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Monday, Oct 6th
1:00 PM - 2:00 PM PT
(2606) Keep Applied Epic in Your Pocket with Applied Mobile
Location: Orovada Ballroom 5
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
Applied Representative: Alessia Filutze – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Oct 7th
10:45 AM - 11:45 AM PT
(2615) Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service
Location: Joshua 10
Presenter: Courtney Anderson (she/her/hers) – Acrisure LLC
Applied Presenter: Matt Duggan – Applied Systems
Applied Representative: Rebecca Adelizzi – Applied Systems
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
Applied Representative: Tom Ives – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Oct 7th
1:15 PM - 2:15 PM PT
(2607) An Account Manager's Use of Applied Products to Streamline Renewals
Location: Orovada Ballroom 1
Applied Presenter: Jennifer A. Raymond (she/her/hers) – Applied Systems
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
Personal & Commercial Servicing - MobilePersonal & Commercial Servicing - Quoting (US)
Tuesday, Oct 7th
1:15 PM - 2:15 PM PT
(2609) The Basics of Internal Certificate Management in Applied CSR24
Location: Primrose Ballroom 4
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
Applied Representative: Matt Duggan – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Oct 7th
2:45 PM - 3:45 PM PT
(2602) Configurations for a User-Friendly Applied Epic and Applied CSR24
Location: Orovada Ballroom 8
Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services
Applied Representative: Alessia Filutze – Applied Systems
Personal & Commercial Servicing - Mobile
Tuesday, Oct 7th
2:45 PM - 3:45 PM PT
(2608) Transitioning Certificate Processing from Applied Epic to Applied CSR24
Location: Mariposa Ballroom 6
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
Applied Representative: Matt Duggan – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Oct 8th
10:15 AM - 11:15 AM PT
(2603) Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines
Location: Starvine 3
Presenter: Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies
Presenter: Christine Thompson – OTIP Group of Companies
Presenter: Lynn Covey – TRICOR Insurance
Applied Representative: Alessia Filutze – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Oct 8th
10:15 AM - 11:15 AM PT
(2724) Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat)
Location: Joshua 9
Presenter: Courtney Anderson (she/her/hers) – Acrisure LLC
Applied Presenter: Matt Duggan – Applied Systems
Applied Representative: Rebecca Adelizzi – Applied Systems
Applied Representative: Tom Ives – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Oct 8th
12:45 PM - 1:45 PM PT
(2610) Advanced Certificate Processing in Applied CSR24
Location: Orovada Ballroom 5
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
Applied Representative: Rebecca Adelizzi – Applied Systems
Applied Representative: Alessia Filutze – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Oct 8th
2:15 PM - 3:15 PM PT
(2605) What's New and What's Next in Applied CSR24 and Applied Mobile
Location: Orovada Ballroom 8
Applied Presenter: Tom Ives – Applied Systems
Applied Representative: Matt Duggan – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Oct 8th
2:15 PM - 3:15 PM PT
(2613) The Policyholder's Digital Roundtrip in Action
Location: Juniper 4
Applied Presenter: Jennifer A. Raymond (she/her/hers) – Applied Systems
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Oct 8th
2:15 PM - 3:15 PM PT
(2614) Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement
Location: Mariposa Ballroom 8
Panelist: Deb Alt (she/her/hers) – Foundation Risk Partners
Panelist: David Graham (he/him/his) – CH Insurance
Panelist: Becky Lehpamer (she/her/hers) – OneDigital
Panelist: Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies
Applied Moderator: Alessia Filutze – Applied Systems
Applied Representative: Rebecca Adelizzi – Applied Systems
Personal & Commercial Servicing - Mobile
Wednesday, Oct 8th
3:45 PM - 4:45 PM PT
(2612) Hands-On Lab: Certificate Holder Management in Applied CSR24
Location: Joshua 10
Applied Presenter: Rebecca Adelizzi – Applied Systems
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
Applied Representative: Matt Duggan – Applied Systems
Applied Representative: Tom Ives – Applied Systems
Personal & Commercial Servicing - Mobile
Thursday, Oct 9th
8:00 AM - 9:00 AM PT
(2604) Enabling the Named Insured Feature in Applied CSR24
Location: Joshua 5
Presenter: Sarah Fitzhugh (she/her/hers) – Blue Ridge Risk Partners
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
Personal & Commercial Servicing - Mobile
Thursday, Oct 9th
8:00 AM - 9:00 AM PT
(2611) Advanced Certificate Processing in Applied CSR24 (Repeat)
Location: Mariposa Ballroom 6
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
Applied Representative: Rebecca Adelizzi – Applied Systems
Applied Representative: Tom Ives – Applied Systems
Applied Representative: Alessia Filutze – Applied Systems
Personal & Commercial Servicing - Mobile
Thursday, Oct 9th
9:30 AM - 10:30 AM PT
(2723) Hands-On Lab: Certificate Holder Management in Applied CSR24 (Repeat)
Location: Joshua 9
Applied Presenter: Rebecca Adelizzi – Applied Systems
Applied Representative: Matt Duggan – Applied Systems
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
Applied Representative: Alessia Filutze – Applied Systems
Personal & Commercial Servicing - Mobile