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Full Schedule

Full Schedule

  • Tuesday, October 4, 2022
  • 7:15 AM – 8:15 AM CST
    Breakfast
  • 8:30 AM – 9:45 AM CST
    Keynote Addresses
  • 10:15 AM – 11:00 AM CST
    2116 - Applied Epic Certificates of Insurance: Part 1
  • 10:15 AM – 11:00 AM CST
    2132 - Making the Marketing Module in Applied Epic Work for You
  • 10:15 AM – 11:00 AM CST
    2136 - Applied Epic Tips Part 1: Servicing
  • 10:15 AM – 11:00 AM CST
    2162 - A Front Office User’s Guide to Understanding the Applied Epic Transaction Screen
  • 10:15 AM – 11:00 AM CST
    2166 - Managing Change Within an Independent Insurance Agency
  • 10:15 AM – 11:00 AM CST
    2170 - Microsoft Word Tips and Techniques for the Servicer
  • 10:15 AM – 11:00 AM CST
    2194 - Optimizing the Commercial Lines Renewal Process Using Applied CSR24 and Indio
  • 10:15 AM – 11:00 AM CST
    2195 - Change Management and Business Process Alignment for M&A Conversions in Applied Epic
  • 10:15 AM – 11:00 AM CST
    2197 - Advanced Tips for Marketing Submissions in Applied Epic: Part 2
  • 10:15 AM – 11:00 AM CST
    2263 - Applied Analytics: What’s New and What’s Next (Repeat)
  • 10:15 AM – 11:00 AM CST
    2268 - Making Benefits Standard Workflows Work for You
  • 10:15 AM – 11:00 AM CST
    2278 - Applied Benefits Designer: Building Innovative Plan Groups
  • 10:15 AM – 11:00 AM CST
    2286 - Working With Applied TAM Templates and Proposals
  • 10:15 AM – 11:00 AM CST
    2292 - Tying Custom Forms, Form Letters and Proposals Together in Applied Epic
  • 10:15 AM – 11:00 AM CST
    2298 - How the Pace of Technology Change Affects Training
  • 10:15 AM – 11:00 AM CST
    2323 - Supporting Your Staff During the Transition to Applied Epic
  • 10:15 AM – 11:00 AM CST
    2329 - An Overview of Epic Browser Versus Desktop
  • 10:15 AM – 11:00 AM CST
    2359 - Ivans Distribution Platform – Insurer Focus Panel
  • 10:15 AM – 11:00 AM CST
    2361 - Canadian Commercial Lines: What's New and What's Next
  • 10:15 AM – 11:00 AM CST
    2367 - Introduction to Tarmika (repeat)
  • 10:15 AM – 11:00 AM CST
    2377 - EZLynx Client Center: What Customer Self-Service Looks Like Today
  • 10:15 AM – 11:00 AM CST
    2379 - EZLynx: Accounting and Commissions
  • 10:15 AM – 11:00 AM CST
    2393 - Tips and Tricks for Common Download Issues
  • 10:15 AM – 11:00 AM CST
    2401 - Applied Epic Interface: What's New and What's Coming
  • 10:15 AM – 11:00 AM CST
    2418 - EZLynx Automation Center Part 1: What is Agency Automation?
  • 11:30 AM – 12:00 PM CST
    2123 - Put more BOOM in your Zoom
  • 11:30 AM – 12:00 PM CST
    2160 - Are Your Agent and Client Communications Secure?
