Full Schedule

Session brought to you by AFCO Direct

Session brought to you by blueC

Session brought to you by Fulcrum

Session brought to you by Milliken

Session brought to you by Patra

Session brought to you by Quandri

Session brought to you by Total CSR

Session brought to you by WAHVE

Tips and Tricks for Using Applied Rating Services

Helping Your Agency Adopt Commercial Lines Comparative Raters

Expert Panel: Ask the Indio Experts

Expert Panel: Catching and Resolving Applied Epic Accounting Errors

Expert Panel: Closing the Gap on Closing the Month

What's New and What's Next for Financial Management with Applied

What's New and What's Next for Financial Management with Applied (Repeat)

Using the Budget Tool in Applied Epic

I Want It That Way: Customizing Epic Reports, Invoices, and Statement Layouts

Automate Premium Financing with Applied Pay and AFCO Direct

Automate Premium Financing with Applied Pay and Imperial PFS

Automate Premium Financing with Applied Pay and FIRST Insurance Funding

Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability

Agency Billing in Applied Epic – Part 2

Understanding and Balancing Financial Reports

Cleaning Up and Balancing Premium Payable in Applied Epic

Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates

Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration

Discover the Power of Client Contracts in Boosting Your Organization's Success

Hands-On Lab: Ivans Exchange Wizardry

Expert Panel: Unveiling the Power of Real-Time for Enhancing Your Team's Efficiencies

Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring

Applied Epic Bridge: Meet the New Outlook Add-In

Applied Epic New Features and Future Roadmap

(Repeat) Applied Epic New Features and Future Roadmap

Best Practices for Enhancing Accuracy in Applied Epic Reporting and Dashboards

Hands-On Labs: Enhance Productivity with Applied Epic Email and SMS Templates

What's New and What's Next in Applied Epic Forms for Canadian Brokers

White-Glove Custom Form Conversion for Canadian Brokers

Mastering Y-Account Grouping: A Step Towards Enhanced Download Management

Canadian Marketplace Update

Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing

Unlocking Potential: Mastering Personal Lines with Applied Products

Empowering Commercial Lines: Harnessing the Power of Applied Products

Expert Panel: Optimizing Your Service Workflows from Bottlenecks to Breakthroughs

Maximizing Efficiency in Applied Epic

Driving Efficiency and Automation with CSIO's New eDocs Standards

A Front Office User's Guide to Understanding the Applied Epic Transaction Screen

Entering Policies in Applied Epic for Efficiency and Reporting

Client Contracts in Applied Epic

Applied Epic Invoicing: It's More than Just a One-Time Premium

The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages

Optimizing Renewals Manager

I Have Attached It, Now Where Is It?

Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?

