Skip to main content


Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

Full Schedule

Full Schedule

  • Monday, October 3, 2022
  • 7:15 AM – 8:15 AM CST
    Breakfast
  • 8:30 AM – 10:30 AM CST
    Opening Session and Keynote Addresses
  • 11:00 AM – 12:00 PM CST
    2151 - Creation of an Internal Centralized Service Center Department
  • 11:00 AM – 12:00 PM CST
    2152 - Microsoft Excel - Intermediate
  • 11:00 AM – 12:00 PM CST
    2177 - How to Stay in Business When You Can't Get Into Your Business
  • 11:00 AM – 12:00 PM CST
    2202 - Advanced BDE Reporting
  • 11:00 AM – 12:00 PM CST
    2227 - Introduction to Internal Processing of Certificates in Applied CSR24
  • 11:00 AM – 12:00 PM CST
    2229 - The Commercial Lines and Benefits Clients Experience Using Applied CSR24
  • 11:00 AM – 12:00 PM CST
    2230 - The Personal Lines Client Experience Using Applied CSR24
  • 11:00 AM – 12:00 PM CST
    2231 - CSR24 Bill Pay Integration
  • 11:00 AM – 12:00 PM CST
    2235 - Acquisitions: The Good, the Great, and the Challenges (Accounting)
  • 11:00 AM – 12:00 PM CST
    2237 - Applied Marketing Automation: Introduction and Overview
  • 11:00 AM – 12:00 PM CST
    2244 - Fundamental Cybersecurity Investments
  • 11:00 AM – 12:00 PM CST
    2267 - Strategies to Manage and Maintain Data Quality
  • 11:00 AM – 12:00 PM CST
    2279 - Tracking Productivity and Auditing Data in Employee Benefits
  • 11:00 AM – 12:00 PM CST
    2291 - Microsoft Word and Applied Epic: SET Field Commands Are Magic
  • 11:00 AM – 12:00 PM CST
    2301 - How to Have Difficult Conversations
  • 11:00 AM – 12:00 PM CST
    2316 - Using the Applied Epic Commercial Policy Risk Utility
  • 11:00 AM – 12:00 PM CST
    2333 - Applied Epic New Features and Capabilities
  • 11:00 AM – 12:00 PM CST
    2337 - Using Scheduled Reports to Audit Daily Transactions
  • 11:00 AM – 12:00 PM CST
    2344 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 1
  • 11:00 AM – 12:00 PM CST
    2352 - Indio 101
  • 11:00 AM – 12:00 PM CST
    2394 - A Successful Collaboration Between an Agency and Insurer
  • 11:00 AM – 12:00 PM CST
    2396 - Ivans Exchange 101
  • 11:00 AM – 12:00 PM CST
    2402 - Utilizing Tools to Reduce Suspense Ratios
  • 11:00 AM – 12:00 PM CST
    2403 - Boost Efficiency with eDocs & Messages Download and Claims Download
  • 11:00 AM – 12:00 PM CST
    2424 - EZLynx: Applied Pay Has Arrived
  • 11:00 AM – 12:00 PM CST
    2452 - Path to EZLynx – Introduction to EZLynx
  • 12:00 PM – 1:30 PM CST
    Lunch / Applied Net Exchange Open
  • 1:00 PM – 2:00 PM CST
    2387 - Ask the EZLynx Experts
  • 1:30 PM – 2:15 PM CST
    2107 - Acquisitions: The Good, the Great, and the Challenges (Operations)
  • 1:30 PM – 2:15 PM CST
    2110 - Basic Opportunity Reporting in Applied Epic
  • 1:30 PM – 2:15 PM CST
    2122 - Using Technology to Drive Your Sales and Marketing Strategy
  • 1:30 PM – 2:15 PM CST
    2153 - Microsoft Excel - Pivot Tables
  • 1:30 PM – 2:15 PM CST
    2154 - Emerging Technical Trends for the Modern Agency
  • 1:30 PM – 2:15 PM CST
