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Lecture

Commercial Lines

(2674) Building a Better Renewal Process with Applied Epic Tools


Content Level: Basic

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

Products: Applied Epic

Tuesday, September 29, 2026
2:30 PM - 3:30 PM East Coast USA Time

    Presenter(s)

  • Debra L. Alt (she/her/hers)

    Director of Insurance Operations Training
    Foundation Risk Partners/Applied Net
    Ormond Beach, Florida

    • Applied Representative(s)

  • Glenn Wharton

    Senior Product Instructor
    Applied Systems

Learn how to strengthen your commercial lines renewal process using Applied Epic’s Renewals Manager – whether on its own or together with supporting tools like Expiration Reports and Activities. This session will show how Renewals Manager increases visibility, accountability, and consistency in your workflow without adding extra tasks to your team’s day. The presenter will cover how to introduce Renewals Manager to your staff, including recommended training and rollout steps, and explore ways to improve collaboration between producers and account managers.

Attendees will leave with a clear, structured approach to managing renewals more efficiently and confidently within Applied Epic®.