For Agents

Applied Marketing Automation

Reach the right audience with the right message at the right time.

Prospect customers with more targeted and efficient marketing campaigns. Build a strong renewals pipeline while increasing share of wallet with current customers. Track the success of marketing efforts to focus on tactics that drive pipeline more quickly. Applied Marketing Automation is the industry’s first natively integrated marketing automation application. Applied Marketing Automation allows agents and brokers to quickly build and track marketing email campaigns, delivering relevant, timely content to P&C and Benefits clients and prospects. Leveraging the applications industry-specific curated content, your agency can target the right audience with the right message at the right time, further elevating your role as a trusted advisor while growing your book of business. 

Key Benefits

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Build and maintain a profitable book of business

Keep renewals high and engage prospects with timely, relevant P&C and Benefits content based on account and policy/plan information.

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Easily tap into the value of your management system

Save time and expenses by eliminating the need to invest, manage, and input information into separate, disparate marketing automation and content management systems. 

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Make data-driven marketing decisions

Gain greater visibility into marketing campaigns metrics to identify successful campaigns that are driving the most revenue.

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Ensure marketing compliance

Track subscriptions, manage opt-ins, and ensure data protection in line with email marketing laws and other regulatory restrictions.


  • Content Library

    The robust content library provides you more than 1000 pieces of P&C and Benefits specific content branded to your agency, including articles, infographics, toolkits, checklists, among others to engage your customers and prospects. Curated and developed by a dedicated editorial team, content is kept up-to-date and new content is added frequently to keep your communications relevant and timely.

  • Sales Management

    Directly integrated with Applied Epic, actions you take within Applied Marketing Automation can quickly trigger your preferred marketing or sales workflow leveraging Sales Automation capabilities and opportunity management within Applied Epic.

  • Contact and List Management

    Targeting capabilities allow you to create hyper-targeted prospects and client’s campaigns leveraging contact, account and policy/line information from Applied Epic. Ensure your agency or brokerage is also in compliance with email marketing laws by easily managing subscription preferences.

  • Reporting and Analytics

    Native reporting provides insight into the success and effectiveness of your marketing campaigns through embedded reporting to track the messages and content your audiences are engaging with the most, allowing you to easily adapt your campaigns for maximum effectiveness.

  • Reports & Dashboards

    Gain full insight into how your sales and servicing teams are performing through detailed producer and manager dashboards. Utilize 50+ out-of-the-box insurance reports to quickly review the health of your book of business, upcoming renewals, and opportunities to determine how much new business you are bringing and keeping in your business.

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.