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.

Join us on October 17th at 1pm CT and bring your problems and tips & tricks on Epic Accounting Reports to share with your fellow peers.

Join us October 23rd at 1pm CST for an ACN Roundtable on how MS templates can help your agency with efficiency. During this dynamic peer-to-peer discussion, Karla Myers, Operations Manager of FIFS, LLC dba/Franconia Insurance & Financial Services​, will share the how, what and why and how her agency implemented and uses MS templates. Attendees can submit their burning template questions during registration and live and will receive solutions and insights. This roundtable is geared towards Operations managers but is open to everyone.

Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned for EZLynx for the fourth quarter. Be the first to see what EZLynx has in the works for the US market as we provide a sneak peek into what lies ahead. During this webinar, learn about an array of planned enhancements aimed at creating more value and better experiences for users across your agency.

Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned across the Applied portfolio for the fourth 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, an expert panel 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.

The lifeblood of insurance agencies is agents and customers. One of the most critical interactions is the signing of documents. How are leading insurance agencies approaching serving their users and clients in a way that saves everyone time? Integrated, instant digital signature is the answer. Join us for a webinar to see the latest Applied Epic - Formstack Sign roundtrip integration. And hear from Applied Epic customer Brian Ennis from Broker BC / Central Agencies for how they are best serving their agents and clients to ensure the best experience for getting documents signed, quickly and easily.