Applied Client Network
Learning Center

Upcoming Webinars

  • Contains 1 Component(s) Includes a Live Web Event on 05/22/2026 at 10:30 AM (CDT)

    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.

  • Contains 1 Component(s) Includes a Live Web Event on 05/27/2026 at 10:00 AM (CDT)

    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.

  • Contains 1 Component(s) Includes a Live Web Event on 05/27/2026 at 11:00 AM (CDT)

    Drop in for the May 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 06/04/2026 at 1:00 PM (CDT)

    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.

On-Demand Webinars

  • 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.

  • See the workflows, revenue gains, and time savings brokers are getting right now. Brokers are closing business faster, uncovering hidden revenue, and reducing hours of manual work every week, and they’re doing it with Outmarket AI. Join us for a live walkthrough of the insurance workflows top agencies are using to win more BORs, deliver stronger proposals, and get renewal work done in minutes instead of hours. In this session, you’ll see exactly how Outmarket helps teams: • Analyze policies and quotes instantly • Find cross-sell and up-sell opportunities across accounts • Build proposals in minutes • Reduce E&O exposure with accurate, AI-powered analysis • Free producers and account managers from repetitive admin No fluff. No theory. Just the real workflows brokers are using today with live examples pulled from the platform. If you're evaluating AI or looking for a competitive edge in 2026, this is the session you don’t want to miss.

  • Register today for our December Applied Client Network Coffee Talk which showcases Meg McKeen, founder of Adjunct Advisors, on December 10 from 11:00 a.m. - 11:30 a.m. CDT.​ 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 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.

  • 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.

  • With increasing carrier volatility and the rise of home and auto premiums, many front-line staff find themselves facing unprecedented demand for personal lines policy requoting. Ballooning backlogs coupled with repetitive workflows and manual data entry have created the perfect storm for agents across North America, many of whom are reporting increased levels of burnout. A reliable solution grounded in Epic data has long been needed. Join Quandri’s VP of Business Development, Adam Jones, to unpack why requoting has become such a hot-button topic among Epic power users. Attendees will be the first to get an exclusive sneak peek at how Quandri’s new US Requoting capability (launching at Applied Net) removes the manual burden of requoting, delivering instant, market-rate home and auto quotes directly into your Epic AMS. This is a must-attend for agencies looking to discover best practices and AI solutions for managing increased quote volumes without sacrificing the client experience. This webinar is brought to you by Quandri.