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The All-Access Webinar Pass will give your agency or brokerage access to ALL 2018 course webinars for an unlimited amount of employees at your agency. Without the pass, the course webinars both live and on-demand will remain as an a-la-carte offering at $79, per person, per webinar.

The All Access Webinar Pass pricing is associated with your Applied Client Network membership type. This onetime cost is for all 2018 course webinar offerings. Licensed User Membership (1-24 Terminals): $199 Licensed User Membership (25-49 Terminals): $399 Licensed User Membership (50+ Terminals): $799.

Please click here for more information regarding the All Access Webinar Pass.

Course Webinars

2018 Webinars
2018 course webinars are available for purchase and viewing for 12 months following the live broadcast date.

Integrating Benefits Into Your Book Of Business Report in Applied Epic - 5/15/2018 

5.15.2018 Integrating Benefits Into Your Book Of Business in Applied Epic
5.15.2018 Integrating Benefits Into Your Book Of Business in Applied Epic

Benefits products are often under represented in an agency's book of business. A fully rounded out commercial account, including benefits can provide much more value to clients and increase retention of commercial clients. With the various ways to integrate and manage benefits in Applied Epic, selling benefits to clients and keeping an accurate overview of their whole account has never been easier. 

Skill level: Intermediate 
Product: Epic 
Target Audience: IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative, Marketing, Producer 
Presenter: Jason Hoeppner, Anderson-Meyer Insurance, Inc. 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members 
FREE for All-Access Webinar Pass Members

Applied TAM Activity Enhancement - Rock Your World - 5/8/2018 

5.8.2018 Applied TAM Activity Enhancement - Rock Your World
5.8.2018 Applied TAM Activity Enhancement - Rock Your World

Attend this session to explore how the enhanced functionality between activities and attachments in Applied TAM can streamline your workflows and procedures. 

-Discover the new functionality in TAM activities and attachments that enables the grouping of multiple items to an activity or attachment at any time. 
-Utilize additional functionality to streamline your processes, and save staff time and effort. 
-Discover how to retrieve attached documents/emails from the activity or attachment lists. 

Skill level: Basic 
Product: TAM 
Target Audience: Accountant/Bookkeeper, Operations, Trainer, Customer Service Representative, Producer 
Presenter: Sue Good, Alexant Systems Corporation 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members 
FREE for All-Access Webinar Pass Members

Applied TAM Accounting Month End & Reports - 4/24/2018 

04.24.2018 Applied TAM Accounting Month End & Reports
04.24.2018 Applied TAM Accounting Month End & Reports

Examine the details behind the month-end procedure including: initiating month end, accepting and posting journal entries, run in-balance checks, setup and run accounting and management reports, generate journal entries, year-end considerations, and review of reports to substantiate JEs. The presenter will walk through a month end and include options for saving reports electronically. 

-Recognize and utilize the Month End Reports menu 
-Use reports that support the Month End Journal Entries and demonstrate how to validate them 
-Identify “system down” requirements, and execute timing of running the Month End process 

Skill level: Intermediate 
Product: TAM 
Target Audience: Accountant/Bookkeeper 
Presenter: Christine Forbes, The Daniel & Henry Co. 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members 
FREE for All-Access Webinar Pass Members

Making Renewals Work for You in Applied Epic - 4/17/2018 

4.17.2018 Making Renewals Work for You in Applied Epic
4.17.2018 Making Renewals Work for You in Applied Epic

Renewals are the bread and butter of your agency’s operations and revenue stream. They are the time to build relationships through positive client touch points, update Applied Epic with accurate information, and round out accounts. When you set Applied Epic to prompt staff to conduct thorough account reviews, your renewal results will be better. And automating renewal steps or supporting them with Applied Epic functionality allows staff to spend more time on value-added, client-facing insurance work. 

Skill level: Intermediate 
Product: Epic 
Target Audience: IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative, Principal/Owner, Marketing, Producer 
Presenter: Jason Hoeppner, Anderson-Meyer Insurance, Inc. 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members 
FREE for All-Access Webinar Pass Members 

Developing Your Agency's Workflows in Applied Epic - 3/29/2018 

3.29.2018 Developing Your Agency's Workflows in Applied Epic
3.29.2018 Developing Your Agency's Workflows in Applied Epic

Attend this webinar to hear how to write workflows and start creating the procedure manual for your agency. In addition, the presenter will share who to include in the discussions, what to consider when writing the workflow, and how to implement the new changes. 

Skill level: Intermediate 
Platform: Epic 
Target Audience: IT Manager/Systems Coordinator, Operations, Trainer, Principal/Owner 
Presenter: Aurora Burg, Kite Technology Group 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members

FREE for All-Access Webinar Pass Members

Events, Activities, Tasks and Further Actions in Applied Epic - 3/20/2018 

3.20.2018 Events, Activities, Tasks and Further Actions in Applied Epic
3.20.2018 Events, Activities, Tasks and Further Actions in Applied Epic

Learn how to leverage Applied Epic more effectively by aligning activities, tasks and further actions with events. Discuss how to develop workflows, consistent procedures, and mitigate E&O risk with appropriate event and activity configuration. 

Learn how to make activities work for you 
o Manage employee workload and/or performance 
o Reduce training time 
o Improve the client experience 

Skill level: Basic 
Platform: Epic 
Target Audience: IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative 
Presenter: Maureen Boeing, Maureen Boeing Consulting, LLC 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members 
FREE for All-Access Webinar Pass Members

Agency Planning: Reports & Objectives Tracking in Applied TAM - 2/20/2018 

2.20.2018 Agency Planning: Reports & Objectives Tracking in Applied TAM
2.20.2018 Agency Planning: Reports & Objectives Tracking in Applied TAM

Attend this session to learn how to successfully track reports and objectives. Learn how to define what you want to measure, know where the data comes from, and how specific fields, used consistently, will give you want we want.  

Skill level: Intermediate 
Platform: TAM 
Target Audience: Accountant/Bookkeeper, Administrative, IT Manager/Systems Coordinator, Operations, Principal/Owner 
Presenter: Joi Ruther, Alexant Systems Corporation 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members

FREE for All-Access Webinar Pass Members

Understanding the Book Of Business Report - 2/15/2018 

2.15.2018 Understanding the Book Of Business Report
2.15.2018 Understanding the Book Of Business Report

Learn how to utilize reports to audit the billing screens to use the information to run a good Book of Business Report to help manage your agency. Identify what reports can be used to audit your system to help run the Book of Business Report. Examine and be able to assess the database for accuracy. 

Skill level: Intermediate 
Platform: TAM 
Target Audience: Accountant/Bookkeeper, Administrative, IT Manager/Systems Coordinator, Operations, Principal/Owner 
Presenter: Laura Nelson, LRN Consulting Services LLC 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members

FREE for All-Access Webinar Pass Members

Applied Epic Invoicing - It's More Than Just a One-time Premium - 2/13/2018 

02.13.2018 Applied Epic Invoicing - It's More than Just a One-time Premium
02.13.2018 Applied Epic Invoicing - It's More than Just a One-time Premium

Join this session to discuss invoicing taxes, fees, installments, direct-placement taxes & fees, adjustments, accounts receivable templates and more. Apply tools to successfully create invoicing in Applied Epic. Describe Applied Epic invoicing and editing options. 

