Case Study: Chalmers Insurance Group boosts policy count 21% and automates client communications with Vertafore (Agency Revolution Fuse)

Chalmers Insurance Group - Customer Case Study

Chalmers Insurance Group, which serves more than 21,000 personal and commercial clients across eight locations in Maine and New Hampshire, faced inconsistent client communications and limited marketing bandwidth—Marketing Manager Tia-Marie Gagnon manages all communications alone. As AMS360 users they needed a way to keep in touch, track results, and avoid adding work for staff.

By adopting Agency Revolution’s Fuse—an AMS360-integrated platform—Chalmers launched pre-built, automated campaigns for onboarding, renewals, policy updates and cross-selling, plus a dashboard that aligns account managers and marketing. The program drives up to 15,000 automated emails/month, delivered a 21% increase in average policies per customer, a 2% retention lift, email open rates above 40%, and saved hundreds of hours while improving client engagement.

Chalmers Insurance Group

Tia-Marie Gagnon

Marketing Manager