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Monday, September 28, 2026
7 Custom Dashboards You Can Create with Asset Builder
(2771) 7 Custom Dashboards You Can Create with Asset Builder
Reporting, Dashboards, and Data Analytics
A Case Study on Applied API Suite and Applied Data Lake
(2798) A Case Study on Applied API Suite and Applied Data Lake
Reporting, Dashboards, and Data Analytics
Achieving a Better Commercial Lines Submission Process
(2603) Achieving a Better Commercial Lines Submission Process
Carrier Workflows and Connectivity
ACN Blueprint for Success in EZLynx – Part 1
(2716) ACN Blueprint for Success in EZLynx – Part 1
EZLynx
ACN Blueprint for Success in EZLynx – Part 2
(2717) ACN Blueprint for Success in EZLynx – Part 2
EZLynx
Advanced Proposals Configuration
(2624) Advanced Proposals Configuration
Core Platform, Automation, and AI
Advanced Uses for Applied Data Lake and Google Cloud
(2780) Advanced Uses for Applied Data Lake and Google Cloud
Reporting, Dashboards, and Data Analytics
Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale
(2805) Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale
Business Management
AI at Every Stage: A Tour of Applied AI Across Epic
(2638) AI at Every Stage: A Tour of Applied AI Across Epic
Core Platform, Automation, and AI
AI for Benefits: Streamlining Workflows with Epic Search, AutoFill, and Recon
(2682) AI for Benefits: Streamlining Workflows with Epic Search, AutoFill, and Recon
Employee Benefits
AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions
(2629) AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions
Core Platform, Automation, and AI
An Agency's Journey on Data Quality and Transformation
(2772) An Agency's Journey on Data Quality and Transformation
Reporting, Dashboards, and Data Analytics
Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience
(2790) Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience
Reporting, Dashboards, and Data Analytics
Applied API Suite: Roadmap to Innovation
(2787) Applied API Suite: Roadmap to Innovation
Reporting, Dashboards, and Data Analytics
Applied API Suite: Use Case Spotlight
(2785) Applied API Suite: Use Case Spotlight
Reporting, Dashboards, and Data Analytics
Applied Benefits Designer Quoting and Renewals
(2686) Applied Benefits Designer Quoting and Renewals
Employee Benefits
Applied Book Builder Essentials
(2667) Applied Book Builder Essentials
Commercial Lines
Applied CSR24-Configuration: Everything You Need to Know
(2646) Applied CSR24-Configuration: Everything You Need to Know
Commercial Lines
Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud
(2791) Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud
Reporting, Dashboards, and Data Analytics
Applied Epic Accounting and the Bank-Owned Agency
(2739) Applied Epic Accounting and the Bank-Owned Agency
Financial Management
Applied Epic Accounting Tips and Tricks
(2731) Applied Epic Accounting Tips and Tricks
Financial Management
Applied Epic Accounting: Cleaning Up and Balancing Premium Payables
(2723) Applied Epic Accounting: Cleaning Up and Balancing Premium Payables
Financial Management
Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap
(2636) Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap
Core Platform, Automation, and AI
Applied Epic Events and Activities: Configure for Maximum Automation and Visibility
(2641) Applied Epic Events and Activities: Configure for Maximum Automation and Visibility
Core Platform, Automation, and AI
Applied Epic in Action: Mastering Downloads
(2750) Applied Epic in Action: Mastering Downloads
Personal Lines
Applied Epic Invoicing: It's More than Just a One-Time Premium
(2675) Applied Epic Invoicing: It's More than Just a One-Time Premium
Commercial Lines
Applied Epic Premium Fields: What They Are and How to Report on Them
(2728) Applied Epic Premium Fields: What They Are and How to Report on Them
Financial Management
Applied Epic Reports Deep Dive: Advanced Layouts
(2797) Applied Epic Reports Deep Dive: Advanced Layouts
Reporting, Dashboards, and Data Analytics
Applied Epic System Performance: Foundational Infrastructure Best Practices
(2645) Applied Epic System Performance: Foundational Infrastructure Best Practices
Core Platform, Automation, and AI
Applied Epic Tips and Tricks – Administration
(2627) Applied Epic Tips and Tricks – Administration
Core Platform, Automation, and AI
Applied Epic Tips and Tricks – Servicing
(2628) Applied Epic Tips and Tricks – Servicing
Core Platform, Automation, and AI
Applied Epic Training: New Hires and Agency Conversions
(2620) Applied Epic Training: New Hires and Agency Conversions
Core Platform, Automation, and AI
