When
Date: Tuesday, May 11, 2026
Time: 12:00 p.m. - 1:00 p.m. (CST)
Agenda
Work Smarter in Applied Epic: Servicing Shortcuts & Best Practices
Join the Client Facing Service – Personal & Commercial Lines Alliance Community for a practical, expert-driven meeting led by Maureen Boeing of Maureen Boeing Consulting, a Preferred Consultant Partner of Applied Systems.
This Alliance meeting will focus on everyday Applied Epic servicing workflows that will help your client‑facing teams work smarter and stay organized, including:
- Streamlining activities, tasks, and follow‑ups
- Navigating accounts, contacts, and policies more efficiently
- Handling certificates, transactions, and renewals with fewer clicks
- Using shortcuts and system features that reduce rework and data entry
- Applying consistent servicing practices across personal and commercial lines
Expect real‑world examples, time‑saving tips, and open discussion with peers who understand the realities of client‑facing service work. You’ll leave with ideas you can put to work immediately.
Have questions for Maureen or your peers? Let us know here or on your registration form, and let's get the conversation started.
Registration
FREE for ALL ACN Members!
The dial-in number and link will be included in the registration confirmation email.
What is an Alliance Meeting?
Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.
Meeting Contact
Melissa Timberlake
mtimberlake@burkhartinsurance.com