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

Operations, Managerial & Finance Alliance Meeting

Published: November 19, 2025

When

Date: December 3, 2025
Time: 12:00 PM to 1:30 PM (CST)

Agenda

Improving Your Annual Review Process Through Peer Perspectives

Employee reviews are a cornerstone of strong agency operations, but the approach, tools, and conversations behind them can vary widely. Join the Operations, Managerial & Finance Alliance for a peer-led session focused on practical, real-world strategies to refine and strengthen your review process.

We’ll begin with a panel featuring Alliance Leaders and colleagues, who will share how their organizations approach reviews, from drafting and benchmarking to incorporating peer feedback and navigating tough conversations. Make sure to submit your questions on the registration form to shape the discussion to what you want to hear.

After the panel, participants will move into topic-based break-out discussions, with rooms dedicated to using AI in the review process, leveraging benchmarking as part of performance evaluation, and practicing annual review conversations through guided roleplay scenarios.

We’ll wrap up by bringing the group back together to highlight key takeaways from each room, giving you a well-rounded set of ideas and approaches to bring back to your agency.

Have a question for your peers? Let us know here or in your registration to 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.