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Full Schedule

Full Schedule

  • Sunday, October 2, 2022
  • 8:30 AM – 4:00 PM CST
    CE1 - Continuing Education: A Problem-and-Solution Approach to Homeowners Insurance
  • 9:30 AM – 12:00 PM CST
    EML - Emerging Leaders Program *Additional Ticket Purchase Required*
  • 10:30 AM – 12:30 PM CST
    CE2 - CE: A Problem-and-Solution Approach to Personal Auto Insurance *Additional Ticket Purchase Required*
  • 1:00 PM – 2:00 PM CST
    2383 - EZLynx: Unveiling Performance Goals (New Feature!)
  • 1:00 PM – 2:00 PM CST
    2434 - Technology Trends in the Industry
  • 1:00 PM – 4:00 PM CST
    CE3 - CE: Analyzing Cyber Liability *Additional Ticket Purchase Required*
  • 2:30 PM – 3:30 PM CST
    2439 - Building an Insurance Talent Magnet
  • 2:30 PM – 3:30 PM CST
    2441 - IPFS Integrations and Payment Solutions with Applied Epic and Applied TAM
  • 2:30 PM – 3:30 PM CST
    2442 - Don't Get Left Behind" - Knowledge-based VoIP Communications with AI BOT Best Practices
  • 2:30 PM – 3:30 PM CST
    2443 - Outsourcing your Agency's Accounting Function
  • 2:30 PM – 3:30 PM CST
    2444 - Sell More, Retain Better with CRM
  • 2:30 PM – 3:30 PM CST
    2445 - Talent Woes No More – InsureTech to the Rescue
  • 2:30 PM – 3:30 PM CST
    2460 - Digital and talent transformation: How to maintain and accelerate agency growth post pandemic
  • 2:30 PM – 3:30 PM CST
    2440 - Today’s Culture, Tomorrow’s Success - Restart, Revisualize and Right Size Your Agency
  • 4:00 PM – 5:00 PM CST
    Networking Roundtables
  • 5:00 PM – 7:00 PM CST
    Welcome Reception in the Applied Net Exchange
  • Monday, October 3, 2022
  • 7:15 AM – 8:15 AM CST
    Breakfast
  • 8:30 AM – 10:30 AM CST
    Opening Session and Keynote Addresses
  • 11:00 AM – 12:00 PM CST
    2151 - Creation of an Internal Centralized Service Center Department
  • 11:00 AM – 12:00 PM CST
    2152 - Microsoft Excel - Intermediate
  • 11:00 AM – 12:00 PM CST
    2177 - How to Stay in Business When You Can't Get Into Your Business
  • 11:00 AM – 12:00 PM CST
    2202 - Advanced BDE Reporting
  • 11:00 AM – 12:00 PM CST
    2227 - Introduction to Internal Processing of Certificates in Applied CSR24
  • 11:00 AM – 12:00 PM CST
    2229 - The Commercial Lines and Benefits Clients Experience Using Applied CSR24
  • 11:00 AM – 12:00 PM CST
    2230 - The Personal Lines Client Experience Using Applied CSR24
  • 11:00 AM – 12:00 PM CST
    2231 - CSR24 Bill Pay Integration
  • 11:00 AM – 12:00 PM CST
    2235 - Acquisitions: The Good, the Great, and the Challenges (Accounting)
  • 11:00 AM – 12:00 PM CST
    2237 - Applied Marketing Automation: Introduction and Overview
  • 11:00 AM – 12:00 PM CST
    2244 - Fundamental Cybersecurity Investments
  • 11:00 AM – 12:00 PM CST
    2267 - Strategies to Manage and Maintain Data Quality
  • 11:00 AM – 12:00 PM CST
    2279 - Tracking Productivity and Auditing Data in Employee Benefits
  • 11:00 AM – 12:00 PM CST
    2291 - Microsoft Word and Applied Epic: SET Field Commands Are Magic
