Applied Net 2019 - Call for Participation

The Applied Net Content Committee invites you to participate in Applied Net 2019. Please select which session(s) you are interested in participating in by 5pm CT on April 10. The committee will review all submissions and decisions will be sent by the end of April. Thank you!

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* 1. Applied Epic (Accounting)

(Presenter Needed) - Accounting in Applied Epic
This course will be for advanced users that already know the workflows and have their system configured. It will address topics such as cleaning up balancing issues.

(Panelists Needed) - Panel: Paying Producers
During this session, panelists will share how they ensure they are paying producers accurately.

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* 2. Applied Epic (Benefits)

(Panelists Needed) - Panel: How Agencies/Brokerages Are Using Applied Epic Benefits
Agents/brokers will share their experience with using Applied Epic to better serve their Benefits book of business.

(Presenter Needed) - Advanced Benefits Setup
Learn how to optimize Applied Epic to better serve your Benefits clients.

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* 3. Applied Epic (Client Contracts)

(Panelists Needed) - Client Contracts Panel
During this panel, peers will share their experiences with services, stewardship reporting, fee-based services and more.

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* 4. Applied Epic (General)

(Presenter Needed) - Case Study: 2018 System Utilization Audit with Applied Epic
During this session, the presenter will share how agencies/brokerages can re-evaluate their agency's workflows as their agency/brokerages grow.

(Panelists Needed) - Panel - How to Get the Most from Applied Epic and Make it Work for You
Panelist will share tricks and techniques to enhance the experience with Applied Epic. Attendees will be encouraged to ask questions.

(Panelists Needed) - Panel: myEpic - How Agencies are Using It
Panelists will share how they are using myEpic to make their agency/brokerage more efficient.

(Presenter Needed) - How to Create a Marketing Campaign
The presenter will address the fundamental concepts of a marketing campaign.

(Panelists Needed) - Panel: Text Messaging

(Presenter Needed) - Text Messaging - How Organizations Have Used It or Plan on Using It
Panelists will share how they use or plan to use text messaging within their organization along with how they ensure compliance.

(Panelists Needed) - Applied Epic for Advanced Users
The panelists will share tips and tricks they wish they would have known that has helped their agency/brokerage.

(Presenter Needed) - Loading Policies in Applied Epic
The presenter will walk through a step-by-step approach to loading policies in Applied Epic.

(Panelists Needed) - Panel: Sales Automation Tips and Tricks
Users on this panel will discuss success stories on how they have used sales automation to benefit their agency and/or brokerage.

(Presenter Needed) - Direct Bill Business and How to get the Transactions int Applied Epic
This session will cover transaction & reconcile, record commissions, import direct bill transactions, and more.

(Presenter Needed) - Workload Reassignment

(Presenter Needed) - Client Security in Applied Epic
The presenter will cover how they ensure client security within Applied Epic.

(Presenter Needed) - Using Applied Epic Out of the Box

(Presenter Needed) - Updating Workflows to Meet Your Agency Needs
The presenter will share how they designed their workflows to benefit their agency/brokerage.

(Presenter Needed) - Workflows vs. Procedures

(Presenter Needed) - Workflows: Step-by-Step
The presenter will walk through how to setup workflows.

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* 5. Applied Epic (Reports)

(Presenter Needed) - Foundations of Reporting in Applied Epic
This session will provide basic information regarding reports. How to find the right report, how to manipulate report criteria, what do the default report provide, and efficient ways to manage your reports.

(Facilitators Needed) - Reporting 'Office Hours'
Each day of the conference, there will be an informal reporting 'office hours' round table. If interested in supporting this session, please indicate in the other box below which area of focus you specialize in.

(Presenter Needed) - Applied Epic: Auditing and Reporting for System Integrity
The presenter will talk through the different audit reports for all departments and roles that they use along with the concepts behind the reports.

(Presenter Needed) - Applied Epic Reports - Unique Reports
The presenter will review the unique reports that they have created to benefit their agency.

