Demonstration of how Applied Epic and TAM integrate with IPFS with a question-and-answer session

Join Applied Systems for an informative webinar on all things Epic Browser! We will go through what Epic Browser is (and is not), how to obtain your URL, how to roll out to your organization, why you should make the switch, and lots of other topics that have piqued your interest. There will also be time for Q&A.

Ron Brunell, 2022 Board of Directors Chair; Kathy DeGrandchamp, Vice-Chair; Amber Bosma, Treasurer and Christine Horne, Past Chair will provide an update on the following for the ACN Annual Member Meeting: - 2022 Year In Review - 2022 Business Update - Strategic Priorities for 2023 - 2023 Board of Directors

During this webinar, you’ll learn how to develop a timeline for new employees and how to adapt to the evolving changes that we are facing post pandemic. You’ll hear fresh ideas on training new hires virtually versus in person and talk through the benefits of having a more hybrid approach​​ Skill Level: All Track: Business Management Target Audience: Administration, Customer Service, Human Resources, IT​ Presenter: Britton Witter, Sue Larkins, Hylant Length: 60 minutes FREE for Advantage Members

Accurately issued proofs of insurance are an integral part of client service. Participants will learn how to create various proofs in Applied Epic

A formal Quality Assurance program is important to any agency that wants to maximize their utilization of the TAM system. Unfortunately, actually conducting such audits on a regular basis often proves difficult, time consuming, and sometimes just downright painful. This session will discuss ways to implement a Quality Assurance program built upon a written Procedures Manual that will work in the real world, not just in theory

Importing data into Epic saves time whether your entering a new policy or updating the client’s certificate holder’s list. During this time, we’ll review the different types of data that can be imported and exported within Epic. There will also be a demonstration on this functionality using one of the most common options – certificate holders. Tips will be shared along with guidance on what to watch out for when importing your data. Skill Level: All Track: Applied Epic Target Audience: All Presenter: Felicia Burch Length: 60 minutes FREE for Advantage Members

Introduction to Insurance

Do you want to know what reports to run to better track employee usage of your Applied software? Natalie Thompson, of Harbin Agency, provides five reports her team finds most useful for auditing agency activities. Discover how you, too, can guarantee that your agency or brokerage is following its written workflows and procedures while improving consistency among team members. This webinar will be built upon an article that our presenter, Natalie Thompson, wrote. We will be spending ample time for Q&A relating to the article. We recommend you check out the article linked in the description below before the webinar!

Just a few short weeks ago, we announced that Applied was entering the digital payments space. You can learn more about it here! The demand from agencies wanting access has been overwhelming (in the best possible way!) We’re super excited to showcase our latest innovation in an upcoming 30-minute webinar on Tuesday, June 14 at 11 CT where you can see Applied Pay in action. We’ll also have a panel who have lived and breathed Applied Pay the last few months, so bring your questions! Want to be among the first to see Applied Pay in action? Then let's get you registered! Can't attend the live event? Register anyway and we'll send you the on-demand recording