Let's go over the entire Fuse onboarding process.
Welcome to Agency Revolution! Here, you’ll find a quick overview of the Fuse Onboarding process. From sign-up to launch and beyond, here are the steps our team will guide you through so you can start growing your agency.
Here’s how the Fuse process works.
Welcome email and questionnaire.
Within a day or so of signing up, we send you a simple online questionnaire to complete.
This typically takes 30 minutes or less and asks for the basics we need to know about your agency to meet your goals and needs.
You can save your progress and come back later, too. Ultimately, the more you tell us about your insurance agency, the better!
Once you submit your questionnaire, your Project Manager will be assigned and reach out to you! We’ll review your questionnaire in detail and coordinate any remaining pieces.
If you missed any sections on the questionnaire or left questions for us, we’ll nail those down before proceeding.
💡We cannot proceed with Fuse Onboarding until we receive your completed questionnaire and any outstanding items.
AMS integration and customization.
Once we have everything we need, we schedule your AMS connection call to sync your agency management system with Fuse.
Depending on your agency management system, these calls can range anywhere from 30 minutes to an hour. Some management systems require a secondary call to complete our sync.
Once Fuse and your AMS are talking, the hard part is over! You can sit back and relax while our team gets to work.
Your Project Manager will review all the details and begin setting up the foundations of your project. When the customization of your workspace and campaigns is complete, we’ll send you the content and schedule a call to review!
💡Before we schedule your AMS integration call, it is important that your team has proper access within your agency management system to avoid delays. If you are unsure, please contact your Project Manager before scheduling the call.
Review your campaigns.
Now the fun begins—you get to review the work our team has put into your project.
Your Project Manager will coordinate a call to review your campaigns in detail so you understand who they are targeting, how they are triggered, and what messaging is being sent.
Your input is important to us, so we can assist with update requests you might have. Your Project Manager will work with our team on your updates. Once everything is to your liking, we just need your approval on the campaigns to schedule your launch!
Launch, project wrap-up, and next steps.
3…2…1…LAUNCH!
After you’ve reviewed your campaigns and given approval, we get into the launch process.
Your Project Manager will schedule a dedicated call to activate the campaigns you’ve approved. They will make sure you are able to log into Fuse and give a quick tour of the product before launching your campaigns!
Once launched, your campaigns begin sending to your clients, and your onboarding is complete!
As a next step, your Project Manager will schedule your first call with our Client Success Team. This call will serve as an introduction to the Client Success Team and give you a chance to learn more about Fuse! The Client Success Team will tour your workspace and provide details on how to reach out to our Client Experience Team for ongoing support.
The Client Experience Team will be just as dedicated to you, helping with live training, change requests, regular check-ins, or simply answering your questions along the way.
💡While your onboarding journey is complete, this is just the beginning. At Agency Revolution, we are your ally and partner in your digital marketing journey, and we're with you every step of the way.
We offer tools and features through our solutions to help you grow your agency. Please feel free to browse our full Help Center, or sign up for live training sessions with our team.
Support
Here’s what you can expect from our Client Experience Team beyond support: an intro call from the team, quarterly check-ins, annual reviews, and live training.
Needless to say, you’ll be getting ongoing support from our team that makes all the difference in staying on the cutting edge. Learn more about our Support here!
Frequently Asked Questions
How does the billing work?
We like to keep this really simple. The monthly billing begins immediately after you sign up. Since there are no long-term contracts, this helps cover a very small portion of our upfront work and related costs. If you haven’t already, be sure to set up auto-pay via credit card for the ultimate convenience.
How long does Fuse onboarding take?
It typically takes about six weeks for you to complete Fuse onboarding and begin launching campaigns.
However, much of this depends on you! The more proactive you are, the faster we can customize your campaigns and move you through our production process.
💡 Timelines will vary and depend on a variety of factors, including your availability for calls and scheduled meetings, as well as how quickly you submit the questionnaire.