Ask Me Anything - Open session with Ivans and Cytora Product Leaders
(2602) Ask Me Anything - Open session with Ivans and Cytora Product Leaders
Carrier Workflows and Connectivity
Ask the Experts: Epic Dashboards and Asset Builder Customization
(2784) Ask the Experts: Epic Dashboards and Asset Builder Customization
Reporting, Dashboards, and Data Analytics
Auditing Employees Using Applied Epic Reports and Epic Dashboards
(2777) Auditing Employees Using Applied Epic Reports and Epic Dashboards
Reporting, Dashboards, and Data Analytics
AutoFill in Action: What's New and What's Next
(2644) AutoFill in Action: What's New and What's Next
Core Platform, Automation, and AI
Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
(2755) Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
Personal Lines
Automating the Customer Journey from Welcome to Retention
(2696) Automating the Customer Journey from Welcome to Retention
EZLynx
Becoming an Agency Preferred Carrier
(2600) Becoming an Agency Preferred Carrier
Carrier Workflows and Connectivity
Before You Call Support: Mastering EZLynx Fixes You Can Handle Yourself
(2715) Before You Call Support: Mastering EZLynx Fixes You Can Handle Yourself
EZLynx
Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)
(2683) Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)
Employee Benefits
Best Practices to Prepare for Employee Attrition
(2809) Best Practices to Prepare for Employee Attrition
Business Management
Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model
(2806) Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model
Business Management
Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24
(2656) Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24
Commercial Lines
Boosting Sales with an Effective CRM
(2709) Boosting Sales with an Effective CRM
EZLynx
Browser Change Management: Stay Ahead of Disruptions in Your Agency
(2633) Browser Change Management: Stay Ahead of Disruptions in Your Agency
Core Platform, Automation, and AI
Building a Better Renewal Process with Applied Epic Tools
(2674) Building a Better Renewal Process with Applied Epic Tools
Commercial Lines
Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24
(2767) Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24
Personal Lines
Building Better Training: What Worked, What Didn't and What Changed
(2807) Building Better Training: What Worked, What Didn't and What Changed
Business Management
Building Custom Dashboards to Fit Your Agency Needs
(2773) Building Custom Dashboards to Fit Your Agency Needs
Reporting, Dashboards, and Data Analytics
Canada Commercial Lines: What’s New and What’s Next
(2661) Canada Commercial Lines: What’s New and What’s Next
Commercial Lines
Canadian Personal Lines Power Hour: A Q&A with Industry Leaders
(2769) Canadian Personal Lines Power Hour: A Q&A with Industry Leaders
Personal Lines
Canadian‑Specific Forms: When, Why, and How to Use Them
(2692) Canadian‑Specific Forms: When, Why, and How to Use Them
Employee Benefits
Catching and Resolving Applied Epic Accounting Errors
(2729) Catching and Resolving Applied Epic Accounting Errors
Financial Management
Chart Your Own Path: Nonlinear Career Growth Strategies for Women in Insurance
(2819) Chart Your Own Path: Nonlinear Career Growth Strategies for Women in Insurance
Professional Development
Clicks That Count: A Real-Time Applied Epic How-To
(2631) Clicks That Count: A Real-Time Applied Epic How-To
Core Platform, Automation, and AI
Client Contracts in Applied Epic
(2649) Client Contracts in Applied Epic
Commercial Lines
Commercial Lines Download and eDocs: Unlocking More Value Than Ever
(2671) Commercial Lines Download and eDocs: Unlocking More Value Than Ever
Commercial Lines
Connecting the Dots: Reports as the Storytellers of Operations
(2770) Connecting the Dots: Reports as the Storytellers of Operations
Reporting, Dashboards, and Data Analytics
Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond
(2660) Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond
Commercial Lines
Consulting with Applied Benefit Designer
(2687) Consulting with Applied Benefit Designer
Employee Benefits
Creating SOPs That Drive Results
(2699) Creating SOPs That Drive Results
EZLynx
Custom Form Conversion and Enhancing the Benefit Form Templates
(2676) Custom Form Conversion and Enhancing the Benefit Form Templates
Employee Benefits
Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms
(2654) Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms
Commercial Lines
Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill
(2655) Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill
Commercial Lines
