Upcoming Webinars

  • Contains 1 Component(s) Includes a Live Web Event on 05/26/2022 at 1:00 PM (CDT)

    This class covers the different options in organizing and filing attachments in Epic. Review of the main folder, sub folders, activities, associations, and standardization of the attachment description.

  • Contains 1 Component(s) Includes a Live Web Event on 05/31/2022 at 1:00 PM (CDT)

    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!

On-Demand Webinars

  • Includes a Live Web Event on 05/31/2022 at 1:00 PM (CDT)

    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!

  • 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.

  • Are you constantly struggling to keep up with all your "buckets" of work (email, fax box, unrouted attachments or scanbox, activities, and expiration list)? In this session, you’ll learn a simple plan that will help your backlog fade away and your day-to-day become more organized. You’ll also hear success stories from the presenter who designed this simple to follow plan.

  • ​This session introduces users to Applied Epic accounting workflows covering the basic accounting functions. -Apply configuration options to daily accounting workflows in Epic -Design time saving methods with recurring and default entries -Apply options to produce reports with desired output

  • Join this session to discuss invoicing options in Applied Epic, including taxes, fees, installments, direct-placement taxes and fees, adjustments, accounts receivable templates and more.

  • Recorded On: 01/27/2022

    This course will review the different generations and unique facts that identify them. This course will review various learning styles including, visual, aural, verbal, physical, logical, social and solitary learners. The course will review different training methods for each style and generation. This course will provide examples on training in Applied Epic for using each of the different generations and learning styles. Handouts will be provided so participants can take information back to their offices and share.