Large Agent Alliance Chapter Virtual Fall Meeting

Starts:  Oct 20, 2021 02:00 PM (CT)
Ends:  Oct 22, 2021 04:00 PM (CT)
Associated with  Large Agent Alliance Chapter

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Dial-in Instructions:
The dial-in number and link will be included in the registration confirmation email.


Kathy Bova

Meeting Dates/Times

Wednesday - Oct. 20th, 2:00-4:00 pm CST
Thursday - Oct. 21st, 2:00-4:00 pm CST
Friday - Oct. 22nd, 2:00-4:00 pm CST


Wednesday - Oct. 20th Agenda
Join the Epic & EZLynx teams to learn more about the enhanced embedded rating capabilities in Applied Epic Quotes. First up is Epic Quotes for Personal Lines, with the integrated EZLynx carrier library. Watch a live demo of our new Epic Quotes Commercial Lines, Applied’s newest industry innovation. Our adoption and implementation services team will help with pointers on how to get your organization set up with the latest and greatest.
2:00 – 2:40 Epic Personal Lines Quotes & EZLynx Carrier Library Integration
2:40 – 2:50 Break
2:50 – 3:30 Epic Small Commercial Lines Quotes
3:30 – 4:00 Open Discussion/Q&A

Thursday - Oct. 21st Agenda
Benefits! We know Q4 is a busy season, but bring your benefits team members to hear about Applied’s ongoing investment in Benefits – across Applied Epic, Epic Benefits for Salesforce, Applied Benefits Designer, and Applied Marketing Automation. Join our Practice Lead to better help you incorporate the new capabilities, and streamline your Benefits operations. We’ll wrap with Epic’s new Policy Detail Engine (PDE), which will be piloted on Benefits lines of business.
2:00 – 2:40 Epic Benefits & Epic Benefits for Salesforce
2:40 – 2:50 Break
2:50 – 3:30 Applied Benefits Designer, Applied Marketing Automation and Policy Detail Engine (PDE)
3:30 – 4:00 Open Discussion/Q&A

Friday - Oct. 22nd Agenda
Applied Epic Transformation – What do you want to know? Come with your questions and get a refresher on the following topics!
2:00 – 2:25 BDE, Big Query, Date Lake – timing and implications for LAA agencies with BDE
2:25 – 2:50 Epic Browser Updates
2:50 – 3:00 Break
3:00 – 3:30 MFA, SSO
3:30 – 4:00 Open Discussion/Q&A


Chapter Members: FREE
Chapter Non-members: $25

In order to attend, you must complete an online registration. Non-registered attendees will not be permitted into the meeting.