Delivering Better Risk Appetite Communication to Grow Your Commercial Book
(2605) Delivering Better Risk Appetite Communication to Grow Your Commercial Book
Carrier Workflows and Connectivity
Design Your Legacy: From Trusted Account Manager to Intentional Leader
(2824) Design Your Legacy: From Trusted Account Manager to Intentional Leader
Professional Development
Developing an Advanced Dashboard to Better Measure and Balance CSR Workloads Across an Agency
(2778) Developing an Advanced Dashboard to Better Measure and Balance CSR Workloads Across an Agency
Reporting, Dashboards, and Data Analytics
Developing and Managing an Applied Epic Enterprise Administration Team
(2626) Developing and Managing an Applied Epic Enterprise Administration Team
Core Platform, Automation, and AI
Download Is Our Mail: Building a High-Volume Suspense Playbook
(2622) Download Is Our Mail: Building a High-Volume Suspense Playbook
Core Platform, Automation, and AI
Download Smarter: Applied Epic Tips, Tools and Q&A
(2749) Download Smarter: Applied Epic Tips, Tools and Q&A
Personal Lines
Embedded Premium Finance Processing – Meet the AFCO Team
(2736) Embedded Premium Finance Processing – Meet the AFCO Team
Financial Management
Embedded Premium Finance Processing – Meet the First Insurance Funding Team
(2737) Embedded Premium Finance Processing – Meet the First Insurance Funding Team
Financial Management
Embedded Premium Finance Processing – Meet the IPFS Team
(2735) Embedded Premium Finance Processing – Meet the IPFS Team
Financial Management
Emerging Technology Trends for the Modern Agency, 2026 Edition
(2808) Emerging Technology Trends for the Modern Agency, 2026 Edition
Business Management
Employee Productivity Scorecard: Data-Driven Impact
(2774) Employee Productivity Scorecard: Data-Driven Impact
Reporting, Dashboards, and Data Analytics
Entering Policies in Applied Epic for Reporting Efficiency
(2650) Entering Policies in Applied Epic for Reporting Efficiency
Commercial Lines
Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry
(2681) Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry
Employee Benefits
Epic Max Unleashed: How Agencies Are Using It to Revolutionize Their Workflow
(2826) Epic Max Unleashed: How Agencies Are Using It to Revolutionize Their Workflow
Core Platform, Automation, and AI
Epic Quotes Commercial Lines Canada: A Unified Quoting Experience
(2652) Epic Quotes Commercial Lines Canada: A Unified Quoting Experience
Commercial Lines
Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows
(2634) Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows
Core Platform, Automation, and AI
Experience the Difference "Ask EVA" Can Make in Your Agency
(2711) Experience the Difference "Ask EVA" Can Make in Your Agency
EZLynx
Expert Panel: Managing Changes to Benefits Workflows
(2689) Expert Panel: Managing Changes to Benefits Workflows
Employee Benefits
Exploring the Features of EZLynx Submission Center
(2703) Exploring the Features of EZLynx Submission Center
EZLynx
EZLynx and the Agentic AI Vision
(2718) EZLynx and the Agentic AI Vision
EZLynx
EZLynx for Carriers: What's New and What's Next
(2609) EZLynx for Carriers: What's New and What's Next
Carrier Workflows and Connectivity
EZLynx Keynote
(2720) EZLynx Keynote
EZLynx
EZLynx Roundtables
(2721) EZLynx Roundtables
EZLynx
From Change Management to Organizational Capability: The Shift from Conformity to Coherence
(2810) From Change Management to Organizational Capability: The Shift from Conformity to Coherence
Business Management
From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic
(2756) From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic
Personal Lines
From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship
(2811) From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship
Business Management
From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows
(2618) From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows
Core Platform, Automation, and AI
From Identity to Impact: Employer Branding That Fuels Growth
(2818) From Identity to Impact: Employer Branding That Fuels Growth
Professional Development
From Intake to Adjudication: How AI Is Transforming the Claims Journey for Commercial Carriers
(2610) From Intake to Adjudication: How AI Is Transforming the Claims Journey for Commercial Carriers
Carrier Workflows and Connectivity
From Lead to Carrier: Streamlining New Business with Applied Epic and Indio
(2659) From Lead to Carrier: Streamlining New Business with Applied Epic and Indio
Commercial Lines
From Quote to Bind: A Case Study in Agency Bill
(2745) From Quote to Bind: A Case Study in Agency Bill
Financial Management
