Delighting Your Benefits Clients with Applied Marketing Automation Email Campaigns

Join this session to learn how Applied Marketing Automation® enhances communication with your Employee Benefits clients. Discover how to send pre-renewal campaigns by line or group size, open enrollment education, Benefits newsletters, compliance reminders, and onboarding campaigns when your clients experience turnover. Leave with a comprehensive understanding of how Applied Marketing Automation adds value to client interactions, generates efficiency for your Benefits team, and drives business success.

Skill level: Intermediate

Target Audience: Customer Service Rep, Account Manager - Employee Benefits, IT/Operations Manager, Sales Representative, Marketing Manager/Specialist

Presenters:  Rose Plewa, Applied Systems; Janice Sierra, Applied Systems; Amy Wood, Kraus-Anderson Insurance Agency, Inc

Length: 60 minutes