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  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2669) Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
    Location: Chesapeake 6
    Applied Presenter: Rebecca Adelizzi – Applied Systems
    Applied Representative: Joe Leonardis – Applied Systems
    Applied Representative: Sagar Warghade – Applied Systems
    Commercial Lines
  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2653) Streamlining Canada Commercial Lines Servicing with Applied Epic Forms and Indio
    Location: National Harbor 12
    Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems Canada
    Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
    Commercial Lines
  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2670) Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation
    Location: Chesapeake G
    Applied Presenter: Brian Polston – Applied Systems
    Applied Representative: Linda Bendele – Applied Systems
    Applied Representative: Matt Duggan – Applied Systems
    Applied Representative: Jackie Hacala (she/her/hers) – Applied Systems
    Commercial Lines
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2647) Making Applied Epic Activities Work for You
    Location: Anapolis 3
    Presenter: Michele R. Callihan, VP – Alliant Insurance Services
    Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
    Commercial Lines
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2657) Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation
    Location: Woodrow Wilson A
    Applied Presenter: Matt Duggan – Applied Systems
    Applied Representative: Jennifer Grayson – Applied Systems
    Commercial Lines
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2672) Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows
    Location: National Harbor 5
    Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
    Applied Representative: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
    Commercial Lines
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2658) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
    Location: Chesapeake 6
    Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
    Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
    Applied Representative: Micah J. Bean – Applied Systems
    Applied Representative: Rebecca Adelizzi – Applied Systems
    Commercial Lines
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2654) Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms
    Location: Woodrow Wilson B
    Applied Presenter: Joshua Moore (he/him/his) – Applied Systems
    Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
    Commercial Lines
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2666) What's New and What's Next in Applied Book Builder
    Location: National Harbor 12
    Applied Presenter: Sagar Warghade – Applied Systems
    Applied Representative: Joe Leonardis – Applied Systems
    Commercial Lines
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2668) Expert Panel: Practical Strategies and Users' Perspectives with Applied Book Builder for Commercial Lines
    Location: Woodrow Wilson D
    Panelist: Christie Lacijan (she/her/hers) – HMS Agency, Inc.
    Panelist: Markell Kunigus – The Hartman Group
    Panelist: Faith Pezzulo – Tate Insurance Group
    Applied Moderator: Rebecca Adelizzi – Applied Systems
    Commercial Lines
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2673) What's New and What's Next with Small Commercial Quoting in Epic
    Location: National Harbor 11
    Applied Presenter: Chad Jochum – Applied Systems
    Applied Presenter: Richard Barbosa
    Commercial Lines
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2852) Optimisation des services de l’assurance des entreprises au Canada grâce aux formulaires Epic et à Indio
    Location: National Harbor 12
    Applied Presenter: Karine Poirier’ (she/her/hers) – Applied Systems
    Applied Presenter: Jackie Hacala (she/her/hers) – Applied Systems
    Commercial Lines
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2855) What's New and What's Next for Automated Marketing Campaigns in Applied Epic
    Location: National Harbor 11
    Applied Presenter: Naren Singh – Applied Systems
    Core Platform, Automation, and AIPersonal LinesCommercial LinesEmployee Benefits
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2856) First Look: Policy Check and Quote Comparison in Applied Epic
    Location: National Harbor 5
    Applied Presenter: Erin Joubert (she/her/hers) – Applied Systems
    Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
    Core Platform, Automation, and AIPersonal LinesCommercial Lines
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2665) Expert Panel: Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency
    Location: National Harbor 10
    Panelist: Carlo Ferrara – StreetSmart
    Applied Moderator: Richard Barbosa
    Applied Representative: Chad Jochum – Applied Systems
    Commercial Lines
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2671) Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever
    Location: Woodrow Wilson D
    Panelist: Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net
    Panelist: Lisa Anthofer – Skogman Insurance
    Panelist: Randi Beaudoin – OneDigital
    Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
    Applied Moderator: Glenn Wharton – Applied Systems
    Commercial Lines
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2667) Applied Book Builder Essentials
