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  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2680) Leveraging New Applied Epic Forms in the Benefits Ecosystem
    Location: Chesapeake 12
    Applied Presenter: Burt Tower (he/him/his) – Applied Systems
    Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
    Employee Benefits
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2685) Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation
    Location: Chesapeake D
    Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
    Applied Representative: Brian Polston – Applied Systems
    Applied Representative: Mario Solis – Applied Systems
    Applied Representative: Jackie Hacala (she/her/hers) – Applied Systems
    Employee Benefits
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2691) Hands-On Lab: Epic AutoFill for Benefits (Repeat)
    Location: Chesapeake G
    Applied Presenter: JC Mahan (he/him/his) – Applied Systems
    Applied Representative: Paul Milano (he/him/his) – Applied Systems
    Applied Representative: Burt Tower (he/him/his) – Applied Systems
    Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
    Employee Benefits
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2679) The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters
    Location: Chesapeake A
    Applied Presenter: Tammi Shapiro (she/her/hers) – Applied Systems
    Applied Presenter: Kelly Knight – Applied Systems
    Applied Presenter: Toolika Kashyap (she/her/hers) – Applied Systems
    Employee Benefits
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2693) Hands-On Lab: Using the New Compliance Fields in Applied Epic
    Location: Chesapeake D
    Applied Presenter: Burt Tower (he/him/his) – Applied Systems
    Applied Representative: JC Mahan (he/him/his) – Applied Systems
    Applied Representative: Micah J. Bean – Applied Systems
    Applied Representative: Tom Lind – Applied Systems
    Employee Benefits
  • 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
    (2684) New Compliance Fields in Applied Epic for Servicing
    Location: Chesapeake A
    Presenter: Spencer Smithersen – The Hartwell Corporation
    Applied Presenter: Jennifer Duggan (she/her/hers) – Applied Systems
    Applied Representative: Brian Polston – Applied Systems
    Employee Benefits
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2688) Transforming Benefits Data Into Actionable Intelligence
    Location: Chesapeake 3
    Applied Presenter: JC Mahan (he/him/his) – Applied Systems
    Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
    Employee Benefits
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2682) Your Benefits Agency, Supercharged with AI
    Location: Maryland B
    Applied Presenter: Toolika Kashyap (she/her/hers) – Applied Systems
    Applied Presenter: Tammi Shapiro (she/her/hers) – Applied Systems
    Employee Benefits
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2683) Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)
    Location: Chesapeake J
    Panelist: Spencer Smithersen – The Hartwell Corporation
    Panelist: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
    Panelist: Holly Roberts (she/her/hers) – Sterling Thompson Company
    Applied Moderator: Ro Olguin – Applied Systems
    Employee Benefits
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2834) Hands-On Lab: Epic AutoFill for Benefits (Repeat)
    Location: Chesapeake D
    Applied Presenter: JC Mahan (he/him/his) – Applied Systems
    Applied Representative: Tom Lind – Applied Systems
    Applied Representative: Paul Milano (he/him/his) – Applied Systems
    Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
    Employee Benefits
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2692) Canadian‑Specific Forms: When, Why, and How to Use Them
    Location: Chesapeake 3
    Applied Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems
    Applied Presenter: Burt Tower (he/him/his) – Applied Systems
    Employee Benefits
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2678) What’s New and What’s Next in Applied Benefits Solutions
    Location: Chesapeake 3
    Applied Presenter: Tom Lind – Applied Systems
    Applied Presenter: Toolika Kashyap (she/her/hers) – Applied Systems
    Applied Presenter: Belinda Gilligan – Applied Systems
    Employee Benefits
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2681) Expert Panel: Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry
    Location: Chesapeake A
    Applied Moderator: Kelly Knight – Applied Systems
    Employee Benefits
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2686) Applied Benefits Designer Quoting and Renewals
    Location: Chesapeake 3
    Applied Presenter: Matt Duggan – Applied Systems
    Applied Representative: Burt Tower (he/him/his) – Applied Systems
    Employee Benefits
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2689) Expert Panel: Managing Changes to Benefits Workflows
    Location: Chesapeake J
    Applied Moderator: Jennifer Duggan (she/her/hers) – Applied Systems
    Panelist: Maggie Boucher
    Panelist: Ariel Peterson – Moreton & Company
    Panelist: Emily Poeschl (she/her/hers) – McClone Agency, Inc.
    Panelist: David McKenzie – First National Insurance Agency
    Employee Benefits
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2676) Custom Form Conversion and Enhancing the Benefit Form Templates
    Location: Chesapeake 12
    Presenter: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
    Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
    Employee Benefits
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2687) Consulting with Applied Benefit Designer
    Location: Chesapeake 3
    Applied Presenter: JC Mahan (he/him/his) – Applied Systems
    Applied Representative: Micah J. Bean – Applied Systems
    Employee Benefits
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2690) Unlocking Insights: Benefits Roundtable Discussion
    Location: Anapolis 3
    Applied Facilitator: Kelly Knight – Applied Systems
    Applied Facilitator: Tom Lind – Applied Systems
    Applied Facilitator: Belinda Gilligan – Applied Systems
    Applied Facilitator: Burt Tower (he/him/his) – Applied Systems
    Applied Facilitator: JC Mahan (he/him/his) – Applied Systems
    Employee Benefits