Resources
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Webpage
Indio Help Portal
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AU Course
Sending SMS Text Messages from Applied Epic
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Job Aid
Applied University
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eDoc
Applied Epic Configuration Supplement - User Options
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Job Aid
Defining and Using Relationships in Applied Epic
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Video
Applied CSR24 Multi-Factor Authentication
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Webpage
Indio Document Security
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Help File
Applied CSR24 Help File
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Webpage
Indio Form Building Collection
-
Video
Applied Marketing Automation New Content Bulletin
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eDoc
Epic Browser Guide
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AU Course
Configuring Applied Benefits Designer to Integrate with Applied Epic
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AU Course
Working with Activities and Tasks for Benefits
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Job Aid
Insured Client Document Upload
-
AU Course
Creating Requests for Proposal in Applied Benefits Designer
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AU Course
Applied Benefits Designer Configuration - Branding
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AU Course
Creating a New Proposal in Applied Benefits Designer
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AU Course
Applied Benefits Designer Configuration - Add or Maintain Insurers
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Webpage
Epic Quotes Commercial Lines Workshop Registration
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Video
Top 5 Reasons to Sync Applied Epic and Applied Benefits Designer
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AU Course
What's New Webinars
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Webpage
Utilizing the Renew a Submission Feature in Indio
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Webpage
Customer Success Hub landing page
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Webpage
Applied Client Network
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AU Course
Import Prospect to Applied Epic
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Job Aid
End-of-Quarter Small Group Renewals Timeline
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Job Aid
Epic Browser FAQ
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Video
Import or Export Risks (Application Detail to Excel)
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eBook
Applied Analytics Data Validation
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eDoc
Data Cleanup Cheat Sheet
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eDoc
Staff Learning Opportunities
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eDoc
Importing Prospects to Applied Epic
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eDoc
Accounting User Defaults
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eDoc
Default and Recurring Entries
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eDoc
Transaction Listview Configuration
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Video
Commission Download Suspense
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eDoc
Applied Epic Sales Automation Sales Stages
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eDoc
Applied Analytics Performance Trends
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Office Hours
Applied Epic Reporting Office Hours
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Video
Epic Browser: Installing the Connection Suite
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eDoc
How to Build and Digitize Your Agency Forms
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Video
Intro to Applied Insured Services Digital Solutions: Certificates
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Video
Navigating Documents in Indio
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Video
Internet Browser Tips
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eDoc
Marketing Campaigns to Build Stronger Relationships and Drive Revenue
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eDoc
5 Applied Epic Reports for Benefits Data Cleanup
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Webpage
Indio Document Upload Request Area
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Job Aid
Managing Premium Payables in Applied Epic
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Job Aid
Managing Servicing Screens for Accurate Transactions in Applied Epic
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Job Aid
Default Fields on Servicing Screens for Accurate Transactions in Applied Epic
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Job Aid
Verify Transaction Commission Reports in Applied Epic
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Video
The Differences Between the Desktop and Browser Version of Applied Epic
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AU Course
Configuring Policy Types with Plan Data Capture Forms in Applied Epic
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AU Course
Converting Custom Form Data to Plan Data Capture Forms in Applied Epic
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AU Course
Applied MobileInsured App Basics
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eBook
Successful Change - Indio Handbook
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Video
Preparing for Month-End
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Job Aid
Applied Analytics Performance Trends
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eBook
Applied Analytics Data Validation
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Blog
3 Post-Renewal Communication Tips to Enhance Your Value as a Benefits Broker
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Webpage
Using the Applied Product Advisory Community
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AU Course
What's New: Dynamic Branding and Servicing
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Video
Using Pre-Built Campaigns to Get Clients to Use the Applied CSR24 Self-Service Portal
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Job Aid
Applied Marketing Automation Customer Success FAQ
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Webinar
Applied Epic Renewals Manager: How and Why?
