Applied Net 2018 - Call for Participation

The Applied Net Content Committee invites you to participate in Applied Net 2018. Please select which session(s) you are interested in participating in by 5pm CT on April 9. The committee will review all submissions and decisions will be sent by the end of April. For more information, click here. Thank you!

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* 1. Applied Epic (Accounting)

(Presenter Needed) - 83: Advanced Accounting Course
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) - 93: Applied Epic - Accounting Panel
This panel will focus on tracking supplemental/contingent income from the user perspective.

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* 2. Applied Epic (Benefits)

(Panelists Needed) 102: The Advantages of Moving Your Benefits Business into Applied Epic - Panel
This panel will focus on the advantages of moving Benefits business into Applied Epic. Peers will share how their agencies have prospered.

(Facilitator Needed) 105: Applied Benefits Workflow - Roundtable
This roundtable will be where attendees can share and learn from their peers on how to optimize Applied Epic Benefits.

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* 3. Applied Epic (Client Contracts)

(Panelists Needed) 85: 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)

(Facilitator Needed) 87: Roundtable: Applied Epic for Advanced Users
This roundtable will be specifically for advanced Applied Epic users where tips/tricks can be shared.

(Panelists Needed) 92: Panel - Text Messaging
This panel will focus on how agencies have used text messaging or plan to use it in the future.

(Panelists Needed) Panel - Handling Brokered Business in Applied Epic
Panelists will share their perspective on how they handle brokered business in Applied Epic.

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* 5. Applied Epic (Reports)

(Panelists Needed) 195: Report Quick View Panel
During this panel, peers will share which Quick View reports agencies are using their purpose and how they are designed in order to share their knowledge.

(Facilitators Needed) 180: Reporting 'Office Hours'
Each day of the conference, there will be an informal reporting 'office hours' roundtable. If interested in supporting this session, please indicate in the other box below which area of focus you specialize in.

Other (please specify which area of focus: servicing, accounting, layout, etc.)

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* 6. Applied Epic (Sales Automation)

(Facilitators Needed) 82: Roundtable - Opportunities
During this roundtable, peers will share how they are using Opportunities within Applied Epic.

(Panelists Needed) Sales Automation Panel
Users on this panel will discuss success stories on how they have used sales automation to benefit their agency.

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* 7. Applied TAM (Accounting)

(Panelists Needed) 24: Applied TAM Accounting Expert Panel
This panel is focused on intermediate users of Applied TAM and how they can continue to use the system effectively.

(Presenter Needed) 30: Applied TAM Basic Accounting
This course will cover the basic functions of the Accounting menu in Applied TAM. Attendees will learn how to enter deposits, disbursements, vouchers and journal entries, as well as the various options under each menu item.

(Presenter Needed) 31: 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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* 8. Applied TAM (General)

(Panelists Needed) 167: Panel: Applied TAM - How to Handle Lost Clients
During this panel, peers will share the ways that they code lost clients as well as the latest options for purging clients from the system.

(Panelists Needed) 164: Applied TAM: It's All About Attachments - Panel
Panelists will share layout options for attachment categories, subcategories and descriptions when working within Applied TAM.

(Panelists Needed) 170: Applied TAM Activities Panel
Panelists will share leading practices for how they effectively use Applied TAM activities within their agency.

(Presenter Needed) 25: Applied TAM - Document Maintenance
During this course, the presenter will cover replicate commands, creating schedules & proposal documents along with detailed options in form letters.

(Presenter Needed) 26: myTAM - Taking the Mystery Out of myTAM
This session will be an introduction to myTAM and the benefits of using it within the agency.

(Presenter Needed) 27: myTAM for Intermediate Users
This session would be a continuation of the basic class.

(Presenter Needed) 33: Applied TAM Custom Apps
This course will cover tips and tricks for building a custom app.

(Presenter Needed) 35: Applied TAM Cleanup - Quality Assurance Auditing
This course will cover ways to implement a Quality Assurance program built upon a written Procedures Manual that will work in the real world, not just in theory.

(Panelists Needed) 36: Applied TAM Tips and Tricks
During this session, peers will share quick tips, techniques and shortcuts that attendees can use to be more efficient in Applied TAM.

(Presenter Needed) 37: Applied TAM - Processing Renewals
This course will cover workflow processing and more.

(Presenter Needed) 38: Applied TAM Security Manager - Getting Control
This course will cover setting up Groups and Users in the Security Manager database to make settings easier to understand and adjust.

(Presenter Needed) 40: Building Agency Workflows in Applied TAM
This course will cover the standards that provide the means to measure workload and employee performance. The course will also provide examples on how to design workflows that document client and staff actions.

(Panelists Needed) 300: Applied TAM - General Q&A Panel
This panel will address questions and provide solutions for challenges from the audience.

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* 9. Applied TAM (Reports)

(Panelists Needed) 29: Applied TAM Reporting Panel - All about Searches
Panelists will share their experiences with searches.

