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Monday, Sep 28th
11:00 AM - 12:00 PM
East Coast USA Time
(2624) Advanced Proposals Configuration
Location: National Harbor 2
Presenter:
Ingrid Smith, ANFI, ACSR (she/her/hers)
– Authur J Gallagher
Applied Representative:
Karine Poirier’ (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
Monday, Sep 28th
11:00 AM - 12:00 PM
East Coast USA Time
(2783) Reusable Utilities in Applied Epic
Location: Maryland A
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Representative:
Michell Skaare (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
Monday, Sep 28th
11:00 AM - 12:00 PM
East Coast USA Time
(2633) Browser Change Management: Stay Ahead of Disruptions in Your Agency
Location: Chesapeake 12
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Presenter:
Scott Folstein
– Insurance One Group, Inc.
Applied Representative:
Laura Jermyn
– Applied Systems
Core Platform, Automation, and AI
Monday, Sep 28th
11:00 AM - 12:00 PM
East Coast USA Time
(2645) Applied Epic System Performance: Foundational Infrastructure Best Practices
Location: National Harbor 11
Applied Presenter:
Brandon Carter
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
George Lochner
– Applied Systems Inc.
Core Platform, Automation, and AI
Monday, Sep 28th
1:00 PM - 2:00 PM
East Coast USA Time
(2617) Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance
Location: Maryland A
Presenter:
Edin Omerdic (he/him/his)
– Topline Insurance
Presenter:
Deb Lambert
– TopLine Insurance
Applied Representative:
Mario Solis
– Applied Systems
Core Platform, Automation, and AI
Monday, Sep 28th
1:00 PM - 2:00 PM
East Coast USA Time
(2851) Maitrise d'Applied Epic Bridge : intégration complète des courriels, nouvelle fonctionnalité et feuille de route
Location: Maryland B
Applied Presenter:
Jackie Hacala (she/her/hers)
– Applied Systems
Applied Presenter:
Karine Poirier’ (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
Monday, Sep 28th
1:00 PM - 2:00 PM
East Coast USA Time
(2639) Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
Location: Chesapeake D
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Applied Presenter:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
Monday, Sep 28th
1:00 PM - 2:00 PM
East Coast USA Time
(2642) User Security in Applied Epic: Configuration Best Practices
Location: National Harbor 10
Presenter:
Daniel Horn
– Rollo Insurance Group
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
Monday, Sep 28th
1:00 PM - 2:00 PM
East Coast USA Time
(2643) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
Location: Chesapeake G
Applied Presenter:
Glenn Wharton
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
Tuesday, Sep 29th
10:30 AM - 11:30 AM
East Coast USA Time
(2630) Expert Panel: Getting Started with Applied Epic Bridge
Location: National Harbor 3
Panelist:
Debra L. Alt (she/her/hers)
– Foundation Risk Partners/Applied Net
Panelist:
Natalia Collura
– Holden & Co. Insurance
Panelist:
Kimberly Champion Carter
– Cross Financial Corp
Panelist:
Betsy Cook
– NBT Insurance Agency
Applied Moderator:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
Tuesday, Sep 29th
10:30 AM - 11:30 AM
East Coast USA Time
(2826) Search Smarter: Find Anything in Epic, Instantly (Repeat)
Location: Maryland A
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
Chris Cavin
– Applied Systems
Core Platform, Automation, and AI
Tuesday, Sep 29th
10:30 AM - 11:30 AM
East Coast USA Time
(2640) Expert Panel: Real-World Cybersecurity Practices That Actually Work
Location: National Harbor 10
Applied Moderator:
Shane Lonneman
– Applied Systems
Core Platform, Automation, and AI
Tuesday, Sep 29th
1:00 PM - 2:00 PM
East Coast USA Time
(2625) Template Letter Configuration and Automation Magic
Location: Anapolis 1
Presenter:
Ingrid Smith, ANFI, ACSR (she/her/hers)
– Authur J Gallagher
Applied Representative:
Jennifer Grayson
– Applied Systems
Core Platform, Automation, and AI
Tuesday, Sep 29th
1:00 PM - 2:00 PM
East Coast USA Time
(2628) Applied Epic Tips and Tricks – Servicing
Location: National Harbor 2
Presenter:
Maureen Boenig, CIC, CISR (she/her/hers)
– Maureen Boeing Consulting LLC
Presenter:
Kristen Finley (she/her/hers)
– Sterling Seacrest Pritchard
Presenter:
Susan McClure (she/her/hers)
– Sterling Seacrest Pritchard
Core Platform, Automation, and AI
Tuesday, Sep 29th
1:00 PM - 2:00 PM
East Coast USA Time
(2830) Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
Location: Chesapeake G
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Applied Presenter:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
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 AI
Personal Lines
Commercial Lines
Employee 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 AI
Personal Lines
Commercial Lines
Tuesday, Sep 29th
2:30 PM - 3:30 PM
East Coast USA Time
(2621) Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality
Location: National Harbor 10
Panelist:
Orquidia Carrion, P&C Licensed (she/her/hers)
– Foundation Risk Partners
Panelist:
Julie Levine (she/her/hers)
– Harry Levine Insurance
Panelist:
Alysha Phillips (she/her/hers)
– The Mahoney Group
Panelist:
Dawn Stark (she/her/hers)
– The Gibraltar Group - Insurance Services
Applied Moderator:
Patrick Ward (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
Tuesday, Sep 29th
2:30 PM - 3:30 PM
East Coast USA Time
(2636) Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap
Location: Maryland D
