
The
Holiday Greetings Custom Campaign
now has a BRAND NEW 2024 Sequence with 14 new emails for holidays next year. Each email is set to "disabled" so make sure to enable the ones you want to use when you launch the campaign! We also have some great new Message Templates:
- Lights, Camera, Holidays - Help your clients deck their halls with this fun but informative set of tips for making the holidays easier and safer.
- Happy New Year - 2023 into 2024
Great news! Your most requested feature on our feedback portal is now live. Introducing Enhanced Email Subscription Preferences.
Now, Fuse will automatically classify your emails as 'Account Notices', 'Newsletters', or 'Marketing,' giving your contacts the power to control their preferences while you maintain essential communication channels.
Here's what this means for you:
- More control: Your contacts can now choose which type of emails they wish to receive, ensuring they don't miss out on crucial account notices while opting out of other communication.
- More emails delivered: More control means you can reach more of your clients.
- More convenience: You don't have to manually categorize your emails, Fuse will do it for you.
And the best part, your Fuse account now supports this with no additional work needed by you!
You now have the power to change the contact that a conversation is associated with so you can make sure that archives are saved to the appropriate contact record:
Click below to learn more about this powerful new functionality: https://help.agencyrevolution.com/en/articles/6901251-fuse-business-texting#h_eb228e9756
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