Skip to main content
Applied Net 2025 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

Hands-On Lab

Personal & Commercial Servicing - Mobile

(2612) Hands-On Lab: Certificate Holder Management in Applied CSR24


Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial

Products: Applied CSR24, Applied Epic

Wednesday, October 8, 2025
3:45 PM - 4:45 PM PT
Attend this session to learn how to effectively and efficiently manage insured certificate holder lists to ease renewal workflows and reduce processing times in Applied CSR24®. This session will show you several ways to manage certificate holders to keep your data current, including bulk updates, reviewing error import logs, and transferring holders from Applied Epic® to Applied CSR24. Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.