Applied Client Network
Learning Center

Owner/Principal

  • 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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    Learn how to import a direct bill commission statement as Howard Weisberg walks through this step by step process

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    In this webinar, hear from your peers on how they have navigated implementing Applied EpicĀ® 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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    Join us November 7th at 1pm CST for an ACN Roundtable on how to train new hires and conversions on Applied Epic. During this dynamic peer-to-peer discussion, Heather Brown, Training & Workflow Specialist and Lisa Wilkinson, Director of Training & Workflows at The Liberty Company Insurance Brokers will share their current training program, successes, and challenges. Attendees can submit their burning training questions during registration and live and will receive solutions and insights. This roundtable is geared towards HR Managers and Owners/Principals but is open to everyone.

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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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    Join us on October 17th at 1pm CT and bring your problems and tips & tricks on Epic Accounting Reports to share with your fellow peers.

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    The shift to remote work dramatically changed the way agencies operate, and necessity made security take a back seat to accessibility. But the cracks have started to show, and we're feeling the effects. The ever-changing security landscape and the growing number of threats demand that security once again become a top priority. It's time to go back to basics and relearn what it takes to have a "security first" mindset when implementing technology solutions in our agencies. This highly interactive roundtable discussion with Jason Gobbel and Adam Atwell will include plenty of opportunity for Q&A. Join us and let's talk about what it takes to build a robust, future-proof security posture in your agency.