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

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

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

Our agency went live on Applied Epic in May 2018. Join this session to hear about our strategy during implementation and our Go Live date, how being on Epic helped our agency during the initial wave of COVID19 quarantines and remote work. We will also share an update – where we are now, what’s working, and how we plan to leverage Epic to help us move forward

Join this peer to peer webinar to find out how one agency is using Indio to streamline new and renewal processes. We will discuss setting up a two ways to collect information from prospects and some ideas for using Indio in your renewal processes for small commercial accounts that cannot be handled automatically through download.

Our future clients are craving a different experience when buying insurance. Leverage tools already at your fingertips to create that experience - and earn more business. Together we'll explore the ways you can engage your ideal clients, starting today. Please note that this webinar will be interactive and participants will be encouraged to have their videos on.

This course will dive deep into Receipts – reviewing everything from entering a basic receipt, to deposit register options, to Receipt options. We will discuss various types of receipts – client payments, cash on account DB commissions, and others as well as adjusting receipts, and generating reports based on Receipts. Come to this class to learn: 1. The basics of entering receipts – including setting up field defaults to make the process more efficient 2. What you can do with a receipt after it’s finalized 3. Output resulting from entering a receipt

Reviewing the client screens, policy screens, and client transaction screens to fully explain and understand how the premium fields and transaction items are viewed and relate to each other. -Identify and understand the premium and accounting fields encountered by CSR's and Producers. -Clarify the fields and views of a client Transaction screen in Epic. -Explain which fields are user updated and which are automated by accounting or other processes.