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632 Results

  • Partner Webinar: Beyond IT Support: Connecting Infrastructure, Security, and Applied Epic
    Contains 1 Component(s) Includes a Live Web Event on 08/27/2026 at 1:00 PM (CDT)

    Applied Epic is more than your agency management system. It sits at the center of daily operations, user management, reporting, workflows, data quality, and client service. But Epic does not operate by itself. It depends on the broader technology environment around it, including Microsoft 365, cybersecurity, compliance, workstation standards, identity management, and day-to-day IT support. When these areas are managed separately, agencies create avoidable gaps. Security controls may not align with user access. Reporting may suffer from poor data governance. Workflows become harder to standardize. IT decisions get made without enough operational context. In this webinar, we’ll explore why Applied Epic, IT infrastructure, cybersecurity, Microsoft 365, compliance, and operational workflows should be viewed as part of one connected technology strategy. You’ll learn how an integrated approach can help your agency improve visibility, reduce risk, strengthen data quality, and support long-term growth. In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems. This is brought to you by KiteTech.

  • Ask Me Anything: EZLynx - August 2026
    Contains 1 Component(s) Includes a Live Web Event on 08/26/2026 at 12:00 PM (CDT)

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

  • Coffee Talk With Michael Streit
    Contains 1 Component(s) Includes a Live Web Event on 08/24/2026 at 10:30 AM (CDT)

    Join us for this Coffee Talk with Michael Streit, President of Ivans at Applied. Applied Client Network CEO Brian Langerman will serve as host.

  • Partner Webinar: People + Technology + Partners: Finding the Right Mix As Options Multiply
    Contains 1 Component(s) Includes a Live Web Event on 08/13/2026 at 1:00 PM (CDT)

    Today’s insurance organizations face a pivotal challenge: how to build an operating model that brings together the right people, the right technology, including AI agents, and the right partners to drive efficiency, growth, and exceptional client service. With an expanding universe of options, making the right choices—and making them work together—has never been more critical or more difficult. In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems. This is brought to you by Patra.

  • WOW Customer Service: How to Convert Transactions into Experiences - Part 3: Handling Price, Upset Clients & Stress
    Contains 1 Component(s) Includes a Live Web Event on 08/11/2026 at 11:00 AM (CDT)

    In today’s competitive landscape, standard customer service is no longer enough to retain clients—you need to deliver a "WOW" factor. This dynamic three-part webinar series is designed to transform your team's approach to client interactions, shifting their mindset from routine transaction-handlers to relationship-builders.

  • Coffee Talk With Robert "Cujo" Teschner
    Contains 1 Component(s)

    Join us for this coffee talk with former fighter pilot Robert "Cujo" Teschner. Robert “Cujo” Teschner is a combat veteran, former F‑15 instructor at the U.S. Air Force Weapons School, and former F‑22 squadron commander. A recognized expert in team accountability, he authored the practices still used across the Air Force today. Brian Langerman, CEO at Applied Client Network, will serve as host.

  • WOW Customer Service: How to Convert Transactions into Experiences - Part 2: The Perfect Service Call
    Contains 1 Component(s)

    In today’s competitive landscape, standard customer service is no longer enough to retain clients—you need to deliver a "WOW" factor. This dynamic three-part webinar series is designed to transform your team's approach to client interactions, shifting their mindset from routine transaction-handlers to relationship-builders.

  • Streamlining Workflows using Lean Thinking
    Contains 1 Component(s)

    Every workflow has opportunities for improvement – but knowing where to start can be challenging. Join us to explore how Lean thinking can help you identify inefficiencies, reduce unnecessary work, and create smoother, more effective workflows that benefit both your team and your clients.

  • Sneak Peek of the Applied 2026 Q3 Roadmap
    Contains 1 Component(s)

    Check out this information about the exciting updates planned across the Applied portfolio for the third 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. In this video, 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.

  • WOW Customer Service: How to Convert Transactions into Experiences - Part 1: Customer Service Philosophies
    Contains 1 Component(s)

    In today’s competitive landscape, standard customer service is no longer enough to retain clients—you need to deliver a "WOW" factor. This dynamic three-part webinar series is designed to transform your team's approach to client interactions, shifting their mindset from routine transaction-handlers to relationship-builders.