Customer Suggestions

As a Hawksoft Fuse customer, I would like the option to use the "Writing Carrier" for the Carrier field in Fuse. This field would be most accurate over the "Carrier" and "Program" fields currently available.

As a client, I would like to be able to use the Preferred Name field in Hawksoft. Rather than using the Nickname field, we use the Preferred Name field in situations where, for example, Douglas prefers to go by Doug.

As a Fuse user, I'd like to be able to use Fuse on Safari browsers since I primarily use Safari. Currently, Fuse is optimized for Google Chrome primarily.

As a Forge user, I'd like the ability to update the content on interior website pages from within my workspace. Currently, I have to reach out to the Agency Revolution team to make any changes.

As a Forge user I would like to see a Med Spa Clickable Coverage available with the following hotspots: Professional Liability: that can be claims Made or Occurrence form. Services Offered: insurance will provide coverage only for the services listed on the policy. Doctors/PA/NP: designation personal need to be listed on policy for services they perform to be covered. Worker's Compensation Property General liability EPLI Cyber

As an Epic Fuse user, I would like an option to add Bonds Client Type policies in Policy type mapping. We have some campaigns that we do not want to target the bond policies if that is all that is on the account, but this is not currently possible. The option we have is to remove full accounts that are marked as "Bonds" in Epic.

As a Forge user, I'd like to see a list of SEO optimization recommendations and be able to add keywords on blog posts. This will allow me to best optimize the content for SEO. Currently, FirstDraft is great at building the content but there is no insight into how optimized the content is for SEO.

As a Fuse user, I would like the Policy Premium Rate change trigger to consider policies that have been updated within 80 days from the policy's renewal date. Currently, policies are only qualified for 60 days. This update would allow all of our renewal downloads to be considered for this campaign sequence, since 60 days does not allow enough time for some of our carriers.

As a Fuse User, I would like to have a sequence target only policies that meet the conditions specified in a segment, but without needing to use a policy event to trigger it, and without using an Account Date sequence that targets a policy-level date. This would allow me to run an ongoing steps sequence targeting each policy but only the policies outlined in the policy rules in the segment(s).

Need the ability to keep up with incoming texts on a mobile device. Our Sales users are rarely with their computers all day and need to be able to answer text leads quickly from a mobile device.