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Full Schedule

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Full Schedule

  • Thursday, October 26, 2023
  • 7:00 AM – 8:00 AM PST
    Breakfast
  • 7:00 AM – 11:00 AM PST
    Help Desk Open
  • 8:15 AM – 9:15 AM PST
    (8674) How to Onboard a New Hire to Be a Successful Account Manager
  • 8:15 AM – 9:15 AM PST
    (8682) How to Use the Bulk Policy Renewal Tool to Renew a Large Number of Policies 
  • 8:15 AM – 9:15 AM PST
    (8688) Moving from Cash to Accrual Basis Within Applied Epic
  • 8:15 AM – 9:15 AM PST
    (8793) Using Applied CSR24 for Your Specialty Markets and MGA/Broker Business
  • 8:15 AM – 9:15 AM PST
    (8794) Using Applied Epic Reports to Measure Customer Service Reps Productivity
  • 8:15 AM – 9:15 AM PST
    (8802) Benefits Commission Agreements, Transactions and Revenue Tracking in Applied Epic
  • 8:15 AM – 9:15 AM PST
    (8807) Creating Benefits Guides Using New Applied Epic Benefits Forms
  • 8:15 AM – 9:15 AM PST
    (8819) Maximize Efficiency Using Commercial Lines Download
  • 8:15 AM – 9:15 AM PST
    (8831) What to Expect for Data Migration When Transitioning to EZLynx
  • 8:15 AM – 9:15 AM PST
    (8835) Using Applied Epic Premium Fields for Your Book of Business Report
  • 8:15 AM – 9:15 AM PST
    (8843) Roundtable: Ask the Applied Epic Interface Team
  • 8:15 AM – 9:15 AM PST
    (8852) Expert Panel: Agencies' Experiences with Identity Management
  • 8:15 AM – 9:15 AM PST
    (8873) Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 2 *Limited Seating Available
  • 8:15 AM – 9:15 AM PST
    (8890) Tactics on Using Data to Optimize Your Digital Marketing Strategy
  • 8:15 AM – 9:15 AM PST
    (8906) Commercial Quoting Capabilities of EZLynx Submission Center
  • 8:15 AM – 9:15 AM PST
    (8913) Turning Your Insurance Job Into a Career
  • 8:15 AM – 9:15 AM PST
    (8914) EZLynx Client Center: The One-Stop Shop for Insured Payments
  • 8:15 AM – 9:15 AM PST
    (8949) Customizing Layouts for Applied Epic Reports (Advanced)
  • 8:15 AM – 9:15 AM PST
    (8969) Using Download to Enhance the Personal Lines Renewal Process
  • 8:15 AM – 9:15 AM PST
    (8971) Using Leads Inbox in Canada to Onboard New Business
  • 8:15 AM – 9:15 AM PST
    (8973) Applied Epic Marketing Module – Part 2 (Advanced)
  • 8:15 AM – 9:15 AM PST
    (9006) Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available
  • 8:15 AM – 9:15 AM PST
    (9011) Supporting Your Neurodiverse Colleagues
  • 9:45 AM – 10:45 AM PST
    (8643) Client Contracts in Applied Epic
  • 9:45 AM – 10:45 AM PST
    (8645) Marketing Your Agency: Putting It All Together
  • 9:45 AM – 10:45 AM PST
    (8647) Improving Your Agency’s Efficiency and Retention Using Activities
  • 9:45 AM – 10:45 AM PST
    (8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
  • 9:45 AM – 10:45 AM PST
    (8669) Optimizing Applied Epic for Success – Configuration
  • 9:45 AM – 10:45 AM PST
    (8689) Expert Panel: Using Reports to Automate Communications and Processes
  • 9:45 AM – 10:45 AM PST
    (8790) Understanding the Value of New Dashboards in Applied Epic (Repeat)
  • 9:45 AM – 10:45 AM PST
    (8795) Using Applied Epic Reports to Audit Daily Transactions
  • 9:45 AM – 10:45 AM PST
    (8804) Why You Should Be Using Combined Reconciliations 
  • 9:45 AM – 10:45 AM PST
    (8822) Modernizing and Managing Activities for Efficiency
  • 9:45 AM – 10:45 AM PST
    (8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
  • 9:45 AM – 10:45 AM PST
    (8845) Expert Panel: Ask Applied Your Employee Benefits Questions
  • 9:45 AM – 10:45 AM PST
    (8875) Hands-On Lab: Get Up and Running with Applied for Small Commercial Submissions *Limited Seating Available
  • 9:45 AM – 10:45 AM PST
    (8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
  • 9:45 AM – 10:45 AM PST
    (8888) Hands-On Lab: Tips for a Better Experience in Epic Browser *Limited Seating Available
  • 9:45 AM – 10:45 AM PST
    (8900) Best Practices for Managing Personal Lines Policies in EZLynx 
  • 9:45 AM – 10:45 AM PST
    (8932) How to Deal with Difficult Customers During Hard Times
  • 9:45 AM – 10:45 AM PST
    (8939) Using Applied Marketing Automation to Nurture Prospects and Win More Business
  • 9:45 AM – 10:45 AM PST
    (8943) Tips and Tricks for Downloading with EZLynx (Repeat)
  • 9:45 AM – 10:45 AM PST
    (8968) Website Optimization That Drives Small Commercial Insurance Leads
  • 9:45 AM – 10:45 AM PST
    (8970) Get the Junk Out of Your Applied Epic Trunk 
  • 9:45 AM – 10:45 AM PST
    (8972) Increasing Servicing Staff’s Productivity
  • 9:45 AM – 10:45 AM PST
    (8994) Personal Lines for Benefits - Applied Best Practices