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Roundtable

Personal Lines

(2769) Canadian Personal Lines Power Hour: Peer Roundtable Discussion


Content Level: Basic

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

Products: Applied Epic, Applied CSR24, Applied Rating Services, Applied Mobile

Tuesday, September 29, 2026
1:00 PM - 2:00 PM East Coast USA Time

    Applied Facilitator(s)

  • Sarah Caruso (she/her/hers)

    Lead Product Instructor, Onboarding & Success Services
    Applied Systems Canada, Ontario, Canada

Join fellow Canadian personal lines professionals for an interactive roundtable discussion focused on the real-world scenarios that slow you down the most. Rather than a traditional presentation, this session creates a collaborative environment where participants can share experiences, discuss challenges, and exchange practical solutions. Bring your questions and insights on topics such as approval bottlenecks, repetitive manual processes, team handoffs, workflow inefficiencies, and technology adoption. Leave with new ideas, proven approaches from your peers, and actionable strategies you can apply in your organization.