Applied Client Network
Learning Center

Catalog

Search by Product
Search by Format
Search by Type
Search by Speakers
Credits Offered
Search in Packages
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Favorites
Search by Keyword
Sort By

565 Results

  • Looking to the Future: Exclusive Sneak Peek of the Applied Q4 Roadmap
    Contains 1 Component(s) Includes a Live Web Event on 11/20/2025 at 1:00 PM (CST)

    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.

  • Partner Webinar: How AI Can Automate Proposals, Quote Comparisons and Policy Checks
    Contains 1 Component(s) Includes a Live Web Event on 11/13/2025 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: Meet Kay: Your AI Co-pilot for Submissions and Servicing
    Contains 1 Component(s) Includes a Live Web Event on 11/12/2025 at 1:00 PM (CST)

    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.

  • Partner Webinar: Sneak Peek: AI-Powered Personal Lines Requoting for Epic
    Contains 1 Component(s)

    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.

  • What to Expect at Applied Net 2025
    Contains 1 Component(s)

    Join this webinar to learn what you can expect at Applied Net 2025! We will highlight tracks, networking opportunities, and more that awaits those attending the conference in Las Vegas, Nevada, taking place October 6-9, 2025.

  • Partner Webinar: From Hype to Impact: Practical AI Use Cases for Insurance Agency Workflows
    Contains 1 Component(s)

    Whether AI matters for insurance agency operations is no longer a question. AI is already transforming workflows, the real question now is: what are the practical use cases that cut through the hype and deliver real impact? Join us for an exclusive webinar, "From Hype to Impact," where we move beyond the buzzwords and show you how AI can deliver real, measurable results for your agency. We'll dive into practical, purpose-driven AI use cases that streamline your back-office operations and free your team from manual, repetitive tasks. This webinar is brought to you by Coventus (Formerly Eleviant Solutions).

  • EZLynx Quick Tip - Book of Business (BOB) Report
    Contains 1 Component(s)

    Watch this video to learn more about using the Book of Business (BOB) Report

  • September Coffee Talk With Melissa Majors
    Contains 1 Component(s)

    Register today for our September Applied Client Network Coffee Talk which showcases storyteller and inspirational speaker Melissa Majors on September 17 from 10:00 a.m. - 10:30 a.m. CDT.​ Melissa will be leading the Emerging Leaders Pre-Conference program at this year's Applied Net. No leader sets out to create a toxic work environment, yet disengagement, burnout, and declining well-being continue to plague today’s workplaces. If you’ve ever wondered how to inspire greater engagement and performance within your team, this year’s Emerging Leaders Program is tailor-made for you! Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Understanding Month-End Journal Entry and How Applied Epic Moves Your Money
    Contains 1 Component(s)

    Understanding and validating the Month-End Journal Entry (MJE) is a critical component of the Applied Epic® accounting system. Do you know where your money is moving and why it is moving there? This session will discuss the Accounting Method choices in Applied Epic and how to decipher the MJEs created by those choices. Lastly, you’ll learn what to do with the MJE and how to manage them.

  • August Coffee Talk With Vanessa Shannon
    Contains 1 Component(s)

    Register today for our July Applied Client Network Coffee Talk which showcases performance consultant Vanessa Shannon on August 27 from 10:00 a.m. - 10:30 a.m. CDT.​ The insurance industry is no stranger to change—shifting markets, evolving regulations, and increasing client demands can challenge even the most experienced professionals. In this webinar, Vanessa will discuss how performance psychology can help insurance professionals maintain motivation and build resilience in the face of ongoing change. Drawing on techniques used by elite performers, this session will introduce practical, science-backed strategies to help you manage stress, stay focused, and adapt with confidence. Whether you’re navigating organizational shifts or supporting clients through uncertainty, you’ll walk away with tools to help you perform at your best—no matter what comes your way.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.