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Monday, Sep 9th
1:00 PM – 2:00 PM CST
(2607) A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
Location: Ryman Ballroom C
Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.
Personal & Commercial Servicing - General
Monday, Sep 9th
1:00 PM – 2:00 PM CST
(2610) Client Contracts in Applied Epic
Location: Ryman Studio A
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
Applied Systems Representative: Jennifer Grayson – Applied Systems
Presenter: Jennifer Greve – Alliant Insurance
Personal & Commercial Servicing - General
Monday, Sep 9th
1:00 PM – 2:00 PM CST
(2623) Automate and Integrate: How to Save Time with Renewal Review
Location: Tennessee Ballroom B
Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
Personal & Commercial Servicing - General
Tuesday, Sep 10th
10:30 AM – 11:30 AM CST
(2520) Epic Dashboards Orientation (Session Facilitated in French) Orientation sur les tableaux de bord Epic
Location: Ryman Studio D
Applied Systems Presenter: Jackie Hacala – Applied Systems
Applied Systems Representative: Karine Poirier – Applied Systems
Personal & Commercial Servicing - General
Tuesday, Sep 10th
10:30 AM – 11:30 AM CST
(2622) Applied Epic New Features and Future Roadmap
Location: Presidential Ballroom B
Applied Systems Presenter: Sajjad Ahmed – Applied Systems
Applied Systems Presenter: Matt Lane – Applied Systems
Applied Systems Representative: Catherine "Cap" Shertenlieb – Applied Systems
Applied Systems Representative: Mark Scott (he/him/his) – Applied Systems
Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems
Applied Systems Representative: Dana Stasiak – Applied Systems
Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
Personal & Commercial Servicing - General
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2613) Expert Panel: Renewals Manager and Activities Maintenance
Location: Governor's Ballroom C
Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
Panelist: Rebecca Jones – Union City Insurance
Panelist: Ingrid Smith (she/her/hers) – Assured Partners
Applied Systems Moderator: Jim Zell – Applied Systems
Personal & Commercial Servicing - General
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2620) Hands-On Lab: Power Up Your Applied Epic Browser User Experience
Location: Ryman Studio I
Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems
Applied Systems Representative: Nick Sindt – Applied Systems
Applied Systems Representative: Dana Stasiak – Applied Systems
Personal & Commercial Servicing - General
Tuesday, Sep 10th
2:30 PM – 3:30 PM CST
(2619) Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic
Location: Ryman Studio I
Presenter: Meagan Hoff – Higginbotham
Presenter: Marie Habib (she/her/hers) – LMBF Insurance
Presenter: Jenny Honican – Kite Technology Group
Presenter: Donna Whittenburg – Trimble-Batjer an Alera Group Company
Applied Systems Presenter: Jennifer Grayson – Applied Systems
Personal & Commercial Servicing - General
Tuesday, Sep 10th
2:45 PM – 4:00 PM CST
(2516) Canadian Marketplace Session
Location: Presidential Ballroom C
Applied Systems Presenter: Steve Whitelaw – Applied Systems
Applied Systems Presenter: William Ma – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2519) Getting the Most Out of Applied Epic (Session Facilitated in French) Tirer le Meilleur Parti d’Applied Epic
Location: Ryman Studio D
Applied Systems Presenter: Karine Poirier – Applied Systems
Applied Systems Representative: Jackie Hacala – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2612) Expert Panel: How Your Peers Moved Their Agency to the Renewals Manager
Location: Tennessee Ballroom D
Panelist: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
Panelist: Lisa Anthofer – Skogman Insurance
Panelist: Hayley M. Taylor, CIC, CISR (she/her/hers) – CCI, LLC.
Applied Systems Moderator: Jennifer Grayson – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2640) Introducing the Applied AI Lab
Location: Presidential Ballroom B
Applied Systems Presenter: Sreekanth Kannepalli – Applied Systems
Applied Systems Presenter: Vijay Rengarajan – Applied Systems
Applied Systems Representative: Saurabh Hooda – Applied Systems
Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems
Applied Systems Representative: Charles Frumerie (he/him/his) – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2518) Get to Know the Applied CSR24 Self-Service Portal and App (Session Facilitated in French) Apprenez à connaître le portail et l'application libre-service Applied CSR24
Location: Ryman Studio D
Applied Systems Presenter: Jackie Hacala – Applied Systems
Applied Systems Representative: Karine Poirier – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2608) Applied Epic Tips and Tricks – Servicing
Location: Presidential Ballroom D
Presenter: Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency
Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting
Personal & Commercial Servicing - General
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2616) Roundtable: Handling Small Business Policies Efficiently and Profitably
Location: Bayou A
Presenter: Tricia Spencer – Clark Insurance
Presenter: Brenda M. Lengel, CISR CWCS CeS CBIA – Peoples First Insurance
Presenter: Kristin Baker – Rollo Insurance Group Inc.
