Full Schedule

Digitizing Commercial Risk Appetite Communication Between Agencies and Carriers

EZLynx Keynote

Streamlining Agency-Carrier Book Transfer Collaboration with Ivans Bookroll

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

Automate Premium Financing with Applied Pay and AFCO Direct

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

Expert Panel: Unveiling the Power of E-Servicing Real-Time Transactions for Enhancing Team Efficiencies

Best Practices for Enhancing Accuracy in Applied Epic Reporting and Dashboards

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

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

Expert Panel: Cross-Functional Collaboration Across Your Benefits Team

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

Applied API Suite: Use Case Spotlight

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

Epic Dashboards Overview

Expert Panel: Strategies for Maintaining and Managing Data Quality

Expert Panel: How to Audit and Optimize Your Service Processes

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

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

Small Agency Roundtable: Navigating Challenges and Sharing Solutions

Time Management and Block Scheduling

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

Introduction and Overview of Applied Marketing Automation

Utilisation de la fonction d'internationalisation d'Applied Epic pour servir les clients en anglais et en français

Expert Panel: Agency and Carrier Experiences Using Comparative Raters for Small Commercial Business

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

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

Unlocking the Value of Applied Pay for Your Agency and Insureds

Expert Panel: Applied Pay Best Practices

Financial Mastery: Streamlining Month-End Processing for Perfection

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

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

Maximizing Efficiency in Applied Epic

Expert Panel: Download Tips for Applied Epic

Agency Billing in Applied Epic – Part 1Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1

Exploring the Updated Applied Epic Employee Benefits Experience

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

The Basics of Internal Certificate Management in Applied CSR24

Applied API Suite: Roadmap to Innovation

Introduction to Accounting Reports

Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards

Hands-on Lab: Expanding Your SET Command Skills in Microsoft Word

Strategizing for a Successful Move to Applied Epic Browser

Integrating Applied Book Builder Into Your Agency Workflows

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

EZLynx: Evolve and Adapt to Your Agency's Growth with Support from ACN

EZLynx: Unveiling the New Commercial Lines Submission Workflow

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

Hands-On Lab: Indio and Canada Commercial Lines

How to Effectively Use Tarmika

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

Expert Panel: Ask the Indio Experts

Expert Panel: Closing the Gap on Closing the Month

Agency Billing for Non-Accountants: Deep Dive on Policy-Level Transactions - Part 2

Canadian Marketplace Update

Empowering Commercial Lines: Harnessing the Power of Applied Products

Expert Panel: Optimizing Your Service Workflows from Bottlenecks to Breakthroughs

Generating Benefits Templates and Proposals in Applied Epic – Part 1

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

Configurations for a User-Friendly Applied Epic and Applied CSR24

Transitioning Certificate Processing from Applied Epic to Applied CSR24

Getting Started with Applied Data Lake and Google Cloud

Epic Dashboards for Department Managers and Account Managers

Getting Started with Epic Dashboards Asset Builder

Expert Panel: Navigating AI in the Insurance Industry

How to Build and Manage a Successful Subject Matter Expert Team

Microsoft Excel Pivot Tables

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

Introduction and Overview of Applied Epic for Salesforce

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

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

EZLynx: What's New in Reporting

Accelerating Your Growth with Applied Benefits Solutions