Customer Suggestions

As a Fuse user, I would like to be able to forward or copy text messages I receive through business texting.

As a user, I would like to be able to adjust the New Customer Trigger for the Welcome Kit Campaigns. Currently, it targets brand new accounts or ones that haven't had any active policies in the last 6 months/year. I would like to be able to adjust the date range. i.e, "no active policies in the last 5 months" or "no active policies in the last two years," for example.

As a Fuse user, I would like select merge fields to show in bold font.

It would be helpful to be able to print or download to a pdf the outbox so that I can forward to agents to decide if they want this certain campaign sent that day especially if they're already working with that client.

As an Epic Fuse user, I would like to have the ability to set a fallback for the Producer or Account Rep fields in Fuse. This would be beneficial since our benefits department uses different Servicing roles. Therefore, we can map the main Producers and Reps to the fields for PL and CL and then use fallbacks for Benefits accounts. We use the CSV segment export, and this will allow for the data to more accurately line up with our data.

As a Fuse User, I would like the ability to use A/B testing for emails so that I can test which email gets a better response. This will help agencies better understand their customer base and how they respond to their communications.

As a Fuse user, I would find it intuitive if the CSV's included all additional contacts. We like to export a segment list to see what accounts and contacts will be targeted. If we are targeting Primary and secondary contacts, I would like to view which secondary contacts are being targeted to ensure the contact information lines up correctly.

Currently, the Policy Premium Rate Change Trigger can only be used to trigger emails once the higher premium policy has become effective. However, if a client wants to setup an internal email notifying the producer/account rep to see what can be done to mitigate a premium increase for an upcoming renewal, this is not currently possible. A user would like this trigger to be able to send a communication out to the producer/account rep as soon as that data is downloaded in the system.

As a Fuse user, when responding to NPS feedback, it would be beneficial to have additional options in the drop-down menu beyond "Mark Closed" or "Delete." It would be helpful to have an option to add an additional note, which could translate as an activity of some kind on the client's account. For tracking follow-ups, it would be nice to have another option for when we decide to call the client rather than communicating directly through Fuse. It would be useful to note this or have an option in the drop-down menu like "Call Made," plus an option to note details about the call or next steps.

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.