Skill level: Intermediate 
Platform: Epic 
Target Audience: Accountant/Bookkeeper, Trainer, Customer Service Representative 
Presenter: Brenda Davis, Alliant Insurance Services Inc. 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members

FREE for All-Access Webinar Pass Members

Managing and Organizing Attachments in Applied TAM - 1/18/2018 

1.18.2018 Managing and Organizing Attachments in Applied TAM
1.18.2018 Managing and Organizing Attachments in Applied TAM

Identify the best layout for attachment categories, subcategories and descriptions when working within Applied TAM. Identify the importance of standardized category use in Applied TAM. Build a usable process for creating the necessary standardization and employ it within your agency. 

Skill level: Basic 
Platform: TAM 
Target Audience: Administrative, IT Manager/Systems Coordinator, Customer Service Representative 
Presenter: Joi Ruther, Alexant Systems Corporation 
Length: 60 minutes 
Price: 79.00 for Applied Client Network Members

FREE for All-Access Webinar Pass Members

2017 Webinars
2017 course webinars are available for purchase and viewing for 12 months following the live broadcast date.

Microsoft Excel - Pivot Tables - 12/19/2017 

12.19.2017 Microsoft Excel - Pivot Tables
12.19.2017  Microsoft Excel - Pivot Tables

Discover the Power of the Pivot!  In this “Hands On” session, practice summarizing and analyzing data quickly and easily, and have fun while you’re at it.

  • Format Excel Data for a Pivot Table
  • Take data from your Management System to Excel and manipulate it into meaningful information
  • See how easy it is to drag and drop data in Columns, Rows, Values and Filters to build tables and reflect different views of the same data.

Skill level: Intermediate/Advanced
Platform: All
Target Audience: Accountant/Bookkeeper, CSR, IT Manager/Systems Coordinator, Operations, Principal/Owner, Trainer
Presenter: Sue Good, Alexant Systems Corporation
Length: 60 minutes
Price: 79.00 for Applied Client Network Members

Microsoft Excel - Intermediate - 12/14/2017 

12.14.2017 Microsoft Excel - Intermediate
12.14.2017 Microsoft Excel - Intermediate

In this hands-on session, expand your knowledge of Microsoft® Excel® tools and how they can be used to manipulate data exported from your management system. Bring your laptop loaded with Microsoft® Excel® and use the sample Microsoft® Excel® workbook provided to practice the skills learned during the class.

  • Expand your knowledge of Microsoft Excel tools and how they can be used to get the information you want.
  • Master powerful tools and Functions to make reporting easier, like Filters, =Right, =Left, =Date, Concatenate, Replace, Text to Columns, Vlookup and Macros
  • Be the report “Rockstar” in your agency! Show the boss just how fast and easy it is to analyze data using Microsoft Excel

Skill level: Intermediate
Platform: All
Target Audience: Accountant/Bookkeeper, Administrative, Operations, Trainer, Customer Service Representative
Presenter: Sue Good, Alexant Systems Corporation
Length: 60 minutes
Price: 79.00 for Applied Client Network Members

Microsoft Excel - Basic - 12/12/2017 

12.12.2017 Microsoft Excel - Basic
12.12.2017 Microsoft Excel - Basic

This class will cover basic Excel tools from Navigating Excel through Sorting, Subtotaling and Filtering data using familiar Book of Business and Production data.

  • Attain a comfort level with Excel
  • Master tools like Copy/Paste, Resizing Rows/Columns, Formatting Cells, Print Setup, Basic Formulas, Sorting, Subtotaling and Filtering
  • Get excited with how fast and easy it is to analyze data using Excel.

Skill level: Basic
Platform: All
Target Audience: Accounting, Administrative, Principal, General, Account Executive, CSR, Experienced Producer, IT
Presenters: Sue Good, Alexant Systems Corporation
Length: 60 minutes
Price: $79.00 (Webinars available for Applied Client Network Members only)

Creating Scheduling Templates with Microsoft Excel and Outlook - 11/30/2017  

11.30.2017 Creating Scheduling Templates with Microsoft Excel and Outlook
11.30.2017 Creating Scheduling Templates with Microsoft Excel and Outlook

Create, customize, and save scheduling templates within Microsoft® Excel® which can be loaded into Microsoft Outlook. Perfect for training, holiday schedules, prospecting/lead generation schedules, and all other office functions.

  • Develop time-saving techniques by utilizing Microsoft Excel to create scheduling templates.
  • Combine Microsoft products with day-to-day operation in order to build comprehensive templates that can be shared/customized with individual users or groups.

Skill level: Intermediate
Platform: All
Target Audience: Administrative, Operations, Trainer, Principal/Owner, Producer
Presenter: Ryan Murdie, The Northwoods Corporation 
Length: 60 minutes
Price: 79.00 for Applied Client Network Members

Monthly Monitoring Made Easy - 11/05/2017

11.05.2017 Course: Monthly Monitoring Made Easy
11.05.2017 Course: Monthly Monitoring Made Easy

If you’re not spending at least a ½ day a month focused on your agency, you can bet no one else is. Give your agency the attention is needs to survive in a dynamic marketplace. Utilize a simple snapshot review tool of 4 key areas every agency owner must focus on, or prepare to hang out the “For Sale” sign sooner rather than later.

  • Identify the key elements of 4 areas of review critical for every agency regardless of size
  • Learn to utilize and customize a monthly snapshot agency review tool
  • Ask yourself the tough questions about your agency - then be prepared to act

Skill level: Basic
Platform: All
Target Audience: Principal/Owner, Human Resources, Operations, Agency Leadership Positions
Presenter: Sara Bradshaw Ray, CIC, SynerDynamics Group
Length: 60 minutes
Price: 79.00 for Applied Client Network Members

Agency Planning Made Easy - 10/26/2017

10.26.2017 Agency Planning Made Easy
10.26.2017 Agency Planning Made Easy

Regardless of the size of your agency, everyone needs a plan. With the use of a real-life case study we’ll address some common pitfalls to planning as well as look at key components of an agency plan, reports, and easy to use tools for goals, action planning to make sure stay on track once you set your plan in place.

  • Identify two common pitfalls to agency planning and why many (most) average agencies don’t do it.
  • Consider key components of agency core values as agency planning foundations and the importance of establishing them.
  • Discuss goal setting and action planning concepts.
  • Learn to use a simple goal and action planning tool.

Skill level: Basic
Platform: All
Target Audience: Principal/Owner, Human Resources, Operations, Agency Leadership Positions
Presenter: Sara Bradshaw Ray, CIC, SynerDynamics Group
Length: 60 minutes
Price: 79.00 for Applied Client Network Members

Accounting Configuration in Applied Epic - 10/5/2017

10.5.2017 Accounting Configuration in Applied Epic
10.5.2017 Accounting Configuration in Applied Epic

Review of many of the configuration options in Applied Epic for Accounting and how the different options affect an agency's financial reports and results. 

