Member Spotlight: Amanda Meredith — Jane of All Trades

Published on October 24, 2023

ACN’s membership spans the country, and members represent diverse roles and companies, with a shared throughline: their use of Applied Systems. This new spotlight series will showcase the unique ...

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New Business Forecasting: Using Estimated Fields and Sales Automation (Opportunities Module) Reports

September 27, 2023
At our agency, NBT Insurance Agency, our sales managers like to see a complete picture of new business, including production, written and future sales numbers. The additional data is very useful for ...

Surprise Benefits of Using EPIC Security Groups

October 24, 2023
Assigning, maintaining and tracking permissions at the user level can be an overwhelming, frustrating and time-consuming task. This is especially the case if you have more than just a few users. In ...