When
Date: June 18th, 2025
Time: 1:00 PM to 2:00 PM (CST)
Agenda
From Setup to Strategy: Making the Most of Renewals Manager
Renewals are a critical part of every agency’s workflow, and when managed efficiently, they can drive retention, reduce manual effort, and create a more consistent client experience. Join us for a focused session on Renewals Manager in Applied Epic, designed to help you and your team get the most out of this powerful tool.
Steve Bayless, Commercial Lines Department Manager at Carroll Insurance, will lead the session, sharing his expertise and practical knowledge on how to maximize Renewals Manager. The session will include an overview of the platform, basic setup guidance, and best practices, including how to streamline your bulk renewal processing.
Whether you’re new to Renewals Manager or looking to fine-tune your current process, this session will offer actionable insights and peer-driven discussion to help you optimize renewals within Epic. Come ready to learn, ask questions, and enhance your team’s approach to renewals.
Have questions on your mind already? Let us know here 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
Applied Client Network Staff
alliances@appliedclientnetwork.org