  • 11:30 AM – 12:00 PM CST
    2212 - Training Up the Next Generation of Insurance Professionals
  • 11:30 AM – 12:00 PM CST
    2247 - Applied TAM Updates
  • 11:30 AM – 12:00 PM CST
    2273 - Evolution of Applied Epic Custom Forms
  • 11:30 AM – 12:00 PM CST
    2303 - Time Management Tips and Tricks
  • 11:30 AM – 12:00 PM CST
    2305 - Amp Up Your Employee Appreciation Initiative
  • 11:30 AM – 12:00 PM CST
    2310 - Best Practices with Succession Planning
  • 11:30 AM – 12:00 PM CST
    2327 - Using eSignature in Applied Epic
  • 11:30 AM – 12:00 PM CST
    2349 - Month-End: It’s More Than Just Generating Journal Entries
  • 11:30 AM – 12:00 PM CST
    2391 - Ivans Tech Talk for Insurers
  • 11:30 AM – 12:00 PM CST
    2392 - Transition to Applied Epic Download
  • 11:30 AM – 12:00 PM CST
    2406 - Peer Insights: Adopting and Implementing Commercial Lines Download
  • 11:30 AM – 12:00 PM CST
    2427 - EZLynx: Driving Collaboration with Agency Workspace
  • 11:30 AM – 12:00 PM CST
    2429 - Getting Started with EZLynx Client Center
  • 11:30 AM – 12:00 PM CST
    2430 - Canadian Personal Lines: What’s New and What’s Next
  • 12:00 PM – 1:15 PM CST
    Lunch / Applied Net Exchange Open
  • 1:15 PM – 2:15 PM CST
    2114 - Entering Policies in Applied Epic for Efficiency and Reporting
  • 1:15 PM – 2:15 PM CST
    2137 - Applied Epic Tips Part 2: Administration
  • 1:15 PM – 2:15 PM CST
    2150 - Cleaning Up and Balancing Company Payables in Applied TAM
  • 1:15 PM – 2:15 PM CST
    2156 - Understanding and Editing Basic Report Layouts in Applied Epic
  • 1:15 PM – 2:15 PM CST
    2169 - Microsoft Word - Leveraging Styles
  • 1:15 PM – 2:15 PM CST
    2203 - Client and Policy Import Tool
  • 1:15 PM – 2:15 PM CST
    2209 - Using Applied Epic Reports to Measure CSR Productivity to Ensure Balance
  • 1:15 PM – 2:15 PM CST
    2234 - Meeting the Needs of Your Specialty Markets Through Applied CSR24
  • 1:15 PM – 2:15 PM CST
    2240 - Applied Epic for Salesforce: What’s New and What’s Next
  • 1:15 PM – 2:15 PM CST
    2249 - Data Cleansing: Why Organized Data Is Important
  • 1:15 PM – 2:15 PM CST
    2276 - Best Practices for Managing Employee Benefits in Applied Epic Part 2: Accounts and Policies
  • 1:15 PM – 2:15 PM CST
    2314 - What You Need to Know About Applied Epic Renewals Manager
  • 1:15 PM – 2:15 PM CST
    2324 - A New Product Release Has Come Out, Now What?
  • 1:15 PM – 2:15 PM CST
    2330 - Epic Browser: Using the Connection Suite to Maximize Functionality
  • 1:15 PM – 2:15 PM CST
    2342 - Sales Automation in Applied Epic: Managing Opportunities for Tracking and Pipeline
  • 1:15 PM – 2:15 PM CST
    2353 - Indio Tips and Tricks
  • 1:15 PM – 2:15 PM CST
    2358 - Ask Kodiak: Introduction and Roadmap
  • 1:15 PM – 2:15 PM CST
    2366 - The Future of Commercial Lines at Applied
  • 1:15 PM – 2:15 PM CST
    2378 - EZLynx Retention Center: Streamline Your Renewal Process
  • 1:15 PM – 2:15 PM CST
    2395 - Peer Insights: eDocs and Messages Download and Claims Download
  • 1:15 PM – 2:15 PM CST
    2413 - Introducing Applied Pay
  • 1:15 PM – 2:15 PM CST
    2419 - EZLynx Automation Center Part 2: In-Depth Workshop
  • 1:15 PM – 2:15 PM CST
    2425 - EZLynx: Best Practices for Commercial Workflows - Part 1
  • 1:15 PM – 2:15 PM CST
    2436 - Getting Started with Data Lake
  • 1:15 PM – 2:15 PM CST
    2449 - Path to Epic – Preparing for your Data Migration to Applied Epic
  • 1:15 PM – 2:15 PM CST
    2456 - Enhancing Canadian Personal and Commercial Quoting
  • 2:45 PM – 3:45 PM CST
    2103 - Functionalities of Small Agencies
  • 2:45 PM – 3:45 PM CST
    2117 - Applied Epic Certificates of Insurance: Part 2
  • 2:45 PM – 3:45 PM CST
    2120 - How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
  • 2:45 PM – 3:45 PM CST
    2138 - Applied Epic Tips Part 3: Accounting and Reporting
  • 2:45 PM – 3:45 PM CST
    2214 - Indio Adoption Tips and Tricks
  • 2:45 PM – 3:45 PM CST
    2216 - Optimizing Applied Epic
  • 2:45 PM – 3:45 PM CST
    2219 - Importance of Cybersecurity Surrounding Your Client’s Privacy