From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation
(2751) From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation
Personal Lines
Getting Started with Applied Epic Bridge
(2630) Getting Started with Applied Epic Bridge
Core Platform, Automation, and AI
Getting Started with Epic Dashboards Asset Builder
(2799) Getting Started with Epic Dashboards Asset Builder
Reporting, Dashboards, and Data Analytics
Getting the Most from Ivans Distribution Platform: Best Practices for Configuration, Growth, and Insight
(2608) Getting the Most from Ivans Distribution Platform: Best Practices for Configuration, Growth, and Insight
Carrier Workflows and Connectivity
Growing Your Business with Ivans Bookroll
(2612) Growing Your Business with Ivans Bookroll
Carrier Workflows and Connectivity
Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice
(2794) Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice
Reporting, Dashboards, and Data Analytics
Hands-On Lab: Applied Epic Bridge Setup Made Simple
(2639) Hands-On Lab: Applied Epic Bridge Setup Made Simple
Core Platform, Automation, and AI
Hands-On Lab: Building Reports in EZLynx
(2713) Hands-On Lab: Building Reports in EZLynx
EZLynx
Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder
(2669) Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder
Commercial Lines
Hands-On Lab: Creating Powerful Commercial Proposals
(2714) Hands-On Lab: Creating Powerful Commercial Proposals
EZLynx
Hands-On Lab: Elevating Client Experiences with EZLynx Automation Center
(2697) Hands-On Lab: Elevating Client Experiences with EZLynx Automation Center
EZLynx
Hands-On Lab: Epic AutoFill for Benefits
(2691) Hands-On Lab: Epic AutoFill for Benefits
Employee Benefits
Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users (Repeat)
(2793) Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users (Repeat)
Reporting, Dashboards, and Data Analytics
Hands-On Lab: How Does Embedded Premium Finance Work for You?
(2738) Hands-On Lab: How Does Embedded Premium Finance Work for You?
Financial Management
Hands-On Lab: How to Use Applied Recon to Process Agency Bill
(2734) Hands-On Lab: How to Use Applied Recon to Process Agency Bill
Financial Management
Hands-On Lab: How to Use Applied Recon to Process Direct Bill
(2733) Hands-On Lab: How to Use Applied Recon to Process Direct Bill
Financial Management
Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation
(2685) Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation
Employee Benefits
Hands-On Lab: Ivans Exchange
(2616) Hands-On Lab: Ivans Exchange
Carrier Workflows and Connectivity
Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality Across EZLynx
(2712) Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality Across EZLynx
EZLynx
Hands-On Lab: Mastering Indio Templates for Maximum Efficiency
(2658) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency
Commercial Lines
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience
(2643) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience
Core Platform, Automation, and AI
Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation
(2670) Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation
Commercial Lines
Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation
(2754) Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation
Personal Lines
Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates
(2760) Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates
Personal Lines
Hands-On Lab: Using Tasks and Checklists for More Effective Agency Management
(2719) Hands-On Lab: Using Tasks and Checklists for More Effective Agency Management
EZLynx
Hands-On Lab: Using the New Compliance Fields in Applied Epic
(2693) Hands-On Lab: Using the New Compliance Fields in Applied Epic
Employee Benefits
How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows
(2611) How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows
Carrier Workflows and Connectivity
How Organizations Build a Strong High Net Worth Client Program
(2766) How Organizations Build a Strong High Net Worth Client Program
Personal Lines
How to Get More Done in a Day: Time Management Techniques That Are Proven to Work
(2812) How to Get More Done in a Day: Time Management Techniques That Are Proven to Work
Business Management
How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes
(2782) How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes
Reporting, Dashboards, and Data Analytics
How Top Agencies Approach Remarketing and Retention
(2698) How Top Agencies Approach Remarketing and Retention
EZLynx
Implementing Applied Epic Opportunities
(2619) Implementing Applied Epic Opportunities