  • 11:00 AM – 12:00 PM CST
    2301 - How to Have Difficult Conversations
  • 11:00 AM – 12:00 PM CST
    2316 - Using the Applied Epic Commercial Policy Risk Utility
  • 11:00 AM – 12:00 PM CST
    2333 - Applied Epic New Features and Capabilities
  • 11:00 AM – 12:00 PM CST
    2337 - Using Scheduled Reports to Audit Daily Transactions
  • 11:00 AM – 12:00 PM CST
    2344 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 1
  • 11:00 AM – 12:00 PM CST
    2352 - Indio 101
  • 11:00 AM – 12:00 PM CST
    2394 - A Successful Collaboration Between an Agency and Insurer
  • 11:00 AM – 12:00 PM CST
    2396 - Ivans Exchange 101
  • 11:00 AM – 12:00 PM CST
    2402 - Utilizing Tools to Reduce Suspense Ratios
  • 11:00 AM – 12:00 PM CST
    2403 - Boost Efficiency with eDocs & Messages Download and Claims Download
  • 11:00 AM – 12:00 PM CST
    2424 - EZLynx: Applied Pay Has Arrived
  • 11:00 AM – 12:00 PM CST
    2452 - Path to EZLynx – Introduction to EZLynx
  • 12:00 PM – 1:30 PM CST
    Lunch / Applied Net Exchange Open
  • 1:00 PM – 2:00 PM CST
    2387 - Ask the EZLynx Experts
  • 1:30 PM – 2:15 PM CST
    2107 - Acquisitions: The Good, the Great, and the Challenges (Operations)
  • 1:30 PM – 2:15 PM CST
    2110 - Basic Opportunity Reporting in Applied Epic
  • 1:30 PM – 2:15 PM CST
    2122 - Using Technology to Drive Your Sales and Marketing Strategy
  • 1:30 PM – 2:15 PM CST
    2153 - Microsoft Excel - Pivot Tables
  • 1:30 PM – 2:15 PM CST
    2154 - Emerging Technical Trends for the Modern Agency
  • 1:30 PM – 2:15 PM CST
    2165 - Optimize Applied Epic for Success - Configuration
  • 1:30 PM – 2:15 PM CST
    2225 - Self-Service Portal Part 1: Marketing to Policyholders
  • 1:30 PM – 2:15 PM CST
    2239 - Applied Epic for Salesforce: Introduction and Overview
  • 1:30 PM – 2:15 PM CST
    2254 - Become More Efficient by Utilizing myTAM
  • 1:30 PM – 2:15 PM CST
    2262 - Applied Analytics: What’s New and What’s Next
  • 1:30 PM – 2:15 PM CST
    2269 - The Connected Experience of a Digital Benefits Agency
  • 1:30 PM – 2:15 PM CST
    2295 - Navigating Flexible Work: Risk Management
  • 1:30 PM – 2:15 PM CST
    2299 - Employee Practice Liability: How to Navigate and Manage People in Today's World
  • 1:30 PM – 2:15 PM CST
    2309 - Work Reimagined: Staying Connected in Our New Way of Work
  • 1:30 PM – 2:15 PM CST
    2312 - Using Epic Quotes Personal Lines to Grow Your Business
  • 1:30 PM – 2:15 PM CST
    2336 - New Applied Epic Reports: Part 1
  • 1:30 PM – 2:15 PM CST
    2343 - An In-Depth Look at Direct Bill Reconciliations
  • 1:30 PM – 2:15 PM CST
    2345 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 2
  • 1:30 PM – 2:15 PM CST
    2354 - Using Indio and Applied Epic to Gain Workflow Efficiencies – U.S. Focused
  • 1:30 PM – 2:15 PM CST
    2405 - Maximize Efficiency Using Commercial Lines Download
  • 1:30 PM – 2:15 PM CST
    2408 - Applied Epic Roadmap: Part 1
  • 1:30 PM – 2:15 PM CST
    2435 - What Agency Model Are You?
