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.

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.

Utilizing Reports/Marketing within Applied Epic® and combining it with Excel, you can create a robust reporting architecture to bring your income statement to life, provide quick access to transaction analysis, and keep your balance sheet clean. This course will teach you Excel features that allow you to streamline your work process and better equip your agency for data-driven management.

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.

This session focuses on the tasks front office staff perform when working on transactions, including invoicing premiums, taxes and fees, installments, splitting receivables, multi-payables, viewing transactions, configuring repeatable messages, adjusting commissions, reversing a transaction with an activity performed against it, generating one invoice for multiple policies and invoicing surplus lines taxes and fees for direct-placements with non-admitted markets.

Learn to streamline your work process, enhance client communication, and reinforce your brand image.

So, you don't have Applied Pay® yet. Attend this hands-on lab to learn how Applied Pay will save you time and get your agency paid faster.

The Configure Menu is often the domain of a very few people at an agency. But for accountants, it's a wealth of information, decisions, and settings that affect you every day. Attend this session to learn the details of this area so you can get the changes you need made when you need them.

In this session, learn about Applied Epic's International Settings and how they facilitate your client-facing interactions in French or English. This includes Account Views, Reporting, Templates, Proposals, and so much more! This session is geared towards Canadian brokers.

With increasing carrier volatility and the rise of home and auto premiums, many front-line staff find themselves facing unprecedented demand for personal lines policy requoting. Ballooning backlogs coupled with repetitive workflows and manual data entry have created the perfect storm for agents across North America, many of whom are reporting increased levels of burnout. A reliable solution grounded in Epic data has long been needed. Join Quandri’s VP of Business Development, Adam Jones, to unpack why requoting has become such a hot-button topic among Epic power users. Attendees will be the first to get an exclusive sneak peek at how Quandri’s new US Requoting capability (launching at Applied Net) removes the manual burden of requoting, delivering instant, market-rate home and auto quotes directly into your Epic AMS. This is a must-attend for agencies looking to discover best practices and AI solutions for managing increased quote volumes without sacrificing the client experience. This webinar is brought to you by Quandri.