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.

Register today for our December Applied Client Network Coffee Talk which showcases Meg McKeen, founder of Adjunct Advisors, on December 10 from 11:00 a.m. - 11:30 a.m. CDT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Drop in for December's Ask Me Anything: EZLynx, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to!

Commercial insurance brokerages are under more pressure than ever—clients expect speed, accuracy, and transparency, while competition is fierce and margins are thin. In this 60-minute webinar, we’ll show you how leading brokerages are using Fulcrum’s AI-powered workflows to transform their operations, win more business, and protect client relationships. You’ll learn how to: - Slash proposal turnaround times from days to hours—without adding headcount. - Eliminate costly E&O exposure by automating policy checks and flagging coverage gaps before they become claims. - Instantly compare carrier quotes side-by-side, empowering producers and account managers to recommend the right coverage with confidence. - Free up your team’s time to focus on client relationships instead of manual data entry and document assembly. We’ll share real-world examples of brokerages increasing win rates, reducing rework, and delivering a faster, more professional client experience. This webinar is brought to you by Fulcrum.