---
title: Applied Marketing Automation Reviews
meta_title: 'Applied Marketing Automation Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Applied Marketing Automation works for a business like yours.
date_modified: '2026-04-02'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Applied Marketing Automation Reviews
**Vendor:** Applied Systems  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Applied Marketing Automation
Applied Marketing Automation is a comprehensive marketing automation solution designed specifically for insurance agencies and brokerages. Seamlessly integrated with Applied Epic®, it enables users to efficiently create, manage, and track marketing email campaigns, delivering relevant and timely content to both clients and prospects. By leveraging a robust library of industry-specific content, agencies can enhance their marketing efforts, leading to more targeted prospecting, higher renewal conversions, and an elevated advisory role. Key Features and Functionality: - Content Library: Access a vast collection of over 1,000 pieces of Property & Casualty (P&C and Benefits-specific content, including articles, infographics, toolkits, and checklists. This library is regularly updated by a dedicated editorial team to ensure relevance and timeliness. - Drag-and-Drop Email Builder: Utilize an intuitive email builder that allows for easy customization of emails with design elements such as text, buttons, dynamic content, videos, and images from a royalty-free stock image library. - Contact and List Management: Leverage contact information within Applied Epic to create and manage hyper-targeted email campaigns. Manage recipient subscription preferences to ensure compliance with email marketing laws and avoid over-communication. - Campaign Management: Send one-off relevant content to individual customers or set up and schedule complex, recurring automated marketing campaigns to selected audiences. Develop recurring newsletter campaigns or utilize pre-created campaigns to deliver timely information on specific topics of interest. - Reporting and Analytics: Gain insights into the success and effectiveness of marketing campaigns through embedded reporting. Identify which messages and content resonate most with the audience and adjust campaigns accordingly for maximum effectiveness. Primary Value and Solutions Provided: Applied Marketing Automation addresses the challenge of reaching consumers inundated with information by enabling insurance agencies to deliver the right messages at the right time. By integrating directly with Applied Epic, it eliminates the need for separate marketing automation and content management systems, streamlining operations and reducing costs. The solution empowers agencies to enhance their marketing strategies without additional resources, fostering growth through targeted prospecting and improved client engagement. Furthermore, it ensures compliance with email marketing regulations, safeguarding the agency's reputation and client trust.






- [View Applied Marketing Automation pricing details and edition comparison](https://www.g2.com/products/applied-marketing-automation/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-12+22%3A52%3A03+-0500&secure%5Bsession_id%5D=f78fcb8d-bef3-4af3-9d04-d89a85797435&secure%5Btoken%5D=60b16c9f8ecd750c4d5492ff0d9f7e6b0eb13897386d3ca4fbf5fdd87da7cf9d&format=llm_user)


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