Core Platform, Automation, and AI
Improving Your Agency’s Efficiency and Retention Using Activities
(2748) Improving Your Agency’s Efficiency and Retention Using Activities
Personal Lines
Inside the Applied Data Lake Roadmap: What's Next and Why It Matters
(2789) Inside the Applied Data Lake Roadmap: What's Next and Why It Matters
Reporting, Dashboards, and Data Analytics
Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them
(2768) Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them
Personal Lines
Introduction to Applied Data Lake, Google Cloud and Databricks
(2781) Introduction to Applied Data Lake, Google Cloud and Databricks
Reporting, Dashboards, and Data Analytics
Introduction to Ivans Exchange
(2615) Introduction to Ivans Exchange
Carrier Workflows and Connectivity
Journal Entries in Applied Epic
(2725) Journal Entries in Applied Epic
Financial Management
Just What Is a Broker within Applied Epic Accounting?
(2744) Just What Is a Broker within Applied Epic Accounting?
Financial Management
Launch Your Customer Portal: An EZLynx Client Center Setup Guide
(2694) Launch Your Customer Portal: An EZLynx Client Center Setup Guide
EZLynx
Leveraging New Applied Epic Forms in the Benefits Ecosystem
(2680) Leveraging New Applied Epic Forms in the Benefits Ecosystem
Employee Benefits
M&A: How to Tuck-in a Book or Agency into Applied Epic
(2726) M&A: How to Tuck-in a Book or Agency into Applied Epic
Financial Management
Making Applied Epic Activities Work for You
(2647) Making Applied Epic Activities Work for You
Commercial Lines
Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices
(2623) Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices
Core Platform, Automation, and AI
Mastering Browser Changes: Real-World Strategies from Agency Leaders
(2632) Mastering Browser Changes: Real-World Strategies from Agency Leaders
Core Platform, Automation, and AI
Mastering the Basics of Renewals Manager for Personal Lines
(2757) Mastering the Basics of Renewals Manager for Personal Lines
Personal Lines
Maximize Your Core Payments Experience with Applied Pay
(2730) Maximize Your Core Payments Experience with Applied Pay
Financial Management
Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
(2740) Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
Financial Management
Microsoft Excel Pivot Tables
(2821) Microsoft Excel Pivot Tables
Professional Development
Microsoft Excel Tips and Tricks for the Intermediate User
(2820) Microsoft Excel Tips and Tricks for the Intermediate User
Professional Development
Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines
(2758) Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines
Personal Lines
New Applied Financial Management Feature (Repeat)
(2747) New Applied Financial Management Feature (Repeat)
Financial Management
New Applied Financial Management Feature
(2746) New Applied Financial Management Feature
Financial Management
New Compliance Fields in Applied Epic for Servicing
(2684) New Compliance Fields in Applied Epic for Servicing
Employee Benefits
New! EZLynx AutoFill
(2700) New! EZLynx AutoFill
EZLynx
Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency
(2742) Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency
Financial Management
Powering Digital Quoting with Ivans Distribution Platform
(2607) Powering Digital Quoting with Ivans Distribution Platform
Carrier Workflows and Connectivity
Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
(2764) Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
Personal Lines
Practical Strategies and Users’ Perspectives with Applied Book Builder for Commercial Lines
(2668) Practical Strategies and Users’ Perspectives with Applied Book Builder for Commercial Lines
Commercial Lines
Quote Faster, Propose Smarter: Personal Lines in EZLynx
(2704) Quote Faster, Propose Smarter: Personal Lines in EZLynx
EZLynx
Real Insights That Made a Difference: A Small Agency Case Study
(2813) Real Insights That Made a Difference: A Small Agency Case Study
Business Management
Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making
(2796) Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making
Reporting, Dashboards, and Data Analytics
Reusable Utilities in Applied Epic
(2783) Reusable Utilities in Applied Epic
Core Platform, Automation, and AI
Revenue Status on Policies Is Here! What It Is and How to Use It
(2741) Revenue Status on Policies Is Here! What It Is and How to Use It
Financial Management
Search Smarter: Find Anything in Epic, Instantly
(2635) Search Smarter: Find Anything in Epic, Instantly
Core Platform, Automation, and AI
Security Panel Discussion: Real-World Cybersecurity Practices That Actually Work