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Job Aid
Applied Benefits Designer Reporting Overview
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AU Course
Introduction to Proposals in Applied Benefits Designer
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Blog
Keep Your Employee Benefits Data Clean with Epic Audit Reports
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Webinar
Best Practices for Benefits Accounting in Applied Epic
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Webinar
Benefits Activities in Applied Epic
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Job Aid
Auto-Generating Benefits Pre-Renewal Activities in Applied Epic
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Help File
Applied Indio - Getting Started for Admins
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Help File
Import and Export ACORD Forms Between Indio and Applied Epic
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Help File
Applied Indio - Download Schedule Changes
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Help File
Applied Indio - Insured Client Help File
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eDoc
Applied Mobile Basics
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eDoc
Applied Mobile Interactive Data
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eDoc
Applied Mobile Risk Analysis
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eDoc
Applied Mobile Service Requests
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eDoc
Navigating in Applied Mobile
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eDoc
Form Library
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eDoc
Integrating Indio with Applied CSR24
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eDoc
How to Sync Account and Contact Information to Indio From Applied Epic
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eDoc
Email Campaign Roadmap
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eDoc
Applied Pre-Built Campaigns
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eDoc
Applied Analytics Introduction Handout
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eDoc
Applied Analytics Growth Insight
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Video
One Directional Applied Epic Integration
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Video
Applied CSR24 Analytics
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Video
Applied Epic Action Item for Managing Self-Service Portal Users
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Video
Interface Automation
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Video
Single Sign-On
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Video
Bill Pay and Cert Reprint/Reissue
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Video
Zip Certs
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Video
Date Off Holders
-
Video
Batch Endorsements
-
Video
Self-Service Admin
-
Video
Sending Content via One-Off Email in Applied Marketing Automation
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Video
Suspense Recycle Bin
-
Video
Getting Started with Applied Analytics
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Video
Retention Insight
-
Video
Insurer Management Insight
-
Video
Production Insight
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Video
Insights Dashboards
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Webinar
Ivans Exchange Dashboard Webinar
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Webinar
What's New Webinars - Applied Epic 2021
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Webinar
What's New Webinars - Applied CSR24 2021
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Webinar
What's New Webinars - Applied Rating Services 2022
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eDoc
Common Communication Log Errors
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eDoc
Add NAIC Code to Interface Configuration
-
eDoc
Instant Download
-
eDoc
Managing Claims Download and Activities
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eDoc
Reports Dashboard - Admin. Only
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eDoc
Schedule Workbook Templates
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eDoc
8-Week Email Campaign Tips and Tricks for Indio Users
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Video
Reporting Dashboard Tutorial
-
Video
eSignature Templates
-
Video
What Is Indio Technologies?
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Video
Indio's Send to Market Feature
-
eDoc
Creating a Submission with the Bi-Directional Integration
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eDoc
Applied Epic Versus Applied Marketing Automation
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eDoc
Content Marketing for Social Media Platforms
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Video
Drip Campaigns Webinar
-
eDoc
Email Marketing Metrics
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Applied Marketing Automation Help File
Applied Marketing Automation Help File
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Help File
Help File: Browser Requirements
-
Blog
How to Make Clients Your Best Prospects: A Step-By-Step Guide to Cross-Selling and Upselling
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Blog
List Segmentation and Why Your Business Needs It
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eDoc
Value of Staying in Touch with Insureds
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Video
Using Indio's Lead Capture
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Webinar
Applied Marketing Automation and Applied CSR24 Integration
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Webpage
Ivans Exchange Overview
-
Video
Setting Benefits-Specific Field Defaults in Applied Epic
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Video
Configuring a Benefits Visibility Profile in Applied Epic
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Learning Course
Applied Epic Sales Automation Configuration
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eDoc
Working with Opportunities
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eDoc
Report Pack for Applied Epic - Accounting Focus
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Video
Adding and Configuring an Applied CSR24 Certificate Template
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Job Aid
