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Lecture

Personal & Commercial Servicing - General

(2564) White-Glove Custom Forms and PolicyWorks Conversion for Canadian Commercial Lines Brokers


Content Level: Intermediate

Personas: Account Manager - Personal Lines/Small Commercial, Account Manager - Medium/Large Commercial; Specialty Lines, IT/Operations Manager, Owner/Principal, Canadian Broker

Products: Applied Epic

Monday, October 6, 2025
1:00 PM - 2:00 PM PT
This lecture provides a detailed view of the white-glove Custom Forms Conversion provided by Applied to Canadian brokers. We will cover eligibility requirements, engagement, and details of the white-glove conversion experience. We will also highlight the benefits of switching to Applied Epic® Policy Forms. You will hear firsthand from brokers on their success and learn about their experience being part of the conversion process. This session is geared towards Canadian brokers.