In order to keep your system filled with the freshest data rather than long-ago lost clients, and to keep the Fuse system blazing through your additions and updates with ease and efficiency, we limit the data we download to:
- Active Customers & Past Customers.
- Policies with an expiration date that falls within the past 5 years.
- All other records (such as Prospects) who were created in the 10 years before joining Agency Revolution (based on the AMS 360 Customer creation date.)
- We do import Suspects. (However, it is your responsibility to only email those who have opted-in to receive communication from you. Failure to do so may result in your emails being blocked.)