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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!
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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.
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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.
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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.
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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.
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- Basic/Associate Member - Free!
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Contains 1 Component(s)
In this hands-on lab, we will explore the new Email Campaign Management area in EZLynx® and learn how to build more effective recipient lists, create email templates more efficiently, and compose one-off emails leveraging EZLynx Virtual Assistant (EVA). All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.
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- Basic/Associate Member - Free!
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Contains 1 Component(s)
Did you know that EZLynx® can automate remarketing for at-risk renewals? This eliminates up to 15 minutes of effort each time. Pretty cool, right! In this hands-on session, we'll walk you through the full capabilities of this feature and cover how to set things up step-by-step. Note: EZLynx Retention Center® is required for this feature. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.
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Contains 1 Component(s)
Take part in this hands-on lab to elevate your overall internet browser efficiency and learn practical insights to maximize your Applied Epic® Browser proficiency.
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Contains 1 Component(s)
Following the lecture about the Epic® Dashboards Asset Builder, join this hands-on lab to begin practical use of the tool. This lab will cover how to start using Asset Builder to customize Epic Dashboard for your organization. This course is best suited for those who have taken the Applied University courses about Asset Builder and have some experience working with Asset Builder or similar Business Intelligence tools (Tableau, PowerBI, Looker, Qlik, etc.).
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Contains 1 Component(s)
Join this session to learn about Asset Builder, the customization area of Epic® Dashboards. Gain insight into use cases where a custom dashboard will benefit your organization and how to create those views using Asset Builder. Understand key features such as drag-and-drop utilities, customized visuals, interactive controls, and dynamic filters. You'll leave the session confident about using Epic Dashboards to harness the full potential of visual data in your organization.
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