Forge3

What Forge3 does

Agency Revolution, operating as a subsidiary of FMG Suite, LLC under the Forge3 banner, provides a unified marketing platform built exclusively for US independent insurance agencies, brokerages, and carriers. The product is anchored by Fuse, a marketing automation engine that integrates with the dominant Agency Management Systems used by the insurance industry (Applied, AMS360, EZLynx, HawkSoft, Vertaforce and others), and is paired with Forge, a website platform, and a layered add-on stack that includes business texting, local listings, reputation management, social media tools, a "Do It For Me Marketing" managed service, and Growth Analyzer, an analytics and benchmarking module. Reported claimed outcomes include average agency revenue growth of 20%, a 4% lift in website lead conversion, and roughly 10 hours saved per agent weekly, although these figures are vendor-supplied.

The business operates on a subscription-based recurring revenue model with quote-based pricing that varies by agency size, product mix, and tier (including a dedicated Enterprise tier for carriers and clusters). Go-to-market is consultative direct sales executed through 30-minute consults, supplemented by a formal customer referral program. The platform supports over 3,000 insurance agencies across the United States and is sold exclusively in the US market; the company is headquartered in Bethlehem, USA, operates with a 11-50 person team, and is led by founder Jeff Teschke (also running the broader FMG Suite portfolio and the Marketing Blueprints / RBN industry content property). Customer experience claims include a self-reported 99.9% satisfaction rate and a 5-star Google rating, with named reference customers including Waverly Insurance, Clark West Insurance, Cabot Risk Strategies, Insurance Services of Norwalk, and Acuity Insurance Services of America.

Name

Forge3

Legal name

FMG Suite, LLC

Website

https://forge3.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Agency Revolution (Forge3, a subsidiary of FMG Suite, LLC) provides a subscription-based marketing platform built exclusively for US insurance agencies, combining Fuse marketing automation, Forge websites, and add-ons integrated with major AMS systems, serving 3,000+ agencies.

Ownership category

akta.pro rank

Product category

Insurance Agency Marketing Software

NAICS

Software Publishers (513210), Advertising Agencies (54181), Marketing Consulting Services (541613)

SIC

Services-Prepackaged Software (7372), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

akta.pro secondary industries

Marketing Automation Platforms & Services (BPAFAFAC), Marketing Automation & Campaign Management CRM (HDAEAFAB)

Keywords

• Insurance marketing software
• Marketing automation platform
• Insurance website builder
• Agency management integration
• Insurance lead generation

Headquarters

HQ city

Bethlehem

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. Platform Subscriptions: Agency Revolution generates revenue through recurring platform subscriptions that bundle marketing automation (Fuse) and website services (Forge) for insurance agencies. The subscription model provides customers access to the complete marketing platform on a per-agency basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Agency Revolution sells a unified SaaS marketing platform built exclusively for insurance agencies, combining the Fuse marketing automation engine with the Forge website builder. The platform integrates with leading Agency Management Systems (AMS360, Applied, EZLynx, HawkSoft, AgencyZoom, NASA Eclipse, QQCatalyst, XILO, and others) to synchronize client data, automate marketing workflows, and generate leads. It is offered on a subscription basis to independent insurance agents, brokers, and enterprise carriers/brokerages across the United States.

Product overview

Agency Revolution offers a unified platform architecture combining Fuse marketing automation and Forge websites as the core products, complemented by a suite of digital marketing add-on tools including Business Texting, Do It For Me Marketing, Local Listings, Reputation Management, Social Media, and Growth Analyzer. The platform is designed exclusively for insurance agencies, integrating with major Agency Management Systems (AMS) to provide a single, simple-to-use solution that combines marketing automation, world-class websites, and powerful marketing tools.

Differentiator

Problem solved

Functional benefit

Brands

• Forge: Website building platform for insurance agencies, part of the complete insurance marketing solution along with Fuse marketing automation.
• Fuse

Products and services

• Fuse Marketing Automation Marketing automation platform purpose-built for insurance agencies that integrates with the agency's AMS book of business to automate client communication management, lead nurturing, and marketing campaign workflows. Designed for independent insurance agents and brokers.
• Forge Websites Website building platform designed specifically for insurance agencies, featuring lead capture, engagement optimization, and industry-specific design. Delivered as part of Agency Revolution's core subscription bundle.
• Enterprise Solutions Enterprise-tier offering of the Agency Revolution platform tailored for insurance carriers and large insurance brokerages, providing scalable marketing automation, multi-location management, and centralized brand messaging.
• Growth Analyzer Standalone planning tool that applies a three-step methodology to project insurance-agency growth, retention, and revenue for long-term strategic planning.

Quantifiable outcome

• 20% average overall growth in agency revenue
• +5 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability2 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core.

• AgencyZoomcoreTechnology or IntegrationTechnology integration partnership providing AMS connectivity between AgencyZoom agency management system and Agency Revolution's marketing platform.
• AMS360coreTechnology or IntegrationIntegration with AMS360 agency management system enabling seamless data synchronization for marketing automation workflows.
• Applied SystemscoreTechnology or IntegrationIntegration with Applied Systems products for agency management and marketing automation connectivity.
• EZLynxcoreTechnology or IntegrationIntegration with EZLynx agency management solutions for marketing automation and client data synchronization.
• HawkSoftcoreTechnology or IntegrationForge website integration with HawkSoft agency management system enabling seamless client experience.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• AgencyBloc: Insurance-specific CRM, marketing automation, and agency management platform serving independent insurance agents with comparable use cases to Fuse/Forge.
• InsuranceProShop: Insurance agency marketing automation and website platform, sharing the same vertical SaaS positioning and SMB insurance agent target customer as Agency Revolution.
• Zywave: Insurance industry software platform offering marketing, communication, and content tools to insurance agencies and brokerages - the most comparable direct competitor to Agency Revolution's Fuse+Forge stack.
• Insurance Websites (InsuranceWebsites.com): Provides website design and digital marketing services specifically for insurance agencies, directly competing with Forge's website builder offering.

Broad incumbents

• HubSpot: Horizontal marketing automation and CRM platform used by many insurance agencies; competes for general marketing automation spend and bundles website/email tools that overlap with Fuse/Forge.
• Constant Contact: Long-standing SMB email marketing and digital marketing platform with insurance vertical content; a horizontal incumbent that competes for the same insurance agency marketing budgets.
• Vertafore: One of the largest insurance technology providers in the US, offering agency management, marketing, and content tools across the insurance value chain; broader portfolio but overlapping on agency marketing.
• Applied Systems: Insurance AMS/marketing suite (Applied Epic, Ivans) used by many of the same agencies Agency Revolution serves; an integrated incumbent and AMS partner that could compete or expand own marketing modules.

Others

• FMG Suite: Parent company of Agency Revolution/Forge3; adjacent suite of financial professional marketing tools (curated content, websites) targeting a different but overlapping financial advisor persona.

Emerging players

• ActivePipe: Insurance-specific lead nurturing and email marketing automation platform; smaller scale but overlapping marketing automation capabilities, with growing US presence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Forge3
• Facebookfacebook.com/AgencyRevolution
• LinkedInlinkedin.com/company/agency-revolution

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forge3