Technology

The Client Portal and Optimized Renewal Workflow: One Agency’s Journey to Streamlined Client Experience

Danielle Lardeo, CIC, AINS, AU, AIS, CRIS, CAWC, ACSR

Learn how one agency transformed a stalled CSR24 client portal initiative into a structured, workflow-driven success. Discover practical lessons on implementation, change management, renewal automation and improving the client experience with Applied Epic.

READ THE ARTICLE

Virtual Networking

Canadian Alliance Meeting

Published: July 20, 2024

When

Date: August 21, 2024
Time: 1:00 PM - 2:00 PM CST

Agenda

Mastering Applied Net for Canadian Brokers: Prep & Tips to Get the Most out of this Year's Conference

Are you new to Applied Net, or simply need a refresh on the top hits for Canadian brokers in Nashville? The Canadian Alliance is hosting a must-attend session to get you and your brokerage geared up for Applied Net 2024.

Covering everything from building out your schedule in the mobile app to Canadian-specific events and tracks you need on your radar, your Canadian Alliance Leaders are eager to share their favorite Applied Net tips and lessons learned to get the MAX value out of your conference experience. Highlights will include:

Building out your conference schedule
Applied Net Mobile App
Sessions TO and TO NOT attend as a Canadian Applied product user
Networking Opportunities for Canadian Brokers
And more!

We want to shape this session to what you need. Share in the comments here or send us an email with any questions or concerns you have going into the event of the year. We want to help!