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Wednesday, October 8, 2025
How to Make the Most of Your ACN (Applied Client Network) Membership
(2748) How to Make the Most of Your ACN (Applied Client Network) Membership
Professional Development
Managing Commercial Lines Renewals Across Applied Products
(2516) Managing Commercial Lines Renewals Across Applied Products
Personal & Commercial Servicing - Quoting (US)
Expert Panel: Catching and Resolving Applied Epic Accounting Errors
(2526) Expert Panel: Catching and Resolving Applied Epic Accounting Errors
Payments & Accounting
Automate Premium Financing with Applied Pay and Imperial PFS
(2534) Automate Premium Financing with Applied Pay and Imperial PFS
Payments & Accounting
Mastering Direct Bill Commission Download in Applied Epic
(2539) Mastering Direct Bill Commission Download in Applied Epic
Payments & Accounting
Transforming Benefits Commission Recording with AI-Powered Automated Statements
(2546) Transforming Benefits Commission Recording with AI-Powered Automated Statements
Payments & Accounting
Employee Benefits
Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates
(2552) Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates
Personal & Commercial Servicing - General
Applied Epic Bridge: Meet the New Outlook Add-In
(2558) Applied Epic Bridge: Meet the New Outlook Add-In
Personal & Commercial Servicing - General
Applied Epic New Features and Future Roadmap
(2559) Applied Epic New Features and Future Roadmap
Personal & Commercial Servicing - General
Client Contracts in Applied Epic
(2575) Client Contracts in Applied Epic
Personal & Commercial Servicing - General
Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?
(2580) Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?
Personal & Commercial Servicing - General
ABCs of Applied Benefits Designer
(2594) ABCs of Applied Benefits Designer
Employee Benefits
Managing Benefits Carriers in Applied Epic
(2598) Managing Benefits Carriers in Applied Epic
Employee Benefits
Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines
(2603) Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines
Personal & Commercial Servicing - Mobile
Insights Into Current and Future Offerings for Applied Data Lake
(2619) Insights Into Current and Future Offerings for Applied Data Lake
Reporting, Dashboards, and Data Analytics
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
(2631) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
Reporting, Dashboards, and Data Analytics
Expert Panel: Essentials of Cybersecurity and Regulatory Compliance
(2646) Expert Panel: Essentials of Cybersecurity and Regulatory Compliance
Systems Administration
Business Management
Best Practices to Prepare for Employee Attrition
(2666) Best Practices to Prepare for Employee Attrition
Professional Development
Enhancing Your Business Continuity During Critical Downtime
(2672) Enhancing Your Business Continuity During Critical Downtime
Business Management
Microsoft Excel Tips and Tricks for the Intermediate User
(2675) Microsoft Excel Tips and Tricks for the Intermediate User
Professional Development
Expert Panel: How to Source and Hire Great Producers
(2683) Expert Panel: How to Source and Hire Great Producers
Sales and Marketing
Business Management
Applied Book Builder: Unlock Account Rounding Revenue with AI
(2685) Applied Book Builder: Unlock Account Rounding Revenue with AI
Sales and Marketing
EZLynx: Game-Changing EZLynx Features You Should Be Using
(2696) EZLynx: Game-Changing EZLynx Features You Should Be Using
EZLynx
EZLynx Hands-On Lab: Building Custom Reports
(2703) EZLynx Hands-On Lab: Building Custom Reports
EZLynx
EZLynx: Unveiling the New Email Campaigns
(2704) EZLynx: Unveiling the New Email Campaigns
EZLynx
Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat)
(2724) Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat)
Personal & Commercial Servicing - Mobile
Soumission des lignes commerciales canadiennes avec Applied Epic
(2750) Soumission des lignes commerciales canadiennes avec Applied Epic
Personal & Commercial Servicing - Quoting (CA)
Becoming a Great Place To Work: The Impact of an Employee Voice
(2753) Becoming a Great Place To Work: The Impact of an Employee Voice
Business Management
What's New in Canadian Personal Lines
(2505) What's New in Canadian Personal Lines
Personal & Commercial Servicing - Quoting (CA)
Indio and Applied Epic: Bringing the Systems Closer Together
(2513) Indio and Applied Epic: Bringing the Systems Closer Together
Personal & Commercial Servicing - Quoting (US)
What's New and What's Next in Personal Lines Rating
(2514) What's New and What's Next in Personal Lines Rating
