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

Published on 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 ...

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Applied Net Session Preview — Expert Panel: How Your Peers Successfully Switched to the Browser Interface of Applied Epic

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In their Applied Net 2023 session, Natalie Thompson and other panelists will give attendees insight on how their agencies successfully transitioned to EPIC Browser. They will also share tips and ...

Member Spotlight: Amanda Meredith — Jane of All Trades

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 ...