Case Study: Action Insurance achieves stronger retention and growth with Vertafore AMS360 and Agency Revolution

Action Insurance - Customer Case Study

Action Insurance, a single-location agency in Utica, Michigan serving more than 2,700 personal and commercial lines customers, needed a better way to grow its book of business and improve customer communications. Relying too heavily on direct mail and cold calling was slowing them down, so they looked for a solution that could help them reach customers and prospects quickly at scale, with Vertafore’s AMS360 integration.

Vertafore and Agency Revolution’s Fuse™ platform gave Action Insurance automated, segmented marketing and communication tools tied directly to AMS360. The agency used it for welcome campaigns, urgent customer updates, cross-sell outreach, lead capture, and documented communications, helping it improve retention, increase outreach, and boost online reputation. Results included retention rising from 92% to 95%, average policy per client increasing from 1.8 to 1.87, outreach tripling with 40%+ open rates, and positive reviews growing from 2 to more than 20.

Action Insurance

Holly Rossell

VP of Operations