Learning Objectives: 

  • Understand the impact of different Epic Accounting configuration options
  • Configure Epic for efficiency in Accounting workflows
  • Apply options to produce reports with desired output

Skill level: Basic
Platform: Applied Epic
Target Audience: Accountant/Bookkeeper, Principal/Owner
Presenters: Sherry Burrell, Grimes Insurance Agency
Length: 60 minutes
Price: $79.00 (Webinars available for Applied Client Network Members only)

Foundations of Reporting in Applied Epic - 9/12/2017

9.12.2017 Foundations of Reporting in Applied Epic
9.12.2017 Foundations of Reporting in Applied Epic

Explore the basics of Applied Epic reports. Learn how to find the right report and manipulate report criteria. Discover what default reports provide, efficient ways to manage reports, how to effectively mass produce reports and how marketing options come into play
Learning Objectives:
- Identify the proper reports for different situations in Applied Epic.
- Demonstrate how to add the correct criteria.
- Learn to effectively manage and mass produce reports.

Skill level: Basic
Platform: Applied Epic
Target Audience: Customer Service Representative, IT Manager/Systems Coordinator, Operations
Presenter: Todd Arnold, AB Solutions, Inc.
Length: 60 minutes
Price: $79.00 (Webinars available for Applied Client Network Members only)

A Front Office Users Guide to Understanding the Applied Epic Accounting Screens - 8/8/2017

8.8.2017 A Front Office Users Guide to Understanding the Applied Epic Accounting Screens
8.8.2017 A Front Office Users Guide to Understanding the Applied Epic Accounting Screens

You've created an invoice -- now what! How do you view transactions? Can transaction detail be edited? Where was the Insured's check applied? The transaction screen shows quite a bit of detail but not everything - where do you go to see more? Join us as we take the mystery out of looking at transaction screen detail in Applied Epic.
Learning Objectives:
-Configure Transaction screen to view pertinent details
-Identify and understand Transaction details

Skill level: Intermediate
Platform: Applied Epic
Target Audience: Trainer, Customer Service Representative
Presenters: Brenda Davis, Alliant Insurance Services Inc
Length: 60 minutes
Price: $79.00 (Webinars available for Applied Client Network Members only)

The 10 Operational Applied Epic Reports That Are Critical for Your Business - 7/11/2017

7.11.2017 The 10 Operational Applied Epic Reports That Are Critical for Your Business
7.11.2017 The 10 Operational Applied Epic Reports That Are Critical for Your Business

Develop reports critical to the management of your agency. Reports will include financial and policy/client status reports.

Learning Objectives:
Develop reports for quick review of current financial status.
Analyze client and policy book of business for planning
Discover additional uses for default reports within Epic Reporting.

This course goes in-depth on this topic and is accompanied by an educational handout.

Skill level: Intermediate
Platform: Applied Epic
Target Audience: IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative, Principal/Owner
Presenters: Sherry Burrell, Grimes Insurance Agency
Length: 60 minutes
Price: $79.00 (Webinars available for Applied Client Network Members only)

Transactions in Applied Epic: A Guide for Servicing Staff - 7/6/2017

7.6.2017 Course: Transactions in Applied Epic: A Guide for Servicing Staff
7.6.2017 Course: Transactions in Applied Epic: A Guide for Servicing Staff

Learn transacting in Applied Epic from the beginning, along with a discussion of how to
understand the transactions, how they affect the accounting department, and how they
help servicing staff better serve their clients.


Learning Objectives:
-Learn how to enter various transactions at a client level, including installments,
premium financed transactions, company financed transactions, government
taxes/fees, and more.
-You’ve entered the transaction, now learn how to read and understand the detail behind the transactions.
-Gain an understanding of how transactions affect other areas of your client’s account (billing screens for example), enabling you to service your clients better and more efficiently, as well as gain better report output.

Skill level: Intermediate
Platform: Applied Epic
Target Audience: Accountant/Bookkeeper, Customer Service Representative
Presenters: Maureen Boeing, Maureen Boeing Consulting, LLC
Price: 79.00 (Webinars available for Applied Client Network members only)

Applied Epic Sales Pipeline Management - 6/29/2017

6.29.2017 Course: Applied Epic Sales Pipeline Management
6.29.2017 Course: Applied Epic Sales Pipeline Management

Class Description: Would you like to track your Producer’s prospecting progress towards their new business goals in Epic? Sales Automation is just the tool! Learn how to configure Epic’s Sales Automation to provide a “home” for your Producer’s suspects and prospects that provides both a place to hold their notes, emails, attachments they gather as well as track the progress of that prospect in your agency’s Sales Pipeline. No more frustration with information about a prospect being kept outside of Epic. Once you are ready to market that prospect, all information gathered by the producer is at your fingertips. We will walk through configuration, workflow and viewing the Sales Dashboard.

Learning Outcomes:
Configure Epic Sales Automation to track Sales Pipeline for your Producers
Incorporate Sales Automation into your New Business/Prospecting Workflows
Understand Sales Automation Dashboard


Skill level: Basic
Platform: Applied Epic
Target Audience: Operations, Principal/Owner, Producer
Presenter: Jennifer Goodwin, Godwin Consulting Services
Length: 60 minutes
Price: 79.00 for Applied Client Network Members

Applied TAM Accounting Utilities - 6/27/2017

6.27.2017 Course: Applied TAM Accounting Utilities
6.27.2017 Course: Applied TAM Accounting Utilities

This session is designed to help you understand the various options that the utilities area of Applied TAM provides to set up your accounting system and perform other functions related to the general ledger.

Learning Objectives:

  • Gain better understanding of the general ledger chart of accounts and how to maintain it going forward.
  • Gain better understanding of user defined transactions, schedule fields, and cost allocations.
  • Gain better understanding of the budgeting process in Applied TAM.

Skill level: Intermediate
Platform: Applied TAM
Target Audience: Accountant/Bookkeeper
Presenters: Christine Forbes, The Daniel & Henry Co.
Length: 60 minutes
Price: $79.00 (Webinars available for Applied Client Network Members only)

 

Applied TAM Accounting Month End Reports -5/31/2017

5.31.2017 Applied TAM Accounting Month End & Reports
5.31.2017 Applied TAM Accounting Month End & Reports

Class Description: This session examines the details behind the month end procedure including:
• Initiating month end • Accepting and posting journal entries
• Run in-balance checks • Setup and run accounting and management reports
• Generate journal entries • Year End Considerations
• Review of reports to substantiate JEs
We will walk through a month end and include options for saving reports electronically.

Learning Outcomes: Attendees will be able to:
• Better understand the Month End Reports menu
• Learn which reports support the Month End Journal Entries and how to validate them
• Have optional ideas about “system down” requirement, and the timing of running the Month End process
• Recognize alternatives for storing reports electronically

 

Skill: Basic to Intermediate

Target Audience: Accounting

Platform: Applied TAM 

Presenter: Laura Nelson, LRN Consulting Services, LLC

Applied Epic Workflows-5/16/2017

5.16.2017 Applied Epic Workflows
5.16.2017 Applied Epic Workflows

This session will review how workflows can be greatly simplified with review and utilization of Epic setup options.    Greatly reduce your activity usage and focus your staff back on the client and not on documenting.

