In today’s competitive landscape, standard customer service is no longer enough to retain clients—you need to deliver a "WOW" factor. This dynamic three-part webinar series is designed to transform your team's approach to client interactions, shifting their mindset from routine transaction-handlers to relationship-builders.

Today’s insurance organizations face a pivotal challenge: how to build an operating model that brings together the right people, the right technology, including AI agents, and the right partners to drive efficiency, growth, and exceptional client service. With an expanding universe of options, making the right choices—and making them work together—has never been more critical or more difficult. In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems. This is brought to you by Patra.

Join us for this Coffee Talk with Michael Streit, President of Ivans at Applied. Applied Client Network CEO Brian Langerman will serve as host.

Drop in for August's Ask Me Anything: EZLynx, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to!

Applied Epic is more than your agency management system. It sits at the center of daily operations, user management, reporting, workflows, data quality, and client service. But Epic does not operate by itself. It depends on the broader technology environment around it, including Microsoft 365, cybersecurity, compliance, workstation standards, identity management, and day-to-day IT support. When these areas are managed separately, agencies create avoidable gaps. Security controls may not align with user access. Reporting may suffer from poor data governance. Workflows become harder to standardize. IT decisions get made without enough operational context. In this webinar, we’ll explore why Applied Epic, IT infrastructure, cybersecurity, Microsoft 365, compliance, and operational workflows should be viewed as part of one connected technology strategy. You’ll learn how an integrated approach can help your agency improve visibility, reduce risk, strengthen data quality, and support long-term growth. In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems. This is brought to you by KiteTech.

Join us for this coffee talk with former fighter pilot Robert "Cujo" Teschner. Robert “Cujo” Teschner is a combat veteran, former F‑15 instructor at the U.S. Air Force Weapons School, and former F‑22 squadron commander. A recognized expert in team accountability, he authored the practices still used across the Air Force today. Brian Langerman, CEO at Applied Client Network, will serve as host.

Every workflow has opportunities for improvement – but knowing where to start can be challenging. Join us to explore how Lean thinking can help you identify inefficiencies, reduce unnecessary work, and create smoother, more effective workflows that benefit both your team and your clients.

Check out this information about the exciting updates planned across the Applied portfolio for the third 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. In this video, 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.

Register for this Applied Client Network Coffee Talk which showcases Taylor Rhodes, Chief Executive Officer of Applied, on May 22 from 10:30 a.m. - 11:00 a.m. CT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Register for this Applied Client Network Coffee Talk which showcases Rob Bourne, SVP at Applied and General Manager of EZLynx, on May 27 from 10:00 a.m. - 10:30 a.m. CT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned across the Applied portfolio for the second 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.

Join us for a live demo of Applied Book Builder in action! After an overview of the how the intelligent commercial insurance tool can help you target new business prospects and drive profitable premium growth within your current book, Applied experts will be live to answer your questions.

Register today for this Applied Client Network Coffee Talk which showcases Mick Hunt, author of "How to Be a Good Leader When You've Never Had One", on March 18 from 10:30 a.m. - 11:00 a.m. CT.​ Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

Consumers are no longer just searching for insurance agencies. They’re asking AI-powered tools to help them decide who to trust. From Google’s AI-powered results to conversational search experiences, the way people discover, evaluate, and choose insurance agencies has quietly changed. In this new environment, trust signals like online reputation, credibility, and consistency play a much larger role in who gets surfaced — and who gets overlooked. In this session, we’ll explore how AI-driven search is reshaping consumer behavior in insurance, why strong service alone is no longer enough to stand out digitally, and what this shift means for independent agencies using modern agency management systems. We’ll focus on practical, non-technical insights that help agencies adapt without chasing new tools or trends. Attendees will learn: How AI-powered search is changing the insurance discovery and evaluation process Why trust and reputation have become primary visibility factors Where many high-performing agencies are unintentionally becoming invisible What agencies can do to strengthen trust signals in an AI-driven world This is brough to you by Experience.com.

Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned across the Applied portfolio for the first 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.