    Location: National Harbor 2
    Applied Presenter: Rebecca Adelizzi – Applied Systems
    Applied Presenter: Joe Leonardis – Applied Systems
    Commercial Lines
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2674) Building a Better Renewal Process with Applied Epic Tools
    Location: National Harbor 12
    Presenter: Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net
    Applied Representative: Glenn Wharton – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2650) Entering Policies in Applied Epic for Reporting Efficiency
    Location: Cherry Blossom
    Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
    Applied Representative: Laura Jermyn – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2833) Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
    Location: Chesapeake G
    Applied Presenter: Rebecca Adelizzi – Applied Systems
    Applied Representative: Joe Leonardis – Applied Systems
    Applied Representative: Sagar Warghade – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2656) Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24
    Location: Chesapeake 12
    Applied Presenter: Jennifer Grayson – Applied Systems
    Applied Representative: Matt Duggan – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2659) From Lead to Carrier: Streamlining New Business with Applied Epic and Indio
    Location: Anapolis 1
    Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
    Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2661) Canada Commercial Lines: What’s New and What’s Next
    Location: Woodrow Wilson B
    Applied Presenter: Danielle Fiola Robles (she/her/hers) – Applied Systems
    Applied Representative: Karine Poirier’ (she/her/hers) – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2651) Expert Panel: Connecting the Commercial Lines Client Experience
    Location: Maryland C
    Panelist: Amanda M. Edlin – Sterling G Thompson Co
    Panelist: Jessica Koselansky (she/her/hers) – Acrisure LLC
    Panelist: Jillian Rouleau (she/her/hers) – Acrisure, LLC
    Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
    Applied Moderator: Kayla Marx (she/her/hers) – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2648) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
    Location: Cherry Blossom
    Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
    Presenter: Michele R. Callihan, VP – Alliant Insurance Services
    Applied Representative: Mario Solis – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2655) Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill
    Location: Maryland B
    Applied Presenter: Erin Joubert (she/her/hers) – Applied Systems
    Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
    Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
    Applied Presenter: Paul Milano (he/him/his) – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2662) What’s Next for Commercial Lines: A Look at the Reimagined Experience
    Location: Chesapeake 12
    Applied Presenter: Rajat Kongovi
    Applied Presenter: Katarina Pregelj
    Commercial Lines
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2832) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
    Location: Chesapeake 6
    Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
    Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
    Applied Representative: Micah J. Bean – Applied Systems
    Applied Representative: Rebecca Adelizzi – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2652) Epic Quotes Commercial Lines Canada: A Unified Quoting Experience
    Location: National Harbor 12
    Applied Presenter: Amanda Herlehy (she/her/hers) – Applied Systems
    Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2660) Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond
    Location: Woodrow Wilson B
    Applied Presenter: Brian Polston – Applied Systems
    Applied Presenter: Joe Leonardis – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2663) Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing
    Location: Anapolis 1
    Applied Presenter: Andrew Shapiro – Applied Systems
    Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
    Commercial Lines
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2664) Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)
    Location: Woodrow Wilson D
    Panelist: Amanda M. Edlin – Sterling G Thompson Co
    Panelist: Alysha Phillips (she/her/hers) – The Mahoney Group
    Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
    Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
    Applied Moderator: Mario Solis – Applied Systems
    Commercial Lines
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2646) Applied CSR24-Configuration: Everything You Need to Know
    Location: National Harbor 5
    Presenter: Melissa Mallozzi – JMG Insurance
    Presenter: Lindsay Norman (she/her/hers) – JMG Insurance Corp
    Presenter: John Forlivio, II – JMG Insurance
    Applied Representative: Matt Duggan – Applied Systems
    Commercial Lines
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2649) Client Contracts in Applied Epic
    Location: Cherry Blossom
    Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
    Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
    Commercial Lines
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2675) Applied Epic Invoicing: It's More than Just a One-Time Premium
    Location: National Harbor 12
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
    Commercial Lines