Accounting Help in Applied Epic
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Help File
Configuring Applied Epic Benefits Activities and Workgroups to Integrate with Applied Benefits Designer
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eDoc
Download Matching Criteria - Detailed
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eBook
Identifying Success - Indio Handbook
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Video
Preparing for Year-End
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Video
Using Zero Balance Receipts
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Job Aid
Epic Browser Workflow Validation Spreadsheet
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Job Aid
Applied Analytics Action Plan
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Blog
5 Ways to Avoid Spam Filters when Email Marketing
-
Job Aid
Cross-Selling and Rounding Campaign Examples
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Job Aid
Applied Epic and Applied Benefits Designer Workflow Manual
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Job Aid
Applied Epic Benefits Workflow Manual
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Webpage
Tarmika Knowledge Base
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Help File
Configuring Benefits Activity Workgroups in Applied Epic
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AU Course
Calculating Weighted Commissions for Benefits in Applied Epic
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Website
Applied Pay Microsite
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Help File
Applied Indio - Learn About the Policy Works Integration
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Help File
Applied Indio - Importing & Exporting from Policy Works
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Help File
Applied Indio - Schedule Workbooks: How to Export to Epic, AMS360, and Sagitta
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Help File
Applied Indio - Export Schedules Feature
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Blog
Demonstrating Value to Benefits Clients Using Applied Epic Activities and Reporting
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eDoc
Do's and Don'ts of Email Newsletters
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eDoc
Add a New Policy from Applied Mobile
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eDoc
Applied Mobile Attachments
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eDoc
Auto ID Cards in Applied Mobile
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eDoc
Manage Applied Mobile Users
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eDoc
The Insurance Value in Applied Mobile
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eDoc
What Applied Mobile Can Do for You
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eDoc
How to Add and Select Forms
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eDoc
Export of Attachments to Applied Epic
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eDoc
Applied Mobile Insured Enrollment
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eDoc
Applied Marketing Automation User Guide
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eDoc
Download Matching Criteria - Simplified
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eDoc
Applied Analytics Administrator Settings
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eDoc
Applied Analytics Agency Performance Insight
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eDoc
Applied Analytics Retention Insight
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Video
Getting Started for Agents
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Video
Comprehensive Agent Training for Indio
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Video
Account List and Account Activity
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Help File
Accessing Indio from Applied Epic
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Video
Applied CSR24 Tips and Tricks
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Video
Client Accessible Columns
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Video
Email and SMS Templates for Portal User Account Creation
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Video
Employee Login Report
-
Video
Scheduled Reports
-
Video
System Generated Attachment
-
Video
Limit Validation
-
Video
Document Folders and Certificate Roles
-
Video
Creating Lists
-
Video
Creating and Sending a Campaign
-
Video
Pre-Built Campaigns in Applied Marketing Automation
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Video
Reports and Metrics
-
Video
Sharing Content onto Business Page
-
Video
Managing Bounces
-
Video
Schedule Download
-
Video
Customize Suspense
-
Video
Download Results Screen
-
Video
Turn Off Individual Policy Download
-
Video
New Policies Created by Download
-
Video
Change Dates from Suspense
-
Video
Administrator Functions
-
Video
Applied Analytics Introduction
-
Video
Growth Insight
-
Video
Employee Performance Insight
-
Video
Risk Map Insight
-
Video
Retention and Sales Dashboards
-
Video
Book Dashboards
-
Video
Insurer Dashboards
-
Video
Employee Dashboards
-
Video
Transactions Dashboards
-
Webinar
Indio's New Navigation
-
Webinar
What's New Webinars - Applied Policy Works Winter 2022
-
eDoc
eDoc Configuration Tips and Tricks
-
Webinar
Top 5 Applied CSR24 Enhancements in 2021
-
eDoc
Indio Frequently Asked Questions
-
Video
Indio and Applied Epic Bi-Directional Integration
-
eDoc
5 Tips for Creating Compelling Email Subject Lines
-
eDoc
Activity Reporting
-
eDoc
Email Best Practices
-
eDoc
How to Manage Your Email Subscriber Lists
-
eDoc
Navigating the Content Library
-
Video
Updating Self-Service User Certificate and Document Permissions in Applied CSR24
-
Video
Pro Tips for Applied MobileInsured
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Video
Editing Marketing Automation Content
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Calendar
Schedule an Appointment with Ivans Connections Team
-
Video
Setting Benefits-Specific Listviews in Applied Epic
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Webpage
Applied Epic and Extended Solutions Product Information
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AU Course
Sharing Applied Marketing Automation Content Through Applied CSR24
-
Video
Adding a Domain in Applied Marketing Automation
-
Job Aid
Where Can I Find Help?
