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Expert Panel

Personal Lines

(2765) Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations


Content Level: Basic

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

Products: Applied CSR24, Applied Epic, Applied Mobile, Applied Marketing Automation

Wednesday, September 30, 2026
9:30 AM - 10:30 AM East Coast USA Time
Join a panel of industry peers as they share real-world stories of how organizations have redesigned and automated personal lines workflows to drive measurable improvements. Panelists will highlight the strategies, technologies, and change-management tactics they used to reduce manual effort, streamline their processes and improve the customer experience, offering practical insights and actionable ideas you can apply to achieve greater efficiency and success.

Learning Objectives:

  • Expert Panel Prep call has been scheduled for July 24 with all expert panelist.