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Presenter:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
Tuesday, Sep 29th
2:30 PM - 3:30 PM
East Coast USA Time
(2638) AI at Every Stage: A Tour of Applied AI Across Epic
Location: Anapolis 1
Applied Presenter:
Matt Lane
– Applied Systems
Applied Presenter:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Tara Butler
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
9:30 AM - 10:30 AM
East Coast USA Time
(2618) From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows
Location: National Harbor 2
Presenter:
Natalie J. Thompson, CIC
– Harbin Insurance
Presenter:
Paulla Groover (she/her/hers)
– Harbin Insurance
Applied Representative:
Micah J. Bean
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
9:30 AM - 10:30 AM
East Coast USA Time
(2627) Applied Epic Tips and Tricks – Administration
Location: Maryland D
Presenter:
Maureen Boenig, CIC, CISR (she/her/hers)
– Maureen Boeing Consulting LLC
Presenter:
Kristen Finley (she/her/hers)
– Sterling Seacrest Pritchard
Presenter:
Susan McClure (she/her/hers)
– Sterling Seacrest Pritchard
Core Platform, Automation, and AI
Wednesday, Sep 30th
9:30 AM - 10:30 AM
East Coast USA Time
(2846) Agentic AI in Epic: From Today's Capabilities to Tomorrow's Autonomous Workflows
Location: National Harbor 5
Applied Presenter:
Rajat Kongovi
Core Platform, Automation, and AI
Wednesday, Sep 30th
9:30 AM - 10:30 AM
East Coast USA Time
(2635) Search Smarter: Find Anything in Epic, Instantly (Repeat)
Location: National Harbor 11
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
Chris Cavin
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
11:00 AM - 12:00 PM
East Coast USA Time
(2629) Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions
Location: National Harbor 10
Panelist:
Jordan Smith
– The Hartwell Corporation
Panelist:
Lisa Anthofer
– Skogman Insurance
Applied Moderator:
Jesse B. Gomez (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
11:00 AM - 12:00 PM
East Coast USA Time
(2831) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
Location: Chesapeake G
Applied Presenter:
Glenn Wharton
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
11:00 AM - 12:00 PM
East Coast USA Time
(2632) Expert Panel: Mastering Browser Changes: Real-World Strategies from Agency Leaders
Location: Chesapeake J
Panelist:
Daniel Horn
– Rollo Insurance Group
Panelist:
Amy Wood (she/her/hers)
– Kraus-Anderson Insurance Agency, Inc.
Applied Moderator:
Laura Jermyn
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
1:30 PM - 2:30 PM
East Coast USA Time
(2620) Applied Epic Training: New Hires and Agency Conversions
Location: Anapolis 3
Facilitator:
Jena Lautenschlager-Stroud (she/her/hers)
– Adams Insurance Advisors
Applied Facilitator:
Jennifer Grayson
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
1:30 PM - 2:30 PM
East Coast USA Time
(2626) Developing and Managing an Applied Epic Enterprise Administration Team
Location: Woodrow Wilson A
Presenter:
Linda J. Van Vark
– Alliant Insurance Services
Applied Representative:
Adam Hendry
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
1:30 PM - 2:30 PM
East Coast USA Time
(2634) Expert Panel: Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows
Location: National Harbor 10
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Moderator:
Chris Cavin
– Applied Systems
Core Platform, Automation, and AI
Wednesday, Sep 30th
1:30 PM - 2:30 PM
East Coast USA Time
(2644) AutoFill in Action: What's New and What's Next
Location: Maryland D
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Presenter:
Paul Milano (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
Thursday, Oct 1st
8:00 AM - 9:00 AM
East Coast USA Time
(2637) Unlock Hidden Power: Advanced SET Commands
Location: Chesapeake A
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jordan Trapp (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
Thursday, Oct 1st
8:00 AM - 9:00 AM
East Coast USA Time
(2641) Applied Epic Events and Activities: Configure for Maximum Automation and Visibility
Location: Maryland A
Presenter:
Danielle DuFour (she/her/hers)
– NBT Insurance Agency
Applied Representative:
Mario Solis
– Applied Systems
Core Platform, Automation, and AI
Thursday, Oct 1st
9:30 AM - 10:30 AM
East Coast USA Time
(2619) Implementing Applied Epic Opportunities
Location: National Harbor 10
Presenter:
Logan Modlin
– Hawkins Harrison Insurance
Applied Representative:
Glenn Wharton
– Applied Systems
Core Platform, Automation, and AI
Thursday, Oct 1st
9:30 AM - 10:30 AM
East Coast USA Time
(2622) Download Is Our Mail: Building a High-Volume Suspense Playbook
Location: Chesapeake 3
Presenter:
Amy Hill (she/her/hers)
– NFP Property & Casualty, an Aon Company
Presenter:
Ashley Westmoreland
– NFP an Aon Company
Applied Representative:
Jennifer Grayson
– Applied Systems
Core Platform, Automation, and AI
Thursday, Oct 1st
9:30 AM - 10:30 AM
East Coast USA Time
(2623) Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices
Location: National Harbor 11
Presenter:
Meagan Kennemer
– Higginbotham
Applied Representative:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Core Platform, Automation, and AI
Thursday, Oct 1st
9:30 AM - 10:30 AM
East Coast USA Time
(2631) Clicks That Count: A Real-Time Applied Epic How-To
Location: Maryland D
Presenter:
Christina Kubes (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Representative:
Laura Jermyn
– Applied Systems
Core Platform, Automation, and AI