  • 1:30 PM – 2:15 PM CST
    2454 - Path to EZLynx – What to Expect in an EZLynx Implementation
  • 2:30 PM – 4:00 PM CST
    2416 - Canadian Marketplace Update
  • 2:45 PM – 3:30 PM CST
    2102 - Using Custom Forms to Manage Unique Lines of Business
  • 2:45 PM – 3:30 PM CST
    2113 - Applied Epic Custom Forms Design: Part 1
  • 2:45 PM – 3:30 PM CST
    2121 - Developing Workflows That Work in Applied Epic
  • 2:45 PM – 3:30 PM CST
    2140 - What Every Agency Principal Should Know About Agency Financials
  • 2:45 PM – 3:30 PM CST
    2145 - How to Prepare and Have Success with Your New Hire
  • 2:45 PM – 3:30 PM CST
    2226 - Self-Service Portal Part 2: Driving Adoption
  • 2:45 PM – 3:30 PM CST
    2241 - Salesforce Administration for Applied Epic for Salesforce
  • 2:45 PM – 3:30 PM CST
    2250 - Applied TAM Extra Criteria
  • 2:45 PM – 3:30 PM CST
    2251 - Accounting in the Digital Age
  • 2:45 PM – 3:30 PM CST
    2275 - Best Practices for Managing Employee Benefits in Applied Epic Part 1: Accounting and Commissions
  • 2:45 PM – 3:30 PM CST
    2282 - Applied Benefits: What's New and What's Next
  • 2:45 PM – 3:30 PM CST
    2285 - Applied Epic Outputs and Deliverables
  • 2:45 PM – 3:30 PM CST
    2293 - Navigating Flexible Work: Team Management
  • 2:45 PM – 3:30 PM CST
    2335 - New Applied Epic Reports: Part 2
  • 2:45 PM – 3:30 PM CST
    2340 - Basics of Applied Epic Reporting
  • 2:45 PM – 3:30 PM CST
    2356 - Introduction to Tarmika
  • 2:45 PM – 3:30 PM CST
    2369 - EZLynx: Agency Communication and Marketing
  • 2:45 PM – 3:30 PM CST
    2397 - Ivans Exchange 201
  • 2:45 PM – 3:30 PM CST
    2399 - Using Ivans Download and Ivans eServicing in Applied Epic
  • 2:45 PM – 3:30 PM CST
    2410 - Applied Epic New Features and Capabilities (Repeat)
  • 2:45 PM – 3:30 PM CST
    2412 - Applied Epic Roadmap: Part 2
  • 2:45 PM – 3:30 PM CST
    2417 - Getting Started with Identity Management (IDP) for Applied Software
  • 2:45 PM – 3:30 PM CST
    2423 - EZLynx Reporting and Analytics
  • 2:45 PM – 3:30 PM CST
    2432 - Trends Reshaping Our Industry
  • 2:45 PM – 3:30 PM CST
    2437 - Getting Started with APIs
  • 2:45 PM – 3:30 PM CST
    2448 - Path to Epic – What to Expect in an Epic Implementation
  • 4:00 PM – 4:45 PM CST
    2124 - Segmenting Your Clients
  • 4:00 PM – 4:45 PM CST
    2134 - Volunteering with Your Local Applied Client Network Chapter
  • 4:00 PM – 4:45 PM CST
    2146 - How to Audit Employees with Activity Reports and a Simple Excel Template
  • 4:00 PM – 4:45 PM CST
    2147 - Integrating Custom Forms and Supplemental Screens in Applied Epic: Part 2
  • 4:00 PM – 4:45 PM CST
    2196 - Advanced Tips for Marketing Submissions in Applied Epic: Part 1
  • 4:00 PM – 4:45 PM CST
    2223 - Applied CSR24 and Applied Mobile: What's New and What's Next
  • 4:00 PM – 4:45 PM CST
    2233 - Experience a Day in the Life of a P&C Account Manager Using Applied CSR24
  • 4:00 PM – 4:45 PM CST
    2242 - How Content Can Help You Connect with Prospects and Clients
  • 4:00 PM – 4:45 PM CST
    2248 - Applied TAM Accounting Month End and Reports
  • 4:00 PM – 4:45 PM CST
    2265 - Leave Complex Reports Behind for Quick, Simplified Dashboards Using Applied Analytics
  • 4:00 PM – 4:45 PM CST
    2266 - Applied Analytics: A Look Into Market Trends Using Insights Dashboards
  • 4:00 PM – 4:45 PM CST
    2281 - Applied Benefits Designer: Introduction and Overview
  • 4:00 PM – 4:45 PM CST
    2294 - Navigating Flexible Work: Technology
  • 4:00 PM – 4:45 PM CST
    2313 - Epic Quotes Personal Lines: What’s New and Future Roadmap
