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Tuesday, Oct 7th
10:45 AM - 11:45 AM PT
(2592) Creating and Converting to the New Epic Benefits Forms for U.S. Agencies
Location: Orovada Ballroom 1
Presenter: Laura Airis (she/her/hers) – McClone
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
Applied Representative: Bala Acharya V. Kanumuri – Applied Systems
Employee Benefits
Tuesday, Oct 7th
10:45 AM - 11:45 AM PT
(2595) Expert Panel: Cross-Functional Collaboration Across Your Benefits Team
Location: Orovada Ballroom 3
Applied Moderator: Ro Olguin – Applied Systems
Panelist: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
Panelist: Michael Seeling – Aparicio, Walker & Seeling inc
Panelist: Ashley Underwood (she/her/hers) – NBT Insurance Agency, LLC
Applied Representative: JC Mahan (he/him/his) – Applied Systems
Employee BenefitsSales and Marketing
Tuesday, Oct 7th
1:15 PM - 2:15 PM PT
(2596) Exploring the Updated Applied Epic Employee Benefits Experience
Location: Orovada Ballroom 4
Applied Presenter: Tom Lind – Applied Systems
Applied Presenter: Toolkia Kashyap (she/her/hers) – Applied Systems
Applied Representative: JC Mahan (he/him/his) – Applied Systems
Employee Benefits
Tuesday, Oct 7th
2:45 PM - 3:45 PM PT
(2588) Generating Benefits Templates and Proposals in Applied Epic – Part 1
Location: Orovada Ballroom 1
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
Applied Representative: Micah J. Bean – Applied Systems
Employee Benefits
Tuesday, Oct 7th
2:45 PM - 3:45 PM PT
(2593) Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow
Location: Joshua 9
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
Applied Representative: Ro Olguin – Applied Systems
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
Employee Benefits
Tuesday, Oct 7th
2:45 PM - 3:45 PM PT
(2738) Accelerating Your Growth with Applied Benefits Solutions
Location: Orovada Ballroom 4
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
Applied Presenter: Tammi Shapiro – Applied Systems
Presenter: John Woods
Employee BenefitsBusiness Management
Wednesday, Oct 8th
10:15 AM - 11:15 AM PT
(2546) Transforming Benefits Commission Recording with AI-Powered Automated Statements
Location: Primrose Ballroom 4
Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
Applied Presenter: Chase Petrey – Applied Systems
Applied Representative: Toolkia Kashyap (she/her/hers) – Applied Systems
Applied Representative: Scott Ingram – Applied Systems
Payments & AccountingEmployee Benefits
Wednesday, Oct 8th
10:15 AM - 11:15 AM PT
(2594) ABCs of Applied Benefits Designer
Location: Orovada Ballroom 1
Applied Presenter: Victoria Weise (she/her/hers) – Applied Systems
Applied Representative: Dan Morrill – Applied Systems
Employee Benefits
Wednesday, Oct 8th
10:15 AM - 11:15 AM PT
(2598) Managing Benefits Carriers in Applied Epic
Location: Orovada Ballroom 6
Presenter: Laura Airis (she/her/hers) – McClone
Presenter: Emily Poeschl (she/her/hers) – McClone Agency, Inc.
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
Employee Benefits
Wednesday, Oct 8th
12:45 PM - 1:45 PM PT
(2589) Hands-On Lab: Creating a Benefits Guide – Part 2
Location: Joshua 9
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
Applied Representative: JC Mahan (he/him/his) – Applied Systems
Applied Representative: Tom Lind – Applied Systems
Employee Benefits
Wednesday, Oct 8th
12:45 PM - 1:45 PM PT
(2597) Expert Panel: Managing Changes to Benefits Workflows
Location: Orovada Ballroom 3
Panelist: Ashley Bentham (she/her/hers) – Cowan Insurance Group
Panelist: Kaye Peloquin – EHD Insurance
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
Applied Moderator: Jennifer Duggan (she/her/hers) – Applied Systems
Employee Benefits
Wednesday, Oct 8th
2:15 PM - 3:15 PM PT
(2587) Enhancing Efficiency with Renewals Manager for Employee Benefits
Location: Orovada Ballroom 6
Presenter: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
Employee Benefits
Wednesday, Oct 8th
2:15 PM - 3:15 PM PT
(2599) Best Practices for Managing Benefits Servicing Workflows in Epic
Location: Orovada Ballroom 1
Presenter: Katie Dugan – Hylant
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
Applied Representative: Tom Lind – Applied Systems
Employee Benefits
Wednesday, Oct 8th
3:45 PM - 4:45 PM PT
(2591) What’s New and What’s Next in Applied Benefits Solutions
Location: Orovada Ballroom 4
Applied Presenter: Dan Morrill – Applied Systems
Applied Presenter: Tom Lind – Applied Systems
Applied Presenter: Toolkia Kashyap (she/her/hers) – Applied Systems
Applied Presenter: Tammi Shapiro – Applied Systems
Employee Benefits
Thursday, Oct 9th
8:00 AM - 9:00 AM PT
(2600) Transforming Benefits Data Into Actionable Intelligence
Location: Primrose Ballroom 4
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
Employee BenefitsReporting, Dashboards, and Data Analytics
Thursday, Oct 9th
8:00 AM - 9:00 AM PT
(2601) Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages
Location: Starvine 6
Presenter: Ashley Bentham (she/her/hers) – Cowan Insurance Group
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
Applied Representative: Bala Acharya V. Kanumuri – Applied Systems
Employee Benefits
Thursday, Oct 9th
9:30 AM - 10:30 AM PT
(2590) Unlocking Insights: Benefits Roundtable Discussion
Location: Primrose Ballroom 6
Applied Moderator: Rose Plewa (she/her/hers) – Applied Systems
Applied Representative: Dan Morrill – Applied Systems
Applied Representative: Burt Tower (he/him/his) – Applied Systems
Applied Representative: JC Mahan (he/him/his) – Applied Systems
Applied Representative: Tom Lind – Applied Systems
Employee Benefits