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.

What's New in Applied Marketing Automation

April 2025

Drag-and-Drop Email Builder

Applied Marketing Automation

April 2025

Drag-and-Drop Email Builder

Elevate your email marketing with a modern Drag-and-Drop Email Builder featuring new capabilities and an all-new user experience. Easily drag and drop design elements like text, buttons, and dynamic content to create stunning, on-brand emails. Customize layouts, tweak colors, and manage visuals with options to add videos and images from a royalty-free stock image library.
January 2024

Applied Epic Structure Access

Applied Marketing Automation

January 2024

Applied Epic Structure Access

Use Epic Structure Access to ensure privacy and data security across different areas of the business, limiting exposure of data where needed. Once configured, extending these privacy models from Epic to Applied Marketing Automation, maintain the appropriate access to accounts, contacts, campaigns, and metrics within their assigned structure combination.
October 2023

Streamline the email creation process with Content Assist

Applied Marketing Automation

October 2023

Streamline the email creation process with Content Assist

Save time when creating one-off emails with Content Assist, an integrated, generative AI tool purpose-built for insurance agents to assist in creating clear, concise, and engaging communication.
March 2023

Improved Content Library Search/Filtering

Applied Marketing Automation

March 2023

Improved Content Library Search/Filtering

The category selection functionality has been enhanced to make for an easier and more intuitive content search experience. Selecting or deselecting a category automatically selects or deselects all its subcategories. Previously, selecting a category and only some subcategories produced search results for all its subcategories, although they did not display selected. You can still select individual subcategories when necessary.

Applied Marketing Automation

What's New in Applied Marketing Automation

April 2025

Drag-and-Drop Email Builder

January 2024

Applied Epic Structure Access

October 2023

Streamline the email creation process with Content Assist

March 2023

Improved Content Library Search/Filtering

Want to learn more about Applied Marketing Automation?