(Facilitator Needed) - Roundtable: Applied Epic Reports - Bring Your Reporting Questions!
This is an informal session where attendees can bring their questions regarding reports.

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* 6. Applied TAM (Accounting)

(Presenter Needed) - Automate Direct Bill Commission in Applied TAM
The presenter will share how to save time by automating the process of using direct bill commission download or import.

(Facilitator Needed) - Applied TAM Accounting Roundtable
Attendees will hear and share tips from their peers during this roundtable.

(Presenter Needed) - Applied TAM - Setting Up a Paperless Accounting Department Course
This course will cover the process of developing a procedure for converting your accounting department into a paperless environment. Attachment categories, sub-categories, and activities.

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* 7. Applied TAM (General)

(Panelists Needed) - Making the Decision to Move from Applied TAM to Applied Epic from a Small Agency Perspective
Panelists will share how they evaluated the decision to move to Applied Epic.

(Presenter Needed) - Case Study: How My Agency Benefits by Using myTAM
Presenter will share their story on how their agency uses myTAM and how it has saved them time and made their processes more efficient.

(Panelists Needed) - Applied TAM Activities Panel
Panelists will share leading practices for how they effectively use Applied TAM activities within their agency.

(Panelists Needed) - Ask the Experts: Applied TAM
Panelists will share tips and answer attendee questions.

(Panelists Needed) - Best Practices for Implementing Applied Rater in Applied TAM
Panelists will share how they are using Applied Rater.

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* 8. Applied TAM (Reports)

(Presenter Needed) - Agency Planning: Reports & Objectives Tracking in Applied TAM
In order to track an Agency's objectives, you need to define what you want to measure, know where the data comes from and how specific fields, used consistently, will give us what we want.

(Presenter Needed) - Reports in Depth: Production & Book of Business Reports in Applied TAM
This course will look at the most important entries in the 'reports-management' type area: Book of Business Report and Production Report. In particular, this course will compare and contrast the Book of Business and the Production reports, including a discussion of possible users and the appropriateness of each.

(Presenter Needed) - Using Search in Applied TAM Reports
This course will discuss how to use Searches to audit your database, evaluate your employee's performance, and manage your business. It will also cover the various report outputs to determine the most effective venue for data.

(Facilitators Needed) - Applied TAM Reports Roundtable
Attendees will come to this session to share and learn from their peers.

(Presenter Needed) - Fresh Ideas for Measurable CSR Workflows for Retaining Customer Renewals - Applied TAM
The presenter will share ideas on how to refresh your CSR staff.

(Presenter Needed) - Applied TAM Clean-up
The presenter will share best practices for cleaning up your Applied TAM system.

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* 9. Professional Development and Business Management

(Panelists Needed) - Increasing Employee Engagement
This panel will discuss tips and tricks for keeping employees engaged to keep productivity high.

(Panelists Needed) - Women in Leadership: Executive Presence
Panelists will share how they identify values to find alignment and leverage their strengths to lead a team.

(Panelists Needed) - Panel: Leadership Tips and Tricks
Panelists will share how they learned their personal leadership approach when they moved into a leadership position.

(Panelists Needed) - From Reactive to Proactive: Team Organization for Success
The panelists will share how they organize their team's focus for an effective workday.

(Panelists Needed) - After the M&A, Tips from Your Peers
The panelists will share how they worked to support their teams and processes after a merger or acquisition.

(Panelists Needed) - Applied Digital Agency: Managing Your Business Metrics
How to use data to manage your business and drive decisions. Knowledge and use of Applied Analytics helpful.

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* 10. Data Analytics

(Panelists Needed) - Panel: Using Applied Analytics
The panel will discuss how Applied Analytics impacts your decision making.

(Panelists Needed) - Getting Started with Applied Analytics
This panel will discuss how to get started with Applied Analytics and how to integrate it into your business strategy.

(Presenter Needed) - Case Study: An Agency's Experience Using Applied Analytics
This session will focus on how an agency is using Applied Analytics to solve their business challenge.