Personal & Commercial Servicing - Quoting (US)
Hands-On Lab: How Applied Pay Makes Life Easier
(2544) Hands-On Lab: How Applied Pay Makes Life Easier
Payments & Accounting
Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements
(2547) Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements
Payments & Accounting
Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration
(2553) Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration
Personal & Commercial Servicing - General
Hands-On Lab: Ivans Exchange Wizardry
(2555) Hands-On Lab: Ivans Exchange Wizardry
Personal & Commercial Servicing - General
Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring
(2557) Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring
Personal & Commercial Servicing - General
Applied Epic New Features and Future Roadmap (Repeat)
(2560) Applied Epic New Features and Future Roadmap (Repeat)
Personal & Commercial Servicing - General
Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing
(2567) Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing
Personal & Commercial Servicing - General
Improving Your Agency’s Efficiency and Retention Using Activities
(2581) Improving Your Agency’s Efficiency and Retention Using Activities
Personal & Commercial Servicing - General
Hands-On Lab: Creating a Benefits Guide – Part 2
(2589) Hands-On Lab: Creating a Benefits Guide – Part 2
Employee Benefits
Expert Panel: Managing Changes to Benefits Workflows
(2597) Expert Panel: Managing Changes to Benefits Workflows
Employee Benefits
Advanced Certificate Processing in Applied CSR24
(2610) Advanced Certificate Processing in Applied CSR24
Personal & Commercial Servicing - Mobile
Expert Panel: Connecting Applied Data Lake to Business Outcomes
(2620) Expert Panel: Connecting Applied Data Lake to Business Outcomes
Reporting, Dashboards, and Data Analytics
Epic Dashboards for Accountants
(2624) Epic Dashboards for Accountants
Reporting, Dashboards, and Data Analytics
Epic Dashboards for Sales Managers and Producers
(2625) Epic Dashboards for Sales Managers and Producers
Reporting, Dashboards, and Data Analytics
Epic Dashboards Roadmap
(2627) Epic Dashboards Roadmap
Reporting, Dashboards, and Data Analytics
Expert Panel: You Must Work to Have a Winning Culture
(2667) Expert Panel: You Must Work to Have a Winning Culture
Casheika C. Moses (she/her/hers)
– The Baldwin Group
Business Management
Office Vibes: Elevating Everyday Spaces into Places Employees Love
(2670) Office Vibes: Elevating Everyday Spaces into Places Employees Love
Business Management
Using Indio to Drive Renewals and Win New Business
(2682) Using Indio to Drive Renewals and Win New Business
Sales and Marketing
EZLynx: Your Agency's Renewal and Retention Workflow
(2701) EZLynx: Your Agency's Renewal and Retention Workflow
EZLynx
EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications
(2709) EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications
EZLynx
EZLynx: We Make Commissions Easy
(2719) EZLynx: We Make Commissions Easy
EZLynx
Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity
(2754) Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity
Personal & Commercial Servicing - General
Using Applied Epic's Internationalization Feature to Serve Clients in English and French
(2504) Using Applied Epic's Internationalization Feature to Serve Clients in English and French
Personal & Commercial Servicing - Quoting (CA)
Unlocking Insights: Commercial Lines Carrier Submissions Discussion
(2519) Unlocking Insights: Commercial Lines Carrier Submissions Discussion
Personal & Commercial Servicing - Quoting (US)
What's New and What's Next for Financial Management with Applied
(2528) What's New and What's Next for Financial Management with Applied
Payments & Accounting
Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat)
(2538) Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat)
Payments & Accounting
Applied Epic Accounting Tips and Tricks
(2542) Applied Epic Accounting Tips and Tricks
Payments & Accounting
Cleaning Up and Balancing Premium Payable in Applied Epic
(2551) Cleaning Up and Balancing Premium Payable in Applied Epic
Payments & Accounting
Discover the Power of Client Contracts in Boosting Your Organization's Success
(2554) Discover the Power of Client Contracts in Boosting Your Organization's Success
Personal & Commercial Servicing - General
Mastering Y-Account Grouping: A Step Towards Enhanced Download Management
(2565) Mastering Y-Account Grouping: A Step Towards Enhanced Download Management
Personal & Commercial Servicing - General
I Have Attached It, Now Where Is It?
(2579) I Have Attached It, Now Where Is It?
