Full Schedule

Driving Efficiency and Automation with CSIO's New eDocs Standards

How to Successfully Use Downloads in Applied Epic

How to Optimize Commercial Lines Download in Applied Epic

Transforming Benefits Data Into Actionable Intelligence

Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages

Enabling the Named Insured Feature in Applied CSR24

Advanced Certificate Processing in Applied CSR24 (Repeat)

An Agency's Journey on Data Quality and Transformation

Employee Productivity Scorecard: Data-Driven Impact

Expert Panel: Mastering Carrier Appointments and Acquisitions

Expert Panel: Tools and Policies to Build a Cybersecurity Culture

Be a Better Boss! How You Manage Your Agency Matters

Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients

EZLynx: Servicing Your Commercial Lines Customers

EZLynx: Accelerating Your Sales Pipeline

EZLynx: Leveraging Downloads to Make Your Agency More Efficient

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

Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)

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

Real Talk with a Microsoft MVP: Microsoft 365's AI, Copilot

Utilisation des formulaires d’Applied Epic pour rationaliser les services d'assurance commerciale au Canada

Tips and Tricks for Using Applied Rating Services

What's New and What's Next for Financial Management with Applied (Repeat)

Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain"

Entering Policies in Applied Epic for Efficiency and Reporting

Optimizing Renewals Manager

Workflow Wizardry: Mastering Activities and Tasks in Applied Epic

Unlocking Insights: Benefits Roundtable Discussion

Best Practices for Configuring Applied Epic Security for Mid to Large-Sized Agencies

Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser

Preparing to Leverage Applied Epic Modernization from an IT Perspective

Developing an Effective and Streamlined Process to Guide New Employees Through Orientation

Strategies to Enhance Cybersecurity in Your Agency

Expert Panel: Sales and Marketing Automation Best Practices

Beyond the Quote: Mastering Sales in a Digital Era

EZLynx: Unveiling the New Commercial Lines Submission Workflow

EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx

EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews

Hands-On Lab: Certificate Holder Management in Applied CSR24 (Repeat)

Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)

Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (Repeat)