Operations

Reunited and Ready: Highlights From the ACN Dallas Summit

Published: March 04, 2025

Earlier this month I was excited to join fellow members in Dallas for the ACN Summit, marking the return of our in-person meetings. This event was a significant milestone for our community, being the first face-to-face gathering in a while. The energy and enthusiasm could be felt and heard. It was wonderful to reconnect with many of you in person.

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Virtual Networking

Owner/Principal Alliance Meeting

Published: March 03, 2025

When

Date: March 27, 2025
Time: 11:00 AM - 12:00 PM CST

Agenda

Optimizing Applied Epic for Owners & Principals

Join the Owner/Principal Alliance for a dynamic and practical session focused on maximizing your agency’s success with Applied Epic. This meeting will dive into strategies to optimize your Epic experience, with a special focus on improving workflows, enhancing new user adoption, and unlocking new efficiencies for both leadership and employees. Your Alliance Leaders and fellow owners and principals will dive into:

Migration Insights — Best practices for navigating system migrations and carrier transitions into Epic
Training & Materials — Maximizing Epic to ensure your team has the right resources to succeed
Producer Pro Tips — Cool tricks and smart techniques to help producers work faster and smarter in Epic

Come ready to collaborate with fellow owners and principals, exchange ideas, and walk away with practical tips you can apply immediately to get the most from Applied Epic.

Have specific topics you’d like us to cover or questions you want answered? Let us know in the comments here!

Registration

FREE for ALL ACN Members!

The dial-in number and link will be included in the registration confirmation email.

What is an Alliance Meeting?

Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.

Meeting Contact

Dominic Piccirillo
516-662-8959
dominic@codygroupny.com

Connections: The offical publication of Applied Client Network