(2509) Streamlining Client Collaboration with Indio and Applied Epic for Canada Commercial Lines

Content Level: Intermediate

Personas: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Marketing Manager/Specialist, Sales Representative, Customer Service Rep, Canadian Broker

Products: Applied Epic, Indio

Thursday, October 9, 2025

8:00 AM - 9:00 AM PT

Applied Presenter(s)

Amanda Herlehy (she/her/hers)

Product Instructor, Onboarding & Success Services
Applied Systems

Applied Representative(s)

Chase Diwik

Sr. Director of Product Management - Commercial Lines
Applied Systems
Sarah Caruso (she/her/hers)

Lead Product Instructor, Onboarding & Success Services
Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)

Product Manager
Applied Systems

Join to learn about the latest innovation for connecting commercial lines workflows between Applied Epic and Indio. This session aims to give you a step-by-step walkthrough of how this new integration allows you to collect or verify application data from insured in Indio and seamlessly send captured risk data from Indio to Epic Forms. See how you can reduce the E&O exposure with manual data re-entry while simultaneously delivering digital customer experiences that boost client satisfaction. This session is geared towards Canadian brokers.