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Applied

Applied Launches Applied Marketing Automation

New marketing automation application boasts extensive P&C and Benefits content library and natively integrates with Applied Epic Applied Systems announced the launch of Applied Marketing Automation, the industry’s first natively integrated marketing automation application. Applied Marketing Automation allows agents and brokers to quickly build and track marketing email campaigns, delivering relevant, timely content to P&C and Benefits clients and prospects. Leveraging Applied Marketing Automation’s industry-specific…

Applied Expands Partnership with DocuSign

Extends integration with Applied WealthTrack to enable electronic signature for faster and more streamlined document completions Applied Systems announced that it has expanded its partnership with DocuSign to integrate with Applied WealthTrack, the suite of business management products to support financial professionals, to enable brokers to have clients electronically sign documents anytime, anywhere, from any device. Through this partnership, Applied financial advisors will reduce administrative time and expenses of…