Resources
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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
Integrating Indio with Applied CSR24
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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
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
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Video
Batch Endorsements
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Video
Self-Service Admin
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Video
Sending Content via One-Off Email in Applied Marketing Automation
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Video
Suspense Recycle Bin
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Video
Getting Started with Applied Analytics
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Video
Retention Insight
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Video
Insurer Management Insight
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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
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eDoc
Instant Download
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eDoc
Managing Claims Download and Activities
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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
eSignature Templates
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Video
Indio's Send to Market Feature
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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
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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
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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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Webinar
Applied Marketing Automation and Applied CSR24 Integration
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Webpage
Ivans Exchange Overview
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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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Video
Epic Browser Interface - Quick Tips (Part 1)
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Help File
Applied Epic Browser User Guide
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Webpage
Employee Navigator Integration
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Webinar
Monthly Review of Indio's Friction-Reducing Functionality
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Help File
Applied Indio - How to Request Digitized Form
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Help File
Applied Indio - Send to Market Feature
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AU Course
Applied University - Customize Indio E-Signature Templates
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AU Course
Applied University - Customize Indio Schedule Templates
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Help File
Applied Indio - Getting Started for Admins
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Blog
How Applied Epic Can Help Your Organization and Your Benefits Producers Get Paid
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Job Aid
Checklist for Rolling Out Applied Epic Browser
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Webinar
Preparing for Epic Browser Webinar
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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
Applied Indio - Getting Started for Agents
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Help File
Applied CSR24 Help File
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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
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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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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
Intro to Applied Insured Services Digital Solutions: Certificates
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eDoc
Using Applied Marketing Automation 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 New Applied Epic Forms
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AU Course
Converting Custom Form Data to New Applied Epic Forms
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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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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
Use Renewals Manager to Improve the Renewals Process
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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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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
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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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
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Video
Scheduled Reports
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Video
System Generated Attachment
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Video
Limit Validation
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Video
Document Folders and Certificate Roles
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Video
Creating Lists
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Video
Creating and Sending a Campaign
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Video
Pre-Built Campaigns in Applied Marketing Automation
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Video
Reports and Metrics
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Video
Sharing Content onto Business Page
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Video
Managing Bounces
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Video
Schedule Download
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Video
Customize Suspense
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Video
Download Results Screen
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Video
Turn Off Individual Policy Download
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Video
New Policies Created by Download
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Video
Change Dates from Suspense
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Video
Administrator Functions
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Video
Applied Analytics Introduction
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Video
Growth Insight
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Video
Employee Performance Insight
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Video
Risk Map Insight
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Video
Retention and Sales Dashboards
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Video
Book Dashboards
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Video
Insurer Dashboards
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Video
Employee Dashboards
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Video
Transactions Dashboards
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Webinar
What's New Webinars - Applied Policy Works Winter 2022
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eDoc
eDoc Configuration Tips and Tricks
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Webinar
Top 5 Applied CSR24 Enhancements in 2021
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eDoc
Indio Frequently Asked Questions
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Video
Indio and Applied Epic Bi-Directional Integration
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eDoc
5 Tips for Creating Compelling Email Subject Lines
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eDoc
Activity Reporting
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eDoc
Email Best Practices
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eDoc
How to Manage Your Email Subscriber Lists
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eDoc
Navigating the Content Library
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Video
Updating Self-Service User Certificate and Document Permissions in Applied CSR24
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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
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Video
Setting Benefits-Specific Listviews in Applied Epic
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Webpage
Preview of Tarmika Insured (Embedded Quoting)
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Webpage
Preview of Tarmika (CL Rating)
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AU Course
Applied University - Indio Learning Catalog
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Help File
Indio Form Templates
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Webinar
Connecting your Digital Agency Dots - Epic, CSR24, and Indio
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AU Course
Applied University - Indio Lead Capture Pages
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Blog
Tap Into the Power of Applied Epic Sales Automation
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Website
Applied Pay Microsite
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Blog
Demonstrating Value to Benefits Clients Using Applied Epic Activities and Reporting
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AU Course
Using Dynamic Branding and Servicing in Drip Campaigns in Applied Marketing Automation
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eDoc
The Applied Epic Forms Experience
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Job Aid
Epic Browser Interface - Quick Configuration Guide
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Blogs
A Story of One Agency's Move to the Epic Browser Interface
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Webinar
Benefits Transactions and Direct Bill Import 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
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Video
Adding a Domain in Applied Marketing Automation
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Job Aid
Where Can I Find Help?
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Job Aid
Renewals Manager Configuration
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Job Aid
Sending Attachment Templates as Emails
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Video
Customize Activities on Your Applied Epic Home Screen
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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
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eDoc
Carrier Notice for the RFP Workflow in Applied Benefits Designer
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AU Course
Configuring Applied Epic to Integrate with Applied Benefits Designer
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AU Course
Best Practices for Benefits Policy Data Entry in Applied Epic
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AU Course
Small Group Medical Quoting in Applied Benefits Designer
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eDoc
Benefits Broker Pre-Renewal Checklist
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Webpage
Preview of Epic Quotes Personal Lines
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AU Course
Learning Intro to Epic Quotes Personal Lines
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Webpage
Tarmika Commercial Lines Comparative Rater for Insurers
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Video
Balancing Premium Payables
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eDoc
The Do's and Don'ts of Premium Payables
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eDoc
Direct Bill Import Template Configuration
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eDoc
Importing Direct Bill Commissions
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Webinar
Live Indio Refresher Training
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Webpage
Applied Community Login
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eDoc
Applied Epic Report Delivery Options
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eDoc
Creating Applied Epic Opportunities from Applied Marketing Automation
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Office Hours
Applied Epic Office Hours
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eDoc
Applied Epic Tips and Tricks
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Video
Create Birthday Campaigns
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Learning Course
Indio from the Insured's P.O.V.
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eDoc
Accounting Activities Key and Instructions
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eDoc
Applied Epic Billing Scenarios
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eDoc
Month-End Applied Epic Training Guide
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Learning Course
Applied Epic Sales Automation Dashboards and Reports
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Video
Policy Suspense Comments
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Office Hours
Indio Office Hours
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Office Hours
Applied Epic Accounting Office Hours
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Video
Applied Mobile App
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Job Aid
Epic Browser: Installing Connection Suite Job Aid
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Video
Utilizing eSignature in Indio
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Video
Configuring HIPAA-Level Access for Attachments and Activity Notes in Applied Epic
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Video
Configuring Structure Access for Benefits Users in Applied Epic
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Video
P&C User Visibility Profile
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Video
Customizing Your Insured Experience
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Video
Applied Mobile App
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Video
Creating a Submission and Adding Forms
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eDoc
5 Applied Epic Reports For Auditing Benefits Data
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Webpage
Brokerage Profile for Indio Admins
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Webpage
Dispelling Epic Browser Myths
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Webpage
Where to Start with Epic Browser
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eDoc
Applied Epic Report Pack Handout
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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
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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