  • 4:00 PM – 4:45 PM CST
    2319 - Setting Up Your New Users for Success with Applied Epic
  • 4:00 PM – 4:45 PM CST
    2320 - Using Applied Epic Email Templates to Drive Efficiency and Consistency
  • 4:00 PM – 4:45 PM CST
    2332 - Setting Up and Managing Attachment Folders in Applied Epic
  • 4:00 PM – 4:45 PM CST
    2338 - Creating and Managing Automated Reports
  • 4:00 PM – 4:45 PM CST
    2347 - Everything You Ever Wanted to Know (and More) About Applied Epic Receipts
  • 4:00 PM – 4:45 PM CST
    2351 - Indio: What's New and What's Next
  • 4:00 PM – 4:45 PM CST
    2373 - EZLynx Submission Center: A Smarter Way to Manage the Commercial Submission Process
  • 4:00 PM – 4:45 PM CST
    2404 - Get the Most Out of Instant Download
  • 4:00 PM – 4:45 PM CST
    2433 - P&C Distribution Technologies: Do Agencies and Carriers See Eye to Eye?
  • 4:00 PM – 4:45 PM CST
    2447 - Path to Epic – Introduction to Applied Epic
  • 4:45 PM – 6:15 PM CST
    Networking Reception in the Applied Net Exchange
  • 7:00 PM – 10:00 PM CST
    Exclusive Show at the Grand Ole Opry House
  • Tuesday, October 4, 2022
  • 7:15 AM – 8:15 AM CST
    Breakfast
  • 8:30 AM – 9:45 AM CST
    Keynote Addresses
  • 10:15 AM – 11:00 AM CST
    2116 - Applied Epic Certificates of Insurance: Part 1
  • 10:15 AM – 11:00 AM CST
    2132 - Making the Marketing Module in Applied Epic Work for You
  • 10:15 AM – 11:00 AM CST
    2136 - Applied Epic Tips Part 1: Servicing
  • 10:15 AM – 11:00 AM CST
    2162 - A Front Office User’s Guide to Understanding the Applied Epic Transaction Screen
  • 10:15 AM – 11:00 AM CST
    2166 - Managing Change Within an Independent Insurance Agency
  • 10:15 AM – 11:00 AM CST
    2170 - Microsoft Word Tips and Techniques for the Servicer
  • 10:15 AM – 11:00 AM CST
    2194 - Optimizing the Commercial Lines Renewal Process Using Applied CSR24 and Indio
  • 10:15 AM – 11:00 AM CST
    2195 - Change Management and Business Process Alignment for M&A Conversions in Applied Epic
  • 10:15 AM – 11:00 AM CST
    2197 - Advanced Tips for Marketing Submissions in Applied Epic: Part 2
  • 10:15 AM – 11:00 AM CST
    2263 - Applied Analytics: What’s New and What’s Next (Repeat)
  • 10:15 AM – 11:00 AM CST
    2268 - Making Benefits Standard Workflows Work for You
  • 10:15 AM – 11:00 AM CST
    2278 - Applied Benefits Designer: Building Innovative Plan Groups
  • 10:15 AM – 11:00 AM CST
    2286 - Working With Applied TAM Templates and Proposals
  • 10:15 AM – 11:00 AM CST
    2292 - Tying Custom Forms, Form Letters and Proposals Together in Applied Epic
  • 10:15 AM – 11:00 AM CST
    2298 - How the Pace of Technology Change Affects Training
  • 10:15 AM – 11:00 AM CST
    2323 - Supporting Your Staff During the Transition to Applied Epic
  • 10:15 AM – 11:00 AM CST
    2329 - An Overview of Epic Browser Versus Desktop
  • 10:15 AM – 11:00 AM CST
    2359 - Ivans Distribution Platform – Insurer Focus Panel
  • 10:15 AM – 11:00 AM CST
    2361 - Canadian Commercial Lines: What's New and What's Next
  • 10:15 AM – 11:00 AM CST
    2367 - Introduction to Tarmika (repeat)
  • 10:15 AM – 11:00 AM CST
    2377 - EZLynx Client Center: What Customer Self-Service Looks Like Today
  • 10:15 AM – 11:00 AM CST
    2379 - EZLynx: Accounting and Commissions
  • 10:15 AM – 11:00 AM CST
    2393 - Tips and Tricks for Common Download Issues
  • 10:15 AM – 11:00 AM CST
    2401 - Applied Epic Interface: What's New and What's Coming
  • 10:15 AM – 11:00 AM CST
    2418 - EZLynx Automation Center Part 1: What is Agency Automation?
