You know Applied’s products can help your agency win, but are you unsure how to ignite that original momentum? Join Jennifer Tindall, Lead Solutions Specialist at Applied Systems, in this on-demand session titled Applied Efficiency Boost: Strategic Planning for Initiatives & Change Management. Jennifer gives actionable tips for unlocking the full capabilities of Applied’s solutions, helping you reimagine the possibilities.

Whether you’re a power user or a beginner, Applied’s products will help supercharge your efficiency and increase client engagement for more clicks and cross-sells.

Enhance your agency initiatives

Figure out what’s most impactful to your agency and how to get there. After this workshop, you will have the information you need to set a clear path to success for your agency, including:

• Planning and prioritizing agency and department initiatives

• Identifying stakeholders and gaining staff buy-in

• Creating product workflows

• Designing measurable and achievable goals so your staff stays motivated and you can track your accomplishments

• Building a partnership for ongoing product support

Dive into popular product releases

The on-demand workshop gives you a tour of Applied’s most popular product releases and guidance on essential steps like:

• Creating workflows that boost productivity, including downloadable samples you can customize

• Selecting the right employees for your team for the most buy-in, like including champions and challengers

• Implementing change management techniques and setting goals that benefit your entire team

• Identifying what motivates your staff so they get and stay onboard

View the on-demand workshop for in-depth strategies for end-to-end success

It’s OK if you don’t know where to start! Winston Churchill said, “Perfection is the enemy of progress.” No matter where you’re at in your initiatives journey stage, Applied Efficiency Boost: Strategic Planning for Initiatives & Change Management has tips to help your agency thrive in every insurance market climate. Check it out today!