(2640) Security Panel Discussion: Real-World Cybersecurity Practices That Actually Work
Core Platform, Automation, and AI
Segmenting Personal Lines Clients in Applied Epic Using Profit Centers
(2753) Segmenting Personal Lines Clients in Applied Epic Using Profit Centers
Personal Lines
Simplifying Commissions Accounting (Plus a Sneak Peek at EVA Recon)
(2706) Simplifying Commissions Accounting (Plus a Sneak Peek at EVA Recon)
EZLynx
Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing
(2663) Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing
Commercial Lines
Stop the Revolving Door: How Employee Onboarding Can Make a Difference
(2722) Stop the Revolving Door: How Employee Onboarding Can Make a Difference
EZLynx
Strategies for Maintaining and Managing Data Quality
(2776) Strategies for Maintaining and Managing Data Quality
Reporting, Dashboards, and Data Analytics
Streamlining Commercial Lines Servicing with Applied Epic Forms and Indio
(2653) Streamlining Commercial Lines Servicing with Applied Epic Forms and Indio
Commercial Lines
Streamlining the Applied Epic Month-End Process
(2743) Streamlining the Applied Epic Month-End Process
Financial Management
Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance
(2617) Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance
Core Platform, Automation, and AI
Successfully Servicing Your Clients in EZLynx
(2710) Successfully Servicing Your Clients in EZLynx
EZLynx
Supporting the Digital Roundtrip of Insurance, a Carrier’s Point of View
(2601) Supporting the Digital Roundtrip of Insurance, a Carrier’s Point of View
Carrier Workflows and Connectivity
Taking the Guesswork Out of Commercial Applications and Submissions
(2702) Taking the Guesswork Out of Commercial Applications and Submissions
EZLynx
Template Letter Configuration and Automation Magic
(2625) Template Letter Configuration and Automation Magic
Core Platform, Automation, and AI
The Agentic Edge: Why Automation Maturity Is the New Battleground for Broker Loyalty
(2604) The Agentic Edge: Why Automation Maturity Is the New Battleground for Broker Loyalty
Carrier Workflows and Connectivity
The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters
(2679) The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters
Employee Benefits
The Evolution of Applied Recon
(2732) The Evolution of Applied Recon
Financial Management
The Foundation of Operational Success: Ensuring Data Accuracy and Quality
(2621) The Foundation of Operational Success: Ensuring Data Accuracy and Quality
Core Platform, Automation, and AI
The Future of Learning in a Distracted World
(2822) The Future of Learning in a Distracted World
Professional Development
The New and Improved eSignature in EZLynx
(2708) The New and Improved eSignature in EZLynx
EZLynx
The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations
(2765) The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations
Personal Lines
The Power of Process: Creating Documented Workflows That Drive Consistency and Growth
(2814) The Power of Process: Creating Documented Workflows That Drive Consistency and Growth
Business Management
The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
(2648) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
Commercial Lines
The Title Comes Last: How Real Leaders Earn Their Influence
(2825) The Title Comes Last: How Real Leaders Earn Their Influence
Professional Development
Time Management and Work Prioritization
(2815) Time Management and Work Prioritization
Business Management
Transforming Agency Operations with SharePoint: Communication, Training and Beyond
(2816) Transforming Agency Operations with SharePoint: Communication, Training and Beyond
Business Management
Transforming Benefits Data Into Actionable Intelligence
(2688) Transforming Benefits Data Into Actionable Intelligence
Employee Benefits
Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights
(2761) Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights
Personal Lines
Turning Commercial Lines Into a Growth Engine for Your Agency
(2695) Turning Commercial Lines Into a Growth Engine for Your Agency
EZLynx
Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption
(2775) Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption
Reporting, Dashboards, and Data Analytics
Turning Expertise Into Impact: Building Successful SME Programs
(2817) Turning Expertise Into Impact: Building Successful SME Programs
Business Management
Understanding and Balancing Financial Reports in Applied Epic
(2724) Understanding and Balancing Financial Reports in Applied Epic
Financial Management
Unlock Hidden Power: Advanced SET Commands
(2637) Unlock Hidden Power: Advanced SET Commands
