Your agency’s game-changing growth machine
Fusion is Brightway’s all-in-one, custom-built platform - part CRM, part sales pipeline, all business accelerator. Built by agents, for agents, it helps you run a smarter, more productive agency.
Created by agents, for agents
Over 100 Brightway agency owners, producers, and team members helped shape Fusion by sharing their real-world challenges. The result? A technology solution grounded in actual insurance agency needs, not tech-industry guesswork.
Generate more sales
Improve team productivity
Retain more clients, more easily
Custom-built for Brightway agencies
Fusion is everything your agency needs in a single platform. Customize it to fit your specific pipeline management, automation, and quoting workflows.
CRM and sales pipeline
Say goodbye to spreadsheets and sticky notes. Drag and drop leads through your sales funnel, apply custom tags, and stay on top of every opportunity—from quote to close.
Marketing and cross-sell automation
Unlock more revenue with intelligent automation that helps you market to clients and prospects at the right time, with the right message.
AI-powered recommendation engine
Fusion helps you identify high-potential clients and upsell opportunities with data-driven insights tailored to your book.
Capture and convert more opportunities
Skip the phone tag. Fusion lets you send customized intake forms that clients and referral sources can fill out on their schedule. These smart forms are pre-filled, personalized, and designed to improve accuracy and efficiency from the start.
Streamline your quoting process
Gather everything you need in one place then send it directly to your preferred rater with a single click. Pre-filled client details reduce errors and save time, so you can quote more quickly and confidently.
Stay in sync with your clients
Fusion integrates directly with Outlook, so you can manage emails, appointments, and account activity all in one place. It’s also the primary tool used by the Brightway Engagement Center, ensuring sales and service are always in sync—in a single unified platform.
Centralize your documents and data
Upload, organize, and manage client documents in just a few clicks. Fusion’s intuitive document management system allows for drag-and-drop file uploads, custom notes, and seamless integration with your sales pipeline.
Track what matters
Fusion’s built-in KPI dashboard gives you clear visibility into your agency’s performance. You can easily monitor Referral source success, Policy volume and premiums, Producer productivity, Sales trends, and conversion rates. Filter by date range and drill into specifics to find new opportunities and areas for improvement.
It's the Brighter Way
Technology that grows with you
We’re continuously updating and refining Fusion through direct feedback from our Brightway agent network. As your agency evolves, Fusion will evolve with it—making it easier than ever to scale without slowing down.
Ready to see Fusion in action?
Your CRM can make or break your agency’s growth. From sales to communication and customer retention, Fusion helps agency owners work smarter and scale faster. Fill out the form to learn more about the role Fusion plays in our Brightway agency model.