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Roundtable

Personal Lines

(2768) Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them


Content Level: Basic

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

Products: Applied Epic, Applied CSR24, Applied Rating Services

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

    Applied Facilitator(s)

  • Sarah Caruso (she/her/hers)

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

Step inside a “day in the life” of a Canadian brokerage. This interactive roundtable discussion is designed for CSRs, managers, and operations leaders who want to compare real-world workflows, share what’s working, and uncover practical ideas to take back to their teams.