Changelog
Follow up on the latest improvements and updates.
RSS
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
We've updated the BCC email format to hide the "VIEW" button - which brings a user to the Account View in Fuse - if the user doesn't have access to Fuse.
And the button is now in our awesome AR Orange color!
We now support uploading servicing roles by policy and filtering on these fields in Fuse.
This new option makes it easy to create an audience that targets specific servicing roles.
We're working on extending this support to our Epic BDE integration and support sending emails from these Policy Specific servicing roles.
Q1 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
titled:- Thankfully Thorough Thanksgiving Prep Tips-Easy tips to help your clients get in front of their holiday preparations
- Mandatory Requote-Help prepare your client for the requoting experience with this calm, supportive message.
- How does bundling work?Perfect for sending to those clients who might not know this term and how it might benefit them
- Thank you for meeting with me.-A brief thank you email to send after a meeting.
new
Fuse
For Agents
Fuse Texting | "Conversation Info" Panel
We've added more detail to your conversations to give you more information about the contacts with whom your conversations are associated:
We've also given you visibility into the users who are "assigned" to each conversation, so you can "unsubscribe" to a conversation:
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