-
Job Aid
Renewals Manager Configuration
-
Job Aid
Sending Attachment Templates as Emails
-
Video
Customize Activities on Your Applied Epic Home Screen
-
Video
Customize Indio Submissions
-
Job Aid
Driving Applied CSR24 Adoption with the Applied Epic Marketing Opt-In Report
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AU Course
Best Practices for Presenting with Applied Benefits Designer
-
eDoc
Carrier Notice for the RFP Workflow in Applied Benefits Designer
-
AU Course
Configuring Applied Epic to Integrate with Applied Benefits Designer
-
AU Course
Best Practices for Benefits Policy Data Entry in Applied Epic
-
AU Course
Small Group Medical Quoting in Applied Benefits Designer
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Office Hours
General Office Hour Calendar
-
eDoc
Benefits Broker Pre-Renewal Checklist
-
Webpage
Preview of Epic Quotes Personal Lines
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AU Course
Learning Intro to Epic Quotes Personal Lines
-
Webpage
Tarmika Commercial Lines Comparative Rater for Insurers
-
Video
Balancing Premium Payables
-
eDoc
The Do's and Don'ts of Premium Payables
-
eDoc
Direct Bill Import Template Configuration
-
eDoc
Importing Direct Bill Commissions
-
Webinar
Live Indio Refresher Training
-
Webpage
Applied Community Login
-
eDoc
Applied Epic Report Delivery Options
-
eDoc
Creating Applied Epic Opportunities from Applied Marketing Automation
-
Office Hours
Applied Epic Office Hours
-
eDoc
Applied Epic Tips and Tricks
-
Video
Create Birthday Campaigns
-
Learning Course
Indio from the Insured's P.O.V.
-
eDoc
Accounting Activities Key and Instructions
-
eDoc
Applied Epic Billing Scenarios
-
eDoc
Month-End Applied Epic Training Guide
-
Learning Course
Applied Epic Sales Automation Dashboards and Reports
-
Video
Policy Suspense Comments
-
Office Hours
Indio Office Hours
-
Office Hours
Applied Epic Accounting Office Hours
-
Video
Applied Mobile App
-
Job Aid
Epic Browser: Installing Connection Suite Job Aid
-
Video
Utilizing eSignature in Indio
-
Video
Configuring HIPAA-Level Access for Attachments and Activity Notes in Applied Epic
-
Video
Configuring Structure Access for Benefits Users in Applied Epic
-
Video
P&C User Visibility Profile
-
Video
Customizing Your Insured Experience
-
Video
Applied Mobile App
-
Job Aid
Epic Browser Usage Tips
-
Video
Internet Browser Tab Grouping
-
Video
Creating a Submission and Adding Forms
-
Video
Create a Schedule Workbook - Import from Applied Epic
-
Video
Create a Schedule Workbook - Upload Excel Format
-
eDoc
5 Applied Epic Reports For Auditing Benefits Data
-
Webpage
Brokerage Profile for Indio Admins
-
Webpage
Dispelling Epic Browser Myths
-
Webpage
Where to Start with Epic Browser