Applied Client Network
Learning Center

IT/Operations Manager

  • Contains 1 Component(s) Includes a Live Web Event on 12/10/2025 at 10:00 AM (CST)

    Register today for our December Applied Client Network Coffee Talk which showcases Meg McKeen, founder of Adjunct Advisors, on December 10 from 10:00 a.m. - 10:30 a.m. CDT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • 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!

  • 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.

  • Contains 41 Product(s) 41 new product(s) added recently

    Unable to attend Applied Net 2025 or looking to review a favorite session? The annual conference treated attendees to four days of innovation, hands-on workshops, and networking opportunities as well as over 250 dynamic educational sessions. This learning bundle features a curated sample of 41 session recordings from the 2025 event.

  • Contains 1 Component(s)

    Every day, agencies and brokers lose 60% of their time behind paperwork and double entry. Insurance agencies are racing to eliminate this busy work to boost productivity and stay competitive with the top 100 firms in the country. Join us for a live webinar where we’ll show how Kay.ai​ changes that (with free 30-day access)! Kay.ai​ is a co-pilot for every agency employee, turning hours of back-office work into minutes. Purpose-built for insurance agencies, and deeply integrated with your agency's context. Kay is your always-on assistant that grows with you. For producers, you get to close fast with automatic quote sheets, carrier search, carrier submissions, filling supplementals, and generating fine-tuned proposals. For account managers, clear your renewal and compliance backlog with coverage gaps, comparisons, and certificates. Agenda includes live demo, real case studies, industry best practices, and Q&A. This webinar is brought to you by Kay.AI.

  • Contains 7 Product(s) 7 new product(s) added recently

    Couldn’t make it to Applied Net 2025 - or want to revisit the highlights? The conference brought together industry leaders for four days of forward-thinking ideas, practical training, and meaningful connections. With hundreds of sessions offered, we’ve handpicked 7 recordings that matter most for EZLynx users. This bundle gives you on-demand access to expert insights, actionable strategies, and tips to help you get the most out of your platform.

  • Contains 1 Component(s)

    Instead of relying on intuition or guesswork, data-driven marketing enables you to make informed decisions that will improve the efficacy of your campaigns. Join this hands-on lab to practice an end-to-end use case. Start in Epic Dashboards to analyze an agency's book of business and identify the best growth opportunity, then move to Applied Marketing Automation® to build a targeted contact list and marketing campaign.

  • Contains 1 Component(s)

    Join this hands-on lab to explore the new Drag-and-Drop Email Builder in Applied Marketing Automation®. Practice how to build an email campaign with this new functionality, including creating email templates, adding content, modifying layout and design, and applying your unique brand style. Learn how designing stunning, professional emails is easier than ever!

  • Contains 1 Component(s)

    Understand how Applied Book Builder proactively identifies upcoming renewals, leverages AI to enrich client risk data, and delivers intelligent coverage recommendations.

  • Contains 1 Component(s)

    This session will focus on designing an effective and streamlined process to support new employees transitioning into their roles. You will learn how to structure a comprehensive program that includes orientation, fulfilling licensing requirements, and delivering role-specific onboarding training. The session will provide strategies and best practices to ensure a seamless and engaging experience for new hires, setting them up for success in their positions.