Full Schedule

Building a Meaningful Community Involvement Program: Strategies That Drive Engagement and Impact

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

Using Epic Dashboards to Enhance Master Marketing Submissions

White-Glove Custom Forms and PolicyWorks Conversion for Canadian Commercial Lines Brokers

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

Keep Applied Epic in Your Pocket with Applied Mobile

Reusable Utilities in Applied Epic

Expert Panel: Agencies’ Success Stories Using Epic Dashboards

Auditing Employees Using Applied Epic Reports

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

Maintaining and Communicating Process Change in the Agency

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

Expert Panel: Emerging Technology Trends for the Modern Agency

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

EZLynx: Managing the Personal Lines Experience from Quote to Bind

EZLynx: Understanding the Basics of Accounting in EZLynx

EZLynx: Prospecting Tools for Modern Insurance Shoppers

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Insurance AI in Action: Solutions Driving Results Today- Brought to you by Patra

Leveraging AI to Elevate Client Experience- Brought to you by Coverflow

Navigating the Future of Staffing: AI, Skills-Based Hiring, and Workforce Flexibility - Brought to you by WAHVE

Session brought to you by AFCO Direct

Session brought to you by Fulcrum

Session brought to you by Milliken

Session brought to you by Quandri

Step into the Future of Insurance Training with Total CSR

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