When
Date: November 18th, 2025
Time: 12:00 PM to 1:00 PM (CST)
Agenda
Configuring CSR24 & Epic for a Better Client Experience
For organizations offering client self-service, how you configure Applied Epic and Applied CSR24 directly impacts both internal efficiency and the client experience. In this session, Karla Myers, Operations Manager at Franconia Insurance & Financial Services, will walk through the configuration approach she uses to create consistency across teams and ensure clients can easily access what they need.
This session is a chance to compare processes, ask questions, and take away configuration ideas you can adapt for your own environment. Whether you’re already using Applied CSR24 or exploring how to enhance your current setup, you’ll leave with actionable insights and examples informed by real agency experience.
Have questions for Karla or your peers? 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