Learning Outcomes:

  • Understand Epic’s capabilities to automate workflows
  • Familiarity with Configuration and setup options which impact workflow development.
  • Gain knowledge on how to simplify current workflows to better utilize staff time.

Skill: Intermediate
Target Audience: Operations,, Customer Service Representative, IT
Platform: Epic
Presenter: Aurora Berg, Kite Technology Group
Price: $79.00

Managing Policy Marketing Submissions Using Epic -4/27/2017

4.27.2017 Managing Policy Marketing Submissions Using Applied Epic
4.27.2017 Managing Policy Marketing Submissions Using Applied Epic

The level of effort you put into ensuring you are getting the most comprehensive policy terms for the best overall price is significant to say the least. But are you using Epic in a way that ensures you will get the most out of that time investment – whether that is comprehensive hit ratios, sound comparison information for your client proposals, or simply completing the entire process as efficiently as possible? During this session, we will take you through the Policy Marketing module in Epic including providing the audience an understanding and examples of: when to market/remarket, creating a Master Marketing record, managing carrier responses, creating client facing proposal from the marketed lines, writing marketed lines, analyzing the results.

Learning Outcomes:

•       Differentiate which accounts are to be marketed and how to market

•       Develop a comprehensive marketing submission

•       Analyze results of marketing workflows

Skill: Intermediate
Target Audience: Operations, Trainer, Customer Service Representative, Marketing
Platform: Epic
Presenter: Jason Hoeppner,  CIC, B. H. Burke & Co., Inc.
Price: $79.00

 

Applied TAM - Handling Lost Clients -4/20/2017

4.20.2017 Applied TAM - Handling Lost Clients
4.20.2017 Applied TAM - Handling Lost Clients

Course Webinar $79.00 for Applied Client Network members only.

What do you do when you have lost a client? There are so many options for dealing with this situation and the answer often depends on several different variables, including - do you want the business back - how long you are required by law to keep the client file - are there pending claims. We will discuss several different scenarios and identify solutions for coding lost clients. Also we will review the latest optional for purging clients from the system.

Learning Objectives:
• Build a complete and coherent procedure for what happens in Applied TAM when a client is lost.
• Solidify a single solution in Applied TAM for identifying clients as no longer active.
• Develop a data destruction policy specific to purging clients from Applied TAM.

Skill Level: Intermediate
Platform: Applied TAM
Target Audience: Operations, Customer Service Representative
Presenter: Joi Ruther, Alexant Systems Corporation

Applied TAM Tips & Tricks -3/23/2017

3.23.2017 Applied TAM Tips & Tricks
3.23.2017 Applied TAM Tips & Tricks

Learn quick tips, techniques and shortcuts to make working in Applied TAM more efficient. Some items will require setting up defaults and access to system setups.
Learning Objectives:
• Identify and utilize the shortcuts in Applied TAM.
• Employ more automated features.
• Learn how to set up your system to be more efficient.

Skill Level: Intermediate
Platform: Applied TAM
Target Audience: IT Manager/Systems Coordinator, Operations, Trainer
Presenter: Wendy Mills, Medical Society of VA Insurance Agency

Tying Custom Forms, Form Letters and Proposals Together in Applied Epic -2/28/2017

2.28.2017 Tying Custom Forms, Form Letters and Proposals Together in Applied Epic
2.28.2017 Tying Custom Forms, Form Letters and Proposals Together in Applied Epic

The ability to customize Epic is a very powerful tool for your agency. Creating custom forms/apps can make your agency's operations in niche markets much more efficient and effective. Frequently this is done as a stand-alone effort without regard to the additional functionality that should be considered such as integration with form letters, SOIs, and proposals. We will learn how to cohesively design all of these with the custom app as the starting point.

Learning Objectives: 

  • Understand the importance of and know how to create clean and usable custom forms/applications in Epic.
  • Learn how to integrate formletters as an application template for your custom apps.
  • Know how to create a proposal template using the fields from your custom apps.

Skill level: Intermediate
Target Audience: IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative
Platform: Epic
Presenter: Jason Hoeppner

SERIES Applied TAM Cleanup – Creating the Master Workbook Part 1 & 2 -2/9/2017

2.9.2017 SERIES Applied TAM Cleanup – Creating the Master Workbook Part 1 & 2
2.9.2017 SERIES Applied TAM Cleanup – Creating the Master Workbook Part 1 & 2

Have staff turnovers, mergers, acquisitions, or possibly just a change in procedures left your TAM data defaults in a less than desirable state? This session will focus on the pros and cons of cleaning up TAM codes such as Activities, Field Defaults, Policy Types, Formletters and Proposal Documents and offer a manageable way of executing the clean up process.

Learning Objectives:
• Understand the importance of clean data and its impact on marketing, servicing, reporting, and procedure compliance.
• Learn how to create a master workbook to assist in your agency’s default code clean-up project.
• Utilize your master workbook as a tool for documenting past, present, and future code changes

Skill Level: Intermediate
Target Audience: Administrative, IT Manager/Systems Coordinator, Operations
Platform: TAM
Presenter: Renee Foo

Applied TAM Cleanup – Creating the Master Workbook Part 1 -2/7/2017

2.7.2017 Applied TAM Cleanup – Creating the Master Workbook Part 1
2.7.2017 Applied TAM Cleanup – Creating the Master Workbook Part 1

Have staff turnovers, mergers, acquisitions, or possibly just a change in procedures left your TAM data defaults in a less than desirable state? This session will focus on the pros and cons of cleaning up TAM codes such as Activities, Field Defaults, Policy Types, Formletters and Proposal Documents and offer a manageable way of executing the clean up process.

Learning Objectives:
• Understand the importance of clean data and its impact on marketing, servicing, reporting, and procedure compliance.
• Learn how to create a master workbook to assist in your agency’s default code clean-up project.
• Utilize your master workbook as a tool for documenting past, present, and future code changes

Skill Level: Intermediate

Target Audience: Administrative, IT Manager/Systems Coordinator, Operations

Platform: TAM

Presenter: Renee Foo

Applied TAM Cleanup – Creating the Master Workbook Part 2 -2/9/2017

2.9.2017 Applied TAM Cleanup – Creating the Master Workbook Part 2
2.9.2017 Applied TAM Cleanup – Creating the Master Workbook Part 2

Have staff turnovers, mergers, acquisitions, or possibly just a change in procedures left your TAM data defaults in a less than desirable state? This session will focus on the pros and cons of cleaning up TAM codes such as Activities, Field Defaults, Policy Types, Formletters and Proposal Documents and offer a manageable way of executing the clean up process.

Learning Objectives:
• Understand the importance of clean data and its impact on marketing, servicing, reporting, and procedure compliance.
• Learn how to create a master workbook to assist in your agency’s default code clean-up project.
• Utilize your master workbook as a tool for documenting past, present, and future code changes

Skill Level: Intermediate
Target Audience: Administrative, IT Manager/Systems Coordinator, Operations
Platform: TAM
Presenter: Renee Foo

Activities, Tasks, and Further Actions in Applied Epic -1/26/2017

1.26.2017 Activities, Tasks, and Further Actions in Applied Epic
1.26.2017 Activities, Tasks, and Further Actions in Applied Epic

Learn how to use your agency management system more effectively with activities, tasks and further actions in Applied Epic. Increase your ability to service clients more effectively, while improving their client experience. You will also learn how to find client information quickly and efficiently and better manage employee workload through the system.

