Skip to main content
Applied Net 2026 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

Course

Commercial Lines

(2656) Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24


Content Level: Intermediate

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

Products: Applied CSR24

Wednesday, September 30, 2026
9:30 AM - 10:30 AM East Coast USA Time

    Applied Presenter(s)

  • Jennifer Grayson

    Lead Product Instructor
    Applied Systems, Minnesota

    • Applied Representative(s)

  • Matt Duggan

    Sr. Customer Implementation Specialist
    Applied Systems
    Milwaukee, Wisconsin

Attend this course to learn enhanced certificate renewal workflows in Applied CSR24®. This session is designed for organizations managing high volumes of certificates, complex holder lists and unique certificate requests. It will cover strategies for efficiently processing renewals, maintaining accurate certificate holder data, and managing large renewal clients from start to finish. Participants will explore key workflows and learn best practices to support efficient processing and minimize manual tasks.