Upcoming Webinars
Applied Systems: 2019 Canadian Broker Landscape
Contains 1 Component(s) Includes a Live Event on 08/20/2019 at 1:00 PM (CDT)The webinar will highlight the latest industry landscape and changing demographics in Canadian P&C. Steve will discuss opportunities to engage with industry stakeholders to enhance operations and how brokers can enhance their brokerage’s value proposition through better connectivity with all stakeholders. Presenter: Steve Whitelaw, Vice President of Industry and Partner Relations, Applied Systems
Course: A Beginner's Guide to the Marketing Module in Applied Epic
Contains 1 Component(s) Includes a Live Event on 08/22/2019 at 1:00 PM (CDT)Discover the five steps that make up the Marketing process in Applied Epic, including creating a Master Marketing Submission, creating a carrier submission, submitting to carrier(s), creating a carrier Response, moving Marketed Lines to Current Policies.
Applied Net 2019 Session Preview: Applied Epic Tips & Techniques
Contains 1 Component(s) Includes a Live Event on 08/27/2019 at 1:00 PM (CDT)Join Maureen and Sherry for a sneak preview of their 3 part Applied Net 2019 session series: Applied Epic Tips & Techniques. Each session of the 3 part series centers on a specific topic: servicing, admin, and accounting.
Peer-to-Peer: You Have Decided to Adopt Applied CSR24 and Applied MobileInsured, Now What?
Contains 1 Component(s) Includes a Live Event on 08/29/2019 at 1:00 PM (CDT)Attend this session if your organization has recently adopted Applied CSR24 or Applied MobileInsured. Hear plans to engage employees with the products and talk through questions with another user.
Applied Net 2019 Session Preview: Applied TAM
Contains 1 Component(s) Includes a Live Event on 09/10/2019 at 12:00 PM (CDT)Join Jeff Kaufmann, Applied Systems, for a sneak preview of Applied TAM at Applied Net 2019. Jeff will be presenting Applied TAM Tips and Tricks, What's New in Applied TAM, and many more at Applied Net 2019. This webinar will provide insight on what you can expect in these sessions and why you should attend!
On-Demand Webinars
Course: Using Search in Applied TAM Reports
Includes a Live Event on 09/24/2019 at 12:00 PM (CDT)When a 'canned' Applied TAM report doesn't let you get to the data that you want, then it's time to try the Applied TAM Reports Search. Searches allow you to access almost any piece of data entered anywhere within the Applied TAM system and output that information into a wide variety of formats for further manipulation and refinement. Attendees will leave this session with a clear understanding of what Applied TAM Report Searches are capable of and enough understanding of the mechanics of the Search process to go back to their offices and begin experimenting.
Course: End User Setup Options to Maximize Efficiency in Applied Epic
Includes a Live Event on 09/12/2019 at 1:00 PM (CDT)This session will focus exclusively on the subject of User Options and the corresponding configuration in Applied Epic. Topics to be covered include: customizing Homebase, selecting Quicklinks, and defining Field Defaults to maximize efficiencies for the end user.
Applied Net 2019 Session Preview: Applied TAM
Includes a Live Event on 09/10/2019 at 12:00 PM (CDT)Join Jeff Kaufmann, Applied Systems, for a sneak preview of Applied TAM at Applied Net 2019. Jeff will be presenting Applied TAM Tips and Tricks, What's New in Applied TAM, and many more at Applied Net 2019. This webinar will provide insight on what you can expect in these sessions and why you should attend!
Using Applied CSR24 and Applied MobileInsured to Save Time and Retain Clients
Recorded On: 02/26/2019Learn about Using Applied CSR24 and Applied MobileInsured beyond just using certificates. Understand tips to save time, make more money and retain clients. Additionally, discover how other organizations have deployed it.
Case Study: An Agency's Experience in Adopting Applied CSR24
Recorded On: 09/27/2018Hear about peers' recent experience with implementing Applied CSR24.
Applied Epic Internal Ideas Reporting
Recorded On: 08/29/2018Learn how to effectively manage your internal staff though custom reports.
Applied TAM: Filters and Search Clients
Recorded On: 08/14/2018Review TAMs Filters and Searches options and how to apply these tools to daily work.
Applied Epic - Reports Your Peers Use to Audit Their Data
Recorded On: 07/26/2018Discover different audit reports that your peers are using to audit their data.
Analyzing Your Sales Data to Improve Growth Results
Recorded On: 07/24/2018Learn effective ways to analyze historical sales to understand the patterns in your data.
Applied Epic Certificates of Insurance
Recorded On: 07/12/2018Learn the renewal process for Certificates of Insurance in Applied Epic.