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Lecture

Business Management

(2817) Turning Expertise Into Impact: Building Successful SME Programs


Content Level: Basic

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

Products: Not Product Specific

Thursday, October 1, 2026
9:30 AM - 10:30 AM East Coast USA Time
Subject Matter Experts (SME) play a vital role in driving system adoption, knowledge sharing, and operational consistency. This session provides a practical framework for building and managing an effective SME program. Participants will learn how to identify the right SMEs, establish clear roles and expectations, foster collaboration, and oversee an SME program that delivers ongoing value. This session supports SMEs across multiple platforms, such as Applied Epic®, Indio®, Applied CSR24®, Salesforce, and others, and is designed for agencies of all sizes.