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Lecture

Personal Lines

(2751) From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation


Content Level: Basic

Personas: Account Manager - Personal Lines/Small Commercial, Marketing Manager/Specialist, Office Manager

Products: Applied Marketing Automation

Tuesday, September 29, 2026
2:30 PM - 3:30 PM East Coast USA Time
Applied Marketing Automation® can be intimidating for agencies just getting started, but it doesn’t have to be. In this lecture, one agent will share real-world experiences implementing the solution from the ground up, including how they structure lists, design email campaigns, and build sustainable workflows. The presenter will showcase actual Applied Marketing Automation email examples, discuss segmentation strategies, and explain how thoughtful execution has resulted in average email open rates of 70%. Designed specifically for agencies new to or early in their Applied Marketing Automation journey, this session delivers practical insights, common pitfalls to avoid, and actionable takeaways attendees can apply immediately. Attendees will also have the opportunity to ask questions.