Forge and Fuse Questionnaire - Agency Revolution

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This field is for validation purposes and should be left unchanged.
Welcome to Forge and Fuse!

This questionnaire helps us better understand your agency, the types of insurance you offer, and your preferences.
- 30-40 minutes (you can save your progress and return later)
- Basic agency information, including history, insurance offered, logo files and more
- Listing of team members (if you'd like to list them on the website)
- Listing of insurance carriers (if you'd like to list them on the website)
- Your preferences regarding website design
- Fuse campaigns you'd like to get started with
- Anything else we should know
Let's get started!

First, please tell us who will be the main contact for the Forge and Fuse project.
Sure, we probably already know most of this stuff, but please confirm it below to be sure.
Main contact name
Main contact first name Main contact last name
Main contact email address
Main contact email address
Main contact phone
Main contact phone

Forge Questionnaire Questions

The following questions will be related to the Forge Website part of your project.

Click next to continue!

Forge Website Options
Fill out the following information, thinking about how you'd like it to be displayed on your website.
Agency information
Would you like us to grab information about your agency from your existing website?
- Yes
- No
About your agency.
About your agency.
Tell us as much as you can about your agency. Be sure to include anything that makes you unique, such as number of years in business, awards, associations, partnerships, growth, etc.
Office location(s)
Office location(s)
List your office location(s) including contact info (address, phone number, fax number, etc.) and any other important information you’d like to include, such as office hours. This information will be used throughout the website. Be sure that it's accurate.
Additional agency information
Additional agency information
In addition to what's already on your existing website, list any interesting information about the agency (number of years in business, awards, associations, partnerships, growth, etc.). We often feature this information on the website to help establish credibility.
Do you sell personal insurance?
- Yes
- No
Do you sell business insurance?
- Yes
- No
Do you sell employee benefits?
- Yes
- No

Forge Website: Team Members
How about the folks on your team?
Include team members?
Would you like to include a listing of your team members on the new website?
- Yes
- No
By default, your Main Point of Contact is set up as a Standard user and all other team members as Limited users. Need to grant Standard access to someone else? Just let your Project Manager know. Learn more.
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Team member information
Would you like us to grab information about your team from your existing website?
- Yes
- No
Team Members
Use the "+" button to create as many rows as you need.
Name Title Email Phone
Name Title Email Phone
Include team member bios?
Do you want to include team member bios on your new website?
- Yes
- No
Team member bio information
Do you want to type in your team member bios or upload them as a document?
- Type in bios
- Upload bios
Team member bios
Team member bios
Provide team member bios. For clarity and organizational purposes, please list team member's full name before each bio. If you'd rather upload a document with the bios, please use the Team member bio files file uploader below.
Team member bio files
Drop files here or

Max. file size: 2 GB.
Upload team member bios above. For clarity and organizational purposes, please list team member's full name before each bio or make sure each file name is the team member's full name. Preferred file format is .DOC, .DOCX, .PDF, .TXT, or .RTF. Upload multiple files, if needed.
Include team member headshots?
Do you want to include team member headshots on your new website? IMPORTANT: We are not able to pull headshot images from your current website. Please be sure to upload high-resolution original images here if you'd like to feature headshots on your new Meet the Team page.
- Yes
- No
Team member headshots
Drop files here or

Max. file size: 2 GB.
Upload team member headshots above. For clarity and organizational purposes, please make sure each file name is the team member's full name. Preferred file format is .JPG or .PNG. Upload multiple files, if needed.

Name	Title	Email	Phone
Name	Title	Email	Phone

Forge Website: Insurance Carriers
How about your carriers?
Include carriers?
Would you like to include a listing of your carriers on the new website?
- Yes
- No
Important Instructions

If the information on your existing website is outdated, please select No below and provide the correct info.
Carrier information
Would you like us to grab information about your carriers from your existing website?
- Yes
- No
Carriers
Use the "+" button to create as many rows as you need. Enter the carrier website address if you want to link to their website from yours.
Carrier Name Carrier Website Address (optional)
Carrier Name Carrier Website Address (optional)

Carrier Name	Carrier Website Address (optional)
Carrier Name	Carrier Website Address (optional)

Fuse Questionnaire Questions

The following questions will be related to the Fuse marketing automation part of your project.

Click next to continue!

