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Lecture

Personal & Commercial Servicing - Quoting (US)

(2513) Indio and Applied Epic: Bringing the Systems Closer Together


Content Level: Basic

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

Products: Applied Epic, Indio, Applied CSR24

Wednesday, October 8, 2025
12:45 PM - 1:45 PM PT

    Applied Presenter(s)

  • Michael J. Bruns

    Director of Product Management
    Connected Commercial Lines & Indio

    • Applied Representative(s)

  • Chase Diwik

    Sr. Director of Product Management - Commercial Lines
    Applied Systems

  • Erin Joubert (she/her/hers)

    Director, Product Management - Epic Policy & Interface
    Applied Systems

This session will be a deeper dive showcasing the various integration points between Indio® and Applied Epic®. The presenter will highlight newer features like a shared Applied Epic and Indio login, Applied Epic structures in Indio, confidential client support, and core data integration.