Applied Marketing Automation EN-US

Applied Marketing Automation

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

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Content Library

Insurance is all about relationships – knowing your customers and their needs. Prospecting is hard, but necessary, and often results in a lower probability of closing new business when the lead is new. For an insurance agency, the most important indication of the health of your book of business is renewals. But in addition to renewing a current product with that customer, how can agencies also get better at maximizing the renewal as an opportunity to serve more of their needs? Studies show that the new prospect win rate is 5-20%, whereas the probability of selling a new product to an existing customer is 60-70%. Agencies need to consider strategies to retain more business and gain more share of wallet with current customers, while also increasing win rates with new customers.

Our Solution

Contact and List Management

Campaign Management

Reporting and Analytics

Applied Epic 2020 enables agencies and brokerages to automate additional billing and commission workflows, expand digital management of their benefits book of business, and digitize the commercial lines application and renewal process via data integration with Indio.

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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Content Library

The robust content library provides you more than 1,000 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.

Marketing and Sales in the Digital Future of Insurance

Build and Maintain a Profitable Book of Business

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

Easily Tap Into the Value of Your Management System

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

Make Data-Driven Marketing Decisions

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

Ensure Marketing Compliance

Historically, agency management systems have been at the center of agency operations, supporting core operations. Technology has advanced beyond the back office to the front to enable sales and marketing to be more targeted, efficient and profitable. 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. Directly integrated into Applied Epic, you can immediately launch Applied Marketing Automation from the management system to manage marketing communications, ranging from one-off communications to robust marketing campaigns that nurture customers and prospects. Leveraging the application's 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.

Moving Automation from the Back to the Front Office

Reporting and Analytics

Campaign Management

Contact and List Management

Content Library

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Revenue Default Commission (click for larger view)

Contact and List Management

Targeting capabilities allow you to create hyper-targeted prospect and client 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.

Campaign Management

Send one-off relevant content to a single client or set up and schedule a more complex, recurring automated marketing campaign to drip/nurture information to a select audience. Develop your own recurring newsletter campaigns, or send campaigns Applied has curated to deliver timely information to clients and prospects on specific topics of interest.

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.

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