Improving Your Agency’s Efficiency and Retention Using Activities

Workflow Wizardry: Mastering Activities and Tasks in Applied Epic

Expert Panel: Download Tips for Applied Epic

How to Successfully Use Downloads in Applied Epic

How to Manage the Detail Loss for Commercial Lines Download

Agency Billing in Applied Epic – Part 1

Enhancing Efficiency with Renewals Manager for Employee Benefits

Generating Benefits Templates and Proposals in Applied Epic – Part 1

Hands-On Lab: Creating a Benefits Guide – Part 2

Unlocking Insights: Benefits Roundtable Discussion

What’s New and What’s Next in Applied Benefits Solutions

Creating and Converting to the New Epic Benefits Forms for U.S. Agencies

Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow

ABCs of Applied Benefits Designer

Expert Panel: Cross-Functional Collaboration Across Your Benefits Team

Exploring the Updated Applied Epic Employee Benefits Experience

Expert Panel: Managing Changes to Benefits Workflows

Managing Benefits Carriers in Applied Epic

Best Practices for Managing Benefits Servicing Workflows in Epic

Transforming Benefits Data Into Actionable Intelligence

Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages

Configurations for a User-Friendly Applied Epic and Applied CSR24

Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines

Enabling the Named Insured Feature in Applied CSR24

What's New and What's Next in Applied CSR24 and Applied Mobile

Keep Applied Epic in Your Pocket with Applied Mobile

An Account Manager's Use of Applied Products to Streamline Renewals

Transitioning Certificate Processing from Applied Epic to Applied CSR24

The Basics of Internal Certificate Management in Applied CSR24

Advanced Certificate Processing in Applied CSR24

Hands-On Lab: Certificate Holder Management in Applied CSR24

The Policyholder's Digital Roundtrip in Action

Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service

Getting the Most Out of the Book of Business Import Tool in Applied Epic

Expert Panel: Connecting Applied Data Lake to Business Outcomes

Getting Started with Applied Data Lake and Google Cloud

Reusable Utilities in Applied Epic

Tactical Strategies for Data Excellence in Applied Epic

An Agency's Journey on Data Quality and Transformation

Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards

Auditing Employees Using Applied Epic Reports

Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation

Employee Productivity Scorecard: Data-Driven Impact

Using Marketing Options Within Applied Epic Reports

Tips and Tricks for Mastering Applied Epic Proposal Templates

Expert Panel: Essentials of Cybersecurity and Regulatory Compliance

Expert Panel: Mastering Carrier Appointments and Acquisitions

Applied Epic Security Best Practices for Mid to Large-Sized Agencies

Maximizing Efficiency with Applied Epic Configuration: A Guide to Smart System Administration

Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience

Strategizing for a Successful Move to Applied Epic Browser

Preparing to Leverage Applied Epic Modernization from an IT Perspective

Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles?

Expert Panel: How to Audit and Optimize Your Service Processes

Maintaining and Communicating Process Change in the Agency

How, When, and Why to Deploy an Admin Operations Team

Change Management, Inclusive Leadership, and Building an Emotionally Resilient Team

Navigating the Emotional and Strategic Challenges of Acquisitions: A Leadership Guide to Seamless Transitions

Best Practices to Prepare for Employee Attrition

Expert Panel: You Must Work to Have a Winning Culture

Expert Panel: Emerging Technology Trends for the Modern Agency

How to Build and Manage a Successful Subject Matter Expert Team

Office Vibes: Elevating Everyday Spaces into Places Employees Love

Small Agency Roundtable: Navigating Challenges and Sharing Solutions

Enhancing Your Business Continuity During Critical Downtime

Be a Better Boss! How You Manage Your Agency Matters

Developing an Effective and Streamlined Process to Guide New Employees Through Orientation

Microsoft Excel Tips and Tricks for the Intermediate User

Microsoft Excel Pivot Tables

Strategies to Enhance Cybersecurity in Your Agency

Building a Customer Communication Journey Across Applied Epic and Applied Marketing Automation

Expert Panel: Using Indio to Drive Renewals and Win New Business

Expert Panel: How to Source and Hire Great Producers

Boosting Your Social Presence: How to Build Strong Customer Relationships with Social Media

Applied Book Builder: Unlock Renewal Revenue with AI

Integrating Applied Book Builder Into Your Renewal Workflow

Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder

Beyond Basics: Advancing Your Marketing Strategy with Automated Content and Campaigns

