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Applied Epic Marketing campaigns and content

Launch targeted client campaigns straight from your book, in minutes

Reach the right clients with the right message, using the account and policy data you already have. Insurance marketing automation runs inside Applied Epic.

Marketing takes staff that most agencies lack

A targeted campaign needs content tailored to a defined audience, and most agencies can't adequately scale either. Running consistent outreach has meant hiring a marketer or asking producers to build campaigns between sales calls. Neither happens reliably, and customers experience a lack of personalization.

Marketing Automation brings both: a library of pre-built content and campaigns ready to reach audiences built from your own Applied Epic data.

Key benefits

What pre-built campaigns and marketing content change for an agency without a marketer

Client outreach without hiring a marketer

Campaigns come written and the audience builds from your own book, so consistent client outreach doesn't wait on a hire.

Cross-sell the book you have

Clients with one policy get asked about the second, because the audience is built from the coverage already on the account.

Renewals that don't slip by

Every client hears from the agency between renewals, so the relationship isn't one call a year against a direct writer's weekly email.

Producer time stays on selling

A producer approves a campaign instead of building one, and the sends still come from their name and their book.

Build the audience from what Applied Epic already knows

How it works

Dynamically compile your email lists

Build your mailing list by entering contacts directly or setting criteria so the audience updates as accounts and policies change. Customize campaigns to meet your needs.

Target campaigns based on client activities

Filter on activity history like a claim, service request, or quote, not just contact details. Gear messaging and content that tailors to the audience.

Segment a benefits book on its own terms

Reach a benefits client on plan year, enrollment window, or compliance status. Tap into relevant content in our library to amplify your message.

Build the audience from what Applied Epic already knows

Send a campaign that is already written for you

How it works

Tap into a robust content library written for you

Engage customers and prospects with 1,000s of articles, infographics, toolkits, checklists and more from a robust library of P&C and Benefits content library. Our editorial team has you covered.

Send one email or schedule a series

Run a single send or a multi-email drip, setting the delivery window and timing yourself. Set it and forget it.

Draft the email with AI, then approve it

Set the tone, let insurance-trained AI write the subject and body, and approve before it sends. No more time staring at the blank sheet of paper.

Send a campaign that is already written for you

Part of Applied Epic

Every send ties back to the account that received it

A campaign that goes out today shows on the account, so the producer who calls next knows what the client got.

Explore the full platform

Key features at a glance

A campaign is only as good as what it reports back and who it appears to come from.

  • Campaign reporting

    Embedded reporting shows open rate, click rate and unsubscribe rate per campaign, plus who engaged with what.

  • Subscription and consent management

    Opt-ins, unsubscribes, and imported opt-out lists live on the account, so every campaign honors the client's choice.

  • Policy details in emails

    Coverage details and policy type drop into the message body, so each email reflects that client's policy.

  • Sender and reply-to control

    Drip emails use the servicing contact on the account, so unique campaigns come from each producer.

  • Permissions and access control

    Branch, department and profit center permissions carry into campaigns and reports, so books stay separated.

  • Drag-and-drop email designer

    A ready-made template or a blank canvas takes headings, copy and content-library pieces wherever you want.

What customers see from Marketing Automation

  • 6,500+

    Ready-to-send content options

    Pulled from one library across commercial, personal and benefits lines, refreshed weekly by Applied editors.

  • 55%

    Trending open rate

    Reported by one agency across 90 days of daily sends to audiences built from Epic data.

Frequently asked about Marketing Automation

Applied Epic runs new business, renewal, cross-sell and compliance email campaigns using your own account and policy data, with the content already written. Segments and triggers pull directly from the account and related activities, so a producer can launch a relevant campaign in minutes instead of building one from scratch or sending the same generic email to the whole book.

Triggered cadences send renewal reminder emails automatically based on policy dates and account data, so a client hears from the agency on time without a producer having to remember. The same cadences apply to cross-sell nudges and compliance notices, so outreach stays consistent across the book without anyone scheduling it by hand.

Yes. Segments pull directly from your Applied Epic account and policy data – policy type, renewal date and activity history – so the audience stays current instead of aging into a stale list. You can also filter on activity records and on benefits fields, including plan year, compliance status and enrollment dates.

Four campaign types come ready to send: renewal, cross-sell, compliance and review requests. Each is a pre-written template, so a producer picks the campaign type and the content is already there. Templates are available in U.S. English, Canadian English and French Canadian, which covers agencies operating in both the U.S. and Canada.

No, Marketing Automation is the industry's first natively integrated marketing automation application in the agency management system. It runs inside Applied Epic on your book, so there is no second system to stand up and no separate login. Targeting reflects what is in Applied Epic rather than a synced list.

Native reporting, no add-on. Each campaign reports open rate, click rate and unsubscribe rate, and an individual report shows which content a given recipient opened. Metrics respect your Applied Epic structure access, so a branch manager sees only their own contacts, not everyone else's.

It gives you the controls compliant email marketing depends on. Opt-ins, unsubscribes and an opt-out list imported from a previous vendor all live on the account, so consent travels with the client rather than sitting in a separate tool.

That record is what your campaigns rely on to stay in line with email marketing laws.

Go deeper on the Marketing Automation

Ready to launch your first targeted campaign?

See how Marketing Automation builds the audience, writes the email and sends it on the policy date.

Explore the platform