Customer Suggestions

As a user, I'd like to be able to enter a personalized Review Form link to the signature component and have it as clickable text, instead of the full URL being listed.

We’d greatly benefit from enhanced reporting features within the NPS campaign, such as the ability to export data to Excel, including client names and contact details. Additionally, viewing historical data by office, agent, and policy type would allow us to address any localized concerns more effectively.

It would be beneficial if Agency Revolution could automatically move prospects between pipelines based on specific trigger events. When prospect is entered and contacted, that moves to "Contacted" pipeline If client responds and application is sent, that moves to "Application Sent for Signature" pipeline After application is signed and sale is made, that moves to "Sold" pipeline After the "Sold" trigger is activated, the system would automatically assign the client to the appropriate CSR, as assigned in the initial step, and integrate with the AMS. Then, the AMS would generate a task for the CSR to complete paperwork within the AMS, minimizing clicks and manual data entry for agents. This streamlined workflow would enable the CSR to work from the CMS without needing to return to the CRM as well.

As a user, I would like to send emails per policy but also have Fuse recognize when multiple policies expire at or around the same time, and forgo sending multiple communications for these cases.

As a Fuse user, I’d like to suggest adding the ability to export a list of currently active/launched campaigns. This feature would eliminate the need to take screenshots and would allow users to distribute the list internally, share it with agencies they acquire, and use it as a training tool for new account managers and producers.

As a Fuse user, the client would like to have the ability to segment based on the trigger events in Fuse, such as 'New Customer,' along with the date those triggers took place.

As a User, I would like if these colored sections could possibly default to be closed instead of opened? Each time you leave the Accounts section, you must go back through and close all the sections you don’t want to view just so you can locate the accounts you want to see. It would be great if each section would remain closed until you opened it.

As an Epic user, I would like to merge accounts already in Fuse with accounts in the new uploads in the File Review step. Currently, I can only keep or delete these records but the accounts that the ID changed for any reason should remain in the same account in Fuse.

As a User, I would like to export form responses similar to how we can export segments.

As a Partner Platform User, I would like to automatically opt-out customers from email communications based on the Contact > Opt Out field for the primary contact.