Skip to main content

Full Schedule

Full Schedule

  • Wednesday, October 8, 2025
  • How to Make the Most of Your ACN (Applied Client Network) Membership
  • Managing Commercial Lines Renewals Across Applied Products
  • Expert Panel: Catching and Resolving Applied Epic Accounting Errors
  • Automate Premium Financing with Applied Pay and Imperial PFS
  • Mastering Direct Bill Commission Download in Applied Epic
  • Transforming Benefits Commission Recording with AI-Powered Automated Statements
  • Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates
  • Applied Epic Bridge: Meet the New Outlook Add-In
  • Applied Epic New Features and Future Roadmap
  • Client Contracts in Applied Epic
  • Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?
  • ABCs of Applied Benefits Designer
  • Managing Benefits Carriers in Applied Epic
  • Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines
  • Insights Into Current and Future Offerings for Applied Data Lake
  • Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
  • Expert Panel: Essentials of Cybersecurity and Regulatory Compliance
  • Best Practices to Prepare for Employee Attrition
  • Enhancing Your Business Continuity During Critical Downtime
  • Microsoft Excel Tips and Tricks for the Intermediate User
  • Expert Panel: How to Source and Hire Great Producers
  • Applied Book Builder: Unlock Account Rounding Revenue with AI
  • EZLynx: Game-Changing EZLynx Features You Should Be Using
  • EZLynx Hands-On Lab: Building Custom Reports
  • EZLynx: Unveiling the New Email Campaigns
  • Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat)
  • Soumission des lignes commerciales canadiennes avec Applied Epic
  • Becoming a Great Place To Work: The Impact of an Employee Voice
  • What's New in Canadian Personal Lines
  • Indio and Applied Epic: Bringing the Systems Closer Together
  • What's New and What's Next in Personal Lines Rating
  • Hands-On Lab: How Applied Pay Makes Life Easier
  • Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements
  • Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration
  • Hands-On Lab: Ivans Exchange Wizardry
  • Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring
  • Applied Epic New Features and Future Roadmap (Repeat)
  • Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing
  • Improving Your Agency’s Efficiency and Retention Using Activities
  • Hands-On Lab: Creating a Benefits Guide – Part 2
  • Expert Panel: Managing Changes to Benefits Workflows
  • Advanced Certificate Processing in Applied CSR24
  • Expert Panel: Connecting Applied Data Lake to Business Outcomes
  • Epic Dashboards for Accountants
  • Epic Dashboards for Sales Managers and Producers
  • Epic Dashboards Roadmap
  • Expert Panel: You Must Work to Have a Winning Culture
  • Office Vibes: Elevating Everyday Spaces into Places Employees Love
  • Using Indio to Drive Renewals and Win New Business
  • EZLynx: Your Agency's Renewal and Retention Workflow
  • EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications
  • EZLynx: We Make Commissions Easy
  • Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity
  • Using Applied Epic's Internationalization Feature to Serve Clients in English and French
  • Unlocking Insights: Commercial Lines Carrier Submissions Discussion
  • What's New and What's Next for Financial Management with Applied
  • Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat)
  • Applied Epic Accounting Tips and Tricks
  • Cleaning Up and Balancing Premium Payable in Applied Epic
  • Discover the Power of Client Contracts in Boosting Your Organization's Success
  • Mastering Y-Account Grouping: A Step Towards Enhanced Download Management
  • I Have Attached It, Now Where Is It?
  • Enhancing Efficiency with Renewals Manager for Employee Benefits
  • Best Practices for Managing Benefits Servicing Workflows in Epic
  • What's New and What's Next in Applied CSR24 and Applied Mobile
  • The Policyholder's Digital Roundtrip in Action
  • Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement
  • Hands-On Lab: Advanced Epic Dashboards Asset Builder
  • Tactical Strategies for Data Excellence in Applied Epic
  • Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation
  • Maximizing Efficiency with Applied Epic Configuration: A Guide to Smart System Administration
  • Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience
  • Expert Panel: Women in Executive Positions
  • Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts
  • EZLynx: Automating Texts and Emails to Win Business
  • EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns
  • EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive
  • Expert Panel: Interact with Applied AI Specialists
  • EZLynx: Customer Feedback Roundtable
  • What's New in Canadian Commercial Lines Quoting in Applied Epic
  • Becoming More Efficient with Applied Epic Master Marketing Submissions
  • Using the Budget Tool in Applied Epic
  • Automate Premium Financing with Applied Pay and FIRST Insurance Funding
  • Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability
  • Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements
  • Understanding and Balancing Financial Reports
  • Empowering Personal Lines: Harnessing the Power of Applied Products
  • Applied Epic Invoicing: It's More than Just a One-Time Premium
  • What’s New and What’s Next in Applied Benefits Solutions
  • Hands-On Lab: Certificate Holder Management in Applied CSR24
  • Epic Dashboards for Principals and IT/Operations Staff
  • Epic Dashboards Tips and Tricks
  • Using Marketing Options Within Applied Epic Reports
  • Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective
  • Expert Panel: Peer Insights on Secure Digital Communications
  • What's New and What's Next in Sales and Marketing
  • Driving Producer Workflows with Applied Epic Sales Automation
  • Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat)
  • Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat)