Applied Marketing Automation

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.