Skill: Intermediate
Target Audience: Accountant/Bookkeeper, IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative
Platform: Epic
Presenter: Maureen Boeing

Expiration & Exclusion Reports in Applied TAM - Did Any Balls Get Dropped? -1/12/2017

01.12.17 Expiration & Exclusion Reports in Applied TAM - Did Any Balls Get Dropped?
01.12.17 Expiration & Exclusion Reports in Applied TAM - Did Any Balls Get Dropped?

Did you miss any renewals? Have all active policies been invoiced? This session will look at two reports that will show you which billing screens have not been updated, and of the billing screens that have been updated, which ones have not been invoiced.


Learning objectives:
• Use the Expiration Report to identify billing screens that have not been updated.
• Use the Exclusion Report to find the billing screens that have not been invoiced.
• Discover how to use the criteria of the Exclusion report (based on your accounting setup) to find the direct bill policies that are missing direct bill commissions.

Skill: Intermediate

Target Audience: Accountant/Bookkeeper

Platform: TAM

Presenter: Sue Good

 

Peer-to-Peer and Partner Webinars

Peer-to-Peer Webinars and Partner Webinars are free for Applied Client Network members. They are available for purchase and viewing for 12 months following the live broadcast date.

Peer-to-Peer Webinar: Experiences with Moving to the Applied Cloud - 5/10/2018 

5.10.2018 Experiences with Moving to the Applied Cloud
5.10.2018 Experiences with Moving to the Applied Cloud

Hear directly from your peers on their experiences with moving to the Applied Cloud. They will share what they wish they would have known before moving to the cloud and the benefits their agencies have gained since the move. Understand what to expect and potential issues that may arise when moving to the Applied Cloud. 

Skill level: Basic 
Platform: All 
Target Audience: IT Manager/Systems Coordinator, Principal/Owner 
Presenter: Ravi Krishnan, Woodruff-Sawyer & Company 
Length: 60 minutes 
Price: FREE for Applied Client Network Members

Peer-to-Peer Webinar: Applied Epic Reporting Peer Panel - 5/4/2018 

5.4.2018 Applied Epic Reporting Peer Panel
5.4.2018 Applied Epic Reporting Peer Panel

Share your challenges and get answers to some of the most frequently asked questions about Applied Epic Reporting. 

Skill Level: Intermediate 
Product: Applied Epic 
Target Audience: Accountant/Bookkeeper, Administrative, IT Manager/Systems Coordinator, Operations, Customer Service Representative 
Presenters: Philip Witzig, Kuhl Insurance Agency Inc., Patty Andree, Johnson Insurance Services, Kelli Martin, Thomas Heist Insurance Agency, and Aurora Burg, Kite Technology Group 
Length: 60 Minutes 
Price: Free for Applied Client Network Members 

Peer-to-Peer Webinar: Managing Benefits in Applied Epic - 5/3/2018 

5.3.2018 Managing Benefits in Applied Epic
5.3.2018 Managing Benefits in Applied Epic

Explore the options for managing your group benefits business in Applied Epic. Experience examples of specific Benefits solutions for: activities and tasks for your new business and renewal processes, contacts management, custom forms to capture and store benefit plan information, and templates to generate RFPs (request for proposal). 

Skill level: Basic 
Platform: Epic 
Target Audience: Trainer, Producer, Operations, CSR 
Presenters: Burt Tower, M3 Insurance; Ashley Kampmeier M3 Insurance 
Length: 60 minutes 
Price: FREE for Applied Client Network Members

Peer-to-Peer Webinar: Applied Epic Accounting Peer Panel - 5/2/2018 

5.2.2018 Applied Epic Accounting Peer Panel
5.2.2018 Applied Epic Accounting Peer Panel

Share your challenges and get answers to some of the most frequently asked questions about Applied Epic Accounting. 

Skill Level: Intermediate 
Product: Applied Epic 
Target Audience: Accountant/Bookkeeper, Administrative, IT Manager/Systems Coordinator, Operations, Customer Service Representative 
Presenters: Sherry Burrell, Grimes Insurance & Financial Services, Julie Boren, AB Solutions Inc. 
Length: 60 Minutes 
Price: Free for Applied Client Network Members

Peer-to-Peer Webinar: Client Contracts Mangaement in Applied Epic - 5/1/2018 

5.1. 2018 Client Contracts Management in Applied Epic
5.1. 2018 Client Contracts Management in Applied Epic

One of the latest features of Applied Epic is the Client Contracts section. Employee benefits fee agreements, employee benefits vendor agreements, property & casualty fee agreements can be tracked, invoiced and managed by this section. In the past, your agency may have done this outside your agency management system or used 'dummy policies' to track effective and expirations of these various agreements. You may have invoiced these fees using your agency management system however, what the fee on a related policy was for might be lost unless copious notes were involved on the invoice. You now have a perfect place to attach the legal documents and activities to a contract record in Applied Epic. When questions arise over the agreement or it is time to renegotiate the renewal, all documents and notes are readily available. Come learn how to utilize this new exciting section. 

Skill level: Basic 
Platform: Epic 
Target Audience: Accountant/Bookkeeper, Administrative, Operations, Customer Service Representative, Principal/Owner, Producer 
Presenter: Craig Williams, Alliant Insurance Services 
Length: 60 minutes 
Price: FREE for Applied Client Network Members

Applied Systems: Welcome to Applied Epic Week - New Features and a Look into 2018 - 4/30/2018 

4.30.2018 Welcome to Applied Epic Week - New Features and a Look into 2018
4.30.2018 Welcome to Applied Epic Week - New Features and a Look into 2018

Join Katie Kahl, Director of Product Management, as she reviews new features for Applied Epic and discusses the 2018 roadmap. Find out about how you can make the most of Applied Epic User week with Applied Client Network. 

Product: Epic 
Presenter: Katie Kahl, Applied Systems 
Length: 60 Minutes 
Price: Free for Applied Client Network Members

Peer-to-Peer Webinar: Applied TAM - Basic Extra Criteria in Reports - 4/26/2018 

4.26.2018: Applied TAM - Basic Extra Criteria in Reports
4.26.2018: Applied TAM - Basic Extra Criteria in Reports

Join us for an introductory look at what extra criteria can do and how to make it do it in TAM. Explore using real life examples to understand the basics of how to use Extra Criteria and recognize data fields by reading the clues in the “Fields” selection. 