(Panelists Needed) - Panel: Using Business Analytics, an Organization Executive Panel
Join Executives from several organizations to discuss how they have successfully incorporated data provided by analytics into their business decisions. Learn what has worked and about challenges they have encountered along the way.

(Panelists Needed) - Panel: Client Retention - On this panel, we will discuss topics including retention definitions, what kpi’s are used to measure retention and how frequently the measure is reviewed.

(Panelists Needed) - Panel: Using Applied Analytics for Measuring Staff Productivity
The panelists will share how they use their analytics to look at staff productivity.

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* 11. Insurer Connectivity - Automated Servicing

(Presenter Needed) - You've Got Mail! IVANS Exchange Mailbox 101
This session will cover how complimentary IVANS Exchange mailbox offers better control over download in your system. It will also cover how to work with a carrier to send the first sample file and /or a few transactions to your IVANS inbox, pause items in your IVANS inbox to only download the desired items, review the results, troubleshoot issues, resend an item to attempt it a second time, analyze and cleanup your policy headers/billing screens in advance of your first download, etc.

(Panelists Needed) - How to Maximize Your Download Opportunities
This panel will cover how to access IVANS Exchange dashboard, view current and future download opportunities, communicate download needs with your insurers and resend individual policies.

(Presenter Needed) - Commercial Download for Applied Epic
This session will cover policy lifecycle of a commercial lines policy in Applied Epic and how it affects your agency and how download can simplify the process.

(Panelists Needed) - Applied TAM to Applied Epic Migration from an Interface Perspective
This panel will explore options for an agency to consider during their migration from Applied TAM to Applied Epic to make their interface experience the best it can be.

(Panelists Needed) - You are Downloading - Now What?
This panel will cover the successes and struggles with download in Applied Epic along with tricks of the trade.

(Panelists Needed) - Boost Your Agency's Efficiency with eDocs/Messages and Claims Download - Agency Panel Discussion
This panel will discuss how eDocs/Messages and Claims download make it possible for agencies to receive file attachments, important messages and claim updates within Applied Epic and Applied TAM.

(Panelists Needed) - Overcoming Resistance to Download Adoption in Your Agency
Panelists will cover methods for overcoming resistance to interface adoption in your agency.

(Panelists Needed) - Overcoming Resistance to Real-Time Adoption in Your Agency
Panelists will share methods they used to overcome resistance to Real-Time adoption in your agency.

(Panelists Needed) - Access On-Demand Policy, Claims and Billing Information from Your System with Real-time
Panelists will share their experience with the time-saving value of Real Time.

(Presenter Needed) Large Agency Download Centralization
The presenter will review the challenges a large download volume agency may experience and provide potential strategies for how to manage the suspense queue consistently and efficiently.

(Panelists Needed) - Panel: Interface from Insurer's Perspective
Agents and insurers have a mutual interest in the successful implementation and adoption of Download, Real-Time, and other Interface solutions. Step into the world of insurers to gain a deeper understanding of their processes for supporting Interface including the challenges they face, and how they measure the success or failure of new Interface technologies.

(Presenter Needed) - Manage Applied Epic Download Using Suspense and Download Results
This session will show you some of the common reasons items hit suspense and what to do. You will learn how to match them and prevent them from hitting suspense again.

(Presenter Needed) - Automate Your Servicing Processes by Using eDocs & Messages and Claims Download
This course will cover how eDocs & Messages and Claims Download can work together to automate your business processes. Minimize the time you spend visiting insurer portals, provide better service to your clients and focus more time on revenue-generating activities.

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* 12. Insurer Connectivity - Access to Markets

(Panelists Needed) Market Appetite in Applied Epic
Panelists will share how they are using it, the growth they've seen in carriers, and how agencies play a role in carriers stating their appetite.

(Panelists needed) - Introduction to IVANS Market Appetite
This panel will cover an introduction to configuration, functionality and other areas of utilization.

(Presenter Needed) - An Agency’s Experience with Applied Epic Quotes
This will be a case study on utilizing Applied Epic Quotes.

