Applied Client Network Learning Center

Access better resources for everyone in the organization, no matter your role.

Learn about a variety of topics affecting insurance professionals across agencies and brokerages utilizing Applied’s systems and solutions and for our EZLynx agencies. Streamline your workflows, build more effective reporting, take advantage of mobile capabilities or dashboarding. We have something for everyone, no matter role within the agency or brokerage.

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Recommended For You

Applied Client Network offers content based on your specific needs and interests. Recommended learning opportunities are based on your interests. To update your interests, go to your profile.
 

  • Contains 2 Component(s), Includes Credits Recorded On: 05/28/2020

    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.

  • Contains 1 Component(s) Recorded On: 04/07/2020

    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.

  • Contains 1 Component(s) Recorded On: 02/23/2021

    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.

  • Contains 1 Component(s)

    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!

  • Contains 1 Component(s)

    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.

Upcoming Webinars

Applied Client Network offers a variety of webinar formats and topics, supporting your need to learn more about the latest trends and solutions, to hear from other Applied users, and to spend time on in-depth learning opportunities.

  • Contains 1 Component(s) Includes a Live Web Event on 07/17/2024 at 10:00 AM (CDT)

    ACN'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 July coffee talk which showcases Bridget Penney, Chief People Officer at Applied Systems on July 17 at 10am CST. You can submit your questions during registration. Brian Langerman, ACN Chief Executive Officer, will serve as host.

  • Contains 1 Component(s) Includes a Live Web Event on 06/20/2024 at 12:30 PM (CDT)

    ACN'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 June coffee talk which showcases Trevor Bunker, Chief Customer Officer of Applied Systems on June 20th at 12:30pm CST. You can submit your questions during registration. Brian Langerman, ACN Chief Executive Officer, will serve as host.