United States
Canada (English)
United Kingdom
Ireland
Client outreach without hiring a marketer
Campaigns come written and the audience builds from your own book, so consistent client outreach doesn't wait on a hire.
Applied Epic®
Launch targeted client campaigns straight from your book, in minutes
Reach clients with a message that fits their coverage using the account and policy data you already have. Insurance marketing automation runs inside Applied Epic.
Marketing takes staff that most brokerages lack
A targeted campaign needs content tailored to a defined audience. Few brokerages can produce that content or build those audiences at scale. Running consistent outreach has meant hiring a marketer or asking producers to build campaigns between sales calls. Neither happens reliably, so clients get generic emails or none at all.
Marketing Automation supplies the content and the audience: a library of pre-built content and campaigns, ready to reach audiences built from your own Applied Epic data.
Key benefits
What pre-built campaigns and marketing content change for a brokerage without a marketer
Cross-sell the book you have
Build campaign audiences from the coverage on each account, so you can offer a second policy to clients who only have one.
Stay in touch between renewals
Every client hears from the brokerage between renewals, so the relationship doesn’t come down to one call a year.
Producer time stays on selling
Campaigns are pre-written and ready for producers to simply approve, but still reach clients under their name.
Build the audience from what Applied Epic already knows
How it works
Dynamically compile your emails lists
Build your mailing list by entering contacts directly or setting criteria so the audience updates as accounts and policies change. Customize campaigns to meet your needs.
Target campaigns based on client activities
Filter on activity history like a claim, service request, or quote, not just contact details. Gear messaging and content that tailors to the audience.
Segment a group benefits book separately
Reach group benefits clients with simple filters. Tap into relevant content in our library to amplify your message.
Send a campaign that is already written for you
How it works
Tap into a robust content library written for you
Engage customers and prospects with 1,000s of articles, infographics, toolkits, checklists and more from a robust library of P&C and Benefits content library. Our editorial team has you covered.
Send one email or schedule a series
Run a single send or a multi-email drip, setting the delivery window and timing yourself. Set it and forget it.
Draft the email with AI, then approve it
Set the tone, let insurance-trained AI write the subject and body, and approve before it sends. No more time staring at the blank sheet of paper.
Key features at a glance
A campaign is only as good as what it reports back and who it appears to come from.
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Campaign reporting
Embedded reporting shows open rate, click rate and unsubscribe rate per campaign, plus who engaged with what.
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Subscription and consent management
Opt-ins, unsubscribes, and imported opt-out lists live on the account, so every campaign honors the client's choice.
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Policy details in emails
Coverage details and policy type drop into the message body, so each email reflects that client's policy.
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Sender and reply-to control
Drip emails use the servicing contact on the account, so unique campaigns come from each producer.
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Permissions and access control
Branch, department and profit center permissions carry into campaigns and reports, so books stay separated.
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Drag-and-drop email designer
A ready-made template or a blank canvas takes headings, copy and content-library pieces wherever you want.
What customers see from Marketing Automation
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6,500+
Ready-to-send content options
Pulled from one library across commercial, personal and benefits lines, refreshed weekly by Applied editors.
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55%
Trending open rate
Reported by one brokerage across 90 days of daily sends to audiences built from Epic data.
Frequently asked questions about Marketing Automation
Applied Epic runs new business, renewal, cross-sell and compliance email campaigns using your own account and policy data, with the content already written. Segments and triggers pull directly from the account and related activities, so a producer can launch a relevant campaign in minutes instead of building one from scratch or sending the same generic email to the whole book.
Triggered cadences send renewal reminder emails automatically based on policy dates and account data, so a client hears from the brokerage on time without a producer having to remember. The same cadences apply to cross-sell nudges and compliance notices, so outreach stays consistent across the book without anyone scheduling it by hand.
Yes. Segments pull directly from your Applied Epic account and policy data – policy type, renewal date and activity history – so the audience stays current instead of aging into a stale list. You can also filter on activity records and on benefits fields, including plan year, compliance status and enrollment dates.
Four campaign types come ready to send: renewal, cross-sell, compliance and review requests. Each is a pre-written template, so a producer picks the campaign type and the content is already there. Templates are available in U.S. English, Canadian English and French Canadian, which covers brokerages operating in both the U.S. and Canada.
No, Marketing Automation runs inside Applied Epic, on the broker management system your team already works in and the account and policy data already there. There is no second platform to license, no list to export and no send that goes unrecorded on the account.
Native reporting, no add-on. Each campaign reports open rate, click rate and unsubscribe rate, and an individual report shows which content a given recipient opened. Metrics respect your Applied Epic structure access, so a branch manager sees only their own contacts, not everyone else's.
It gives you the controls compliant email marketing depends on. Opt-ins, unsubscribes and an opt-out list imported from a previous vendor all live on the client account, so consent travels with the client rather than with a list. For brokerages placing business in Quebec, Bill 96 requires French to be used in advertising and client communication, so campaign content going to Quebec clients has to be prepared accordingly.
That record is what your campaigns rely on to stay in line with email marketing laws.
Go deeper on Marketing Automation
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Video
Marketing Automation
Watch the video to discover how Marketing Automation enables you to quickly build and track marketing email campaigns that deliver relevant, timely content to P&C and Benefits clients and prospects.
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Webinar
Marketing Automation
Watch this webinar to learn how Marketing Automation lets you market to the right audience with the right message at the right time for more targeted prospecting, higher renewal conversions and an elevated advisory role.
View Now