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  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2511) Beyond the Basics: Exploring Indio’s Lesser-Known Features
    Location: Orovada Ballroom 3
    Applied Presenter: Steve So – Applied Systems
    Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
    Personal & Commercial Servicing - Quoting (US)
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2521) Using Epic Dashboards to Enhance Master Marketing Submissions
    Location: Juniper 1
    Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
    Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - Quoting (US)Reporting, Dashboards, and Data Analytics
  • 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
    (2517) Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines
    Location: Joshua 1
    Applied Presenter: Alessia Filutze – Applied Systems
    Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
    Applied Representative: Ryan Lapp – Ivans
    Applied Representative: Maggie Mulligan – Applied Systems
    Personal & Commercial Servicing - Quoting (US)
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2743) Streamlining Agency-Carrier Book Transfer Collaboration with Ivans Bookroll
    Location: Joshua 5
    Applied Representative: Heather Prabish (she/her/hers) – Ivans
    Presenter: Erin Cummings – Norfolk & Dedham
    Presenter: Kendra Logie – Deland, Gibson Insurance Associates, Inc.
    Personal & Commercial Servicing - Quoting (US)
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2515) Expert Panel: Agency and Carrier Experiences Using Comparative Raters for Small Commercial Business
    Location: Mariposa Ballroom 8
    Applied Moderator: Ryan Lapp – Ivans
    Panelist: Brian D. Bartosh – Spire America Holdings, Inc.
    Panelist: Amanda M. Edlin (she/her/hers) – Sterling G Thompson Co
    Panelist: Tatum Fish – Chubb
    Panelist: Scott Weer – Weer Insurance Group
    Applied Representative: Maggie Mulligan – Applied Systems
    Personal & Commercial Servicing - Quoting (US)
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2520) Hands-On Lab: How to Set Your Team Up for Success with Epic Quotes Personal Lines
    Location: Joshua 10
    Applied Presenter: Jennifer Grayson – Applied Systems
    Applied Representative: Rachel Naylor – Applied Systems
    Personal & Commercial Servicing - Quoting (US)
  • 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
    2:45 PM - 3:45 PM PT
    (2518) How to Effectively Use Tarmika
    Location: Starvine 6
    Applied Presenter: Maggie Mulligan – Applied Systems
    Applied Representative: Ryan Lapp – Ivans
    Personal & Commercial Servicing - Quoting (US)
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2523) Expert Panel: How Agencies Use Epic Quotes to Win Personal Lines Business
    Location: Mariposa Ballroom 8
    Applied Moderator: Jennifer Grayson – Applied Systems
    Panelist: Lynn Covey – TRICOR Insurance
    Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
    Panelist: Katie Hermreck – Elliott Group
    Panelist: Britney Grutkowski – Stockman Insurance
    Personal & Commercial Servicing - Quoting (US)
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2525) Expert Panel: Ask the Indio Experts
    Location: Starvine 3
    Applied Moderator: Chase Diwik – Applied Systems
    Panelist: Jessica Attebury (she/her/hers) – Acrisure LLC
    Panelist: Jillian Rouleau (she/her/hers) – Acrisure, LLC
    Panelist: Becky Lehpamer (she/her/hers) – OneDigital
    Panelist: Jackeline Short – Holden & Company Insurance
    Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
    Applied Representative: Steve So – Applied Systems
    Personal & Commercial Servicing - Quoting (US)
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2744) Digitizing Commercial Risk Appetite Communication Between Agencies and Carriers
    Location: Orovada Ballroom 6
    Applied Presenter: Katy Joseph – Ivans
    Applied Presenter: Sarah MacKinnon (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - Quoting (US)
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2516) Managing Commercial Lines Renewals Across Applied Products
    Location: Juniper 1
    Applied Presenter: Heather Rahman – Applied Systems
    Applied Representative: Chase Diwik – Applied Systems
    Applied Representative: Ryan Lapp – Ivans
    Personal & Commercial Servicing - Quoting (US)
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2513) Indio and Applied Epic: Bringing the Systems Closer Together
    Location: Orovada Ballroom 1
    Applied Presenter: Michael J. Bruns – Connected Commercial Lines & Indio
    Applied Representative: Chase Diwik – Applied Systems
    Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - Quoting (US)
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2514) What's New and What's Next in Personal Lines Rating
    Location: Joshua 8
    Applied Presenter: Rachel Naylor – Applied Systems
    Applied Representative: Ashok Reddy – Applied Systems
    Applied Representative: Steve Jentzsch (he/him/his) – EZLynx
    Personal & Commercial Servicing - Quoting (US)
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2519) Unlocking Insights: Commercial Lines Carrier Submissions Discussion
    Location: Primrose Ballroom 6
    Applied Presenter: Michael J. Bruns – Connected Commercial Lines & Indio
    Applied Presenter: Chase Diwik – Applied Systems
    Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
    Applied Representative: Ryan Lapp – Ivans
    Applied Representative: Michael Rabinowitz – EZLynx
    Applied Representative: Ephie Risho (he/him/his) – Applied Systems
    Applied Representative: Andrew Shapiro
    Personal & Commercial Servicing - Quoting (US)
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2720) Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat)
    Location: Joshua 1
    Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
    Applied Representative: Ryan Lapp – Ivans
    Applied Presenter: Alessia Filutze – Applied Systems
    Applied Representative: Maggie Mulligan – Applied Systems
    Personal & Commercial Servicing - Quoting (US)
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2522) Becoming More Efficient with Applied Epic Master Marketing Submissions
    Location: Joshua 3
    Applied Presenter: Micah J. Bean – Applied Systems
    Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - Quoting (US)