Core Platform, Automation, and AI
Unlock Retention Wins with Reports and Dashboards
(2779) Unlock Retention Wins with Reports and Dashboards
Reporting, Dashboards, and Data Analytics
Unlocking Insights: Benefits Roundtable Discussion
(2690) Unlocking Insights: Benefits Roundtable Discussion
Employee Benefits
User Security in Applied Epic: Configuration Best Practices
(2642) User Security in Applied Epic: Configuration Best Practices
Core Platform, Automation, and AI
Using Real-World Bound Policy Data to Sharpen Your Personal Lines Product Strategy
(2613) Using Real-World Bound Policy Data to Sharpen Your Personal Lines Product Strategy
Carrier Workflows and Connectivity
What’s New and What’s Next in Applied Benefits Solutions
(2678) What’s New and What’s Next in Applied Benefits Solutions
Employee Benefits
What’s New and What’s Next in Epic Quotes Commercial Lines and Tarmika
(2673) What’s New and What’s Next in Epic Quotes Commercial Lines and Tarmika
Commercial Lines
What’s Next for Commercial Lines: A Look at the Reimagined Experience
(2662) What’s Next for Commercial Lines: A Look at the Reimagined Experience
Commercial Lines
What's New and What's Next in Applied Book Builder
(2666) What's New and What's Next in Applied Book Builder
Commercial Lines
What's New and What's Next in Epic Dashboards
(2788) What's New and What's Next in Epic Dashboards
Reporting, Dashboards, and Data Analytics
What's New and What's Next in Financial Management
(2727) What's New and What's Next in Financial Management
Financial Management
What's New and What's Next in U.S. Personal Lines
(2759) What's New and What's Next in U.S. Personal Lines
Personal Lines
What's New in EZLynx Accounting
(2705) What's New in EZLynx Accounting
EZLynx
What's New in EZLynx Certificates
(2701) What's New in EZLynx Certificates
EZLynx
What's New in EZLynx Reporting
(2707) What's New in EZLynx Reporting
EZLynx
Women in Leadership
(2823) Women in Leadership
Professional Development
Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows
(2672) Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows
Commercial Lines
Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation
(2657) Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation
Commercial Lines
Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic
(2752) Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic
Personal Lines
Your Source of Truth: Powering Appetite Internally and Across Distribution Channels
(2606) Your Source of Truth: Powering Appetite Internally and Across Distribution Channels
Carrier Workflows and Connectivity
Culture First: How to Overcome Challenges with Change Management Within an Agency
(2800) Culture First: How to Overcome Challenges with Change Management Within an Agency
Business Management
AI for Agencies: Working Smarter, Not Harder
(2801) AI for Agencies: Working Smarter, Not Harder
Business Management
Finders Keepers: How to Hire and Keep Great Talent
(2802) Finders Keepers: How to Hire and Keep Great Talent
Business Management
Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)
(2664) Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)
Commercial Lines
Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency
(2665) Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency
Commercial Lines
The Pressure We Carry: Mental Health at Work
(2803) The Pressure We Carry: Mental Health at Work
Professional Development
The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter
(2804) The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter
Professional Development
Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance
(2762) Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance
Personal Lines
Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service – Part 1
(2763) Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service – Part 1
Personal Lines
Connecting the Commercial Lines Client Experience
(2651) Connecting the Commercial Lines Client Experience
Commercial Lines
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
(2792) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
Reporting, Dashboards, and Data Analytics
(Repeat) Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users
(2828) (Repeat) Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users
Reporting, Dashboards, and Data Analytics
Epic Dashboards by Job Role: Roundtable Discussions
(2795) Epic Dashboards by Job Role: Roundtable Discussions
Reporting, Dashboards, and Data Analytics
Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making
(2829) Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making
Reporting, Dashboards, and Data Analytics
