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Full Schedule

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Full Schedule

  • Thursday, September 12, 2024
  • 7:00 AM – 8:00 AM CST
    Breakfast
  • 7:00 AM – 11:00 AM CST
    Help Desk Open
  • 8:15 AM – 9:15 AM CST
    Consulting with Applied Benefit Designer
  • 8:15 AM – 9:15 AM CST
    Managing Value-Added Employee Benefits Services in Applied Epic
  • 8:15 AM – 9:15 AM CST
    Taking Your Download Usage to the Next Level
  • 8:15 AM – 9:15 AM CST
    Boost Your Customer Service by Using Download in EZLynx
  • 8:15 AM – 9:15 AM CST
    Moving Beyond Policy Download
  • 8:15 AM – 9:15 AM CST
    How to Create a Bonus Structure to Motivate Your Team
  • 8:15 AM – 9:15 AM CST
    Crafting the Employee Experience for New Industry and M&A Hires
  • 8:15 AM – 9:15 AM CST
    Microsoft 365: One Cloud, Endless Possibilities
  • 8:15 AM – 9:15 AM CST
    Expert Panel: Parenting a Child with Disabilities
  • 8:15 AM – 9:15 AM CST
    Epic Dashboards Tips and Tricks
  • 8:15 AM – 9:15 AM CST
    Expanding Your SET Command Skills in Microsoft Word
  • 8:15 AM – 9:15 AM CST
    Setting Up and Managing Attachment Folders in Applied Epic
  • 8:15 AM – 9:15 AM CST
    EZLynx: How to Stay Connected with Your Customer in the Digital Age – Part 2
  • 8:15 AM – 9:15 AM CST
    EZLynx: Using Your Customer Portal as a One-Stop Shop for Customer Payments
  • 8:15 AM – 9:15 AM CST
    EZLynx Hands-On Lab: Unveiling the New Personal Lines Interactive Proposals
  • 8:15 AM – 9:15 AM CST
    How Your Role Impacts Accounting
  • 8:15 AM – 9:15 AM CST
    Save Time with Accounting-Based Import Templates
  • 8:15 AM – 9:15 AM CST
    Applied Epic Configurations for a User-Friendly Applied CSR24
  • 8:15 AM – 9:15 AM CST
    Expert Panel: Ask the Applied CSR24 and Applied Mobile Experts
  • 8:15 AM – 9:15 AM CST
    Tech to Help Canadian Brokers Maximize Commercial Lines Workflows
  • 8:15 AM – 9:15 AM CST
    Expert Panel: How Indio Is Helping Agencies Be More Efficient
  • 8:15 AM – 9:15 AM CST
    Applied Epic Activities and Tasks
  • 8:15 AM – 9:15 AM CST
    Unlocking the Power of Digital in Your Agency
  • 8:15 AM – 9:15 AM CST
    Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle (Repeat)
  • 8:15 AM – 9:15 AM CST
    Hands-On Lab: Power Up Your Applied Epic Browser User Experience (Repeat)
  • 9:45 AM – 10:45 AM CST
    Expert Panel: Ask Applied Your Employee Benefits Questions
  • 9:45 AM – 10:45 AM CST
    Maximizing Efficiency Using Commercial Lines Download
  • 9:45 AM – 10:45 AM CST
    Roundtable: Ask the Applied Epic Interface Team
  • 9:45 AM – 10:45 AM CST
    Configuring Download in Applied Epic (Repeat)
  • 9:45 AM – 10:45 AM CST
    Time Management Strategies for Increasing Productivity
  • 9:45 AM – 10:45 AM CST
    Transforming How You Manage Mental Health in the Workplace
  • 9:45 AM – 10:45 AM CST
    The Leadership Glow Up You’ve Been Searching For
  • 9:45 AM – 10:45 AM CST
    How to Break Away from a Traditional Account Manager Role and Create a More Efficient Service Model
  • 9:45 AM – 10:45 AM CST
    Transform Your Commercial Lines Application and Renewal Process with Indio (Session Facilitated in French) Transformez votre processus de demande et de renouvellement d'assurance
  • 9:45 AM – 10:45 AM CST
    EZLynx: Commercial Lines Remarketing and Renewal Strategies – Part 4
  • 9:45 AM – 10:45 AM CST
    EZLynx: How to Automate Customer Service
  • 9:45 AM – 10:45 AM CST
    EZLynx: Win More Business with an Effective CRM
  • 9:45 AM – 10:45 AM CST
    Understanding Month-End Journal Entry and How Applied Epic Moves Your Money
  • 9:45 AM – 10:45 AM CST
    Expert Panel: What Your Applied Epic Financials Tell You About Your Agency
  • 9:45 AM – 10:45 AM CST
    Unlocking the Power of Applied Epic to Streamline Accounting Workflows
  • 9:45 AM – 10:45 AM CST
    Journal Entries: Internal Controls for Entry, Review and Approval
  • 9:45 AM – 10:45 AM CST
    Exploring Transaction Codes: Are Your Transactions Performing As Expected?
  • 9:45 AM – 10:45 AM CST
    How to Complete a Personal Lines Account Review in Applied Epic
  • 9:45 AM – 10:45 AM CST
    A Deep Dive Into Applied Epic Renewals Manager
  • 9:45 AM – 10:45 AM CST
    How to Attract and Retain the Next Generation of Insurance Consumers
  • 9:45 AM – 10:45 AM CST
    Hands-On Lab: Advanced Certificate Processing in Applied CSR24 (Repeat)
  • 9:45 AM – 10:45 AM CST
    What’s New in Indio (Repeat)
  • 9:45 AM – 10:45 AM CST
    Hands-On Lab: How to Target the Right Leads with List Criteria (Repeat)