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 this roundtable to hear and discuss top takeaways from Applied Net 2026 with your peers! You are welcome to come prepared to ask questions, share perspectives, and engage. After kicking off, we will divide into topic-focused breakout rooms to allow for meaningful connection.

Hiring challenges aren't going away—but adding headcount isn't the only way to grow. Join us to learn how high-performing independent agencies are creating more capacity by eliminating busy work, improving workflows, and making better use of the teams they already have. In this practical session, you'll discover where agencies lose time every day, explore a simple framework for increasing operational capacity, and leave with actionable ideas to reduce rework, improve efficiency, and create more time for clients, growth, and the work that matters most. Whether you're an agency owner, operations manager, CSR, or team leader, you'll walk away with strategies you can apply immediately—without hiring another employee.

Drop in for November's Ask Me Anything: Canadian Alliance, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to!