  • 11:30 AM – 12:00 PM CST
    2123 - Put more BOOM in your Zoom
  • 11:30 AM – 12:00 PM CST
    2160 - Are Your Agent and Client Communications Secure?
  • 11:30 AM – 12:00 PM CST
    2212 - Training Up the Next Generation of Insurance Professionals
  • 11:30 AM – 12:00 PM CST
    2247 - Applied TAM Updates
  • 11:30 AM – 12:00 PM CST
    2273 - Evolution of Applied Epic Custom Forms
  • 11:30 AM – 12:00 PM CST
    2303 - Time Management Tips and Tricks
  • 11:30 AM – 12:00 PM CST
    2305 - Amp Up Your Employee Appreciation Initiative
  • 11:30 AM – 12:00 PM CST
    2310 - Best Practices with Succession Planning
  • 11:30 AM – 12:00 PM CST
    2327 - Using eSignature in Applied Epic
  • 11:30 AM – 12:00 PM CST
    2349 - Month-End: It’s More Than Just Generating Journal Entries
  • 11:30 AM – 12:00 PM CST
    2391 - Ivans Tech Talk for Insurers
  • 11:30 AM – 12:00 PM CST
    2392 - Transition to Applied Epic Download
  • 11:30 AM – 12:00 PM CST
    2406 - Peer Insights: Adopting and Implementing Commercial Lines Download
  • 11:30 AM – 12:00 PM CST
    2427 - EZLynx: Driving Collaboration with Agency Workspace
  • 11:30 AM – 12:00 PM CST
    2429 - Getting Started with EZLynx Client Center
  • 11:30 AM – 12:00 PM CST
    2430 - Canadian Personal Lines: What’s New and What’s Next
  • 12:00 PM – 1:15 PM CST
    Lunch / Applied Net Exchange Open
  • 1:15 PM – 2:15 PM CST
    2114 - Entering Policies in Applied Epic for Efficiency and Reporting
  • 1:15 PM – 2:15 PM CST
    2137 - Applied Epic Tips Part 2: Administration
  • 1:15 PM – 2:15 PM CST
    2150 - Cleaning Up and Balancing Company Payables in Applied TAM
  • 1:15 PM – 2:15 PM CST
    2156 - Understanding and Editing Basic Report Layouts in Applied Epic
  • 1:15 PM – 2:15 PM CST
    2169 - Microsoft Word - Leveraging Styles
  • 1:15 PM – 2:15 PM CST
    2203 - Client and Policy Import Tool
  • 1:15 PM – 2:15 PM CST
    2209 - Using Applied Epic Reports to Measure CSR Productivity to Ensure Balance
  • 1:15 PM – 2:15 PM CST
    2234 - Meeting the Needs of Your Specialty Markets Through Applied CSR24
  • 1:15 PM – 2:15 PM CST
    2240 - Applied Epic for Salesforce: What’s New and What’s Next
  • 1:15 PM – 2:15 PM CST
    2249 - Data Cleansing: Why Organized Data Is Important
  • 1:15 PM – 2:15 PM CST
    2276 - Best Practices for Managing Employee Benefits in Applied Epic Part 2: Accounts and Policies
  • 1:15 PM – 2:15 PM CST
    2314 - What You Need to Know About Applied Epic Renewals Manager
  • 1:15 PM – 2:15 PM CST
    2324 - A New Product Release Has Come Out, Now What?
