Icon Legend

This session is not in your schedule.

This session is in your schedule. Click again to remove it.

183 Views

Lecture

Personal & Commercial Servicing - Mobile

Personal & Commercial Servicing - Quoting (US)

(2607) An Account Manager's Use of Applied Products to Streamline Renewals

Content Level: Basic

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

Products: Applied CSR24, Applied Epic, Applied Pay, Indio, Applied Rating Services

Tuesday, October 7, 2025

1:15 PM - 2:15 PM PT

Applied Presenter(s)

Jennifer A. Raymond (she/her/hers)

Solutions Consultant
Applied Systems
Maggie Essex (she/her/hers)

Solution Specialist
Applied Systems

Hear how to streamline the renewal lifecycle using a variety of Applied products to save time, increase efficiency, and lower E&O risks through automation. We will look at Applied Marketing Automation®, Indio®, Epic Quotes Commercial Lines and Personal Lines, IvansDownload, Applied CSR24® and SMS. This will be a high-level overview of the workflows at your organization's fingertips. After this session, you will walk away with tips on how to move your agency into the future.