Applied Client Network
Learning Center

Account Manager - Employee Benefits

  • Contains 1 Component(s) Includes a Live Web Event on 12/10/2025 at 10:00 AM (CST)

    Register today for our December Applied Client Network Coffee Talk which showcases Meg McKeen, founder of Adjunct Advisors, on December 10 from 10:00 a.m. - 10:30 a.m. CDT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Contains 1 Component(s) Includes a Live Web Event on 11/25/2025 at 12:00 PM (CST)

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

  • Contains 1 Component(s) Includes a Live Web Event on 11/20/2025 at 1:00 PM (CST)

    Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned across the Applied portfolio for the fourth 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.

  • Contains 41 Product(s) 41 new product(s) added recently

    Unable to attend Applied Net 2025 or looking to review a favorite session? The annual conference treated attendees to four days of innovation, hands-on workshops, and networking opportunities as well as over 250 dynamic educational sessions. This learning bundle features a curated sample of 41 session recordings from the 2025 event.

  • Contains 1 Component(s)

    Participate in this hands-on lab to practice the standard renewal workflow across Applied Epic® and Applied Benefits Designer™​. From quote to enroll, learn how to drive the renewal with an activity and complete each task, as well as benchmark your own agency workflow against this standard.

  • Contains 1 Component(s)

    Every day, agencies and brokers lose 60% of their time behind paperwork and double entry. Insurance agencies are racing to eliminate this busy work to boost productivity and stay competitive with the top 100 firms in the country. Join us for a live webinar where we’ll show how Kay.ai​ changes that (with free 30-day access)! Kay.ai​ is a co-pilot for every agency employee, turning hours of back-office work into minutes. Purpose-built for insurance agencies, and deeply integrated with your agency's context. Kay is your always-on assistant that grows with you. For producers, you get to close fast with automatic quote sheets, carrier search, carrier submissions, filling supplementals, and generating fine-tuned proposals. For account managers, clear your renewal and compliance backlog with coverage gaps, comparisons, and certificates. Agenda includes live demo, real case studies, industry best practices, and Q&A. This webinar is brought to you by Kay.AI.

  • Contains 7 Product(s) 7 new product(s) added recently

    Couldn’t make it to Applied Net 2025 - or want to revisit the highlights? The conference brought together industry leaders for four days of forward-thinking ideas, practical training, and meaningful connections. With hundreds of sessions offered, we’ve handpicked 7 recordings that matter most for EZLynx users. This bundle gives you on-demand access to expert insights, actionable strategies, and tips to help you get the most out of your platform.

  • Contains 1 Component(s)

    Take part in this hands-on lab to elevate your overall internet browser efficiency and learn practical insights to maximize your Applied Epic® Browser proficiency.

  • Contains 1 Component(s)

    Join this session to learn about Asset Builder, the customization area of Epic® Dashboards. Gain insight into use cases where a custom dashboard will benefit your organization and how to create those views using Asset Builder. Understand key features such as drag-and-drop utilities, customized visuals, interactive controls, and dynamic filters. You'll leave the session confident about using Epic Dashboards to harness the full potential of visual data in your organization.

  • Contains 1 Component(s)

    Are you considering adding a Benefits Guide to your configuration? This session will review a sample Benefits guide and give you an opportunity to work with some programming to not only bring data into the document but also make sure it appears how you want it.