Fuse: Marketing Goals
Tell us about who you'd like to market.
What types of clients do you most commonly work with?
- Personal
- Business
- Benefits
- Other
Other
Other
Other common clients
What types of clients do you want to market to through Fuse?
- Personal
- Business
- Benefits
- Other
Other
Other
Describe the types of clients you'd like to market to.
What do you consider your specialities or areas of focus?
What do you consider your specialities or areas of focus?
List your focus areas, specialty coverages, niche areas, or more.

Fuse: First, tell us who should be the sender of emails in Fuse.
This is the default sender every email will use unless customized.
Who should be the sender?
- The Producer (Executive/ Agent)
- The Account Rep (CSR/ Account Manager/ Agent)
- A Specific User
Specific User's Name and Email
Please add the full name and email address of the specific user you would like to be set as the default sender.
Specific User Name
Specific User Name
Specific Email Address
Specific Email Address

Fuse: Now, tell us about your team!
Based on your information, we’ll create your Fuse users.
Who will be the Manager user(s) of Fuse from your team?
Name Email Title Phone
Name Email Title Phone
Managers have full access to Fuse, including all campaigns and users. Add as many as needed.
Who will be the Agent user(s) of Fuse from your team?
Name Email Title Phone
Name Email Title Phone
Agents have a modified view that gives them access to their personal inbox, text messages, and NPS metrics. Add as many as needed.

Name	Email	Title	Phone
Name	Email	Title	Phone

Name	Email	Title	Phone
Name	Email	Title	Phone

Last page! Just a few more details.
This questionnaire is our blueprint for your new Forge website and Fuse realm.
Is there anything else we should know?
Is there anything else we should know?
Other files
Drop files here or

Max. file size: 2 GB.
If you have any other files you'd like to send us, upload them here. Preferred file format is .DOC, .DOCX, .PDF, .TXT, or .RTF.
Launch Preferences
These preferences apply to both Forge and Fuse.
Launch preference
We use these preferences to launch both Forge and Fuse. For Forge, when it's time to launch your new website, we need access to your domain. For Fuse, when launching your campaign, your DNS can be configured so emails come from your domain name. Who would you like to make this update?
- Someone at our agency.
  Be sure you personally have access to your domain provider or you have an IT team to make domain changes.
- Agency Revolution
Domain registrar
Where is your domain name registered?
- I don't know
- GoDaddy
- Network Solutions
- Google Domains
- Register.com
- Other
Important Instructions

Since your domain is registered with GoDaddy, the best way to give us access is to grant Products & Domains permissions. Here are instructions on how to do that.
Important Instructions

Since your domain is registered with Network Solutions, the best way to give us access is to grant team@agencyrevolution.com as a Technical Contact. Here are instructions on how to do that.
Important Instructions

Since your domain is registered with Google Domains, the best way to give us access is to grant as a user under Domain permissions. Here are instructions on how to do that.
Important Instructions

Since your domain is registered with Register.com, the best way to give us access is to grant as a Technical Contact. Here are instructions on how to do that.
Registrar username
Registrar username
What is the username of your domain name registrar?
Registrar password
Registrar password
What is the password to your domain name registrar? * This is a secure way to send your password.

Getting started with Forge & Fuse.

Complete the questionnaire below and we’ll handle the rest.

Step 1 of 19 - Welcome to Agency Revolution!

First, please tell us who will be the main contact for the Forge and Fuse project.

Next, tell us about your agency.

Licensed States & Numbers

Conducting Business

Social Media

Logo & Branding

Partners & Affiliations

Forge Questionnaire Questions

Forge Website Options

Forge Website: Personal Insurance

Forge Website: Business Insurance

Forge Website: Employee Benefits

Forge Website: Now, tell us which features you'd like to include.

Important Instructions

Important Instructions

Forge Website: Team Members

Forge Website: Insurance Carriers

Important Instructions

Forge Website: Design Preferences

Fuse Questionnaire Questions

Fuse: Marketing Goals

Fuse: AMS Information

AMS360 Information

Applied Epic Questions

Applied TAM Questions

EZLynx Questions

HawkSoft Questions

NASA Questions

Momentum AMS by NowCerts Questions

Partner Platform Questions

QQ Catalyst Questions

Xanatek Questions

Fuse: First, tell us who should be the sender of emails in Fuse.

Specific User's Name and Email

Fuse: Now, tell us about your team!

Default Agency Campaigns/Broadcasts

Cross-Selling Campaigns

High Engagement Campaigns

Last page! Just a few more details.

Launch Preferences

Important Instructions

Important Instructions

Important Instructions

Important Instructions