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 April Applied Client Network Coffee Talk which showcases Shane Kinne, co-founder of Aligned Development Group on May 21 from 10:00 a.m. - 10:30 a.m. CDT. Shane will discuss how strengths-based development can set a foundation and common language for teams as they work together to accomplish their goals and mission. You can submit your questions during registration. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

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

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. In just 30 minutes, Joyce Layman will shift how you think about LinkedIn and personal brand strategy. You’ll learn simple ways to elevate your profile, make meaningful connections, and nurture existing relationships — all while subtly amplifying your business visibility. Expect practical takeaways you can apply immediately, plus fresh perspectives on using your profile as a relationship-building tool. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.