Skill level: Basic 
Platform: TAM 
Target Audience: CSR, Operations, Producer 
Presenter: Laura Nelson, LRN Consulting Services, LLC 
Length: 30 minutes 
Price: FREE for Applied Client Network Members

Partner Webinar: How to Use VoIP to its Full Potential - 3/28/2018 

03.28.2018 How to Use VoIP to its Full Potential
03.28.2018 How to Use VoIP to its Full Potential

Learn how modern VoIP systems can help you in the following areas: 
-Handling natural disaster i.e. Harvey, Irma, wild fires 
-Errors & Omissions protection 
-Improved customer experience 
-Marketing ROI 

Skill level: Basic 
Platform: All 
Target Audience: Administrative, Operations, Trainer, Principal/Owner, Producer, Manager 
Length: 30 minutes 
Price: Free

Peer-to-Peer Webinar: Applied TAM to Applied Epic Migration from an Interface Perspective - 3/27/2018 

03.27.2018 Applied TAM to Applied Epic Migration from an Interface Perspective
03.27.2018 Applied TAM to Applied Epic Migration from an Interface Perspective

Explore options for an agency to consider during their migration from Applied TAM to Applied Epic to make their interface experience the best it can be. Explore the tips and tricks used by another user of Epic that made their interface experience after migration successful. Examine others interface experience, both positive and negative, and discover the best practices from those experiences to make interface successful for your agency after your TAM to Epic migration. Experience more of Epic's interface during migration so that you have more opportunities to feel comfortable with Epic's interface capabilities and are ready to hit the ground running on go-live. 

Skill level: Basic 
Platform: All 
Target Audience: Accountant/Bookkeeper, Administrative, IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative, Principal/Owner, Marketing, Carrier 
Presenter: Christine Horne, Bankers Insurance, LLC 
Length: 60 minutes 
Price: FREE for Applied Client Network Members

Peer-to-Peer Webinar: Customizing myEpic Workflows - A Case Study of an Agency that Went Through the Process - 3/8/2018 

3.8.2018 Customizing myEpic Workflows - A Case Study of an Agency that Went Through the Process
3.8.2018 Customizing myEpic Workflows - A Case Study of an Agency that Went Through the Process

Hear how the presenter's agency fully customized their myEpic workflows, leading to uniformity in their agency processes. In addition, they will share how it positively impacted employee onboarding. Recognize how to choose the right people for your myEpic customization team and how to work with your Applied technical team. Identify how to submit the workflows for customization by the Applied customization team and how to keep open communications with them during the entire process. Describe how to test your workflows before rolling them out to your end user and how to train your end users on how to work using the myEpic workflows. 

Skill level: Intermediate 
Platform: Epic 
Target Audience: IT Manager/Systems Coordinator, Trainer, Principal/Owner 
Presenter: Collin Passman, The Signature B&B Companies 
Length: 60 minutes 
Price: FREE for Applied Client Network Members

Peer-to-Peer Webinar: Leverage Your Communication Style - 2/22/2018 

2.22.2018 Leverage Your Communication Style
2.22.2018 Leverage Your Communication Style

It’s no secret that communication is a key ingredient in team performance and customer relationships. However, differences in communication styles can cause misunderstandings, assumptions and create tension in workplace relationships. The good news is that communication is vastly improved by understanding and leveraging your style. In this session, the presenters will explore the four primary communication styles and uncover strategies to balance your style with the style of those you work with. The result is improved efficiency and effectiveness of your messages, fewer misunderstandings and improved workplace relationships. 

Skill level: Intermediate 
Platform: All 
Target Audience: Accountant/Bookkeeper, Administrative, IT Manager/Systems Coordinator, Operations, Trainer, Customer Service Representative, Principal/Owner, Marketing, Producer, Carrier, Canada 
Presenter: Brandy Ferrer, Pathfinder Strategies 
Length: 60 minutes 
Price: FREE for Applied Client Network Members

Peer-to-Peer Webinar: Taking Control of Your Activities - Applied TAM - 2/1/2018 

2.1.2018 Taking Control of Your Activities - Applied TAM
2.1.2018 Taking Control of Your Activities - Applied TAM

If sales are the air that fills your agency’s lungs and keeps it breathing, activities are the blood that runs the heartbeat of the agency day to day. The heartbeat should be steady and reliable. If you don’t have a good handle on your activities you get clogs and your heartbeat becomes irregular and since we are really talking about people here. …. Grumpy. The word activity can quickly become a bad word in your agency. In this Peer-to Peer webinar, we will discuss the various ways you can customize your activities to best fit your agency’s needs, discover various options for working your activities, as well as ways the activity can work for you.

Skill level: Intermediate
Platform: TAM
Target Audience: CSR, IT Manager/Systems Coordinator, Operations, Trainer
Presenter: Joi Ruther, Alexant Systems Corporation
Length: 60 minutes
Price: Free for Applied Client Network Members

Peer-to-Peer Webinar: 7 Things You Need to Do to Develop Your Team - 11/16/2017

11.16.2017 Peer-to-Peer: 7 Things You Need to Do to Develop Your Team
11.16.2017 Peer-to-Peer: 7 Things You Need to Do to Develop Your Team

Teams are not simple; however, a good manager can make it look like they are. There are basic principles involved in team building and you, as a superior, play a key role. Keep in mind that people are not always going to agree on everything or anything, but good team members can at least understand one another, and, it’s part of your job to make sure that happens! Poor communication? Poor team!

Define the four stages of team development, their purpose, and challenges inherent to the stage.

Understand the differences between leadership and team’s perceptions.

Create an action plan and guidelines to capture development opportunities.

Skill level: Basic
Platform: All
Target Audience: Operations, Trainer, Principal/Owner
Presenter: Tonya DeVane
Length: 60 minutes
Price: Free for Applied Client Network Members

Peer-toPeer Webinar: Deliver Effective Customer Service with Applied CSR24 Part 2 - 7/25/2017

Peer-to-Peer Webinar: Deliver Effective Customer Service with Applied CSR24 Part 2
Peer-to-Peer Webinar: Deliver Effective Customer Service with Applied CSR24 Part 2

Hear from your peers, Becky Lehpamer and Theresa Clayton of RiskSOURCE Clark-Theders, as they discuss how they deliver effective customer service with Applied CSR24. They will review efficient processing of renewals using CSR24 and eliminating paper delivery of policies/endorsements by adopting eDocs from carriers. Skill

Skill level: Basic
Platform: All
Target Audience: Operations, Trainer, Customer Service Representative, Marketing
Presenter: Becky Lehpamer, RISKSOURCE Clark-Theders; Theresa Clayton, RISKSOURCE Clark-Theders
Length: 30 minutes
Price: Free for Applied Client Network Members

Peer-to-Peer Webinar: Tips for Customizing Your Report Layouts Part 1: Instructional Boxes - 7/18/2017

7.18.2017 Tips for Customizing Your Report Layouts Part 1: Instructional Boxes
7.18.2017 Tips for Customizing Your Report Layouts Part 1: Instructional Boxes

Join Joe Pratts, Hoffman Brown Company, for the first in a series of webinars on useful and everyday tips for enhancing your report layouts in Applied Epic. This webinar session will focus on why it is valuable to include an instructional box, how to create one, and review the different items you can include in an instructional box.

