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608 Results

  • December Coffee Talk With Meg McKeen
    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.

  • Ask Me Anything: EZLynx
    Contains 1 Component(s) Includes a Live Web Event on 11/25/2025 at 12:00 PM (CST)

    Drop in for November's Ask Me Anything: EZLynx, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to!

  • 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.

  • 2025 Applied Net Conference Recording Learning Bundle
    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.

  • 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.

  • 2025 Applied Net EZLynx Conference Recording Learning Bundle
    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.

  • EZLynx: Leveraging Downloads to Make Your Agency More Efficient
    Contains 1 Component(s)

    Downloads are one of the biggest advantages of having a management system, but does your agency know how to make the most of them? Learn how to automate what happens when downloads arrive, including identifying rewrites, receiving eDocs and Messages, and more. You'll leave this session with important tips and tricks for boosting productivity and the client experience.

  • EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency
    Contains 1 Component(s)

    The AI revolution is upon us, and manual processes, complex data, and extensive documents make insurance a prime candidate for AI innovation. EZLynx® leverages AI in use cases where it can most assist and accelerate the efforts of your staff. In this hands-on lab, we'll walk through concrete examples of when to use EZLynx Virtual Assistant (EVA) to accomplish your day-to-day workflows faster and more effectively.

  • EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding
    Contains 1 Component(s)

    In this hands-on session, learn how successful agents leverage EZLynx Automation Center™​ to elevate the client onboarding experience. We'll cover ways to consistently welcome insureds on day 1 and ensure they stay engaged throughout the year. Come renewal time, your agency will be at the forefront of their minds to keep their business. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.