Applied Marketing Automation

Applied Marketing Automation

January 2024

Applied Epic Structure Access

Use Epic Structure Access to ensure privacy and data security across different areas of the business, limiting exposure of data where needed. Once configured, extending these privacy models from Epic to Applied Marketing Automation, maintain the appropriate access to accounts, contacts, campaigns, and metrics within their assigned structure combination.

Applied Marketing Automation

October 2023

Streamline the Email Creation Process with

Content Assist

Save time when creating one-off emails with Content Assist, an integrated, generative AI tool purpose-built for insurance brokers to help you create clear, concise, and engaging communication.

Applied Marketing Automation

March 2023

Improved Content Library Search/Filtering

The category selection functionality has been enhanced to make for an easier and more intuitive content search experience. Selecting or deselecting a category automatically selects or deselects all its subcategories.