This session will go through how to use Word documents for more than letters and proposals. We will discuss how to pull vehicles lists with Garaging locations and/or deductibles in an easy to read, easy to compare list, customized summaries of insurance, service itemizations, claims dashboard, pre-renewals.

This course teaches the methods of creating proposal templates. Once we have a proposal template, we will focus on customization steps to make it unique while striving for consistency in the proposal and saving time for you. We will briefly cover the management of a proposal using Proposal Groups Setup.

Accountability is one of the most important components of high performing workplace, yet it’s often misunderstood or worse, lacking. In this session, you’ll gain a deeper understanding of what workplace accountability looks like and why accountability its necessary to accomplish business results. You’ll also discover the factors that crush accountability and diminish performance. You will leave this session with techniques to recognize and address accountability issues and improve your personal accountability to improve team dynamics and business results.

This webinar will serve as a follow up to Applied Epic Report Layout Walk-Through: The Expiration Report. Before joining this follow up, be sure to watch the recording available. The recording will cover the effective use of Applied Epic Report Layout options by taking the base expiration report and updating all aspects of its output.

This session provides an overview of creating Transactions in Applied Epic to invoice. It covers billing basic and installment premiums, Surplus Lines and other taxes and fees and more. Attendees will learn how to apply Epic Transaction tools to successfully invoice for their clients through discussion of basic features and options for invoicing and Transaction editing.

You know you’ve heard at least one of these clichés, “Culture eats strategy for breakfast,” or “People leave the culture, not the company,” and “Your culture is your most valuable competitive asset”. In our experience, these clichés are pretty much on point! Culture lies at the heart of company success! It inspires loyalty, sparks creativity, and promotes collaboration; keeping employees happy and engaged in your company’s success. And as a manager or business owner, you should know that happy employees equal happy customers. And just because your company has a clear strategy for competing, or how to attract and retain the best talent, your culture may be incompatible with those plans, and in most cases it’s the culture that wins and the plans (and results) that lose. Just like people, companies grow and develop. Because culture can’t be measured or tracked by analytics, it is often neglected or dismissed as “touchy feely”, leaving a stale, outdated, undesirable work environment. Learn to build a winning a team and a successful organization by creating a culture of greatness!

When handled effectively, conflict fosters creativity, strengthens relationships and improves team performance. This session looks at the key drivers of conflict, conflict styles and techniques to address conflict. This session also addresses the importance of feedback and difficult conversation in the conflict process to help mitigate challenges and build relationships so that when conflict does arise, there is a foundation of trust and safety thus reducing the intensity of the challenge.

Cyber crime is on the rise! This panel of IT experts will continue the conversation from their Applied Net 2020 expert panel​ on the current trends and threats facing your business, and effective strategies for fighting back. This session will be highly interactive, with plenty of time for audience questions. ​

A cybersecurity risk assessment is a foundational exercise aimed at identifying systems, location of data, vulnerabilities, and other factors used to calculate the likelihood of a successful cybersecurity attack and the impact that may have on data, systems, and the business. Dustin Mooney, a cybersecurity professional who specializes in computer forensics, will break down the concept of cybersecurity risk into easily understandable concepts. Attendees can use this information to begin thinking about the cybersecurity posture and start uncovering their risks immediately.

Learn on how policy checking can benefit your agency. Understand the supported workflows, from simple to complex, and leverage the policy checking tool to improve your current policy checking processes.