(Panelists Needed) The Benefits of Using Applied Epic Quotes
This panel will discuss best practices for implementing Applied Epic quotes from the perspective of different agencies.

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* 13. Mobility

(Panelists Needed) - Panel: Applied Mobile
Panelists will share how their agency/brokerage uses Applied Mobile and the benefits.

(Panelists Needed) - Panel: Sales Opportunity
Panelists will talk about how they manage opportunities while on the road along with touch on Google map integration.

(Panelists Needed) - Panel: Day in the Life of a Digital Organization: Applied Mobile
Panelists will share examples of how they use it day-to-day in their agency/brokerage.

(Presenter Needed) - Hands-on Implementation of Applied Mobile
The presenter will walk attendees through the implementation of Applied Mobile.

(Panelists Needed) - Introduction to Applied CSR24 and Applied MobileInsured - Part Two (Configuration)
The presenter will focus on eDocs, client viewable, home pages aned more

(Panelists Needed) - Introduction to Applied CSR24 and Applied MobileInsured - Part Three (Certificates)
The presenter will focus on certificates for beginners.

(Panelists Needed) - Panel: Applied MobileInsured Adoption and Usage
Panelists will share their experience with adopting Applied MobileInsured and how they promoted it to customers.

(Panelists Needed) - Panel: Applied MobileInsured Promotion: Marketing and Customer Response
Panelists will talk about how they marketed the tool to their customers and how they reacted.

(Presenter Needed) - Applied CSR24 Configuration and Setup
The presenter will walk through step-by-step how to configure Applied CSR24.

(Presenter Needed) Case Study: The Next Step with CSR24 Process Efficiencies (Beyond Certificates)
The presenter will share how they are using CSR24 beyond the certificates and how it has benefited their agency/brokerage.

(Panelists Needed) - Experience in Adopting Applied CSR24
Panelists will provide insight to how their agency/brokerage adopted Applied CSR24 and the difference it has made.

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* 14. System Admin

(Panelists Needed) - Experiences on the Applied Cloud
Panelists will share how they benefited from Applied Cloud.

(Panelists Needed) - Cyber Security & Being HIPAA Compliant
Panelists will share how their agency is making sure they are HIPAA compliant through the use of cyber security and AMS security.

(Presenter Needed) - Case Study: Epic On-Premise to Epic Cloud Migration
The migration from Applied Epic on-premise to the cloud is no different than a migration from another agency management system to Applied Epic. What should the agency expect during the migration process?

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* 15. Your Management System and Third-Party Partners

(Presenter Needed) - Microsoft Word & Applied Epic - SET Field Commands are Magic - Advanced

(Presenter Needed) - Hands-on Lab: Tips for Creating a Proposal in Microsoft Word
The presenter will go step-by-step through the process of creating a proposal in Microsoft Word.

(Panelists Needed) - Panel: Proposals in Applied TAM
Panelists will share their experience with proposals in Applied TAM.

(Panelists Needed) - Panel: Templates & Layouts
The panelists will share tips and tricks when it comes to creating templates and layouts.

(Presenter Needed) - Microsoft Excel for Advanced Users
The presenter will go over advanced features within Microsoft Excel.

(Presenter Needed) - Microsoft Outlook for Advanced Users
Presenter will share ideas on advanced uses of Microsoft Outlook.

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* 1. Applied Epic (Accounting)

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* 2. Applied Epic (Benefits)

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* 3. Applied Epic (Client Contracts)

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* 4. Applied Epic (General)

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* 5. Applied Epic (Reports)

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* 6. Applied TAM (Accounting)

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* 7. Applied TAM (General)

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* 8. Applied TAM (Reports)

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* 9. Professional Development and Business Management

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* 10. Data Analytics

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* 11. Insurer Connectivity - Automated Servicing

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* 12. Insurer Connectivity - Access to Markets

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* 13. Mobility

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* 14. System Admin

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* 15. Your Management System and Third-Party Partners

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* 16. Your Name

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* 17. Job Title

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* 18. Your Agency and/or Brokerage

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* 19. Current Applied Systems Products

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* 20. Your Email