Applied Client Network UK

Education

On-Demand Webinars

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All course webinars are $79.00 for Applied Client Network Members unless otherwise noted. Partner webinars and peer spotlight webinars are free for current Applied Client Network members only. 

Course Webinars

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

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

Applied Epic Workflows-5/16/2017

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

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

Applied TAM Tips & Tricks -3/23/2017

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

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

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

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

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

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

 

2016 Webinars
2016 course webinars are available for purchase and viewing for up to three months following the live broadcast date (listed next to the webinar title). 

Excel Basic - Available Through June 2017

Excel Basic
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.
Learning Outcomes:

  • 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.

Presenter: Sue Good

Excel Intermediate- Available Through June 2017

Excel Intermediate
Excel Intermediate

This HANDS-ON class will expand your knowledge of Excel tools and how they can be used to manipulate data exported from your management system. Don't just watch, do it yourself! Bring your laptop loaded with Excel and use the sample Excel workbook provided to practice the skills learned during the class. Become a Report Rock Star!

Learning Outcomes:
- Expand your knowledge of Excel tools and how they can be used to get the information you want.
- Master powerful Excel tools and Functions to make reporting easier, like =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 Excel.

Presenter: Sue Good

Excel Pivot Tables- Available Through June 2017

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. 

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

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

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

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

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

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

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

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

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

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

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

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

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

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