Maine Chapter Hybrid Meeting

When:  Oct 21, 2021 from 09:00 AM to 12:00 PM (ET)
Associated with  Maine Chapter

You must be logged in to register for this event

Location

Maine Insurance Agents Association Board Room
17 Carriage Ln
Hallowell, ME 04347
Dial-in Instructions:
The dial-in number and link will be included in the registration confirmation email.

Contact

Ashley Campbell
207-373-1683
acampbell@downeastinsurance.com

Agenda


• Overview of what's going on at the Applied Client Network with ACN CEO Brian Langerman (yes, he's coming to visit the Chapter of the Year!!). Come get all your ACN questions answered!

• Review of Applied Net 2021 and round table discussion of biggest take-aways and things learned.

• Chapter planning for 2022. Bring your ideas to the table. What do you want to see? What educational topics do you want to learn about? We want to hear from both TAM and EPIC agencies!
• Chapter photo with the Chapter of the Year Award.

• Education Time: Opportunities: How to Setup a Sales Pipeline in Applied Epic - Discover how use Opportunities to set up a Sales Pipeline in Epic. You will learn how to create Sales Teams, Opportunity Stages, Opportunity Unsuccessful Reasons and reports to track the opportunities.


Registration

Chapter Members: FREE
Non-members: $50

Food will not be provided for this meeting, but feel free to bring your own snacks.

Your agency/brokerage must be a member of the Applied Client Network to attend virtual chapter meetings. Not sure if you're a member? Email info@appliedclientnetwork.org.


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