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Course: Ways for Creating and Modifying Proposal TemplatesContains 1 Component(s) Includes a Live Web Event on 12/08/2020 at 1:00 PM (CST)
This course teaches the methods of creating proposal templates. Once we have a proposal template, we will focus on customization steps to make it unique while striving for consistency in the proposal and saving time for you. We will briefly cover the management of a proposal using Proposal Groups Setup.
Peer-to-Peer: The Crisis of Accountability (And What You Can Do About It)Contains 1 Component(s) Includes a Live Web Event on 12/03/2020 at 1:00 PM (CST)
Accountability is one of the most important components of high performing workplace, yet it’s often misunderstood or worse, lacking. In this session, you’ll gain a deeper understanding of what workplace accountability looks like and why accountability its necessary to accomplish business results. You’ll also discover the factors that crush accountability and diminish performance. You will leave this session with techniques to recognize and address accountability issues and improve your personal accountability to improve team dynamics and business results.
Course: Applied Epic Invoicing for BeginnersContains 1 Component(s) Includes a Live Web Event on 11/19/2020 at 1:00 PM (CST)
This session provides an overview of creating Transactions in Applied Epic to invoice. It covers billing basic and installment premiums, Surplus Lines and other taxes and fees and more. Attendees will learn how to apply Epic Transaction tools to successfully invoice for their clients through discussion of basic features and options for invoicing and Transaction editing.
Course: Producer Commission Pay: True Up MethodContains 1 Component(s) Includes a Live Web Event on 11/17/2020 at 1:00 PM (CST)
Depending on how your Applied TAM system is set up, you can run the report: Commissions due Producers. However, many agencies decide to pay their producers via a validation schedule; via a True Up (or commission draw). This course will cover: 1. Determining a Producer's book of business; 2. Deciding on an acceptable renewal/retention rate; 3. Choosing a salary that supports these documents; 4. a method of True-up so that producers can collect on overages each Quarter end; 5. Allowing for NB payment up front & procedure for accounting for it within the Commissions due Producers report.
Peer-to-Peer: How to Create a Culture That Drives SuccessContains 1 Component(s) Includes a Live Web Event on 11/12/2020 at 1:00 PM (CST)
You know you’ve heard at least one of these clichés, “Culture eats strategy for breakfast,” or “People leave the culture, not the company,” and “Your culture is your most valuable competitive asset”. In our experience, these clichés are pretty much on point! Culture lies at the heart of company success! It inspires loyalty, sparks creativity, and promotes collaboration; keeping employees happy and engaged in your company’s success. And as a manager or business owner, you should know that happy employees equal happy customers. And just because your company has a clear strategy for competing, or how to attract and retain the best talent, your culture may be incompatible with those plans, and in most cases it’s the culture that wins and the plans (and results) that lose. Just like people, companies grow and develop. Because culture can’t be measured or tracked by analytics, it is often neglected or dismissed as “touchy feely”, leaving a stale, outdated, undesirable work environment. Learn to build a winning a team and a successful organization by creating a culture of greatness!
Peer-to-Peer: How to Weaponize Your PowerPointContains 1 Component(s) Includes a Live Web Event on 11/10/2020 at 1:00 PM (CST)
A fun and energetic learning experience that demonstrates the most common ways that well-meaning professionals create presentations that are boring, counter-productive and awkward - and how to do the opposite. Participants will experience presentations gone wrong, and how to avoid making the same mistakes. A tongue-in-cheek and humorous approach on how to make great presentations great by focusing on common pitfalls. We will discuss: 1. Recognize common mistakes that make presentations ineffective and boring 2. How to avoid simple errors that many presenters make 3. Use and explore a few simple techniques that make almost any presentation more effective 4. Practice a few simple tricks to help a presenter be more comfortable and engaging.
Peer-to-Peer: Growth Through ConflictContains 1 Component(s) Includes a Live Web Event on 10/29/2020 at 1:00 PM (CDT)
When handled effectively, conflict fosters creativity, strengthens relationships and improves team performance. This session looks at the key drivers of conflict, conflict styles and techniques to address conflict. This session also addresses the importance of feedback and difficult conversation in the conflict process to help mitigate challenges and build relationships so that when conflict does arise, there is a foundation of trust and safety thus reducing the intensity of the challenge.
Applied Net 2020 Encore: Top 3 Cyber Security Threats Facing Your Business and How To Fight BackContains 1 Component(s) Includes a Live Web Event on 10/27/2020 at 1:00 PM (CDT)
Cyber crime is on the rise! This panel of IT experts will continue the conversation from their Applied Net 2020 expert panel on the current trends and threats facing your business, and effective strategies for fighting back. This session will be highly interactive, with plenty of time for audience questions.
Partner Webinar: Rigid Bits Cybersecurity– Understanding Cybersecurity RiskContains 1 Component(s) Includes a Live Web Event on 10/21/2020 at 1:00 PM (CDT)
A cybersecurity risk assessment is a foundational exercise aimed at identifying systems, location of data, vulnerabilities, and other factors used to calculate the likelihood of a successful cybersecurity attack and the impact that may have on data, systems, and the business. Dustin Mooney, a cybersecurity professional who specializes in computer forensics, will break down the concept of cybersecurity risk into easily understandable concepts. Attendees can use this information to begin thinking about the cybersecurity posture and start uncovering their risks immediately.
Peer-to-Peer: Applied Epic Policy Checking - Applied Supported WorkflowsContains 1 Component(s) Recorded On: 08/25/2020
Learn on how policy checking can benefit your agency. Understand the supported workflows, from simple to complex, and leverage the policy checking tool to improve your current policy checking processes.