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.

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.

Check out this information about the exciting updates planned across the Applied portfolio for the third 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. In this video, 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.

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.

Built for Canadian commercial lines teams, this microlearning series demonstrates how to move from manual processes to a streamlined, integrated workflow. Learn how Epic and Indio work together to reduce rekeying, improve data accuracy, and accelerate collaboration with clients.

Join us for this Ask Me Anything, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to!

Register for this Applied Client Network Coffee Talk which showcases Taylor Rhodes, Chief Executive Officer of Applied, on May 22 from 10:30 a.m. - 11:00 a.m. CT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Register for this Applied Client Network Coffee Talk which showcases Rob Bourne, SVP at Applied and General Manager of EZLynx, on May 27 from 10:00 a.m. - 10:30 a.m. CT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

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