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Lecture

Commercial Lines

(2653) Streamlining Canada Commercial Lines Servicing with Applied Epic Forms and Indio


Content Level: Intermediate

Personas: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Owner/Principal

Products: Indio, Applied Epic

Monday, September 28, 2026
11:00 AM - 12:00 PM East Coast USA Time
Attend this lecture on best practices to incorporate Applied Epic Forms into current commercial lines servicing workflows. This course also covers the benefits of using Applied Epic Forms to capture underwriting and coverage data for clients.

Attendees will learn about the latest innovation for connecting commercial lines workflows between Applied Epic® and Indio®. This session will provide a step-by-step walkthrough of how the new integration allows agents to collect or verify application data from insureds in Indio and seamlessly send captured risk data to Applied Epic Forms. It also focuses on how you can reduce E&O exposure with manual data re-entry while simultaneously delivering digital customer experiences that boost client satisfaction.