  • 1:15 PM – 2:15 PM CST
    2330 - Epic Browser: Using the Connection Suite to Maximize Functionality
  • 1:15 PM – 2:15 PM CST
    2342 - Sales Automation in Applied Epic: Managing Opportunities for Tracking and Pipeline
  • 1:15 PM – 2:15 PM CST
    2353 - Indio Tips and Tricks
  • 1:15 PM – 2:15 PM CST
    2358 - Ask Kodiak: Introduction and Roadmap
  • 1:15 PM – 2:15 PM CST
    2366 - The Future of Commercial Lines at Applied
  • 1:15 PM – 2:15 PM CST
    2378 - EZLynx Retention Center: Streamline Your Renewal Process
  • 1:15 PM – 2:15 PM CST
    2395 - Peer Insights: eDocs and Messages Download and Claims Download
  • 1:15 PM – 2:15 PM CST
    2413 - Introducing Applied Pay
  • 1:15 PM – 2:15 PM CST
    2419 - EZLynx Automation Center Part 2: In-Depth Workshop
  • 1:15 PM – 2:15 PM CST
    2425 - EZLynx: Best Practices for Commercial Workflows - Part 1
  • 1:15 PM – 2:15 PM CST
    2436 - Getting Started with Data Lake
  • 1:15 PM – 2:15 PM CST
    2449 - Path to Epic – Preparing for your Data Migration to Applied Epic
  • 1:15 PM – 2:15 PM CST
    2456 - Enhancing Canadian Personal and Commercial Quoting
  • 2:45 PM – 3:45 PM CST
    2103 - Functionalities of Small Agencies
  • 2:45 PM – 3:45 PM CST
    2117 - Applied Epic Certificates of Insurance: Part 2
  • 2:45 PM – 3:45 PM CST
    2120 - How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
  • 2:45 PM – 3:45 PM CST
    2138 - Applied Epic Tips Part 3: Accounting and Reporting
  • 2:45 PM – 3:45 PM CST
    2214 - Indio Adoption Tips and Tricks
  • 2:45 PM – 3:45 PM CST
    2216 - Optimizing Applied Epic
  • 2:45 PM – 3:45 PM CST
    2219 - Importance of Cybersecurity Surrounding Your Client’s Privacy
  • 2:45 PM – 3:45 PM CST
    2220 - Enhance Your Client Experience By Integrating Applied CSR24 with Other Applied Offerings
  • 2:45 PM – 3:45 PM CST
    2222 - Exceeding Customer Expectations with Applied CSR24
  • 2:45 PM – 3:45 PM CST
    2238 - Applied Marketing Automation: What’s New and What’s Next
  • 2:45 PM – 3:45 PM CST
    2246 - Applied TAM Tips and Tricks
  • 2:45 PM – 3:45 PM CST
    2272 - Optimize Applied Epic Configurations for Your Benefits Department
  • 2:45 PM – 3:45 PM CST
    2284 - Applied Epic Benefits Best Practices
  • 2:45 PM – 3:45 PM CST
    2321 - How Invoicing Impacts Accounting: Part 1
  • 2:45 PM – 3:45 PM CST
    2341 - Using Applied Epic Premium Fields for Your Book Of Business Report
  • 2:45 PM – 3:45 PM CST
    2348 - Managing Agency Bill Reconciliations in Applied Epic
  • 2:45 PM – 3:45 PM CST
    2355 - Using Indio, Applied Epic and Applied Policy Works to Gain Workflow Efficiencies
  • 2:45 PM – 3:45 PM CST
    2357 - Tarmika Commercial Lines Panel
  • 2:45 PM – 3:45 PM CST
    2398 - Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
  • 2:45 PM – 3:45 PM CST
    2415 - Optimize Applied Epic for Success - Configuration (Repeat)
  • 2:45 PM – 3:45 PM CST
    2420 - EZLynx Automation Center Part 3: How Automation Helps Maximize Your EZLynx Output
  • 2:45 PM – 3:45 PM CST
