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.

Effective communication is the backbone of any successful insurance agency—and we want to hear how it’s working for you. This roundtable is designed to be a collaborative, interactive conversation where you’ll have the opportunity to share your experiences, challenges, and insights. Together, we’ll explore how EZLynx empowers smaller agencies to streamline internal collaboration and deliver a seamless client experience.

Register today for our July Applied Client Network Coffee Talk which showcases performance consultant Vanessa Shannon on August 27 from 10:00 a.m. - 10:30 a.m. CDT.​ The insurance industry is no stranger to change—shifting markets, evolving regulations, and increasing client demands can challenge even the most experienced professionals. In this webinar, Vanessa will discuss how performance psychology can help insurance professionals maintain motivation and build resilience in the face of ongoing change. Drawing on techniques used by elite performers, this session will introduce practical, science-backed strategies to help you manage stress, stay focused, and adapt with confidence. Whether you’re navigating organizational shifts or supporting clients through uncertainty, you’ll walk away with tools to help you perform at your best—no matter what comes your way.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Understanding and validating the Month-End Journal Entry (MJE) is a critical component of the Applied Epic® accounting system. Do you know where your money is moving and why it is moving there? This session will discuss the Accounting Method choices in Applied Epic and how to decipher the MJEs created by those choices. Lastly, you’ll learn what to do with the MJE and how to manage them.