Skip to main content
Applied Net 2025 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

  1. Home

  • 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
    (2559) Applied Epic New Features and Future Roadmap (Repeat)
    Location: Juniper 1
    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
  • 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 (Repeat)
    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: 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 (Repeat)
    Location: Joshua 1
    Applied Presenter: Jordan Trapp (she/her/hers) – Applied Systems
    Presenter: Jonathon Garcia Rosales
    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: Juniper 2
    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
    (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 (she/her/hers) – Alliant Insurance Services, Inc.
    Applied Representative: Micah J. Bean – Applied Systems
    Personal & Commercial Servicing - General
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2553) Unlock Applied Epic's Interface Potential: Optimizing Company Interface Configuration
    Location: Orovada Ballroom 8
    Presenter: Amy Boudinot (she/her/hers) – HomeServices Insurance
    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
    (2578) Optimizing Renewals Manager
    Location: Primrose Ballroom 3
    Presenter: Ingrid Smith (she/her/hers) – AssuredPartners
    Applied Representative: Laura Jermyn – 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
    (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: Jonathon Garcia Rosales
    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 Moderator: Charles Frumerie (he/him/his) – Applied Systems
    Applied Panelist: Guy Brahms (he/him/his) – Applied Systems (Planck)
    Applied Panelist: Amanda Recchia (she/her/hers) – Applied Systems
    Applied Panelist: Don Thomas – Applied Systems
    Applied Representative: Erica Pickens – 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
    (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
    (2582) CANCELLED: Workflow Wizardry: Mastering Activities and Tasks in Applied Epic
    Location: Primrose Ballroom 1
    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 6
    Applied Presenter: Karine Poirier – Applied Systems
    Applied Representative: Jackie Hacala – Applied Systems
    Personal & Commercial Servicing - General