Catalog Advanced Search

Search by Category
Search by Format
Sort By
Search by Type
Search by Category
Search in Packages
Search by Format
Search by Type
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 Keyword
Sort By

314 Results

  • ACN Peer-to-Peer Connect
    Contains 1 Component(s) Includes a Live Web Event on 07/20/2022 at 11:00 AM (CDT)

    Exclusively for Advantage members, ACN Peer-to-Peer Connect is your opportunity to connect with your peers on specific topics to get your most pressing questions addressed. ACN Peer-to-Peer Connects will be hosted monthly on a variety of topics chosen by you!

  • Proofs in Applied Epic
    Contains 1 Component(s) Includes a Live Web Event on 07/19/2022 at 1:00 PM (CDT)

    Accurately issued proofs of insurance are an integral part of client service. Participants will learn how to create various proofs in Applied Epic

  • Quality Assurance Auditing
    Contains 1 Component(s) Includes a Live Web Event on 07/14/2022 at 1:00 PM (CDT)

    A formal Quality Assurance program is important to any agency that wants to maximize their utilization of the TAM system. Unfortunately, actually conducting such audits on a regular basis often proves difficult, time consuming, and sometimes just downright painful. This session will discuss ways to implement a Quality Assurance program built upon a written Procedures Manual that will work in the real world, not just in theory

  • 5 Reports to Help You Meaningfully Track Employee Output in Applied Epic
    Contains 1 Component(s)

    Do you want to know what reports to run to better track employee usage of your Applied software? Natalie Thompson, of Harbin Agency, provides five reports her team finds most useful for auditing agency activities. Discover how you, too, can guarantee that your agency or brokerage is following its written workflows and procedures while improving consistency among team members. This webinar will be built upon an article that our presenter, Natalie Thompson, wrote. We will be spending ample time for Q&A relating to the article. We recommend you check out the article linked in the description below before the webinar!

  • Your First Look – Applied Pay
    Contains 1 Component(s)

    Just a few short weeks ago, we announced that Applied was entering the digital payments space. You can learn more about it here! The demand from agencies wanting access has been overwhelming (in the best possible way!) We’re super excited to showcase our latest innovation in an upcoming 30-minute webinar on Tuesday, June 14 at 11 CT where you can see Applied Pay in action. We’ll also have a panel who have lived and breathed Applied Pay the last few months, so bring your questions! Want to be among the first to see Applied Pay in action? Then let's get you registered! Can't attend the live event? Register anyway and we'll send you the on-demand recording

  • Organizing your Attachments in Applied Epic
    Contains 1 Component(s)

    This class covers the different options in organizing and filing attachments in Epic. Review of the main folder, sub folders, activities, associations, and standardization of the attachment description.

  • Preparing Yourself and Your Agency for Applied Epic – Lessons Learned
    Contains 1 Component(s)

    Our agency went live on Applied Epic in May 2018. Join this session to hear about our strategy during implementation and our Go Live date, how being on Epic helped our agency during the initial wave of COVID19 quarantines and remote work. We will also share an update – where we are now, what’s working, and how we plan to leverage Epic to help us move forward

  • Streamlining Small Commercial Accounts (new and renewal) Using Indio
    Contains 1 Component(s)

    Join this peer to peer webinar to find out how one agency is using Indio to streamline new and renewal processes. We will discuss setting up a two ways to collect information from prospects and some ideas for using Indio in your renewal processes for small commercial accounts that cannot be handled automatically through download.

  • Applied Net 2022: What to Expect
    Contains 2 Component(s) Recorded On: 04/05/2022

    Join us for this educational webinar about what you can expect at Applied Net 2022 in Nashville, TN! We're bringing our community of insurance professionals together IN-PERSON again for the first time since 2019 and its going to be electric! Brian Langerman, President and Chief Executive Officer of Applied Client Network, and Courtney Rains, Chief Marketing Officer at Applied Systems will be co-hosting.

  • A Fresh Approach to Insurance Sales
    Contains 1 Component(s)

    Our future clients are craving a different experience when buying insurance. Leverage tools already at your fingertips to create that experience - and earn more business. Together we'll explore the ways you can engage your ideal clients, starting today. Please note that this webinar will be interactive and participants will be encouraged to have their videos on.