    2165 - Optimize Applied Epic for Success - Configuration
  • 1:30 PM – 2:15 PM CST
    2225 - Self-Service Portal Part 1: Marketing to Policyholders
  • 1:30 PM – 2:15 PM CST
    2239 - Applied Epic for Salesforce: Introduction and Overview
  • 1:30 PM – 2:15 PM CST
    2254 - Become More Efficient by Utilizing myTAM
  • 1:30 PM – 2:15 PM CST
    2262 - Applied Analytics: What’s New and What’s Next
  • 1:30 PM – 2:15 PM CST
    2269 - The Connected Experience of a Digital Benefits Agency
  • 1:30 PM – 2:15 PM CST
    2295 - Navigating Flexible Work: Risk Management
  • 1:30 PM – 2:15 PM CST
    2299 - Employee Practice Liability: How to Navigate and Manage People in Today's World
  • 1:30 PM – 2:15 PM CST
    2309 - Work Reimagined: Staying Connected in Our New Way of Work
  • 1:30 PM – 2:15 PM CST
    2312 - Using Epic Quotes Personal Lines to Grow Your Business
  • 1:30 PM – 2:15 PM CST
    2336 - New Applied Epic Reports: Part 1
  • 1:30 PM – 2:15 PM CST
    2343 - An In-Depth Look at Direct Bill Reconciliations
  • 1:30 PM – 2:15 PM CST
    2345 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 2
  • 1:30 PM – 2:15 PM CST
    2354 - Using Indio and Applied Epic to Gain Workflow Efficiencies – U.S. Focused
  • 1:30 PM – 2:15 PM CST
    2405 - Maximize Efficiency Using Commercial Lines Download
  • 1:30 PM – 2:15 PM CST
    2408 - Applied Epic Roadmap: Part 1
  • 1:30 PM – 2:15 PM CST
    2435 - What Agency Model Are You?
  • 1:30 PM – 2:15 PM CST
    2454 - Path to EZLynx – What to Expect in an EZLynx Implementation
  • 2:30 PM – 4:00 PM CST
    2416 - Canadian Marketplace Update
  • 2:45 PM – 3:30 PM CST
    2102 - Using Custom Forms to Manage Unique Lines of Business
  • 2:45 PM – 3:30 PM CST
    2113 - Applied Epic Custom Forms Design: Part 1
  • 2:45 PM – 3:30 PM CST
    2121 - Developing Workflows That Work in Applied Epic
  • 2:45 PM – 3:30 PM CST
    2140 - What Every Agency Principal Should Know About Agency Financials
  • 2:45 PM – 3:30 PM CST
    2145 - How to Prepare and Have Success with Your New Hire
  • 2:45 PM – 3:30 PM CST
    2226 - Self-Service Portal Part 2: Driving Adoption
  • 2:45 PM – 3:30 PM CST
    2241 - Salesforce Administration for Applied Epic for Salesforce
  • 2:45 PM – 3:30 PM CST
    2250 - Applied TAM Extra Criteria
  • 2:45 PM – 3:30 PM CST
    2251 - Accounting in the Digital Age
  • 2:45 PM – 3:30 PM CST
    2275 - Best Practices for Managing Employee Benefits in Applied Epic Part 1: Accounting and Commissions
  • 2:45 PM – 3:30 PM CST
    2282 - Applied Benefits: What's New and What's Next
  • 2:45 PM – 3:30 PM CST
    2285 - Applied Epic Outputs and Deliverables
  • 2:45 PM – 3:30 PM CST
    2293 - Navigating Flexible Work: Team Management
  • 2:45 PM – 3:30 PM CST
    2335 - New Applied Epic Reports: Part 2
  • 2:45 PM – 3:30 PM CST
    2340 - Basics of Applied Epic Reporting
  • 2:45 PM – 3:30 PM CST
    2356 - Introduction to Tarmika
  • 2:45 PM – 3:30 PM CST
    2369 - EZLynx: Agency Communication and Marketing
  • 2:45 PM – 3:30 PM CST
    2397 - Ivans Exchange 201
