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Today, consumers are overwhelmed with information from every direction. This makes reaching them with the right messages at the right time more important than ever. Integrated into Applied Epic, Applied Marketing Automation™ is the first of its kind in our industry that allows you to quickly build and track marketing email campaigns so you can deliver relevant, timely P&C and Benefits content to your clients and prospects. Plus, with a robust library of industry-specific curated content at your disposal, your team no longer has to waste time creating content and one-off messages. Supercharge your marketing efforts for more targeted prospecting, higher renewal conversions and an elevated advisory role.

Key Benefits

  • An electric blue document icon overlapping a blank document with a pen overlapping the right side of both documents

    Let us help you write your content plus add your own

    Tap into a robust library of P&C and Benefits specific content that is designed with your business in mind. Or, you can easily add your own content to the library for a mix of personal and native content.

  • A blue clock icon slightly overlapping a gear icon

    Stop spending time managing marketing data in two places

    Cut out the time and money spent managing multiple email automation and content management applications. Through a direct integration with Applied Epic, you can manage campaigns, contacts and marketing subscriptions without ever leaving your core system.

  • A tablet icon displaying a dark blue screen with an upward trending bar graph, line graph, and pie chart

    See how your campaigns are performing

    Get data-driven insights on the success of your campaigns. Native reporting shows you the messages and content your audience is engaging with the most so you can adjust your campaign for maximum effectiveness.

  • A police badge icon with an electric blue circular checkmark in the center and a signal coming from the top right corner

    Keep your business protected and in compliance

    Make sure your campaigns are in compliance with email marketing laws and other regulations. Within the application, you can track subscriptions, manage opt-ins and ensure data protection.


  • Content Assist

    Save time by letting the power of AI technology help you craft engaging emails quickly in Applied Marketing Automation. Content Assist is purpose-built for insurance agents and understands specific industry terminology, ensuring your email is technically sound. Decide the length, formality, and subject matter and let the power of generative AI technology provide descriptive text to catch the recipient’s attention. You remain in the driver’s seat giving final approval prior to sending an email that is sure to pique the recipients' interest.

  • Content Library

    Engage customers and prospects with 1,000s of articles, infographics, toolkits, checklists and more from a robust library of P&C and Benefits specific content, like articles on new healthcare laws or tips on preparing for hurricane season. New content is frequently added and kept up to date by a dedicated editorial team, ensuring your communications are relevant and timely.

  • Contact and List Management

    Create and manage hyper-targeted email campaigns using contact information within Applied Epic. You can easily manage recipient subscription preferences too. That way, you won’t annoy customers by over communicating, and will have peace of mind knowing you’re in compliance with email marketing laws.

  • Campaign Management

    Send one-off relevant content to a single customer or set up and schedule a more complex, recurring automated marketing campaign to a select audience. You can also develop your own recurring newsletter campaigns or send campaigns our team has created to deliver timely information to clients and prospects on specific topics of interest.

  • Reporting and Analytics

    Get insight into the success and effectiveness of your marketing campaigns. Through embedded reporting, you can see which messages and content your audience is engaging with the most. Then easily adapt campaigns to make sure you’re reaching the right audience with the right message.

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.