Personal & Commercial Servicing - General
Enhancing Efficiency with Renewals Manager for Employee Benefits
(2587) Enhancing Efficiency with Renewals Manager for Employee Benefits
Employee Benefits
Best Practices for Managing Benefits Servicing Workflows in Epic
(2599) Best Practices for Managing Benefits Servicing Workflows in Epic
Employee Benefits
What's New and What's Next in Applied CSR24 and Applied Mobile
(2605) What's New and What's Next in Applied CSR24 and Applied Mobile
Personal & Commercial Servicing - Mobile
The Policyholder's Digital Roundtrip in Action
(2613) The Policyholder's Digital Roundtrip in Action
Personal & Commercial Servicing - Mobile
Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement
(2614) Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement
Personal & Commercial Servicing - Mobile
Hands-On Lab: Advanced Epic Dashboards Asset Builder
(2632) Hands-On Lab: Advanced Epic Dashboards Asset Builder
Reporting, Dashboards, and Data Analytics
Tactical Strategies for Data Excellence in Applied Epic
(2635) Tactical Strategies for Data Excellence in Applied Epic
Reporting, Dashboards, and Data Analytics
Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation
(2640) Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation
Reporting, Dashboards, and Data Analytics
Payments & Accounting
Maximizing Efficiency with Applied Epic Configuration: A Guide to Smart System Administration
(2649) Maximizing Efficiency with Applied Epic Configuration: A Guide to Smart System Administration
Systems Administration
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience
(2655) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience
Systems Administration
Expert Panel: Women in Executive Positions
(2680) Expert Panel: Women in Executive Positions
Jennifer Nielsen (she/her/hers)
– Triangle Risk Advisors
Professional Development
Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts
(2695) Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts
Sales and Marketing
Reporting, Dashboards, and Data Analytics
EZLynx: Automating Texts and Emails to Win Business
(2699) EZLynx: Automating Texts and Emails to Win Business
EZLynx
EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns
(2705) EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns
EZLynx
EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive
(2711) EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive
EZLynx
Expert Panel: Interact with Applied AI Specialists
(2742) Expert Panel: Interact with Applied AI Specialists
Personal & Commercial Servicing - General
Sales and Marketing
Payments & Accounting
EZLynx: Customer Feedback Roundtable
(2745) EZLynx: Customer Feedback Roundtable
EZLynx
What's New in Canadian Commercial Lines Quoting in Applied Epic
(2506) What's New in Canadian Commercial Lines Quoting in Applied Epic
Personal & Commercial Servicing - Quoting (CA)
Becoming More Efficient with Applied Epic Master Marketing Submissions
(2522) Becoming More Efficient with Applied Epic Master Marketing Submissions
Personal & Commercial Servicing - Quoting (US)
Using the Budget Tool in Applied Epic
(2531) Using the Budget Tool in Applied Epic
Payments & Accounting
Automate Premium Financing with Applied Pay and FIRST Insurance Funding
(2535) Automate Premium Financing with Applied Pay and FIRST Insurance Funding
Payments & Accounting
Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability
(2536) Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability
Payments & Accounting
Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements
(2540) Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements
Payments & Accounting
Understanding and Balancing Financial Reports
(2550) Understanding and Balancing Financial Reports
Payments & Accounting
Empowering Personal Lines: Harnessing the Power of Applied Products
(2568) Empowering Personal Lines: Harnessing the Power of Applied Products
Personal & Commercial Servicing - General
Applied Epic Invoicing: It's More than Just a One-Time Premium
(2576) Applied Epic Invoicing: It's More than Just a One-Time Premium
Personal & Commercial Servicing - General
Payments & Accounting
What’s New and What’s Next in Applied Benefits Solutions
(2591) What’s New and What’s Next in Applied Benefits Solutions
Employee Benefits
Hands-On Lab: Certificate Holder Management in Applied CSR24
(2612) Hands-On Lab: Certificate Holder Management in Applied CSR24
Personal & Commercial Servicing - Mobile
Epic Dashboards for Principals and IT/Operations Staff
(2623) Epic Dashboards for Principals and IT/Operations Staff
Reporting, Dashboards, and Data Analytics
Epic Dashboards Tips and Tricks
(2628) Epic Dashboards Tips and Tricks
Reporting, Dashboards, and Data Analytics
Using Marketing Options Within Applied Epic Reports
(2643) Using Marketing Options Within Applied Epic Reports
Reporting, Dashboards, and Data Analytics
Sales and Marketing
Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective
(2652) Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective
Systems Administration
Expert Panel: Peer Insights on Secure Digital Communications
(2658) Expert Panel: Peer Insights on Secure Digital Communications
Systems Administration
Business Management
What's New and What's Next in Sales and Marketing
(2693) What's New and What's Next in Sales and Marketing
Sales and Marketing
Driving Producer Workflows with Applied Epic Sales Automation
(2694) Driving Producer Workflows with Applied Epic Sales Automation
Sales and Marketing
Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat)
(2720) Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat)
Personal & Commercial Servicing - Quoting (US)
Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat)
(2721) Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat)
Personal & Commercial Servicing - General