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We want to ensure you know what to expect during the migration process and after you go live too. In this on-demand session, Brian Bartosh reviews how his staff adjusted to the new system 30-60-90 days after activation, efficiencies gained from switching systems, advice for agencies considering the change, and more.

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June 9 | 2 P.M. ET

Before you go live in Applied Epic, it’s important to customize the system to meet your agency’s needs. In this on-demand session, Brian Bartosh goes into the setup process for different functionalities of Applied Epic, including download, employee security, commission default and accounting, Microsoft Exchange, and more.

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June 8 | 2 P.M. ET

One of the most common questions we get from agencies is, “How much prep/cleanup of my Applied TAM data is needed before the migration?” In this on-demand session, Brian Bartosh talks through the data mapping process and how much time it requires, changes he wishes his agency would have made to their Applied TAM data before migrating, and more.

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June 7 | 2 P.M. ET

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Communication and training are crucial elements to a successful migration. In this on-demand session, Brian Bartosh shares how his agency managed this change amongst their staff, the effectiveness of the training and time commitment to complete it, workflow differences between the two systems, and more.

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June 6 | 2 P.M. ET

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The first step in your journey is understanding the implementation process. In this on-demand session, Brian Bartosh discusses how it works, the project timeline, what he wishes his agency would have done differently, techniques to keep staff excited about the change, and more.

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June 5 | 2 P.M. ET

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In this six-part webinar series, we sit down with Brian Bartosh, President of Top O’Michigan Insurance and a long-time Applied TAM user who recently moved to Applied Epic. We’ll cover topics that are top-of-mind for you as you consider upgrading your management system – from the implementation process to data migration and everything in between. We’ll end this series with a live Q&A where you can ask Brian your burning questions.

Moving from Applied TAM® to an open, cloud-based, all-in-one solution like Applied Epic® may seem daunting, but we’re here to put your worries to rest. We thought it’d be helpful to hear from someone who’s been in your shoes.

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An Up-Close Look at the Latest Innovations in Our Product Suite

One Agency’s Journey to Applied Epic

June 5-9, 2023

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Applied Benefits Designer™ is a Benefits plan modeling application. Join this webinar to learn how it allows you to model and compare various Benefits plan options in real time so you can help your clients make the right decisions – all in one meeting.

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Applied Pay™ is the insurance industry’s most versatile digital payments platform. Join this webinar to learn how it provides a safe, convenient way for policyholders to pay their premiums online from any device.

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Indio™ is an industry-leading application and submissions management platform. Join this webinar to learn how it simplifies the insurance application and renewal process to make it faster, more collaborative and easier, saving you time and money.

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Tarmika is the industry’s leading Commercial Lines quoting tool. Join this webinar to learn how it enables you to collect data, find in-appetite markets and submit to markets all in one system, creating a simple, connected Commercial Lines quoting experience.

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Applied Marketing Automation™ is the industry’s first natively integrated marketing automation application. Join this webinar to learn how it lets you quickly build and track marketing campaigns so you can deliver relevant and timely P&C and Benefits content to your clients and prospects.

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Join us online for Demo Days to get an up-close look at some of our latest innovative solutions and learn how they can make doing business simpler, more intelligent, more productive, and more valuable for your agency. The best part? All these solutions integrate with your Applied Epic® management system.

Applied is committed to delivering innovation that allows each of your team members to work more efficiently and communicate better with policyholders and insurer partners. Let us show you!

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An Up-Close Look at the Latest Innovations in Our Product Suite

Demo Days

Watch this on-demand webinar with Brian Bartosh, President of Top O’Michigan Insurance a long-time Applied TAM® user, to hear answers to questions that are top-of-mind for you as you consider upgrading your management system.

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June 9 | 2 P.M. ET

Understanding the Implementation Process

On-Demand Session Available June 22

Managing Change and Training Expectations

On-Demand Session Available June 29

Preparing Your Data

On-Demand Session Available July 6

Setting Up Applied Epic

On-Demand Session Available July 13

Top O’Michigan Insurance Answers Burning Migration Questions

Live Webinar Sept 5 at 12 p.m. ET

What to Expect Post-Activation

On-Demand Session Available July 20

Stay Tuned!

Registration for our live Q&A session is coming soon.

Have additional migration questions?

Join this live Q&A session where you can ask Brian Bartosh and our Chief Customer Officer Trevor Bunker your burning questions about moving to a new system.