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Hands-On Lab

Commercial Lines

(2670) Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation


Content Level: Basic

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

Products: Applied Marketing Automation

Monday, September 28, 2026
11:00 AM - 12:00 PM East Coast USA Time

    Applied Presenter(s)

  • Brian Polston

    Product Instructor
    Applied Systems

    • Applied Representative(s)

  • Linda Bendele

    Solution Specialist -Customer Success Team
    Applied Systems

  • Matt Duggan

    Sr. Customer Implementation Specialist
    Applied Systems
    Milwaukee, Wisconsin

  • Jackie Hacala (she/her/hers)

    Lead Product Instructor / Formatrice de Produits Principale
    Applied Systems, Quebec, Canada

Marketing shouldn't be a chore. Join us for a hands-on review of Applied Marketing Automation®, where we'll show you how it empowers agencies to deliver the right message to the right audience every time. You'll learn how to build dynamic lists that segment commercial books of business into targeted lists, and then tie those lists to pre-built campaigns for quick wins. You'll walk away with practical skills you can use following Applied Net to immediately boost engagement, drive retention, and generate new opportunities for the business.

Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.