Managing Commercial Lines Renewals Across Applied Products

Attend this lecture to learn how Applied Epic® and integrated solutions like Applied CSR24®, Indio®, and Tarmika™ can improve efficiency across the renewal lifecycle. Understand how these solutions can collaborate to help commercial lines team members streamline tasks like customer communication, quoting, and digital submissions. This session is indispensable for anyone seeking to use technology in their day-to-day operations to be more efficient.

Skill level: Basic

Target Audience: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Accountant, Customer Service Rep, Marketing Manager/Specialist

Presenters: Steven Bayless, Carroll Insurance Agency, LTD; Jesse Gomez, Applied Systems; Chase Diwik, Applied Systems; Natalie Tetler, Ivans

Length: 60 minutes