Skip to main content
Applied Net 2024 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.
Back

Personal & Commercial Servicing - General

(2623) Automate and Integrate: How to Save Time with Renewal Review


Content Level: Intermediate

Personas: Account Manager - Medium/Large Commercial; Speciality Lines, Account Manager - Personal Lines/Small Commercial, Customer Service Rep, Marketing Manager/Specialist, Sales Representative

Technology: Applied Epic, Applied Marketing Automation, Indio

Monday, September 9, 2024
1:00 PM – 2:00 PM CST
Boost your organization's operational efficiency and customer satisfaction by intelligently integrating Applied’s software solutions. This course will delve into integration between Applied Epic®, Indio®, and Applied Marketing Automation®. Specifically, you’ll look at how your business can leverage Indio lead capture pages, Applied Marketing Automation email campaigns, and Applied Epic contact data to help automate collecting renewal subjectivities year after year.