Now Live: The Applied Net 2024 Sessions List!

Hold on to your hat, folks. The Applied Net® 2024 education session list just dropped, and wowza, it’s a good one! This year’s program offers more than 250 sessions across our entire portfolio of products – Applied®, EZLynx®, Tarmika™ and Ivans®. Insights come in all shapes and sizes: courses, hands-on labs, panel discussions, case studies, and more offer the unique opportunity to explore the latest industry trends, professional development hot topics, and best practices for using our software.

But with so many sessions, how do you know which ones are right for you? Never fear, fellow lovers of insurance and technology. We have got your back! We asked our Applied Net team to pick out a few sessions for all our users to help get you started planning your conference experience.

Recommendations for Every Agency Role

Click on your role below for five session recommendations, or head to the Applied Net site to view the complete list of sessions.

Principals
Principals, we think these sessions are perfect for you:

Expert Panel: How to Navigate Through Difficult Client Conversations About the State of Today’s Insurance Market

Mastering the Art of Giving and Receiving Feedback as Leaders

How to Lead Your Employees Through an Acquisition

How to Successfully Harness Data in Your Organization

Expert Panel: What Your Applied Epic Financials Tell You About Your Agency
HR Managers
HR Managers, we think these sessions are perfect for you:

Building a High-Quality Culture in the Insurance Industry

Transforming How You Manage Mental Health in the Workplace

Leading Transformational Conversations

Creating a Learning Environment That Fosters Diversity, Inclusion and Belonging

Employing Wellness Programs to Boost Employee Retention and Productivity While Reducing Costs
Office Managers
Office Managers, we think these sessions are perfect for you:

Expert Panel: Best Practices to Maximize the Annual Review Process

Creating Accountability Workbooks for Your Team

Auditing Employees Using Epic Reports

Expert Panel: Preparing for the Move to Applied Epic Browser from an Operations Perspective

Creating Custom Templates and Proposals Using Microsoft Word Tools
CSRs
Customer Service Reps, we think these sessions are perfect for you:

Epic Dashboards for Servicing Team Members

Improving Your Agency’s Efficiency and Retention Using Applied Epic Activities

Applied Epic Tips and Tricks – Servicing

The Basics of Internal Certificate Management in Applied CSR24

Expert Panel: How Your Peer Moved Their Agency to the Renewals Manager

IT Managers
IT Managers, we think these sessions are perfect for you:

Insights Into Current and Future Offerings for Applied Data Lake

Getting Started with Applied API Suite

Expert Panel: Strategies for Maintaining and Managing Data Quality

Epic Dashboards for IT/Operations Roles

Expert Panel: Agencies' Experiences with Identity Management
Accountants
Accountants, we think these sessions are perfect for you:

Cleaning Up and Balancing Premium Payables in Applied Epic

Understanding Month-End Journal Entry and How Applied Epic Moves Your Money

Making Premium Finance Easy with Applied Pay

Save Time with Accounting-Based Import Templates

Unlocking the Power of Applied Epic to Streamline Accounting Workflows
Sales Reps
Sales Reps, we think these sessions are perfect for you:

Epic Dashboards for Sales Managers and Producers

Keep Applied Epic in Your Pocket with Applied Mobile

Introduction and Overview of Applied Epic for Salesforce

Shifting Commission Accountability to Producers

Hands-On Lab: How to Target the Right Leads with List Criteria
CL Managers
Account Managers for Commercial Lines, we think these sessions are perfect for you:

Peer Insights on Adopting Commercial Lines Download

Hands-On Lab: Get Up and Running with Epic Quotes Commercial Lines

An Overview of Tarmika for Applied Epic Agencies

What’s New in Indio

Expert Panel: The Future of Commercial Distribution at Applied

Benefits Brokers
Account Managers for Employee Benefits, we think these sessions are perfect for you:

Employee Navigator Integration Completes the Quote-to-Enrollment Benefits Lifecycle

What’s New and What’s Next in Applied Benefits Solutions

ABCs of Applied Benefits Designer

Hands-On Lab: Building New Applied Epic Benefits Forms from Scratch

Delighting Your Benefits Clients with Applied Marketing Automation Email Campaigns
Insurers
Insurers, we think these sessions are perfect for you:

Ivans Exchange – Past, Present and Future

Expert Panel: The Future of Commercial Distribution at Applied

Better Book Consolidations and Transfers

Roundtable: Ask the Applied Epic Interface Team

Introducing the Applied AI Lab

Psst don’t forget to sign up for Ivans Connect. It takes place right before Applied Net and provides a forum to learn about the latest innovations and opportunities in digital distribution and servicing.
EZLynx Users
EZLynx Users, we think these sessions are perfect for you:

Establishing Your Commercial Lines Business – Part 1

Hands-On Lab: Building a Custom Reporting Dashboard to Better Analyze Your Data

Win More Business with an Effective CRM

Getting Started with Your Agency's Client Portal

Hands-On Lab: Unveiling the New Personal Lines Interactive Proposals
Canadian Brokers
Canadian Brokers, we think these sessions are perfect for you:

Canadian Marketplace Update and Reception

Expert Panel: Best Practices for Canadian Brokerages Managing Group Benefits in Applied Epic

Introduction to Canadian Commercial Lines Quoting in Applied Epic

Tech to Help Canadian Brokers Maximize Commercial Lines Workflows

What’s New in Canadian Personal Lines

As you can see, this year’s program will be Epic (pun intended). Not only will it have great content, but it will also have Admiral William McRaven as a guest keynote, tons of networking opportunities, the hottest industry innovations, and fun evening events.

Register for Applied Net now to ensure you don’t miss our best conference yet! You’ll have massive FOMO if you’re not there.