    2421 - EZLynx Connect Marketplace: Leveraging Development Free Integrations
  • 2:45 PM – 3:45 PM CST
    2426 - EZLynx: Best Practices for Commercial Workflows - Part 2
  • 2:45 PM – 3:45 PM CST
    2438 - Why You Need an Autist Employee on Your Team
  • 4:15 PM – 5:00 PM CST
    2131 - Leveraging eSignature Roundtrip in Sales and Policy Servicing
  • 4:15 PM – 5:00 PM CST
    2168 - Microsoft Word – Intermediate Template Formatting
  • 4:15 PM – 5:00 PM CST
    2179 - How to Transform Your Agency and Think Like a Marketer
  • 4:15 PM – 5:00 PM CST
    2183 - Maximize Your Free Google Profile to Drive More Leads
  • 4:15 PM – 5:00 PM CST
    2198 - Connecting the Dots with Applied Epic Tips and Tricks: Part 1
  • 4:15 PM – 5:00 PM CST
    2217 - Measuring Employee KPIs
  • 4:15 PM – 5:00 PM CST
    2218 - How Applied Systems Protects Your Data
  • 4:15 PM – 5:00 PM CST
    2224 - Applied CSR24 and Applied Mobile: What's New and What's Next (Repeat)
  • 4:15 PM – 5:00 PM CST
    2228 - Get the Most Out of Internal Certificate Processing in Applied CSR24
  • 4:15 PM – 5:00 PM CST
    2253 - Measuring Staff Productivity Within Applied TAM
  • 4:15 PM – 5:00 PM CST
    2264 - Hear from Your Peers on the Benefits of Applied Analytics
  • 4:15 PM – 5:00 PM CST
    2271 - Guiding Employers to Smart Decisions with Applied Benefits Designer
  • 4:15 PM – 5:00 PM CST
    2288 - Configuring Applied Epic Documents: Summaries Versus Proposals
  • 4:15 PM – 5:00 PM CST
    2304 - Diversity, Equity, Inclusion and Belonging (DEIB) for Success and Well Being
  • 4:15 PM – 5:00 PM CST
    2306 - How to Advance Your Career Within the Insurance Industry
  • 4:15 PM – 5:00 PM CST
    2322 - How Invoicing Impacts Accounting: Part 2
  • 4:15 PM – 5:00 PM CST
    2328 - Demystifying eDocs and Messages: How It Benefited Your Peers
  • 4:15 PM – 5:00 PM CST
    2331 - Take the Pain Out of Finding Documents By Organizing Your Attachments
  • 4:15 PM – 5:00 PM CST
    2339 - Your Applied Epic Reports with Custom Layouts (Advanced)
  • 4:15 PM – 5:00 PM CST
    2362 - Canadian Commercial Lines: Introduction to Commercial Lines Quoting
  • 4:15 PM – 5:00 PM CST
    2372 - EZLynx: Best Practices for Quoting and Growing Personal Lines
  • 4:15 PM – 5:00 PM CST
    2400 - Configuring Downloading in Applied Epic
  • 4:15 PM – 5:00 PM CST
    2414 - Commercial Lines Download Adoption and Implementation
  • 4:15 PM – 5:00 PM CST
    2428 - EZLynx: Email Campaigns
  • 4:15 PM – 5:00 PM CST
    2431 - Applied Epic Interface: What's New and What's Coming (Repeat)
  • 5:00 PM – 6:30 PM CST
    Networking Reception in the Applied Net Exchange
  • 7:30 PM – 10:30 PM CST
    A Night Out in Nashville
  • Wednesday, October 5, 2022
  • 7:30 AM – 8:30 AM CST
    Breakfast
  • 8:30 AM – 9:30 AM CST
    2111 - Advanced Sales Pipeline and Opportunity Reporting
  • 8:30 AM – 9:30 AM CST
    2119 - Applied Epic Evidence of Insurance
  • 8:30 AM – 9:30 AM CST
    2144 - Path to Epic - Lessons Learned Transitioning from Applied TAM to Applied Epic
  • 8:30 AM – 9:30 AM CST
