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Case Study

Personal Lines

(2762) Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager

Products: Applied Epic

Thursday, October 1, 2026
8:00 AM - 9:00 AM East Coast USA Time

    Presenter(s)

  • Jamie Cox

    Agency Growth Coach
    SIAA/ Agents United , Utah

    • Applied Presenter(s)

  • Linda Bendele

    Solution Specialist -Customer Success Team
    Applied Systems

Explore the essential data elements in personal lines insurance that are not captured through standard download processes. This session will examine automation beyond download, including custom client information, internal notes, and workflow-specific data, and discuss strategies for organizations to manage and supplement these critical areas.