When
Date: Thursday, September 18
Time: 1:00 p.m. - 2:00 p.m. (CST)
Agenda
From Custom Forms to Epic Forms: Insights for Canadian Brokers
Join your fellow Canadian Alliance members for an engaging meeting on switching to Epic Forms, presented by Josh Moore from Applied Systems.
Whether you are already planning to make the move from Epic Custom Forms or simply curious about the new features, this session will give you a high-level overview of what Epic Forms are, how they differ from Custom Forms, and what the transition process looks like. Josh will explore practical tips and answer your questions along the way. Even if you’re not ready to switch, you’ll walk away with valuable insights to help you plan for the future.
Have questions for Josh? Drop them in the comment box here 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.
Meeting Contact
Applied Client Network Staff
alliances@appliedclientnetwork.org