Commentary

The Top 10 Applied Net 2020 Sessions (So Far)

Published: September 29, 2020

Beyond Applied Net session staples like product line previews and keynotes — including those from Applied Systems' Taylor Rhodes and Michael Howe — we thought you'd be curious to discover the most-watched sessions to date that you may want to revisit (or check out for the first time) from Applied Net 2020. Here, we've compiled the Top 10 highest viewed sessions.

1. Applied Epic: New Features and Capabilities

In this session, Applied Systems' Katie Kahl and Carisa Hitchman walk through new features and capabilities of Applied Epic and share the latest product enhancements and features that will drive growth and efficiency in your organization.

2. Applied Epic Tips and Techniques Part 1: Servicing

Kicking off a 3-part series, Maureen Boeing, of Maureen Boeing Consulting, LLC, and Sherry Burrell, or Grimes Insurance Agency Inc., cover the areas of home, accounts, locate and policies in Applied Epic. Through the full series, participants can learn tips and techniques for using Applied Epic in your everyday workflows. Learn more.

3. Entering Policies in Applied Epic for Efficiency and Reporting

This course from Brenda Nevil of Alliant Insurance Services, Inc. offers insight on configuration impacting the policy header detail in Applied Epic. She also demonstrates how to add a policy screen, discussing each field and how it impacts various reports.

4. Applied Epic Tips and Techniques Part 2: Administration

In Part 2 of this 3-part series, the same team from Part 1 covers the administration areas of configure and procedures. Learn more.

5. Renewals Manager in Applied Epic

This session reviews configuration, setup and functionality of Renewals Manager in Applied Epic. Join Angela Malott, of Wells Insurance, and Applied Systems' Michael Chartier to learn best practices on getting the most out of this recently released feature. Learn more.

6. Applied Epic: Creating Workflow Documentation and Auditing for Compliance

Featuring tips from Deb Lawson, of Hickok & Boardman Insurance, Inc., and Applied Systems' Jamie Connor, this session covers:

Creating and storing workflows in Applied Epic (for agencies not using My Epic)
How to use various reports to review Applied Epic system data and create checklists for peer audits

7. Applied Epic Certificates of Insurance

Once again, join Brenda Nevil of Alliant Insurance Services, Inc. as she discusses prep work for Certificates of Insurance in Applied Epic, including creating a Certificate Master, adding a Certificate Master, adding Attachments, documenting a certificate request, adding a Holder, issuing a single certificate of insurance, editing a holder and exporting certificate holders. Learn more.

8. Key Configuration and Utilization Decisions in Applied Epic

In order to realize the full power of Applied Epic, it is necessary for the agency to understand how the account level features and functions, configuration choices, reporting and workflow “philosophy” choices will all interact. This class, from Rue Insurance's John Warn, focuses on attempting to “connect the dots” on some of these areas in order to help attendees make decisions that will improve efficiencies and reduce frustration.

9. Introduction to Applied Marketing Automation

Applied Systems' Misty Melton and Kelly Wiza offer a walk-through of Applied Marketing Automation. With a robust library of industry content, email campaign and distribution capabilities, and integration with Applied Epic, the two show you how this front-office tool can streamline your email marketing and strengthen prospect and customer communications. Learn more.

10. Motivational Talk: The Power of Play with Dr. Shimi Kang

Research indicates concerning trends of burnout, anxiety, depression, absenteeism, presenteeism, and bullying among other common workplace-related issues. In this morning motivation session, Dr. Shimi Kang discussed the secret sauce for personal professional success: Play! Learn more about this concept on her blog then catch her tips on-demand.