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531 Results

  • February Coffee Talk With Taylor Rhodes
    Contains 1 Component(s) Includes a Live Web Event on 02/19/2025 at 10:00 AM (CST)

    Applied Client Network's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our February coffee talk which showcases Taylor Rhodes, Chief Executive Officer at Applied​. On Wednesday, February 19th from 10:00am - 10:30am CT. You can submit your questions during registration. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Perspectives on Migration: Insights on Migrating from TAM
    Contains 1 Component(s) Includes a Live Web Event on 01/29/2025 at 1:00 PM (CST)

    Join us for an insightful webinar featuring three industry experts as they share their unique experiences of migrating off of TAM. Each speaker will offer a distinct perspective on the challenges, successes, and reasons behind their decision to switch platforms. Whether driven by scalability, cost-effectiveness, or performance improvements, this session will provide valuable insights for organizations considering a similar transition. Don’t miss the opportunity to learn from real-world examples and gain practical advice on navigating the complexities of migration.

  • January Coffee Talk With Melissa Zornes
    Contains 1 Component(s) Includes a Live Web Event on 01/22/2025 at 10:00 AM (CST)

    Applied Client Network's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our January coffee talk which showcases Melissa Zornes, Senior Vice President and Employee Benefits Practice Leader with One Group​. On Wednesday, January 22nd from 10:00am - 10:30am CT. You can submit your questions during registration. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • ACN Roundtable: Maintaining Consistent Branding Through MS Word Templates in Applied Epic Part 2
    Contains 1 Component(s)

    Join us December 18th at 1pm CST for an ACN Roundtable on how MS templates can help your agency with efficiency. During this dynamic peer-to-peer discussion, Karla Myers, Operations Manager of FIFS, LLC dba/Franconia Insurance & Financial Services, will be expanding on the introduction to MS templates held previously in October. Attendees can submit their burning template questions during registration and live and will receive solutions and insights. This roundtable is geared towards Operations managers but is open to everyone.

  • EZLynx: Importing Direct Bill Commission Statements
    Contains 1 Component(s)

    Learn how to import a direct bill commission statement as Howard Weisberg walks through this step by step process

  • Applied Epic Browser: Agency Insights into Successful Implementation and Adoption
    Contains 1 Component(s)

    In this webinar, hear from your peers on how they have navigated implementing Applied Epic® browser across their agencies. Join this discussion to learn what has and has not worked along their journeys, how their agencies have adjusted and some of the great features available in the browser interface.

  • ACN Roundtable: Commercial Lines Downloads
    Contains 1 Component(s)

    Join us November 12th at 1pm CST for an ACN Roundtable on Commercial Lines Downloads. During this dynamic peer-to-peer discussion, Steve Bayless Department Manager - Commercial Lines at Carroll Insurance, will share their current tips and tricks for commercial lines downloads and how to make it work for your agency. Attendees can submit their burning questions during registration and live and will receive solutions and insights. This roundtable is geared towards Commercial Lines Account Managers but is open to everyone.

  • ACN Roundtable: Training New Hires and Conversions on Epic
    Contains 1 Component(s)

    Join us November 7th at 1pm CST for an ACN Roundtable on how to train new hires and conversions on Applied Epic. During this dynamic peer-to-peer discussion, Heather Brown, Training & Workflow Specialist and Lisa Wilkinson, Director of Training & Workflows at The Liberty Company Insurance Brokers will share their current training program, successes, and challenges. Attendees can submit their burning training questions during registration and live and will receive solutions and insights. This roundtable is geared towards HR Managers and Owners/Principals but is open to everyone.

  • November Coffee Talk With Chris Cline
    Contains 1 Component(s)

    ACN's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our November coffee talk which showcases Chris Cline, Executive Director Agents Council for Technology, Independent Insurance Agents and Brokers of America (IIABA) On Wednesday, November 7th from 10:00am - 10:30am CT. You can submit your questions during registration. Brian Langerman, ACN Chief Executive Officer, will serve as host.

  • Partner Webinar: Save Agents & Clients Time with Instant, Integrated Digital Signature
    Contains 1 Component(s)

    The lifeblood of insurance agencies is agents and customers. One of the most critical interactions is the signing of documents. How are leading insurance agencies approaching serving their users and clients in a way that saves everyone time? Integrated, instant digital signature is the answer. Join us for a webinar to see the latest Applied Epic - Formstack Sign roundtrip integration. And hear from Applied Epic customer Brian Ennis from Broker BC / Central Agencies for how they are best serving their agents and clients to ensure the best experience for getting documents signed, quickly and easily.