  • 2:45 PM – 3:45 PM CST
    2220 - Enhance Your Client Experience By Integrating Applied CSR24 with Other Applied Offerings
  • 2:45 PM – 3:45 PM CST
    2222 - Exceeding Customer Expectations with Applied CSR24
  • 2:45 PM – 3:45 PM CST
    2238 - Applied Marketing Automation: What’s New and What’s Next
  • 2:45 PM – 3:45 PM CST
    2246 - Applied TAM Tips and Tricks
  • 2:45 PM – 3:45 PM CST
    2272 - Optimize Applied Epic Configurations for Your Benefits Department
  • 2:45 PM – 3:45 PM CST
    2284 - Applied Epic Benefits Best Practices
  • 2:45 PM – 3:45 PM CST
    2321 - How Invoicing Impacts Accounting: Part 1
  • 2:45 PM – 3:45 PM CST
    2341 - Using Applied Epic Premium Fields for Your Book Of Business Report
  • 2:45 PM – 3:45 PM CST
    2348 - Managing Agency Bill Reconciliations in Applied Epic
  • 2:45 PM – 3:45 PM CST
    2355 - Using Indio, Applied Epic and Applied Policy Works to Gain Workflow Efficiencies
  • 2:45 PM – 3:45 PM CST
    2357 - Tarmika Commercial Lines Panel
  • 2:45 PM – 3:45 PM CST
    2398 - Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
  • 2:45 PM – 3:45 PM CST
    2415 - Optimize Applied Epic for Success - Configuration (Repeat)
  • 2:45 PM – 3:45 PM CST
    2420 - EZLynx Automation Center Part 3: How Automation Helps Maximize Your EZLynx Output
  • 2:45 PM – 3:45 PM CST
    2421 - EZLynx Connect Marketplace: Leveraging Development Free Integrations
  • 2:45 PM – 3:45 PM CST
    2426 - EZLynx: Best Practices for Commercial Workflows - Part 2
  • 2:45 PM – 3:45 PM CST
    2438 - Why You Need an Autist Employee on Your Team
  • 4:15 PM – 5:00 PM CST
    2131 - Leveraging eSignature Roundtrip in Sales and Policy Servicing
  • 4:15 PM – 5:00 PM CST
    2168 - Microsoft Word – Intermediate Template Formatting
  • 4:15 PM – 5:00 PM CST
    2179 - How to Transform Your Agency and Think Like a Marketer
  • 4:15 PM – 5:00 PM CST
    2183 - Maximize Your Free Google Profile to Drive More Leads
  • 4:15 PM – 5:00 PM CST
    2198 - Connecting the Dots with Applied Epic Tips and Tricks: Part 1
  • 4:15 PM – 5:00 PM CST
    2217 - Measuring Employee KPIs
  • 4:15 PM – 5:00 PM CST
    2218 - How Applied Systems Protects Your Data
  • 4:15 PM – 5:00 PM CST
    2224 - Applied CSR24 and Applied Mobile: What's New and What's Next (Repeat)
  • 4:15 PM – 5:00 PM CST
    2228 - Get the Most Out of Internal Certificate Processing in Applied CSR24
  • 4:15 PM – 5:00 PM CST
    2253 - Measuring Staff Productivity Within Applied TAM
  • 4:15 PM – 5:00 PM CST
    2264 - Hear from Your Peers on the Benefits of Applied Analytics
  • 4:15 PM – 5:00 PM CST
    2271 - Guiding Employers to Smart Decisions with Applied Benefits Designer
  • 4:15 PM – 5:00 PM CST
    2288 - Configuring Applied Epic Documents: Summaries Versus Proposals
  • 4:15 PM – 5:00 PM CST
    2304 - Diversity, Equity, Inclusion and Belonging (DEIB) for Success and Well Being
  • 4:15 PM – 5:00 PM CST
    2306 - How to Advance Your Career Within the Insurance Industry
  • 4:15 PM – 5:00 PM CST
    2322 - How Invoicing Impacts Accounting: Part 2
  • 4:15 PM – 5:00 PM CST
    2328 - Demystifying eDocs and Messages: How It Benefited Your Peers
  • 4:15 PM – 5:00 PM CST
    2331 - Take the Pain Out of Finding Documents By Organizing Your Attachments
  • 4:15 PM – 5:00 PM CST
    2339 - Your Applied Epic Reports with Custom Layouts (Advanced)
  • 4:15 PM – 5:00 PM CST
    2362 - Canadian Commercial Lines: Introduction to Commercial Lines Quoting
  • 4:15 PM – 5:00 PM CST
    2372 - EZLynx: Best Practices for Quoting and Growing Personal Lines
  • 4:15 PM – 5:00 PM CST
    2400 - Configuring Downloading in Applied Epic
  • 4:15 PM – 5:00 PM CST
    2414 - Commercial Lines Download Adoption and Implementation
  • 4:15 PM – 5:00 PM CST
    2428 - EZLynx: Email Campaigns
  • 4:15 PM – 5:00 PM CST
    2431 - Applied Epic Interface: What's New and What's Coming (Repeat)
  • 5:00 PM – 6:30 PM CST
    Networking Reception in the Applied Net Exchange
  • 7:30 PM – 10:30 PM CST
    A Night Out in Nashville