Share your expertise, inspire peers, and help shape the most important gathering of insurance professionals in the world. Applied Net is built on real users sharing real stories—new processes you implemented, workflows you refined, challenges you overcame, and lessons learned along the way.
What We’re Looking For
We want all ideas - large or small, niche or broad, across any and all lines of business. Whether you automated a manual task, configured a smarter workflow, improved customer service, connected systems, or uncovered a new best practice, your experience can help others.
Below are examples of the types of topics and product areas we’re especially interested in this year. These are meant to spark ideas, not limit them.
Applied Epic Ecosystem
- Core policy management and servicing (including Ivans)
- Personal, commercial, and benefits workflows (configuration, nuances, tips)
- Tools and best practices for managing renewals
- Quoting, submissions, and carrier connectivity (Epic Quotes, Benefits Designer, Indio, Ivans)
- Book of business growth (upsell, cross-sell, retention including Applied Book Builder)
- Accounting, financial reporting, payments & reconciliation (Epic Accounting, Applied Pay, Applied Recon)
- Reporting, dashboards, analytics, and data visualization (Epic Dashboards)
- Core platform management, systems administration, and workflow automation
- Producer tools, customer collaboration, document collection (including Indio)
- Customer and insured self-service (CSR24, MobileInsured, portals)
- Connected tools within the ecosystem: Indio, Ivans, Applied Book Builder, Applied Recon, Epic Quotes, Applied CSR24, Applied Marketing Automation
EZLynx Ecosystem
- End-to-end daily operations: quoting → servicing → claims
- Automation and task management
- AI-enabled workflows and insights
- Improving speed, accuracy, and customer satisfaction
- Connected workflows across the EZLynx suite
Professional Development & Business Leadership
- Leadership, communication, and staff development
- Change management and operational excellence
- Strategic planning, financial performance, and agency growth
- Team structure, culture, and process management
You can submit the following session formats:
- Case Study - Walk peers through a recent project, challenge, or workflow improvement—sharing what you learned and why it matters.
- Course - Instructional, step-by-step teaching of a specific skill or workflow. Includes a required handout to guide attendees. Course presenters grant Applied Client Network and its fellow members permission to utilize course collateral (including the title, description, learning objectives, written handout, etc.) to administer the course for future programs associated with the Applied Client Network.
- Expert Panel - Share your perspective alongside fellow experts on a focused topic, followed by Q&A. (You don’t need to identify all of the panelists when you submit your idea.)
- Lecture - Present insights, concepts, or best practices. Less technical than a course, and no handout required.
- Roundtable - Facilitate an informal, participant-driven discussion around a focused topic.
Submission will be open January 5.