(Panelists Needed) 32: Applied TAM Reporting Basics
Panelists will show attendees how the Reports module is organized as well as the basic steps to run the reports. Attendees will walk away with a good grip on how reports work and get some tips/tricks to use it better.

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* 10. Business Management

(Panelists Needed) 73: Change Management Panel
Panelists will share how they successfully navigate their staff through changes and transitions.

(Peer Stories Needed) 75: Attracting and On-Boarding the Next Generation
This peer spotlight will feature three users that will share their experience with attracting and on-boarding the next generation.

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* 11. Data Analytics

(Case Studies Needed) 3: Applied Analytics - How to Use it to Measure Operational Success and Employee Productivity
During this case study, peers will share how they use Applied Analytics to benefit their agency and/or brokerage.

(Facilitator Needed) 4: Obtaining Public Data Sets
This roundtable is geared towards system administrators that want to share their experience with external data sources along with learn from other users on how they use the data.

(Case Studies Needed) 5: Why Good Data is Important
During this session, peers will share how you get the data and make sure it is of quality, the outcomes of having good data, why you should care and what you are missing out on.

(Facilitator Needed) 6: Data Analytics for Beginners Roundtable
This interactive roundtable will cover how peers use data to answer key questions.

(Case Studies Needed) 7: Data Analytics - Case Study
This session will focus on how agencies are using Applied Analytics (formally known as PerformanceManagement - APM) dashboards to solve their business challenges.

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* 12. Insurer Connectivity

(Case Study Needed) 10: Using IVANS Markets to Grow Your Commercial Lines Business
The case study will cover how an agency effectively rolled out IVANS Markets within their organization and the value they have seen as a result.

(Panelists Needed) 12: Data Insights for Agencies
Panelists will discuss the use of data and how to apply as well as the latest findings from the IVANS index report and using asset within your agency.

(Case Study Needed) 13: Best Practices for Implementing Applied Rater to Grow Your Personal Lines Business
Peers will share how they effectively rolled out Applied Rater within their organization.

(Presenter Needed) 222: 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) 259: IVANS Exchange - 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) 261: Commercial Download for Appplied 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) 263: 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) 273: 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) 274: 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) 17: Overcoming Resistance to Download Adoption in Your Agency
Panelists will cover methods for overcoming resistance to interface adoption in your agency.

(Panelists Needed) 20: 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) 21: 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.

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* 13. Mobility

(Case Study Needed) 60: Using Applied CSR24 and Applied MobileInsured App to Save Time and Retain Clients
Peers will share how they use Applied CSR24 beyond certificates to save time along with make more money and retain clients.

(Case Study Needed) 65: Day in the Life of a Digital Agency
Peers will share how their team uses Applied Mobile and how it has benefited their agency.

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* 14. Professional Development

(Panelists Needed) 77: The Courage of Leadership
Panelists will share how they maintain company culture/employee moral through holding staff accountable.

(Presenter Needed) 78: Sales Management
This session will be geared towards people that manage the sales persona.

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* 15. System Admin

(Panelists Needed) 68: Panel - Technologies to Implement to Help You Better Comply with Regulations
Panelists will share their experience with technology that they have used to comply with regulations.

(Case Study Needed) 70: Moving to the Applied Cloud
Peers will share their experience with moving to the Applied Cloud and what they wish they would have know before making the move.

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* 16. Your Management System and Third-Party Partners

(Presenter Needed) 49: Design a Better Proposal - Part Two for Advanced Users
This course will be a continuation of Part One

(Panelists Needed) 50: Panel - Your Management System and Microsoft Word
Panelists will share tips and tricks that they use to maximize the use of Microsoft Word with their management system.

(Panelists Needed) 51: Panel - Your Management System and Microsoft Excel
Panelists will share tips and tricks that they use to maximize the use of Microsoft Excel with their management system.

(Facilitators Needed) 52: Bring Your Challenges: Applied Epic, Third-Party and You
Peers will share insights and be in the session to answer questions in a casual, roundtable format. If you are interested in participating in the session, please indicate your areas of expertise in the Other field below.

(Facilitators Needed) 53: Bring Your Challenges: Applied TAM, Third-Party and You
Peers will share insights and be in the session to answer questions in a casual, roundtable format. If you are interested in participating in this session, please indicate your areas of expertise in the Other field below.

Other (please specify): If interested in participating in the Bring Your Challenges sessions, please indicate your areas of expertise: benefits, commercial policies, P&C, GL proposals, SMS, eSignature.

Applied Net 2018 - Call for Participation

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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 Epic (Sales Automation)

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* 7. Applied TAM (Accounting)

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* 8. Applied TAM (General)

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* 9. Applied TAM (Reports)

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* 10. Business Management

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* 11. Data Analytics

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* 12. Insurer Connectivity

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* 13. Mobility

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* 14. Professional Development

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* 15. System Admin

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* 16. Your Management System and Third-Party Partners

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* 17. Your Name

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* 18. Job Title

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* 19. Your Agency and/or Brokerage