  • 2:45 PM – 3:30 PM CST
    2399 - Using Ivans Download and Ivans eServicing in Applied Epic
  • 2:45 PM – 3:30 PM CST
    2410 - Applied Epic New Features and Capabilities (Repeat)
  • 2:45 PM – 3:30 PM CST
    2412 - Applied Epic Roadmap: Part 2
  • 2:45 PM – 3:30 PM CST
    2417 - Getting Started with Identity Management (IDP) for Applied Software
  • 2:45 PM – 3:30 PM CST
    2423 - EZLynx Reporting and Analytics
  • 2:45 PM – 3:30 PM CST
    2432 - Trends Reshaping Our Industry
  • 2:45 PM – 3:30 PM CST
    2437 - Getting Started with APIs
  • 2:45 PM – 3:30 PM CST
    2448 - Path to Epic – What to Expect in an Epic Implementation
  • 4:00 PM – 4:45 PM CST
    2124 - Segmenting Your Clients
  • 4:00 PM – 4:45 PM CST
    2134 - Volunteering with Your Local Applied Client Network Chapter
  • 4:00 PM – 4:45 PM CST
    2146 - How to Audit Employees with Activity Reports and a Simple Excel Template
  • 4:00 PM – 4:45 PM CST
    2147 - Integrating Custom Forms and Supplemental Screens in Applied Epic: Part 2
  • 4:00 PM – 4:45 PM CST
    2196 - Advanced Tips for Marketing Submissions in Applied Epic: Part 1
  • 4:00 PM – 4:45 PM CST
    2223 - Applied CSR24 and Applied Mobile: What's New and What's Next
  • 4:00 PM – 4:45 PM CST
    2233 - Experience a Day in the Life of a P&C Account Manager Using Applied CSR24
  • 4:00 PM – 4:45 PM CST
    2242 - How Content Can Help You Connect with Prospects and Clients
  • 4:00 PM – 4:45 PM CST
    2248 - Applied TAM Accounting Month End and Reports
  • 4:00 PM – 4:45 PM CST
    2265 - Leave Complex Reports Behind for Quick, Simplified Dashboards Using Applied Analytics
  • 4:00 PM – 4:45 PM CST
    2266 - Applied Analytics: A Look Into Market Trends Using Insights Dashboards
  • 4:00 PM – 4:45 PM CST
    2281 - Applied Benefits Designer: Introduction and Overview
  • 4:00 PM – 4:45 PM CST
    2294 - Navigating Flexible Work: Technology
  • 4:00 PM – 4:45 PM CST
    2313 - Epic Quotes Personal Lines: What’s New and Future Roadmap
  • 4:00 PM – 4:45 PM CST
    2319 - Setting Up Your New Users for Success with Applied Epic
  • 4:00 PM – 4:45 PM CST
    2320 - Using Applied Epic Email Templates to Drive Efficiency and Consistency
  • 4:00 PM – 4:45 PM CST
    2332 - Setting Up and Managing Attachment Folders in Applied Epic
  • 4:00 PM – 4:45 PM CST
    2338 - Creating and Managing Automated Reports
  • 4:00 PM – 4:45 PM CST
    2347 - Everything You Ever Wanted to Know (and More) About Applied Epic Receipts
  • 4:00 PM – 4:45 PM CST
    2351 - Indio: What's New and What's Next
  • 4:00 PM – 4:45 PM CST
    2373 - EZLynx Submission Center: A Smarter Way to Manage the Commercial Submission Process
  • 4:00 PM – 4:45 PM CST
    2404 - Get the Most Out of Instant Download
  • 4:00 PM – 4:45 PM CST
    2433 - P&C Distribution Technologies: Do Agencies and Carriers See Eye to Eye?
  • 4:00 PM – 4:45 PM CST
    2447 - Path to Epic – Introduction to Applied Epic
  • 4:45 PM – 6:15 PM CST
    Networking Reception in the Applied Net Exchange
  • 7:00 PM – 10:00 PM CST
    Exclusive Show at the Grand Ole Opry House