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 June Applied Client Network Coffee Talk which showcases Joyce Layman on June 18 from 10:00 a.m. - 10:30 a.m. CDT. What if the real challenge isn’t your calendar—but how your brain filters what matters? In this behind-the-scenes conversation, Joyce Layman shares the mindset shift that changed everything—from how she plans her day to how she spots business opportunities without second-guessing or juggling 27 things at once. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

When attaching items in Applied Epic®, how do you find them once they have been attached? As your organization grows, what kinds of standards are important and what sort of guidelines need to be in place to help people do what YOU want and not what THEY want? Attend this webinar to hear answers to these questions and more.

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.

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.