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Applied Net Certificate Program

Maximize your investment in Applied technology and enhance your product knowledge with the Applied Net Certificate Program. Each registered Applied Net attendee who attends at least five identified sessions will receive a certificate of completion in that area. Certificates can be earned in several areas, including The Connected Agency, Connected Insurer, Connected Insured, Applied Epic Benefits, and more.

Applied Epic Accounting
Earn your Applied Epic Accounting Certificate by attending five of these nine sessions, including:

Accounting Workflows in Applied Epic
A Front Office Users Guide to Understanding the Applied Epic Accounting Screens
Accounting Configuration in Applied Epic
Applied Epic Accounting - Data Entry and Reconciliation Efficiency
Applied Epic Accounting - Shared Revenue and the Downstream Impact
Applied Epic Invoicing - It's More than Just a One-time Premium
How to Go Paperless for Accounting within Applied Epic
Managing Budgets within Applied Epic - Advanced
Managing Budgets within Applied Epic for Beginners

Applied Epic Reporting
Earn your Applied Epic Reporting Certificate by attending five of these 15 sessions, including:

Applied Epic - Reports Your Peers Use to Audit Their Data
Applied Epic Reports - Formulas
Applied Epic Reports - Layouts
Applied Epic Reports - Sorts & Totals
Applied Epic Retention Report - Part 1
Applied Epic Retention Report - Part 2
Bulk Data Extraction (BDE) for Advanced Users
Bulk Data Extraction (BDE) for Beginners
Bulk Data Extraction (BDE) Roundtable Discussion
Creating Your Marketing Campaign to Generate New Business
Hands on Clinic - Applied Epic Reports
Internal Ideas Reporting (Part One): Configuration of Workflows to Assist in Auditing
Internal Ideas Reporting (Part Two): Reports for Auditing CSR/AM Workflows
MGA Configuration
Reporting for MGAs

Applied Epic Benefits
Earn your Applied Epic Benefits Certificate by attending five of these nine sessions, including:

Applied Epic - Benefits Setup
Applied Epic Benefits - Importing into a Custom Form
Applied Epic Benefits Workflow - Roundtable
Benefits Custom Forms - Design & Auditing
Benefits Panel - Using Applied Epic Features for your Benefits Accounts
Moving Your Benefits to Applied Epic - User Perspectives
Reporting on Benefits Business in Applied Epic
Setting Up Account & Contract Records for Benefits Business in Applied Epic
The Advantages of Moving Your Benefits Business into Applied Epic

Applied TAM Reporting
Earn your Applied TAM Reporting Certificate by attending five of these nine sessions, including:

Agency Planning: Reports & Objectives Tracking in Applied TAM
Applied TAM Cleanup - Creating The Master Workbook
Assessing Your Utilization in Applied TAM
Expiration and Exclusion Reports in Applied TAM – Did Any Balls Get Dropped?
How to Validate Your Financials in Applied TAM
Reports in Depth: Production & Book of Business Reports in Applied TAM
Reports to Run Prior to Month End in Applied TAM
Understanding the Book Of Business Report
Using Search in Applied TAM Reports

Applied TAM Accounting
Earn your Applied Epic Accounting Certificate by attending these five sessions:

Applied TAM Accounting Month End & Reports
Applied TAM Accounting Utilities
Applied TAM Financial Reports / Checks & Balances
Cleaning Up and Balancing Company Payables in Applied TAM
Effective Invoicing in Applied TAM

Connected Agency
Earn your Connected Agency Certificate by attending five of these seven sessions, including:

Applied Mobile - New Features and Functionality
Case Study: Getting the Most Out of Applied Mobile
Introduction to Applied Mobile
Opportunities - Applied Epic and Applied Mobile Working Together
The Connection Between Applied Epic and Applied Mobile
The Future of Applied Mobile
Using Applied Mobile to Gain Efficiency

Connected Insurer
Earn your Connected Insurer Certificate by attending five of these 12 sessions, including:

Boost Your Agency's Efficiency with eDocs/Messages and Claims Download - Agency Panel Discussion
Commercial Download for Applied Epic
Commercial Download for Applied TAM
Connect to Insurers with IVANS Exchange
Download Quality Issues - Best Practices for Resolving
Finding Markets - An Introduction to IVANS Market Appetite and Insights
Interface from the Carrier's Perspective - Panel Discussion
Personal Lines Rating with Applied Rater: An Introduction
Suspense - eDocs/Claims How-to Epic
Suspense - Policy TAM
What Is Interface? - Tools of the Trade
You’ve got mail! IVANS Mailbox 101

Connected Insured
Earn your Connected Insured Certificate by attending five of these eight sessions, including:

Applied CSR24 Advanced Use
Applied CSR24 Roundtable: Implementing the Portal
Case Study: An Agency's Experience in Adopting Applied CSR24
Hands-on Lab (BYOD): Enhancing Your Applied CSR24 Portal and Applied MobileInsured App
Introduction to Applied CSR24 and Applied MobileInsured
New Feature Training for Applied CSR24 - App Design
The Future of Applied CSR24 and Applied MobileInsured
Tips & Tricks for Promoting the Applied CSR24 Portal and Applied MobileInsured App to Your Customers