Introduction and Overview of Applied Marketing Automation

Expert Panel: Sales and Marketing Automation Best Practices

Beyond the Quote: Mastering Sales in a Digital Era

What's New and What's Next in Sales and Marketing

Driving Producer Workflows with Applied Epic Sales Automation

Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts

EZLynx Expert Panel: Game-Changing EZLynx Features You Should Be Using

EZLynx: From Basics to Beyond: Evolving with EZLynx at Any Stage

EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding

EZLynx: Automating Texts and Emails to Win Business

EZLynx: The Power of a Successfully Implemented Self-Servicing Portal

EZLynx Expert Panel: Your Agency's Renewal and Retention Workflow

EZLynx: What's New in Reporting

EZLynx Hands-On Lab: Building Custom Reports

EZLynx: Unveiling the New Email Campaigns

EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns

EZLynx: Managing the Personal Lines Experience from Quote to Bind

EZLynx: Unveiling the New Commercial Lines Submission Workflow

EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications

EZLynx: Servicing Your Commercial Lines Customers

EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive

EZLynx: Accelerating Your Sales Pipeline

EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx

EZLynx: Understanding the Basics of Accounting in EZLynx

EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency

EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews

EZLynx: Leveraging Downloads to Make Your Agency More Efficient

EZLynx: Prospecting Tools for Modern Insurance Shoppers

EZLynx: We Make Commissions Easy

Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat)

Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (Repeat)

Hands-On Lab: Certificate Holder Management in Applied CSR24 (Repeat)

Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat)

Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)

Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (Repeat)

Embedded Premium Finance & Real Time

Accelerating Your Growth with Applied Benefits Solutions

Tech to Help Canadian Brokers Maximize Commercial Lines Workflows

Utilizing the Integration Between Applied Epic and Applied Rating Services for Optimum Efficiency

Using Leads Inbox and Applied WebRater to Onboard New Business

Using Applied Epic's Internationalization Feature to Serve Clients in English and French

What's New in Canadian Personal Lines

What's New in Canadian Commercial Lines

Canadian Commercial Lines Quoting in Applied Epic

Hands-On Lab: Indio and Canada Commercial Lines

Beyond the Basics: Exploring Indio’s Lesser-Known Features

What's New and What's Next in Indio

Indio and Applied Epic: Bringing the Systems Closer Together

What's New and What's Next in Personal Lines Rating

Expert Panel: Unique Features and Benefits of Epic Quotes Commercial Lines and Tarmika

Connected Commercial Lines Roundtrip

Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines

How to Effectively Use Tarmika

Hands-On Lab: How to Set Your Team Up for Success with Epic Quotes Personal Lines

Marketing + Dashboards Are Better Together

Becoming More Efficient with Applied Epic Master Marketing Submissions

Expert Panel: How Agencies Use Epic Quotes to Win Personal Lines Business

(Repeat) What's New and What's Next in Indio

Unlocking the Value of Applied Pay for Your Agency and Insureds

Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat)

Mastering Direct Bill Commission Download in Applied Epic

Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements

Hands-On Lab: Discover the Configure Accounting Area in Applied Epic

Applied Epic Accounting Tips and Tricks

Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain"

Hands-On Labs: How Applied Pay Makes Life Easier

Expert Panel: Applied Pay Best Practices

Transforming Benefits Commission Recording with AI-Powered Automated Statements

Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements

Financial Mastery: Streamlining Month-End Processing for Perfection

Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement

Applied API Suite: Roadmap to Innovation

Applied API Suite: Use Case Spotlight

Insights Into Current and Future Offerings for Applied Data Lake

Epic Dashboards for Principals and IT/Operations Staff

Epic Dashboards for Accountants

Epic Dashboards for Sales Managers and Producers

Epic Dashboards for Department Managers and Account Managers

Epic Dashboards Roadmap

Epic Dashboards Tips and Tricks

Expert Panel: Agencies’ Success Stories Using Epic Dashboards

Getting Started with Epic Dashboards Asset Builder

Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder

Hands-On Lab: Advanced Epic Dashboards Asset Builder

Epic Dashboards Overview

Expert Panel: Strategies for Maintaining and Managing Data Quality

Introduction to Accounting Reports

Expert Panel: Navigating AI in the Insurance Industry

Expert Panel: Tools and Policies to Build a Cybersecurity Culture

Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective

Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser

Expanding Your SET Command Skills in Microsoft Word

Expert Panel: Peer Insights on Secure Digital Communications

Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients

Time Management and Block Scheduling

Expert Panel: Women in Executive Positions

Introduction and Overview of Applied Epic for Salesforce

Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat)

Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)

Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder (Repeat)