Customer Suggestions

As a Fuse User that uses Momentum previously Nowcerts, I would love if the API was set up through the Agency Profile > API Settings. This would allow for a seat to not be taken up by the API user. This is a newer feature in NowCerts/Momentum that would be great if Fuse was able to utilize.

As an EzLynx user, I would like to use the deceased field in Fuse segmenting. This field is located on the Contact Details page. This would allow me to restrict these accounts from communications in Fuse.

As a Fuse user, I would like to see the account's Email Preferences for Account Notices, Marketing, and Newsletters when exporting segments. This will allow my team to easily identify whether we can expect to see certain accounts in our campaigns.

As a user, I'd like to be able to include policy level coverages as a merge field within emails. Screenshot attached of the specific field.

I would love to see a record of emails sent within EZLynx so that producers can know what email communications have been emailed to an account when working on a client within EZLynx.

This would enable clients to preview a document without having to click and download the document to open it. I would also prefer not to have a link overall to the PDF because I did market research that shows different formats need to be displayed directly. https://beckworthbeneficial.com/broker-compensation

Partner Platform appears to be the only management system that integrates with Fuse that does not provide the ability to send to secondary contacts. We are a commercial based agency and we currently do not have the ability to send to any employees of the companies we represent.

As a Fuse user, I would like to have the option to send email without validating my domain through Fuse and also keep my DMARC and other domain security settings tight. Currently, if the DMARC and other security settings are tight, emails are not successfully delivered to our customers due to the domain being un-verified. I would like my emails to be sent from an alternative email domain that is not directly related to my email domain.

As an Epic Upload Fuse User, I would like to utilize Servicing Role 8 in Fuse. This is being used for one agency as the CSR field that needs to be mapped to accounts as the Account Rep field.

As an Epic user, I would like to utilize the "Do Not Market" box in Epic to exclude accounts from receiving emails. This feature would help streamline our communication process and ensure compliance with customer preferences.