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Monday, Sep 9th
1:00 PM – 2:00 PM CST
(2512) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Tennessee Ballroom D
Moderator: Jeff Kite – Kite Tech Group
Panelist: Jason Call – Blue Ridge Risk Partners
Panelist: Jason Gobbel – Kite Technology Group
Panelist: Ryan Smith – RLS Consulting
Applied Systems Panelist: Jim Knecht – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Sep 10th
10:30 AM – 11:30 AM CST
(2579) The Basics of Internal Certificate Management in Applied CSR24
Location: Ryman Studio O
Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems
Applied Systems Representative: Linda Bendele – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2581) Hands-On Lab: Advanced Certificate Processing in Applied CSR24
Location: Ryman Studio F
Applied Systems Presenter: Aric Calabrese (he/him/his) – Applied Systems
Applied Systems Presenter: Rebecca Adelizzi – Applied Systems
Applied Systems Representative: Nathan Hoar – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2583) Keep Applied Epic in Your Pocket with Applied Mobile
Location: Ryman Studio O
Presenter: Daniel Horn – Rollo Insurance Group
Applied Systems Presenter: Paul Warga – Applied Systems
Applied Systems Presenter: Tom Ives – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Sep 10th
2:30 PM – 3:30 PM CST
(2582) What's New and What's Next for Applied Mobile and Applied CSR24
Location: Tennessee Ballroom C
Applied Systems Presenter: Tom Ives – Applied Systems
Applied Systems Representative: Nathan Hoar – Applied Systems
Applied Systems Representative: Ephie Risho – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2580) The Latest Applied CSR24 Configuration Tips
Location: Tennessee Ballroom B
Applied Systems Presenter: Rebecca Adelizzi – Applied Systems
Applied Systems Presenter: Matt Duggan – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2584) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Governor's Ballroom B
Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems
Applied Systems Representative: Kayla Marx (she/her/hers) – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2575) Making Your Self-Service Portal and App Attractive to Customers
Location: Ryman Ballroom B
Presenter: Daniel Horn – Rollo Insurance Group
Applied Systems Presenter: Rebecca Adelizzi – Applied Systems
Applied Systems Representative: Matt Duggan – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2585) Expert Panel: Applied Solutions That Can Enhance Your Client Experience
Location: Tennessee Ballroom D
Panelist: Sarah Fitzhugh (she/her/hers) – Blue Ridge Risk Partners
Panelist: Andrea Rogers (she/her/hers) – The Accel Group
Applied Systems Moderator: Maggie Essex (she/her/hers) – Applied Systems
Applied Systems Representative: Ephie Risho – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
2:00 PM – 3:00 PM CST
(2573) Expert Panel: Introducing Applied CSR24 to Employees and Insureds
Location: Tennessee Ballroom D
Panelist: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
Panelist: John Forlivio, II – JMG Insurance
Panelist: Melissa Mallozzi – John M Glover Agency
Panelist: Jackson Rollo – Rollo Insurance
Applied Systems Moderator: Tom Ives – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
2:00 PM – 3:00 PM CST
(2576) Save Time and Money with Improved Holder Management in Applied CSR24
Location: Ryman Studio A
Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems
Applied Systems Representative: Nathan Hoar – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2577) Tips for Onboarding Clients and Staff to Applied CSR24 to Maximize Engagement
Location: Tennessee Ballroom B
Presenter: Daniel Horn – Rollo Insurance Group
Presenter: John Gage – Knight Insurance Group
Applied Systems Representative: Maggie Essex (she/her/hers) – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2578) Hands-On Lab: Extend the Possibilities of Your Self-Service Portal with the Applied CSR24 Form Designer
Location: Ryman Studio F
Applied Systems Presenter: Rebecca Adelizzi – Applied Systems
Applied Systems Representative: Matt Duggan – Applied Systems
Applied Systems Representative: Nathan Hoar – Applied Systems
Applied Systems Representative: Ephie Risho – Applied Systems
Personal & Commercial Servicing - Mobile
Thursday, Sep 12th
8:15 AM – 9:15 AM CST
(2574) Applied Epic Configurations for a User-Friendly Applied CSR24
Location: Bayou A
Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services
Applied Systems Presenter: Rebecca Adelizzi – Applied Systems
Applied Systems Representative: Matt Duggan – Applied Systems
Personal & Commercial Servicing - Mobile
Thursday, Sep 12th
8:15 AM – 9:15 AM CST
(2586) Expert Panel: Ask the Applied CSR24 and Applied Mobile Experts
Location: Tennessee Ballroom D
Applied Systems Moderator: Aric Calabrese (he/him/his) – Applied Systems
Applied Systems Panelist: Tom Ives – Applied Systems
Applied Systems Panelist: Nathan Hoar – Applied Systems
Applied Systems Panelist: Paul Warga – Applied Systems
Personal & Commercial Servicing - Mobile
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2643) Hands-On Lab: Advanced Certificate Processing in Applied CSR24 (Repeat)
Location: Ryman Studio F
Applied Systems Presenter: Aric Calabrese (he/him/his) – Applied Systems
Applied Systems Presenter: Rebecca Adelizzi – Applied Systems
Applied Systems Representative: Nathan Hoar – Applied Systems
Personal & Commercial Servicing - Mobile