Bravera Insurance

An integrated marketing automation platform to simplify and expand email campaigns

Bravera Insurance has been a long-time partner with Applied, starting on Applied TAM®, then migrating to Applied Epic® and, ultimately, Epic Browser. Now that they are Applied Epic power users, Bravera Insurance is setting their sights on Applied Marketing Automation® to streamline marketing processes. As a bank-owned agency, they had an in-house marketing department that previously handled all their needs. Applied Marketing Automation has allowed them to bring that function back to the agency side of the business and expand their efforts beyond what the in-house team could do. They’ve been able to create automated communications for their personal lines and Benefits clients that serve as soft touchpoints, such as Happy Birthday emails, that have earned rave reviews from customers and producers alike. Using information already in their AMS system, Bravera can determine what customers to target with which campaigns without manually pulling reports. Despite bringing more work back to their team, they have made the marketing process more efficient. Learn more about how Bravera Insurance has simplified agency operations with Applied Epic Browser and Applied Marketing Automation.