Skill level: Basic
Platform: Applied Epic
Presenter: Joe Pratts, Hoffman Brown Company
Target Audience: Accountant/Bookkeeper, IT Manager/Systems Coordinator, Trainer, Customer Service Representative
Length: 30 minutes
Price: Free (Webinars available for Applied Client Network members only)

Applied Systems: Gain Greater Access to Markets with IVANS - 6/21/2017

6.21.2017 Applied Systems: Gain greater Access to Markets with IVANS
6.21.2017 Applied Systems: Gain greater Access to Markets with IVANS

By providing a simple, automated solution to connect to markets and review industry insights, IVANS enables agencies to gain access to new markets, leverage data-driven insights, and search for markets within existing workflows.  Join Brian Wood and Josh Peterson from IVANS Insurance Solutions to learn how to gain greater access to markets with IVANS Market Appetite, a complimentary tool available for your agency.

Skill level: Basic
Platform: All
Target Audience: Executives, Account executives, Account Producers (Commercial Lines Focused)
Presenters: Brian Wood and Josh Peterson, IVANS Insurance Solutions
Length: 30 minutes
Price: Free for Applied Client Network Members

Peer-to-Peer Webinar: Deliver Effective Customer Service with Applied CSR24 - 6/19/2017

6.19.2017 Peer-to-Peer Webinar: Deliver Effective Customer Service with Applied CSR24
6.19.2017 Peer-to-Peer Webinar: Deliver Effective Customer Service with Applied CSR24

Hear from your peers, Becky Lehpamer and Theresa Clayton ofRiskSOURCE Clark-Theders, as they discuss how they deliver effective customer service with Applied CSR24. They will review marketing and delivering the portal sign on to CSR24 through an agency website, how to onboard new clients to an agency in CSR24, and how to market as well as onboard existing clients to CSR24.

 

Skill level: Basic
Platform: All
Target Audience:  Operations, Trainer, Customer Service Representative, Marketing
Presenters: Becky Lehpamer, RiskSOURCE Clark-Theders; Theresa Clayton,RiskSOURCE Clark-Theders
Length: 30 minutes
Price: Free for Applied Client Network Members

Applied Client Network Website Overview - 6/19/2017

Applied Systems: Optimize your Download connections with IVANS – 6/6/2017

6.6.2017 Applied Systems: Optimize your Download connections with IVANS
6.6.2017 Applied Systems: Optimize your Download connections with IVANS

During this webinar, attendees will review download options that include eDoc and the Exchange. 

Skill level: Basic
Platform: All
Target Audience: Service staff
Presenter: Cal Durland, IVANS Insurance Solutions
Length: 30 minutes
Price: Free for Applied Client Network Members

Peer-to-Peer Webinar: Applied Mobile – Best Practices for Your Agency– 5/24/2017

Applied Mobile – Best Practices for Your Agency
Applied Mobile – Best Practices for Your Agency

Join Hanna Ogle, Vice President of Personal Lines for Watkins Insurance Group, as she shares how her agency uses Applied Mobile to assist clients while away from the office. During the presentation, new enhancements will be reviewed and day-to-day use will be discussed. Mark Hoff, Content Developer with Applied Systems, Inc. will be available to help answer any attendee questions.

Skill: Basic
Length: 30 minutes
Target Audience: Customer Service Representative, Principal/Owner, Producer
Platform: All
Presenter: Hanna Ogle, Watkins Insurance Group
Price: Free for Applied Client Network Members

Applied Systems: Applied Rater: For the Most Accurate and Bindable Rates to Clients – 5/23/2017

5.23.17 Applied Systems Webinar: Applied Rater: For the most accurate and bindable rates to clients
5.23.17 Applied Systems Webinar: Applied Rater: For the most accurate and bindable rates to clients

This webinar is complimentary to Applied Client Network Webinars.

During this webinar, attendees will be able to: 

  • Learn about the latest enhancements to Applied Rater including
    • Automated information lookup through a partnership with Lexis Nexis
    • Enhanced usability between applications  providing users of Applied Epic and Applied TAM a better connected experience between the two applications through real-time data exchange
  • Elevate your proposal process with pre-designed templates that automatically pull in rate quotes

 

Skill level: Beginner

Platform: All

Target Audience: Personal Lines Account Mgrs and Team leads

Presenter:  Chris Steinheider, Applied Systems  

Partner Webinar: Go Paperless with an eSignature Solution to Meet All of Your Agency Needs – 5/18/2017

5.18.2017 Partner Webinar: Go Paperless with an eSignature Solution to Meet All of Your Agency Needs
5.18.2017 Partner Webinar: Go Paperless with an eSignature Solution to Meet All of Your Agency Needs

Discover AssureSign’s electronic signature solution to meet all your agency’s needs! AssureSign offers robust features allowing agencies to send multiple documents out for signature, customize emails to meet branding standards, and even set up templates for quick sending options. With AssureSign’s flexible per-envelope pricing options, discover an eSignature solution that meets your needs and fits your budget. 


In this webinar, you will learn how to: 

-Send documents out for signature with AssureSign’s easy-to-use print driver 
-Send multiple documents to multiple signers 
-Create templates for quick & easy sending options 
-Customize your emails and templates to fit your agencies branding requirements

 

Platform: All
Presenter(s):
Dianna George, AssureSign, Manager – Partner Relations
Anna McDonald, AssureSign, Inside Sales Executive
Price: Free for Applied Client Network Members

Applied Systems: Optimize Your Carrier Relationships with IVANS – 5/17/2017

5.17.2017 Applied Systems: Optimize Your Carrier Relationships with IVANS
5.17.2017 Applied Systems: Optimize Your Carrier Relationships with IVANS

Learn how IVANS supports your carrier connectivity to service clients and access markets.

  • Access to markets:
    • What: IVANS increase agencies visibility and access to new markets for new and renewal business submission.
    • How: IVANS supports agents ability to quickly search market appetite for commercial risks. IVANS’ also provides data-driven industry insights for agencies to review expected renewal rate change and evaluate commercial carrier mix relative to industry averages.
    • Why: By providing a simple, automated solution to connect to markets and review industry insights, IVANS enables agencies to provide customers the best coverage and maximize profitable carrier relationships. 
  • Servicing:
    • What: IVANS enables agencies to automate the exchange of policy-related information with insurer partners.
    • How: IVANS enables information exchange from insurers systems into an agency’s management system. IVANS enables agencies to seamlessly view, manage and increase insurer connections and download usage.
    • Why: IVANS enables agencies to significantly reduce expense and eliminate time spent manually managing administrative tasks. By increasing connectivity with insurers and further automating information exchange, IVANS ensures agencies have the most accurate policy-information available for servicing throughout the policy lifecycle.


Skill level: Beginner 
Platform: All
Target Audience: Owner; Managers
Presenter: Thad Bauer
Length: 30 minutes
Cost: Free (Webinars available to Applied Client Network members only)

Peer-to-Peer Webinar: Migration to Applied Epic Panel - 3/30/2017

3.30.2017 Peer-to-Peer Webinar: Migration to Applied Epic Panel
3.30.2017 Peer-to-Peer Webinar: Migration to Applied Epic Panel

Don’t miss out on the opportunity to hear from users that have recently migrated to Applied Epic. They will share tips and tricks along with what they wish they would have known before they started the migration. You will have the opportunity to ask questions to people that have successfully migrated.

