Learn how Fuse reads policy and line types within AMS360 to help set up your cross-sell campaigns.
Fuse offers a suite of campaign customization options. Depending on which management system you have connected to the Fuse product, our system can smartly read policy and line types to help you cross-sell your book of business effectively.
If you’re looking to set up a brand new campaign in Fuse, please refer to this Help Center article.
If you are an AMS360 user, Fuse makes cross-selling segmentation simple and streamlined. Once you’ve integrated your AMS360 data into Fuse, our system gets to work intelligently processing your customer data.
Specifically, each policy has an overarching “policy type,” and within the policy there can also be one or more “line types.” For ease of use, Fuse maps both line types and policy types simply as “types.”
For example, if you have a package policy for a customer within AMS360, and that package contains both Home and Auto, Fuse knows to exclude them from a Home to Auto cross-sell campaign, because the policy already contains Auto as one of its “types.”