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Applied Client Network UGM 2017

15th March 2017 @ 9:30 am - 4:00 pm

Applied Client Network UK – UGM
15 March 2017 – The Arden Hotel, Birmingham


To download the full UGM Agenda Click here


9.30am Registration and Refreshments
10.00am Welcome from the Chair – Tracey Riggs
10.10am Finance Update from the Treasurer – Martin Jackson
10.20am Applied Corporate Update- Jeff Purdy Applied Systems
11.15am Refreshments
11.30am RPost: Enhancing compliant communications and cyber security with RMail
RPost will show how sending high value email from Outlook and TAM will help your Brokerage reduce costs, improve efficiency and protect your data. Topics to include, creating a legally binding electronic contract (get an e-signature), track and prove an email was delivered and how to encrypt an email.
12.00pm Data protection, cyber risk, ICO investigations and the new General Data Protection Regulation (GDPR). What you and your
businesses need to know.Helena Wootton, partner at Browne Jacobson, specialises in data protection law. She works with a number of insurers and brokers, and advises on the implications of cyber breach, ICO investigations and will be talking about the new Regulation.
1.00pm   Lunch
1.45pm CSR 24 – Wesley King , Applied Systems/Nick Elwell,BGi
This session will provide a broker perspective on the business benefits of utilising CSR24, the ease of setup and how to roll CSR24 out to your
customers making your brokerage digital.
CSR24 – new and exciting enhancements coming in 2017
MobileInsured – the App built specifically for brokers to provide mobile client self-service via iOS or Android smartphones.
2.30pm Let’s talk about Drag and Drop –Caroline Hunt, Applied Systems
When would I drag and drop to an activity and what does this mean? Can I Keep all my emails together in one folder? Where do my uploaded
documents go? Can I edit categories/sub categories and descriptions?
3.00pm Regulation changes reflected in TAM – Caroline Hunt, Applied Systems
Personal Lines FCA Renewals Transparency and how Applied Systems can help. Changes to IPT rates – how can link to file help you?
3.45pm Education update and Close



15th March 2017
9:30 am - 4:00 pm
Event Category:


Applied Client Network UK


Arden Hotel
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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+44 (0)1675 44 3221