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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

    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.