Technology

Applied Epic Invoicing: It’s More Than Just a One-Time Premium

Brenda Nevil, AAI, AIS, ITP

Brenda Nevil, assistant vice president and IT program manager at Alliant Insurance Services, Inc., shares tips for office managers and other insurance professionals on optimizing Applied Epic to streamline accounting workflows and manage invoices across insurance policies.

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Virtual Networking

Large Agents Alliance Meeting

Published: November 21, 2025

When

Date: December 4th, 2025
Time: 1:00 PM - 2:30 PM CST

Agenda

A Policy-Checking Deep Dive for Large Agents

Join your fellow Large Agent peers for a focused, insight-rich session centered on one of your most-requested topics: policy checking. This quarter’s Large Agents Alliance meeting features a comprehensive Policy-Checking Vendor Panel, bringing together users of leading solutions, along with a representative from a large agency that manages policy checking entirely in-house. Panelists will compare their approaches, share lessons learned, and discuss how each model supports efficiency, accuracy, and scalability at the enterprise level. The goal is to give large agents a clear and practical understanding of the real differences between leading vendors and internal workflows.

Before we dive into the panel, we’ll kick off with a sponsored session featuring Intellistack. We'll follow with a quick update from Applied Systems on upcoming changes to the PAC software to keep our large agents informed on what to expect going forward.

This session is designed to deliver candid insights, transparent peer perspectives, and actionable ideas tailored to the operational realities of large agencies and brokerages.

Do you use any leading policy-checking solutions like Patra, Staffboom, ResourcePro, or Fulcrum? Are you interested in joining our panel? Comment here or send us an email at alliances@appliedclientnetwork.org to get information on participating.

This Alliance Meeting is sponsored by Intellistack.

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.