Applied Client Network
Learning Center

Accountant

  • 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.

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    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.

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    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 6 Product(s) 6 new product(s) added recently

    Streamline your processes and maximize productivity with this Learning Bundle designed for Canadian users. Access practical resources to help your team improve workflows, boost efficiency, and get the most out of your Epic system.

  • 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.

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    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.

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    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.

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    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.

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    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.