    2148 - Cleaning Up and Balancing Premium Payables in Applied Epic
  • 8:30 AM – 9:30 AM CST
    2164 - Optimize Applied Epic for Success - Accounts
  • 8:30 AM – 9:30 AM CST
    2180 - Sales and Marketing Automation Best Practices
  • 8:30 AM – 9:30 AM CST
    2199 - Connecting the Dots with Applied Epic Tips and Tricks: Part 2
  • 8:30 AM – 9:30 AM CST
    2215 - Keeping Your Team Engaged in Applied Epic
  • 8:30 AM – 9:30 AM CST
    2221 - Service Your Clients Anytime, Anywhere with Applied Mobile
  • 8:30 AM – 9:30 AM CST
    2232 - Create Unique Self-Service Forms with Applied CSR24 Form Designer
  • 8:30 AM – 9:30 AM CST
    2243 - Taming Your Workload in Applied Epic Part 1 – Configuration
  • 8:30 AM – 9:30 AM CST
    2252 - Applied TAM Reporting
  • 8:30 AM – 9:30 AM CST
    2277 - Best Practices for Managing Employee Benefits in Applied Epic Part 3: Configuration and Setup
  • 8:30 AM – 9:30 AM CST
    2280 - Tracking Productivity and Auditing Data in Employee Benefits (Repeat)
  • 8:30 AM – 9:30 AM CST
    2287 - Applied Epic Standard Templates Versus Paragraph and Master Templates
  • 8:30 AM – 9:30 AM CST
    2317 - Getting the Most Out of eDocs and Messages in Applied Epic
  • 8:30 AM – 9:30 AM CST
    2318 - What Are Standard Operating Procedures and Why Does Your Organization Need Them?
  • 8:30 AM – 9:30 AM CST
    2364 - Canadian Commercial Lines: Delegated Authority Issuance
  • 8:30 AM – 9:30 AM CST
    2365 - Marketing Module 101
  • 8:30 AM – 9:30 AM CST
    2368 - EZLynx: Transactional Business for Digital Agencies
  • 8:30 AM – 9:30 AM CST
    2371 - EZLynx Sales Center: Managing Your Sales Pipeline
  • 10:00 AM – 11:00 AM CST
    2118 - Client Contracts in Applied Epic
  • 10:00 AM – 11:00 AM CST
    2133 - Ask the Applied TAM Experts
  • 10:00 AM – 11:00 AM CST
    2141 - Taming Your Workload in Applied Epic Part 2 – The Process
  • 10:00 AM – 11:00 AM CST
    2200 - Connecting the Dots with Applied Epic Tips and Tricks - Part 3
  • 10:00 AM – 11:00 AM CST
    2210 - Bulk Renewal Tool
  • 10:00 AM – 11:00 AM CST
    2245 - Ask us Anything - the Applied CSR24 and Mobile Product Experts
  • 10:00 AM – 11:00 AM CST
    2283 - Applied Benefits: What's New and What's Next (Repeat)
  • 10:00 AM – 11:00 AM CST
    2289 - Communicating With Your Clients: Generating Documents in Applied Epic
  • 10:00 AM – 11:00 AM CST
    2296 - Best Practices for Conversions When Acquired
  • 10:00 AM – 11:00 AM CST
    2297 - Monitoring Work Performance of your Remote Workforce
  • 10:00 AM – 11:00 AM CST
    2300 - How to Deal with Difficult Customers During Hard Times
  • 10:00 AM – 11:00 AM CST
    2307 - Representing Your Company Well in a Virtual Environment
  • 10:00 AM – 11:00 AM CST
    2311 - Mentorship: The Key to Success
  • 10:00 AM – 11:00 AM CST
    2315 - Configure and Use Applied Epic Renewals Manager
  • 10:00 AM – 11:00 AM CST
    2346 - Applied Epic Efficiencies for Accounting Workflows
  • 10:00 AM – 11:00 AM CST
    2390 - EZLynx Customer Feedback Roundtable
  • 10:00 AM – 11:00 AM CST
    2407 - Ask the Epic Interface Team