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  • Tuesday, Sep 10th
    10:30 AM – 11:30 AM CST
    (2405) Integrating with Employee Navigator to Complete the Quote-to-Enrollment Benefits Lifecycle
    Location: Ryman Ballroom B
    Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems
    Applied Systems Representative: Dan Morrill (he/him/his) – Applied Systems
    Employee Benefits
  • Tuesday, Sep 10th
    10:30 AM – 11:30 AM CST
    (2413) Expert Panel: Easing Employee Benefits Team Transitions with Applied Epic
    Location: Ryman Studio P
    Applied Systems Moderator: Janice Sierra (she/her/hers) – Applied Systems
    Panelist: Ashley Bentham (she/her/hers) – Cowan Insurance Group
    Panelist: Kaye Peloquin (she/her/hers) – EHD Insurance
    Panelist: Joe DiPirro – Connor & Gallagher OneSource
    Applied Systems Representative: Tom Lind – Applied Systems
    Employee Benefits
  • Tuesday, Sep 10th
    1:00 PM – 2:00 PM CST
    (2410) ABCs of Applied Benefits Designer
    Location: Ryman Studio A
    Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems
    Applied Systems Representative: Dan Morrill (he/him/his) – Applied Systems
    Employee Benefits
  • Tuesday, Sep 10th
    1:00 PM – 2:00 PM CST
    (2414) Sharing Applied Epic Between Your Benefits and P&C Business
    Location: Ryman Ballroom F
    Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems
    Applied Systems Presenter: Tom Lind – Applied Systems
    Applied Systems Presenter: Larry Klutzke CPA – Applied Systems
    Presenter: Kat Boehl (she/her/hers) – Patriot Growth Insurance Services
    Employee Benefits
  • Tuesday, Sep 10th
    2:30 PM – 3:30 PM CST
    (2406) What’s New and What’s Next in Applied Benefits Solutions
    Location: Ryman Ballroom B
    Applied Systems Presenter: Tom Lind – Applied Systems
    Applied Systems Presenter: Dan Morrill (he/him/his) – Applied Systems
    Applied Systems Presenter: Toolkia Kashyap (she/her/hers) – Applied Systems
    Applied Systems Representative: Nick Sindt – Applied Systems
    Employee Benefits
  • Wednesday, Sep 11th
    10:00 AM – 11:00 AM CST
    (2411) Expert Panel: Best Practices for U.S. Agencies Managing Employee Benefits in Applied Epic
    Location: Ryman Studio P
    Panelist: Kara Roeder – The Accel Group, LLC
    Panelist: Melissa A. Schultz (she/her/hers) – Hausmann Group
    Panelist: Jordan Smith – The Hartwell Corporation
    Applied Systems Moderator: JC Mahan (he/him/his) – Applied Systems
    Applied Systems Representative: Tom Lind – Applied Systems
    Employee Benefits
  • Wednesday, Sep 11th
    10:00 AM – 11:00 AM CST
    (2412) Best Practices for Canadian Brokerages Managing Group Benefits in Applied Epic
    Location: Ryman Studio L
    Presenter: Ashley Bentham (she/her/hers) – Cowan Insurance Group
    Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems
    Applied Systems Representative: Rose Plewa (she/her/hers) – Applied Systems
    Employee Benefits
  • Wednesday, Sep 11th
    11:30 AM – 12:30 PM CST
    (2402) Delighting Your Benefits Clients with Applied Marketing Automation Email Campaigns
    Location: Ryman Studio O
    Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
    Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems
    Applied Systems Representative: Janice Sierra (she/her/hers) – Applied Systems
    Employee Benefits
  • Wednesday, Sep 11th
    11:30 AM – 12:30 PM CST
    (2409) Shifting Commission Accountability to Producers
    Location: Ryman Ballroom C
    Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems
    Applied Systems Representative: JC Mahan (he/him/his) – Applied Systems
    Employee Benefits
  • Wednesday, Sep 11th
    2:00 PM – 3:00 PM CST
    (2400) Whether to Package or Not Package Benefits Policies
    Location: Ryman Studio L
    Presenter: Melissa A. Schultz (she/her/hers) – Hausmann Group
    Applied Systems Presenter: JC Mahan (he/him/his) – Applied Systems
    Applied Systems Representative: Tom Lind – Applied Systems
    Employee Benefits
  • Wednesday, Sep 11th
    2:00 PM – 3:00 PM CST
    (2404) Hands-On Lab: Building New Applied Epic Benefits Forms from Scratch
    Location: Ryman Studio J
    Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems
    Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems
    Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
    Applied Systems Representative: Nick Sindt – Applied Systems
    Applied Systems Representative: Jennifer Smith – Applied Systems
    Applied Systems Representative: Michael Cronin (he/him/his) – Applied Systems
    Employee Benefits
  • Wednesday, Sep 11th
    3:15 PM – 4:15 PM CST
    (2401) Supporting an Employee Benefits Compliance Workflow with Applied Epic
    Location: Ryman Studio A
    Presenter: Jessica J. Watts (she/her/hers) – Frost Insurance Agency, Inc.
    Presenter: Alyssa Morgan (she/her/hers) – Frost Insurance Agency, Inc.
    Applied Systems Representative: JC Mahan (he/him/his) – Applied Systems
    Presenter: Samantha Smith (she/her/hers) – Frost Insurance Agency, Inc.
    Employee Benefits
  • Thursday, Sep 12th
    8:15 AM – 9:15 AM CST
    (2403) Consulting with Applied Benefit Designer
    Location: Ryman Ballroom B
    Applied Systems Presenter: JC Mahan (he/him/his) – Applied Systems
    Applied Systems Representative: Dan Morrill (he/him/his) – Applied Systems
    Employee Benefits
  • Thursday, Sep 12th
    8:15 AM – 9:15 AM CST
    (2408) Managing Value-Added Employee Benefits Services in Applied Epic
    Location: Ryman Studio A
    Presenter: Rebecca S. Wilson (she/her/hers) – Blue Ridge Risk Partners
    Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems
    Employee Benefits
  • Thursday, Sep 12th
    9:45 AM – 10:45 AM CST
    (2407) Expert Panel: Ask Applied Your Employee Benefits Questions
    Location: Ryman Studio P
    Applied Systems Moderator: Tom Lind – Applied Systems
    Applied Systems Panelist: Burt Tower (he/him/his) – Applied Systems
    Applied Systems Panelist: Dan Morrill (he/him/his) – Applied Systems
    Applied Systems Panelist: JC Mahan (he/him/his) – Applied Systems
    Employee Benefits