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  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2564) White-Glove Custom Forms and PolicyWorks Conversion for Canadian Commercial Lines Brokers
    Location: Starvine 3
    Applied Presenter: Debbie Kurd (she/her/hers) – Applied Systems
    Applied Presenter: Josh Moore (he/him/his) – Applied Systems
    Applied Representative: Michael Cronin (he/him/his) – Applied Systems
    Applied Representative: Chase Diwik – Applied Systems
    Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
    Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
    Applied Representative: Bala Acharya V. Kanumuri – Applied Systems
    Personal & Commercial Servicing - General
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2577) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
    Location: Primrose Ballroom 1
    Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services, Inc.
    Presenter: Cj Webberley – Alliant Insurance Services, Inc.
    Applied Representative: Glenn Wharton – Applied Systems
    Personal & Commercial Servicing - GeneralPersonal & Commercial Servicing - Quoting (US)
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2556) Expert Panel: Unveiling the Power of E-Servicing Real-Time Transactions for Enhancing Team Efficiencies
    Location: Mariposa Ballroom 4
    Applied Moderator: Bryanna Matte (she/her/hers) – Ivans
    Panelist: Ed Alberico (he/him/his) – JMG Insurance
    Panelist: Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc.
    Panelist: Erin Meade (she/her/hers) – NBT Insurance Agency
    Panelist: Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC
    Personal & Commercial Servicing - General
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2561) Best Practices for Enhancing Accuracy in Applied Epic Reporting and Dashboards
    Location: Juniper 2
    Applied Presenter: Jim Zell – Applied Systems
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - GeneralReporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2573) A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
    Location: Joshua 3
    Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.
    Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - GeneralPayments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2562) Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates
    Location: Joshua 1
    Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
    Applied Representative: Allison Haag – Applied Systems
    Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2563) What's New and What's Next in Applied Epic Forms for Canadian Brokers
    Location: Starvine 3
    Applied Presenter: Bala Acharya V. Kanumuri – Applied Systems
    Applied Presenter: Michael Cronin (he/him/his) – Applied Systems
    Applied Representative: Debbie Kurd (she/her/hers) – Applied Systems
    Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
    Applied Representative: Chase Diwik – Applied Systems
    Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
    Applied Representative: Josh Moore (he/him/his) – Applied Systems
    Personal & Commercial Servicing - General
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2571) Maximizing Efficiency in Applied Epic
    Location: Primrose Ballroom 6
    Submitter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance
    Personal & Commercial Servicing - General
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2583) Expert Panel: Download Tips for Applied Epic
    Location: Mariposa Ballroom 4
    Applied Moderator: Jordan Trapp (she/her/hers) – Applied Systems
    Panelist: Deb Alt (she/her/hers) – Foundation Risk Partners
    Panelist: Lisa Anthofer – Skogman Insurance
    Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
    Panelist: Lisa M. Sheely – Acrisure LLC
    Personal & Commercial Servicing - General
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2586) Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1
    Location: Primrose Ballroom 3
    Presenter: Lauren Roberts – Kite Technology Group
    Presenter: Buffy Johnson – Kite Technology Group
    Applied Representative: Jim Zell – Applied Systems
    Personal & Commercial Servicing - GeneralPayments & Accounting
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2566) Canadian Marketplace Update
    Location: Primrose Ballroom 1
    Applied Presenter: Steve Whitelaw – Applied Systems
    Personal & Commercial Servicing - General
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2569) Empowering Commercial Lines: Harnessing the Power of Applied Products
    Location: Primrose Ballroom 6
    Facilitator: Casheika C. Moses (she/her/hers) – The Baldwin Group
    Facilitator: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2570) Expert Panel: Optimizing Your Service Workflows from Bottlenecks to Breakthroughs
    Location: Mariposa Ballroom 4
    Panelist: Jarrod Schleusner – ALKEME Insurance
    Panelist: Amber Ruiz – Alkeme Insurance Services Inc.
    Panelist: Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors
    Panelist: Lisa M. Miller (she/her/hers) – Keystone
    Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2552) Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates
    Location: Joshua 1
    Applied Presenter: Jordan Trapp (she/her/hers) – Applied Systems
    Presenter: Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC
    Applied Representative: Adam Hendry – Applied Systems
    Applied Representative: Burt Tower (he/him/his) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2558) Applied Epic Bridge: Meet the New Outlook Add-In
    Location: Joshua 5
    Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
    Applied Representative: Erica Pickens – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2559) Applied Epic New Features and Future Roadmap
    Location: Juniper 2
    Applied Presenter: Matt Lane – Applied Systems
    Applied Presenter: Sajjad Ahmed – Applied Systems
    Applied Presenter: Catherine Shertenlieb (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2575) Client Contracts in Applied Epic
    Location: Joshua 3
    Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
    Presenter: Kristin Arano – Alliant Insurance Services, Inc.
    Applied Representative: Micah J. Bean – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2580) Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?
