Drop in for this month's Ask Me Anything: EZLynx, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to! Can't stay for the full hour? Feel free to jump in for a few minutes anytime during the session to connect with our speakers and your peers.

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!

Join us for this coffee talk with founder and president of Agency Performance Partners, Kelly Donahue-Piro​. As Founder and President of insurance consulting and training firm Agency Performance Partners, for more than a decade Kelly Donahue-Piro has been inspiring clients and conference attendees alike to be “Ridiculously Amazing.” An empathetic visionary, Kelly sees herself and her team not just as expert advisors but as a “BFF” to agency owners, coming alongside with an arm around the shoulder when times are tough and a round of high-fives when success rolls in. Kelly’s professional journey began with a degree in Relationship Marketing from Bentley University in 2003, and she hasn’t hit pause since, serving—among other roles—as Vice President in charge of Client Services for an insurance digital marketing firm once named among America’s fastest growing companies by Inc Magazine. Since 2014 she has helmed Agency Performance Partners and traveled the U.S. and Canada as a highly sought-after speaker empowering insurance agents to face change with a can-do attitude and a growth mindset.​ Brian Langerman, CEO at Applied Client Network, will serve as host.

Join us for this Coffee Talk with Michael Streit, President of Ivans at Applied. Applied Client Network CEO Brian Langerman will serve as host.

Today’s insurance organizations face a pivotal challenge: how to build an operating model that brings together the right people, the right technology, including AI agents, and the right partners to drive efficiency, growth, and exceptional client service. With an expanding universe of options, making the right choices—and making them work together—has never been more critical or more difficult. In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems. This is brought to you by Patra.

In today’s competitive landscape, standard customer service is no longer enough to retain clients—you need to deliver a "WOW" factor. This dynamic three-part webinar series is designed to transform your team's approach to client interactions, shifting their mindset from routine transaction-handlers to relationship-builders.

Learn how to turn everyday customer interactions into loyalty-building moments with this three-part Learning Bundle focused on exceptional service and communication.

Join us for this coffee talk with former fighter pilot Robert "Cujo" Teschner. Robert “Cujo” Teschner is a combat veteran, former F‑15 instructor at the U.S. Air Force Weapons School, and former F‑22 squadron commander. A recognized expert in team accountability, he authored the practices still used across the Air Force today. Brian Langerman, CEO at Applied Client Network, will serve as host.

In today’s competitive landscape, standard customer service is no longer enough to retain clients—you need to deliver a "WOW" factor. This dynamic three-part webinar series is designed to transform your team's approach to client interactions, shifting their mindset from routine transaction-handlers to relationship-builders.

Every workflow has opportunities for improvement – but knowing where to start can be challenging. Join us to explore how Lean thinking can help you identify inefficiencies, reduce unnecessary work, and create smoother, more effective workflows that benefit both your team and your clients.