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.

Applied Client Network's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our January coffee talk which showcases Melissa Zornes, Senior Vice President and Employee Benefits Practice Leader with One Group​. On Wednesday, January 22nd from 10:00am - 10:30am CT. You can submit your questions during registration. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Join us for an insightful webinar featuring three industry experts as they share their unique experiences of migrating off of TAM. Each speaker will offer a distinct perspective on the challenges, successes, and reasons behind their decision to switch platforms. Whether driven by scalability, cost-effectiveness, or performance improvements, this session will provide valuable insights for organizations considering a similar transition. Don’t miss the opportunity to learn from real-world examples and gain practical advice on navigating the complexities of migration.

Applied Client Network's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our February coffee talk which showcases Taylor Rhodes, Chief Executive Officer at Applied​. On Wednesday, February 19th from 10:00am - 10:30am CT. You can submit your questions during registration. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.