In this session, learn how to ensure that your workflows are being adhered to and relevant. You will be shown how to implement Quality Control Audits through Applied Epic Reports to ensure that your employees are following your company’s procedures and Best Practices. We will also discuss the categories to audit along with how to create criteria that can be used with each workflow that is in place to identify inconsistencies and training needs. Your company’s end result will be huge improvements across the board with workflows being followed consistently and the system being utilized and managed accordingly.

Use the Applied Epic Renewals Manager to more efficiently view, process and track renewals. Join this session to learn how the Renewals Manager is centralized and feature-rich with options to: - View related activities and claims - Access the policy's detail - Create a marketing submission - Renew the policy - “Get Quote” for Personal Lines remarketing through Epic Quotes - Configure and customize Renewal Stages to better understand where the policy stands within the renewal process.

In Part 1 of this 3-part series, we will focus on the Home Screen. During this series, you will learn tips and techniques for using Applied Epic in your everyday workflows. From servicing and accounting to reporting and administration, this session uncovers many useful Applied Epic tips and techniques.

Do you want to know what reports to run to better track employee usage of your Applied software? Natalie Thompson, of Harbin Agency, provides five reports her team finds most useful for auditing agency activities. Discover how you, too, can guarantee that your agency or brokerage is following its written workflows and procedures while improving consistency among team members. This webinar will be built upon an article that our presenter, Natalie Thompson, wrote. We will be spending ample time for Q&A relating to the article. We recommend you check out the article linked in the description below before the webinar!

Join Applied Systems for an informative webinar on all things Epic Browser! We will go through what Epic Browser is (and is not), how to obtain your URL, how to roll out to your organization, why you should make the switch, and lots of other topics that have piqued your interest. There will also be time for Q&A.

Most time management trainings leave people feeling more overwhelmed—not less. This three-part series offers a different approach. Grounded in neuroscience, presented in layman’s terms, and with real-life applications, each session is designed to help professionals uncover where their time and energy are actually going, learn to plan with purpose (not pressure), and retrain their brain’s filters to spot what matters most. Whether you're running a small team, managing a solo book of business, or navigating competing priorities, this system gives you the clarity and confidence to move forward—without burning out.​ In our inaugural session, "The Life Wheel Reset: Uncovering What’s Really Driving (or Draining) Your Time​” we kick things off by ditching the “do more with less” myth and getting honest about your current life and business landscape. Using a powerful tool called the Life Wheel, you’ll take a snapshot of where you are—and where the hidden time leaks or energy drains are really coming from. This session offers a mindset-first approach to time, showing why traditional productivity systems don’t stick unless they match your actual bandwidth, priorities, and personal values.

Register today for our July Applied Client Network Coffee Talk which showcases Justin Goodman on July 16 from 10:00 a.m. - 10:30 a.m. CDT. Justin will discuss Project 55, an organization that aims to create positive mental health outcomes in the insurance industry by providing education about mental health challenges, equipping people with actionable resources, and empowering individuals and organizations to take proactive action. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Most time management trainings leave people feeling more overwhelmed—not less. This three-part series offers a different approach. Grounded in neuroscience, presented in layman’s terms, and with real-life applications, each session is designed to help professionals uncover where their time and energy are actually going, learn to plan with purpose (not pressure), and retrain their brain’s filters to spot what matters most. Whether you're running a small team, managing a solo book of business, or navigating competing priorities, this system gives you the clarity and confidence to move forward—without burning out. Join us for our second session, "The 90-Day Focus: A Practical, Brain-Friendly Planning Framework​”. Most planning systems assume you’re a machine. This one assumes you’re human. In this session, you’ll learn how to reverse engineer 90-day goals that match your real life—not a fantasy version of it. You’ll walk away with a simplified framework for mapping personal and business goals, choosing your “focus areas,” and identifying what to stop doing, not just start. This is planning without the pressure—just momentum that builds.

Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned across the Applied portfolio for the second quarter. Be the first to see what Applied has in the works across US and Canadian markets as we provide a sneak peek into what lies ahead. During this webinar, a representative from the Applied product management team will discuss an array of planned enhancements aimed at creating more value and better experiences for users across your agency.

Most time management trainings leave people feeling more overwhelmed—not less. This three-part series offers a different approach. Grounded in neuroscience, presented in layman’s terms, and with real-life applications, each session is designed to help professionals uncover where their time and energy are actually going, learn to plan with purpose (not pressure), and retrain their brain’s filters to spot what matters most. Whether you're running a small team, managing a solo book of business, or navigating competing priorities, this system gives you the clarity and confidence to move forward—without burning out. Join us for our final session, "Train Your Brain for Traction: Goal Setting with the Reticular Activating System (RAS)​”. Ever noticed how buying a new car makes you see that same car everywhere? That’s your RAS at work. In this final session, we’ll explore how to use your brain’s built-in filter system to your advantage. You’ll learn to set goals that activate your RAS, identify hidden resources and opportunities, and move forward with clarity—even in chaos. We’ll also explore how to spot and shift self-sabotaging stories that block follow-through.