Target Audience: Administrative, IT Manager/Systems Coordinator, Operations, Principal/Owner

Platform: Applied Epic

Skill Level: Intermediate

Presenters: 

Deb Alt, Ansay & Associates, LLC

Collin Passman, The Signature B&B Companies

Kevin Crow, Kapnick Insurance Group

Partner Webinar: Partner Webinar: How insurance companies improve operational effectiveness and drive business growth - 3/15/2017

Partner Webinar: How insurance companies improve operational effectiveness and drive business growth
Partner Webinar: How insurance companies improve operational effectiveness and drive business growth

(Complimentary Webinar to Applied Client Network Members)

Video, audio and web conferencing solutions are changing the way insurance businesses operate. They are delivering a range of benefits to the entire industry, including enabling companies to provide a higher quality of customer service, whilst driving towards their financial goals. As the insurance game gets tougher, companies must become more effective in their communication, and seek out every advantage they can in the cultivation of a trustworthy, professional experience

 

  • Increased operational flexibility
  • More face to face contact with clients – building trust
  • Improvements in the quality of training

 

 

Skill Level: Intermediate

Target Audience: Independent insurance agents and brokers

Platform: All

Presenters: Jared Geffner, Sales VPNew York Technology
Brian Posey, Enterprise Account Manager, LifeSize
Collin Passman, IT Coordinator/Lead Trainer, The Signature B&B Companies

Peer-to-Peer Webinar: Using the Marketing Module within Applied Epic - 3/2/2017

3.2.2017 Peer-to-Peer Webinar: Using the Marketing Module within Applied Epic
3.2.2017 Peer-to-Peer Webinar: Using the Marketing Module within Applied Epic

Explore how other agencies are using the marketing module. Presenters will talk about what has worked well for their agency and the lessons they have learned along the way.
Skill level: Intermediate
Target Audience: Administrative, IT Manager/Systems Coordinator, Operations, Customer Service Representative, Principal/Owner, Marketing
System: Epic
Presentesr: Brenda Davis, Diane Sommer, Brenner Davidson

Partner Webinar: ‘E-signature Best Practices’- 2/22/2017

2.22.2017 Partner Webinar: ‘E-signature Best Practices’ + Q&A with Applied member
2.22.2017 Partner Webinar: ‘E-signature Best Practices’ + Q&A with Applied member

This webinar is free for Applied Client Network members.

Applied Client Network and InsureSign are inviting you to join a free webinar, “E-signature Best Practices.” You’ll learn how your agency can start saving time & money immediately via the easiest signing software.

The webinar will include:

- A brief overview about the benefits of using an e-signature software & how it works.
- Live demo of InsureSign, rated the easiest e-signature software to use.
- A Q&A with an Applied Client Network member who currently uses InsureSign.
- A special discount code for Applied members to try out InsureSign.

Speakers
- Maggie Owen, CSIR, Licensed Insurance Agent, Putnam Record Insurance Agency
- Joe Floyd, Principal for InsureSign
- JP Peek, Director of Customer Happiness for InsureSign
- Chris Gingerich, IT Administrator for InsureSign

InsureSign is currently used by thousands of insurance agencies and hundreds of Applied Client Network members.

Peer-to-Peer Webinar: Using Benefits within Applied Epic- 2/16/2017

2.16.2017 Peer-to-Peer Webinar: Using Benefits within Applied Epic (Free)
2.16.2017 Peer-to-Peer Webinar: Using Benefits within Applied Epic (Free)

This is a complimentary webinar to Applied Client Network members.

Join this discussion to learn how to best service your benefits clients in Applied Epic including plan setup, where to locate account, rate and coverage information and distribution options available.

Skill: Intermediate
Target Audience: Administrative, Operations, Customer Service Representative, Principal/Owner
Platform: Epic
Presenters:

  • Dan Passananti, Assurance Agency
  • Carrie Mahoney, Assurance Agency
  • Burt Tower, M3 Insurance Solutions, Inc.

Peer-to-Peer Webinar: Applied TAM Agency Workflows – An Overview- 2/15/2017

2.15.2017 Peer-to-Peer Webinar: Applied TAM Agency Workflows – An Overview
2.15.2017 Peer-to-Peer Webinar: Applied TAM Agency Workflows – An Overview

This is a complimentary webinar for Applied Client Network members.


Join Wendy Mills, from the Medical Society of VA Insurance Agency, as she reviews the important steps to take before and while creating TAM agency workflows. During this webinar, attendees will learn about why standardized workflows are important, essential workflows everyone should consider using, and how to plan for the creation of a successful workflow. Whether you are starting from scratch or already have workflows in place, this webinar will help provide insight into a reliable way to implement and create a successful workflow.

 

Presenter: Wendy Mills

Skill Level: Intermediate
Target Audience: Administrative, IT Manager/Systems Coordinator, Operations
Platform: TAM
Presenter: Wendy Mills

Peer-to-Peer Webinar: Creating the Communication Environment -1/31/2017

Peer-to-Peer Webinar: Creating the Communication Environment
Peer-to-Peer Webinar: Creating the Communication Environment

Communication is a key component of a high performing team. Managers and leaders have a vital role in setting the tone and creating the environment in which effective, efficient communication can occur. In this workshop we'll explore why communication is so important in leadership and how to set the tone with your team.

Learning Objectives:

  • Explore the role that leaders play in workplace communication
  • Discover strategies to create an environment for effective, efficient communication
  • Identify challenges in leading workplace communication efforts and develop an action plan to overcome those challenges

Skill: Intermediate
Target Audience: Administrative, IT Manager/Systems Coordinator, Operations, Principal/Owner
Platform: All
Presenter: Brandy Ferrer, Pathfinder Strategies 

Peer-to-Peer Webinar: Epic Download Configuration -1/19/2017

1.19.17 Peer-to-Peer Webinar: Epic Download Configuration (Free)
1.19.17 Peer-to-Peer Webinar: Epic Download Configuration (Free)

Given that many agencies may work with dozens, hundreds or even thousands of carriers, and that download settings can be specific to each carrier (or related groups of carriers), specific by transaction type and specific to each Contract/Producer/Agent Code and that these all affect how well download performs, this session will teach strategies to audit and align your settings consistently across related carriers, consistently across your Applied Epic Agency/Branch/Dept/Profit Center structure, and indeed even with the BCO(PPE)/ICO carrier relationships as they exist in Applied Epic. The presenters will demonstrate how to audit these settings via Applied Epic Front-end reports (where appropriate) and via SQL Queries (where a front-end report will not suffice). This will also include strategies for using the Copy configuration tool to align your settings. Did you just have two carriers merge and you are concerned with how the changes will affect your download? This session will help you align your Applied Epic configuration across related carriers.

 

Learning Objectives:

  • Align your download settings consistently across your Epic Agency/Branch/Dept/Profit Center structure.
  • Show you Reports and SQL Queries you can use to audit your download settings.
  • Give you tools to analyze and align your download configuration for a more consistent download experience.

 

Skill: Intermediate/Advanced

Target Audience: IT Manager/Systems Coordinator, Operations, Carrier

Platform: Epic

Presenter: Kevin Sindelar, Arthur J Gallagher Corporate Office

2016 Webinars

What's New with Applied Client Network - 12/7/2016

Applied Client Network Website Review - 9/29/16

New Website Tips and Tricks Webinar - 5/3/16