Customer Suggestions

When targeting a particular audience, we have some carrier files that include lists of policies that require certain changes/action. It would be fantastic if we could import that list to cross reference our active clients, and send the desired message to that audience only.

It would be nice for the emails and text messages etc to be attached in the activity.

As a manager in the workspace, it would be beneficial for me to be able to filter the business texting menu based on the Account Rep/Producer receiving the texts. Currently I can only filter for "All/Only Mine/Unread/Read/Manual/Campaign" so I am unable to find specific text convos coming to a specific Rep/Producer.

Creating templates for messages. This would be helpful to shortcut review requests, cancellation notices, quote follow ups, etc.

It would be nice if we could send emails to carriers as well as clients.

As a HawkSoft user, I'm requesting enhanced segmentation capabilities within Fuse to better align with the data I can pull directly from HawkSoft. Current Challenge: When building an audience segment in Fuse for cancelled or inactive ("dead file") accounts filtered by a specific office location with a specific producer, the resulting list does not match what I'm able to generate with the same criteria directly in HawkSoft. Desired Outcome: I'd like Fuse segmentation to accurately reflect cancelled and inactive account records from HawkSoft so that the audiences I build in Fuse match what HawkSoft reports. This would allow me to confidently target former clients for win-back campaigns or other outreach without needing to cross-reference data outside of Fuse.

As a Fuse User I would like to be able to select which tools and features Agent Users are able to access. For example, like the functionality of a Forge Limited user.

As a User, I would like to have the ability to BCC more than one person.

For Branding purposes it would be helpful to have our email signature match our campaign signature using our logo and titles

As a user, a client's NPS scores often come in as mistakes and misunderstandings. It appears that the verbiage isn't always universally understood and it would be nice to be able to change the text under the numbers to "poor" and "excelled" or another term. Additionally, it would be nice to be able to bold those or to change the question of the NPS request to be able to add more context.