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Case Study

Sales and Marketing

(2681) Building a Customer Communication Journey Across Applied Epic and Applied Marketing Automation


Content Level: Advanced

Personas: Marketing Manager/Specialist

Products: Applied CSR24, Applied Marketing Automation

Tuesday, October 7, 2025
10:45 AM - 11:45 AM PT

    Presenter(s)

  • Billie J. Galle

    Sr. VP of Marketing and Insurance Operations
    TRICOR Insurance

    • Applied Representative(s)

  • Linda Bendele

    Solution Specialist - Adoption Services
    Applied Systems

Attend this session to learn how TRICOR Insurance built a proactive and automated customer communication strategy featuring emails and texting. Learn how the functionality in Applied Epic® and Applied Marketing Automation® drives the workflow.