Applied Client Network
Learning Center

Upcoming Webinars

  • Contains 1 Component(s) Includes a Live Web Event on 09/17/2025 at 10:00 AM (CDT)

    Register today for our September Applied Client Network Coffee Talk which showcases storyteller and inspirational speaker Melissa Majors on September 17 from 10:00 a.m. - 10:30 a.m. CDT.​ Melissa will be leading the Emerging Leaders Pre-Conference program at this year's Applied Net. No leader sets out to create a toxic work environment, yet disengagement, burnout, and declining well-being continue to plague today’s workplaces. If you’ve ever wondered how to inspire greater engagement and performance within your team, this year’s Emerging Leaders Program is tailor-made for you! Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Contains 1 Component(s) Includes a Live Web Event on 09/18/2025 at 2:00 PM (CDT)

    Whether AI matters for insurance agency operations is no longer a question. AI is already transforming workflows, the real question now is: what are the practical use cases that cut through the hype and deliver real impact? Join us for an exclusive webinar, "From Hype to Impact," where we move beyond the buzzwords and show you how AI can deliver real, measurable results for your agency. We'll dive into practical, purpose-driven AI use cases that streamline your back-office operations and free your team from manual, repetitive tasks. This webinar is brought to you by Coventus (Formerly Eleviant Solutions).

  • Contains 1 Component(s) Includes a Live Web Event on 09/24/2025 at 12:00 PM (CDT)

    Drop in for September's 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 10/01/2025 at 1:00 PM (CDT)

    Join this webinar to learn what you can expect at Applied Net 2025! We will highlight tracks, networking opportunities, and more that awaits those attending the conference in Las Vegas, Nevada, taking place October 6-9, 2025.

  • Contains 1 Component(s) Includes a Live Web Event on 10/02/2025 at 1:00 PM (CDT)

    Join us for an insightful webinar, "The Future is Now: AI-Powered Agents Transforming Insurance Operations," where we explore how artificial intelligence is revolutionizing the insurance industry. Discover how Kay's AI-powered agents are streamlining real workflows across sales and servicing. We'll dive into real-world use cases, our technology, and the strategic implications of integrating autonomous agents into core insurance workflows. Whether you're an innovator, executive, or technologist, this session will equip you with the knowledge to stay ahead in a rapidly evolving landscape. This webinar is brought to you by Kay.AI.

On-Demand Webinars

  • Understanding and validating the Month-End Journal Entry (MJE) is a critical component of the Applied Epic® accounting system. Do you know where your money is moving and why it is moving there? This session will discuss the Accounting Method choices in Applied Epic and how to decipher the MJEs created by those choices. Lastly, you’ll learn what to do with the MJE and how to manage them.

  • Register today for our July Applied Client Network Coffee Talk which showcases performance consultant Vanessa Shannon on August 27 from 10:00 a.m. - 10:30 a.m. CDT.​ The insurance industry is no stranger to change—shifting markets, evolving regulations, and increasing client demands can challenge even the most experienced professionals. In this webinar, Vanessa will discuss how performance psychology can help insurance professionals maintain motivation and build resilience in the face of ongoing change. Drawing on techniques used by elite performers, this session will introduce practical, science-backed strategies to help you manage stress, stay focused, and adapt with confidence. Whether you’re navigating organizational shifts or supporting clients through uncertainty, you’ll walk away with tools to help you perform at your best—no matter what comes your way.​ 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 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.

  • In today's fast-paced business environment, leveraging collaborative workgroups can be a game-changer for efficiency and productivity. This roundtable will explore the concept of workgroups, specifically focusing on how utilizing a workgroup can help distribute workloads more evenly, provide quicker service, and enhance documentation within the system.

  • Register today for our July Applied Client Network Coffee Talk which showcases Justin Goodman on July 16 from 10:00 a.m. - 10:30 a.m. CDT. Justin will discuss Project 55, an organization that aims to create positive mental health outcomes in the insurance industry by providing education about mental health challenges, equipping people with actionable resources, and empowering individuals and organizations to take proactive action. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • When attaching items in Applied Epic®, how do you find them once they have been attached? As your organization grows, what kinds of standards are important and what sort of guidelines need to be in place to help people do what YOU want and not what THEY want? Attend this webinar to hear answers to these questions and more.

  • Register today for our June Applied Client Network Coffee Talk which showcases Joyce Layman on June 18 from 10:00 a.m. - 10:30 a.m. CDT. What if the real challenge isn’t your calendar—but how your brain filters what matters? In this behind-the-scenes conversation, Joyce Layman shares the mindset shift that changed everything—from how she plans her day to how she spots business opportunities without second-guessing or juggling 27 things at once. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Register today for our April Applied Client Network Coffee Talk which showcases Whitney Kinne, co-founder of Aligned Development Group on May 21 from 10:00 a.m. - 10:30 a.m. CDT. Shane will discuss how strengths-based development can set a foundation and common language for teams as they work together to accomplish their goals and mission. You can submit your questions during registration. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Register today for our April Applied Client Network Coffee Talk which showcases Vimari Roman, founder of Be Productive Coaching, on Wednesday, April 30 from 10:00 a.m. - 10:30 a.m. CDT. You can submit your questions during registration. Brian Langerman, Applied Client Network Chief Executive Officer, will serve as host.

  • Recorded On: 04/29/2025

    The conversation around AI in personal lines has shifted. It’s no longer about getting ahead of the curve — it’s about ensuring your agency adopts these innovations in time to keep up with the competition. Join Adam Jones, Vice President of Sales at Quandri, and Blue Ridge Risk Partners’ Chief Innovation Officer, Tia Viglianco, for a discussion on how agencies are leveraging AI technologies to eliminate manual workloads, deliver a consistent, high-quality client experience, and proactively identify opportunities to round out the policy. We’ll explore why it’s important to source technologies that augment your existing Applied Epic workflows, and how together, Epic and AI can help eliminate repetitive tasks and empower your personal lines renewal team to increase client retention rates and deliver exceptional, personalized service at scale.