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613 Results

  • Partner Webinar: How AI Can Automate Proposals, Quote Comparisons and Policy Checks
    Contains 1 Component(s) Includes a Live Web Event on 01/22/2026 at 1:00 PM (CST)

    Commercial insurance brokerages are under more pressure than ever—clients expect speed, accuracy, and transparency, while competition is fierce and margins are thin. In this 60-minute webinar, we’ll show you how leading brokerages are using Fulcrum’s AI-powered workflows to transform their operations, win more business, and protect client relationships. You’ll learn how to: - Slash proposal turnaround times from days to hours—without adding headcount. - Eliminate costly E&O exposure by automating policy checks and flagging coverage gaps before they become claims. - Instantly compare carrier quotes side-by-side, empowering producers and account managers to recommend the right coverage with confidence. - Free up your team’s time to focus on client relationships instead of manual data entry and document assembly. We’ll share real-world examples of brokerages increasing win rates, reducing rework, and delivering a faster, more professional client experience. This webinar is brought to you by Fulcrum.

  • Partner Webinar: How Top Agencies Use Outmarket AI to Win More Business, Live Demo Included
    Contains 1 Component(s) Includes a Live Web Event on 01/15/2026 at 1:00 PM (CST)

    See the workflows, revenue gains, and time savings brokers are getting right now. Brokers are closing business faster, uncovering hidden revenue, and reducing hours of manual work every week, and they’re doing it with Outmarket AI. Join us for a live walkthrough of the insurance workflows top agencies are using to win more BORs, deliver stronger proposals, and get renewal work done in minutes instead of hours. In this session, you’ll see exactly how Outmarket helps teams: • Analyze policies and quotes instantly • Find cross-sell and up-sell opportunities across accounts • Build proposals in minutes • Reduce E&O exposure with accurate, AI-powered analysis • Free producers and account managers from repetitive admin No fluff. No theory. Just the real workflows brokers are using today with live examples pulled from the platform. If you're evaluating AI or looking for a competitive edge in 2026, this is the session you don’t want to miss.

  • Ask Me Anything: EZLynx Microlearning Series - Questions About Automation
    Contains 1 Component(s)

    Explore our "Ask Me Anything: EZLynx" Microlearning Series to get answers to the most common challenges users face. This on-demand collection brings you insights from our 2025 office hour sessions, featuring real questions and practical solutions from power users. In this episode, dive into automation strategies that simplify your workflows. Learn the best starting points for automation, how to get started without feeling overwhelmed, and tips for making everyday tasks easier in EZLynx. Discover how to set up automated notifications for producers and create emails for expiring home or dwelling policies—plus more time-saving ideas. Whether you missed the live sessions or want quick, actionable guidance, this series helps you work smarter and stay ahead.

  • Ask Me Anything: EZLynx Microlearning Series - Questions About EVA and AI
    Contains 1 Component(s)

    Explore our "Ask Me Anything: EZLynx" Microlearning Series to get answers to the most common challenges users face. This on-demand collection brings you insights from our 2025 office hour sessions, featuring real questions and practical solutions from power users. In this episode, dive into AI and EVA (EZLynx Virtual Assistant) to learn how agencies are leveraging these tools for smarter workflows. Discover what EVA can do for client management, how AI features like PDF parsing and “Catch Me Up” summaries can streamline quoting and service, and get top tips for making everyday tasks easier in EZLynx. Whether you missed the live sessions or want quick, actionable strategies, this series helps you stay ahead and work more efficiently.

  • Ask Me Anything: EZLynx Microlearning Series - Questions About Sales Center
    Contains 1 Component(s)

    Explore our "Ask Me Anything: EZLynx" Microlearning Series to get answers to the most common challenges users face. This on-demand collection brings you insights from our 2025 office hour sessions, featuring real questions and answers from power users with practical solutions you can apply right away. In this episode, learn how to clean up overloaded Sales Center leads, manage producers’ workflows, track opportunities, and generate pipeline reports. Whether you missed the live sessions or just want quick, actionable tips, this series will help you stay organized and maximize your Sales Center experience.

  • December Coffee Talk With Meg McKeen
    Contains 1 Component(s)

    Register today for our December Applied Client Network Coffee Talk which showcases Meg McKeen, founder of Adjunct Advisors, on December 10 from 11:00 a.m. - 11:30 a.m. CDT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Looking to the Future: Exclusive Sneak Peek of the Applied Q4 Roadmap
    Contains 1 Component(s)

    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.

  • 2025 Applied Net Conference Recording Learning Bundle
    Contains 41 Product(s)

    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.

  • Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow
    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.

  • Partner Webinar: Meet Kay: Your AI Co-pilot for Submissions and Servicing
    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.