Applied Systems Moderator: Joy Jack – Applied Systems
Applied Systems Representative: Bethany Rockney (she/her/hers) – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2645) Applied Epic New Features and Future Roadmap (Repeat)
Location: Presidential Ballroom B
Applied Systems Presenter: Sajjad Ahmed – Applied Systems
Applied Systems Presenter: Matt Lane – Applied Systems
Applied Systems Representative: Catherine "Cap" Shertenlieb – Applied Systems
Applied Systems Representative: Mark Scott (he/him/his) – Applied Systems
Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems
Applied Systems Representative: Dana Stasiak – Applied Systems
Applied Systems Representative: John Hartigan (he/him/his) – Applied Systems
Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2674) Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic (Repeat)
Location: Ryman Studio I
Presenter: Marie Habib (she/her/hers) – LMBF Insurance
Presenter: Meagan Hoff – Higginbotham
Presenter: Jenny Honican – Kite Technology Group
Presenter: Donna Whittenburg – Trimble-Batjer an Alera Group Company
Applied Systems Presenter: Jennifer Grayson – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
2:00 PM – 3:00 PM CST
(2517) Roundtable: Digital Brokerage Adoption (Session Facilitated in French) Ronde : Adoption du Courtage Numérique
Location: Bayou A
Applied Systems Presenter: Karine Poirier – Applied Systems
Applied Systems Representative: Jackie Hacala – Applied Systems
Applied Systems Representative: Melissa Sant'Ana (she/her/hers) – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
2:00 PM – 3:00 PM CST
(2611) Attachments in Applied Epic
Location: Governor's Ballroom A
Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
2:00 PM – 3:00 PM CST
(2615) Expert Panel: How Your Peers Use Indio for More Than Just Submissions
Location: Ryman Studio D
Panelist: Brenda M. Lengel, CISR CWCS CeS CBIA – Peoples First Insurance
Panelist: Meagan Hoff – Higginbotham
Panelist: Betsy Cook – NBT Insurance Agency
Applied Systems Moderator: Allison Haag – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2609) Entering Policies in Applied Epic for Efficiency and Reporting
Location: Ryman Ballroom B
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
Personal & Commercial Servicing - General
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2617) Roundtable: Solutions in Applied Epic for the High Net Worth Personal Lines Agency
Location: Bayou A
Presenter: Lesta Jogie – Alliant
Presenter: Christine Orlando – Alliant Private Client
Presenter: Jocelyn Greco (she/her/hers) – Alliant
Applied Systems Representative: Bethany Rockney (she/her/hers) – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2621) Expert Panel: Benefits of Issuing Certificates of Insurance in Applied CSR24
Location: Ryman Ballroom F
Panelist: Casheika C. Moses (she/her/hers) – The Baldwin Group
Panelist: Erika Roys (she/her/hers) – Inszone Insurance Services
Panelist: Betsy Cook – NBT Insurance Agency
Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
Applied Systems Moderator: Paul Warga – Applied Systems
Personal & Commercial Servicing - General
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2641) Expert Panel: The Power and Potential of AI for the Independent Insurance Agency
Location: Governor's Ballroom B
Applied Systems Moderator: Sreekanth Kannepalli – Applied Systems
Applied Systems Panelist: Leandro DalleMule
Applied Systems Panelist: Don Thomas
Applied Systems Representative: Anoop Bargur – Applied Systems
Applied Systems Representative: Saurabh Hooda – Applied Systems
Applied Systems Representative: Charles Frumerie (he/him/his) – Applied Systems
Personal & Commercial Servicing - General
Thursday, Sep 12th
8:15 AM – 9:15 AM CST
(2614) Applied Epic Activities and Tasks
Location: Tennessee Ballroom C
Presenter: Hayley M. Taylor, CIC, CISR (she/her/hers) – CCI, LLC.
Personal & Commercial Servicing - General
Thursday, Sep 12th
8:15 AM – 9:15 AM CST
(2675) Hands-On Lab: Power Up Your Applied Epic Browser User Experience (Repeat)
Location: Ryman Studio F
Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems
Applied Systems Representative: Nick Sindt – Applied Systems
Personal & Commercial Servicing - General
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2521) Transform Your Commercial Lines Application and Renewal Process with Indio (Session Facilitated in French) Transformez votre processus de demande et de renouvellement d'assurance
Location: Ryman Studio D
Applied Systems Presenter: Karine Poirier – Applied Systems
Applied Systems Representative: Jackie Hacala – Applied Systems
Personal & Commercial Servicing - General
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2606) How to Complete a Personal Lines Account Review in Applied Epic
Location: Bayou A
Presenter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance
Personal & Commercial Servicing - General
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2624) A Deep Dive Into Applied Epic Renewals Manager
Location: Governor's Ballroom A
Presenter: Ingrid Smith (she/her/hers) – Assured Partners
Applied Systems Presenter: Jim Zell – Applied Systems
Personal & Commercial Servicing - General