Summary

Automated campaigns built on agency data

Bravera Insurance has been an Applied customer for decades, moving from its legacy Applied system to Applied Epic and later to Applied Epic in the browser. As a bank-owned agency, it once worked with its holding company’s marketing department on every email and social media campaign. 

Now the agency builds automated campaigns with Applied Epic’s Marketing Automation, so it took much of that work back and expanded beyond what the in-house team could do. Soft touchpoints for personal lines and benefits clients, such as birthday emails, have earned rave reviews from customers and producers alike. Because targeting draws on data already in Applied Epic, the team picks audiences without pulling reports by hand.