(2580) Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?

Content Level: Basic

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

Products: Applied Epic

Wednesday, October 8, 2025

10:15 AM - 11:15 AM PT

Presenter(s)

Steven Bayless (he/him/his)

Director of Marketing
Carroll Insurance Agency, LTD

Applied Representative(s)

Laura Jermyn

Senior Manager
Applied Systems

In this session, the presenter will share how their agency moved everyone off spreadsheets and paper for managing their renewal process. The presenter will explain this decision, the logic that drove their choices, and how they achieved 100% buy-in across all their business units.