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    Sales and Marketing

    (2692) Beyond the Quote: Mastering Sales in a Digital Era


    Content Level: Basic

    Personas: Account Manager - Personal Lines/Small Commercial, Account Manager - Medium/Large Commercial; Specialty Lines, Owner/Principal, IT/Operations Manager, Sales Representative, Marketing Manager/Specialist

    Products: Applied Epic, Applied Marketing Automation, Indio

    Attend this session to learn about the connected sales experience across Applied Epic®, Indio®, and Applied Marketing Automation®. Discover how these powerful tools can help you pinpoint and target clients for cross-selling and upselling opportunities, and engage them effectively with personalized email marketing campaigns. You’ll also review how to incorporate Indio lead capture pages and Applied Epic Opportunities to facilitate a smooth, end-to-end digital sales management experience that is easy for your producers.