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Full Schedule

Full Schedule

  • 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