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Lecture

Commercial Lines

(2654) Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms


Content Level: Basic

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

Products: Applied Epic

Tuesday, September 29, 2026
10:30 AM - 11:30 AM East Coast USA Time
This session provides an overview of Applied’s white‑glove Custom Forms Conversion for Canadian brokers. It outlines how the transition to Applied Epic Policy Forms delivers a more modern, standardized, and efficient approach to capturing policy and risk data within Applied Epic®.

This session is geared towards Canadian brokers.