Catalyit Platinum Provider Since 2022 | Last Updated June 2024
By providing a robust content library, agents/brokers are able to research internally information on risks, coverages, as well as industry news, and send out targeted one-off or campaign type e-mails. The ability to send out through social media or integrated self-service portals also provides our agents/brokers a competitive edge in getting their name and brand out to their clients, insureds, or prospects at the right time.
Features & Quick Stats
Core Business: Provide a robust content library in addition to email marketing automation capabilities.
How Applied Epic Helps Independent Agents/Brokers: By providing a robust content library, agents/brokers are able to research internally information on risks, coverages, as well as industry news, and send out targeted one-off or campaign type e-mails. The ability to send out through social media or integrated self-service portals also provide our agents/brokers a competitive edge in getting their name and brand out to their clients, their insureds or prospects, at the right time.
Integrations: Applied Epic and Applied CSR24
Key Features:
- Content Assist
- Content Library
- Contact & List Management
- Campaign Management
- Reporting & Analytics
Videos:
Website: appliedsystems.com
Contact: [email protected]
Headquarters: University Park, IL
Area of Operations: All 50 States and Canada
Family of Products
Catalyit Team Review
Automated and personalized marketing application for Applied Epic users
Published: July 19, 2024
What we like:
- Professionally written content that is easy to understand
- Add your content for Community Events and Engagement
- Integrated with Epic for dynamic marketing campaigns that require less manual intervention
Things to consider:
- Security options inconsistent with Epic Security for Structure access
- When sending Campaigns to select clients, make sure your client list matches your campaign target before you hit Send
- Your campaign is only as good as your Epic data
Summary:
Applied Marketing Automation™ is a marketing automation application that allows you to quickly build and track marketing email campaigns from the Applied Epic agency management system.
Applied Marketing Automation stands out with its professionally written content tailored to educate your clients. It seamlessly integrates with your data, ensuring your clients receive only the most relevant content. When you need a personal touch, you can create content that showcases your agency, employees, clients, or community. This unique blend of automation and personalization sets Applied Marketing Automation apart.
Key Features:
- Reporting and analytics that help you build and adjust messaging for your audience
- Ability to send relevant content to a single customer based on your interactions
- A built-in content library
The built-in content library is a powerful tool that not only allows you to target new lines of business but also keeps you and your customers informed with timely and relevant content. The integrated analytics provide quick insights into campaign performance and client engagement, empowering you to make data-driven decisions.
Final Thoughts:
Applied Marketing Automation brings together all the data and content to help you stay in front of your clients positively and impactfully. As with anything, it’s only as good as the data in your management system and the time and attention you give it to make it successful.
We highly recommend you understand how you plan to use the system and make a plan to use it. Consistency and agility in client communications are more impactful than blanketing clients with general messages that may or may not resonate with them. Learn what prompts your clients to engage and monitor your campaign performance so you can pivot when needed. With Applied Marketing Automation, you can spend time strategically with your campaigns instead of writing articles and procuring content.
* Unbiased review based upon information and insights available.
Product Reviews
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Applied Marketing Automation Product FAQ
We work hard to deliver practical, innovative solutions that give you choice and flexibility, that create greater intelligence to help you become more competitive, and that help you become a simpler, easier business partner for your clients.
Company Name
Applied Systems
Product Name
Applied Marketing Automation
Do you have experience with independent insurance agencies?
Yes
What other channels does your platform allow users to reach out to contacts?
Social Media: LinkedIn, Facebook, Twitter and Website embedded code with iframe capability. CSR24 self-service portal integration.
Can you set reminders for internal employees based on a customer’s actions?
No
Do you support custom fields?
Yes
How many custom fields can be added?
Applied Epic allows for unlimited custom identifiers, Marketing Automation provides the capability of filtering triggers based off of those custom added fields.
Is your platform company-centric or contact-centric?
It is both company and contact centric.
Does your platform provide: (select all that apply)
User Security, Contacts, Contact segmentation
What other features or functionality do you include in your product not covered above?
Robust content library with over 12 different content types, 4,000 pieces of various content types, in multiple languages, both French and English in the Canadian and US markets geared towards audiences such as Agent, Broker, Business Owners, Employees, Employers, and Insureds/Prospects. The ability to add your own content, and also customize an already curated piece of library content is available, in addition to several pre-built campaigns, covering topics across multiple consumer needs.
What are the different types of emails a user can send?
- Bulk Email
- Emails based on triggers
- Targeted emails based on tags/labels
- Marketing automation (drip campaigns)
- Scheduled emails (holidays, birthdays, etc.)
- One-off emails
- Ability to send content to internal employees
What is the maximum number of contacts an email can be sent to at one time?
Unlimited
What is your average email deliverability rate?
95%+
How are emails sent?
Using your email server
Do you use a tag/label system to allow for targeted emails?
Yes
Do you support dynamic content? (i.e., different content in the email to be sent based on specific preferences, labels, or tags of the recipient)
No
What are different triggers for sending an email to a contact?
We robust dynamic list criteria options that fall under the following categories that reside within Applied Epic:
- Account level demographics
- Individual/business contact
information - Policy Line header detail
- Premium/Commission values
- Opportunities
What integrations do you support?
Applied Epic & Applied CSR24
Is there a set-up fee?
Yes. This is dependent on an individual standalone agreement, or packaged as Digital Agency.
How many users are included in your base price?
As many users as the agency or brokerage has.
How many contacts are included in your base price?
Unlimited
Applied Marketing Automation Videos
Applied Marketing Automation Product Pitch
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Applied Resources
User Community
Applied Client Network (ACN) provides users education, industry advocacy, peer-to-peer networking, and direct product influence with Applied Systems to help you achieve better business results. Membership dues are based upon number of terminals.
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