    Location: Primrose Ballroom 3
    Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
    Applied Representative: Laura Jermyn – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2553) Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration
    Location: Orovada Ballroom 8
    Presenter: Amy Boudinot
    Applied Presenter: Janice Sierra (she/her/hers) – Applied Systems
    Applied Representative: Jennifer Grayson – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2555) Hands-On Lab: Ivans Exchange Wizardry
    Location: Joshua 10
    Applied Presenter: Lynnette Vogelsang – Ivans
    Applied Presenter: Brian Marable – Ivans
    Applied Representative: Bryanna Matte (she/her/hers) – Ivans
    Applied Representative: Ashwini Velhankar (she/her/hers) – Ivans
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2557) Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring
    Location: Joshua 5
    Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
    Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2560) Applied Epic New Features and Future Roadmap (Repeat)
    Location: Primrose Ballroom 4
    Applied Presenter: Matt Lane – Applied Systems
    Applied Presenter: Sajjad Ahmed – Applied Systems
    Applied Presenter: Catherine Shertenlieb (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2567) Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing
    Location: Starvine 6
    Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems Canada
    Applied Representative: Jackie Hacala – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2581) Improving Your Agency’s Efficiency and Retention Using Activities
    Location: Primrose Ballroom 1
    Presenter: Kathryn E. Lerch – Darr Schackow Insurance Agency
    Presenter: Julie Levine (she/her/hers) – Harry Levine Insurance
    Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2554) Discover the Power of Client Contracts in Boosting Your Organization's Success
    Location: Orovada Ballroom 3
    Presenter: Emily Ashbee (she/her/hers) – Acera Insurance Services Ltd.
    Applied Presenter: Micah J. Bean – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2565) Mastering Y-Account Grouping: A Step Towards Enhanced Download Management
    Location: Joshua 8
    Presenter: Kerry J. Webb (she/her/hers) – Blue Ridge Risk Partners
    Applied Presenter: Brian Marable – Ivans
    Applied Presenter: Lynnette Vogelsang – Ivans
    Applied Representative: Ashwini Velhankar (she/her/hers) – Ivans
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2579) I Have Attached It, Now Where Is It?
    Location: Mariposa Ballroom 6
    Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
    Applied Representative: Laura Jermyn – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2754) Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity
    Location: Starvine 6
    Applied Presenter: Charles Frumerie (he/him/his) – Applied Systems
    Applied Presenter: Sajjad Ahmed – Applied Systems
    Applied Representative: Amanda Recchia (she/her/hers) – Applied Systems
    Applied Representative: Jennifer Polignoni, CIC (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2568) Empowering Personal Lines: Harnessing the Power of Applied Products
    Location: Primrose Ballroom 6
    Facilitator: Erin Meade (she/her/hers) – NBT Insurance Agency
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2576) Applied Epic Invoicing: It's More than Just a One-Time Premium
    Location: Primrose Ballroom 4
    Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
    Applied Representative: Dave Younker – Applied Systems
    Personal & Commercial Servicing - GeneralPayments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2721) Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat)
    Location: Joshua 9
    Applied Presenter: Jordan Trapp (she/her/hers) – Applied Systems
    Presenter: Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC
    Applied Representative: Adam Hendry – Applied Systems
    Applied Representative: Burt Tower (he/him/his) – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2742) Expert Panel: Interact with Applied AI Specialists
    Location: Juniper 4
    Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
    Applied Presenter: Don Thomas – Applied Systems
    Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
    Applied Representative: Erica Pickens – Applied Systems
    Applied Moderator: Charles Frumerie (he/him/his) – Applied Systems
    Personal & Commercial Servicing - GeneralSales and MarketingPayments & Accounting
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2572) Driving Efficiency and Automation with CSIO's New eDocs Standards
    Location: Orovada Ballroom 6
    Presenter: Christie Smith (she/her/hers) – OTIP
    Applied Representative: Jackie Hacala – Applied Systems
    Personal & Commercial Servicing - General
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2584) How to Successfully Use Downloads in Applied Epic
    Location: Primrose Ballroom 6
    Presenter: Lisa M. Sheely – Acrisure LLC
    Applied Representative: Jennifer Grayson – Applied Systems
    Personal & Commercial Servicing - General
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2585) How to Optimize Commercial Lines Download in Applied Epic
    Location: Primrose Ballroom 1
    Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
    Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2722) Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (Repeat)
    Location: Joshua 10
    Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
    Applied Representative: Allison Haag – Applied Systems
    Personal & Commercial Servicing - General
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2574) Entering Policies in Applied Epic for Efficiency and Reporting
    Location: Joshua 8
    Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
    Applied Representative: Glenn Wharton – Applied Systems
    Personal & Commercial Servicing - GeneralReporting, Dashboards, and Data Analytics
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2578) Optimizing Renewals Manager
    Location: Orovada Ballroom 6
    Presenter: Ingrid Smith (she/her/hers) – AssuredPartners
    Applied Representative: Laura Jermyn – Applied Systems
    Personal & Commercial Servicing - General
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2582) Workflow Wizardry: Mastering Activities and Tasks in Applied Epic
    Location: Primrose Ballroom 1
    Presenter: Hayley M. Taylor, CIC, CISR (she/her/hers) – Construction Casualty Insurance
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - General
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2751) Utilisation des formulaires d’Applied Epic pour rationaliser les services d'assurance commerciale au Canada
    Location: Orovada Ballroom 8
    Applied Presenter: Karine Poirier – Applied Systems
    Applied Representative: Jackie Hacala – Applied Systems
    Personal & Commercial Servicing - General