Applied Client Network
Learning Center

Customer Service Representative

  • Contains 1 Component(s) Includes a Live Web Event on 12/11/2024 at 10:00 AM (CST)

    ACN's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our July coffee talk which showcases Steve Whitelaw, Senior Vice President and General Manager of Applied Systems Canada. On Wednesday, December 11th from 10:00am - 10:30am CT. You can submit your questions during registration. Brian Langerman, ACN Chief Executive Officer, will serve as host.

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    In this webinar, hear from your peers on how they have navigated implementing Applied Epic® browser across their agencies. Join this discussion to learn what has and has not worked along their journeys, how their agencies have adjusted and some of the great features available in the browser interface.

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    ACN's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our November coffee talk which showcases Chris Cline, Executive Director Agents Council for Technology, Independent Insurance Agents and Brokers of America (IIABA) On Wednesday, November 7th from 10:00am - 10:30am CT. You can submit your questions during registration. Brian Langerman, ACN Chief Executive Officer, will serve as host.

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    The lifeblood of insurance agencies is agents and customers. One of the most critical interactions is the signing of documents. How are leading insurance agencies approaching serving their users and clients in a way that saves everyone time? Integrated, instant digital signature is the answer. Join us for a webinar to see the latest Applied Epic - Formstack Sign roundtrip integration. And hear from Applied Epic customer Brian Ennis from Broker BC / Central Agencies for how they are best serving their agents and clients to ensure the best experience for getting documents signed, quickly and easily.

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    Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned for EZLynx for the fourth quarter. Be the first to see what EZLynx has in the works for the US market as we provide a sneak peek into what lies ahead. During this webinar, learn about an array of planned enhancements aimed at creating more value and better experiences for users across your agency.

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    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, an expert panel 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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    Applied Client Network's coffee talk monthly series is where industry experts and Applied executives share timely updates that are affecting the insurance industry. Register today for our October coffee talk which showcases Courtney Rains, Chief Marketing Officer at Applied on Wednesday, October 2 from 10:00 a.m. - 10:30 a.m. CDT where she will discuss the importance of team culture, her approach to leadership, and Applied Net 2024. You can submit your questions during registration. Brian Langerman, Chief Executive Officer at Applied Client Network, will serve as host.

  • Contains 1 Component(s) Recorded On: 09/12/2024

    Attend this panel to hear how agents in different roles handled the change from the Applied Epic® desktop application to the browser interface. Listen as panelists share obstacles they faced during the transition and tips on what to (and not to) do during the rollout so your staff is successful in the new environment.

  • Contains 1 Component(s) Recorded On: 09/12/2024

    Join this expert panel to hear from your peers on how they’re using Epic® Dashboards to build and level up their businesses.

  • Contains 1 Component(s) Recorded On: 09/12/2024

    Join this insightful lecture to delve into the benefits of Epic® Dashboards for CSRs, Account Managers, and Servicing team leaders. Discover how servicing leaders can use these powerful data visualization tools to optimize workload management, improve business performance, and track retention figures. Further, unpack how Account Managers and CSRs can use dashboards to streamline daily workflows by focusing on expiring policies, managing activities, and staying on top of unrouted attachments. Level up your servicing department through maximized data utilization.