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  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2760) Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates
    Location: Chesapeake D
    Applied Presenter: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
    Applied Representative: Patrick Ward (he/him/his) – Applied Systems
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal Lines
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2752) Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic
    Location: Woodrow Wilson D
    Panelist: Suzanne Odell – OneDigital
    Panelist: Deb Welsh – OneDigital
    Panelist: Lisa Hamm – Clyde Paul Agency, Inc.
    Panelist: Laura Syrenne (she/her/hers) – Axis Insurance Managers, Inc
    Applied Moderator: Cristine Sellers (she/her/hers) – Applied Systems, Inc
    Personal Lines
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2754) Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
    Location: Chesapeake 6
    Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
    Applied Representative: Linda Bendele – Applied Systems
    Applied Representative: Brian Polston – Applied Systems
    Personal Lines
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2761) Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights
    Location: Woodrow Wilson B
    Applied Presenter: Linda Bendele – Applied Systems
    Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
    Personal Lines
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2748) Improving Your Agency’s Efficiency and Retention Using Activities
    Location: Anapolis 1
    Presenter: Julie Levine (she/her/hers) – Harry Levine Insurance
    Applied Representative: Linda Bendele – Applied Systems
    Personal Lines
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2759) What's New and What's Next in U.S. Personal Lines
    Location: Maryland C
    Applied Presenter: Rachel Naylor – Applied Systems
    Applied Representative: Ashok Reddy – EZLynx
    Personal Lines
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2763) Expert Panel: Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service - Part 1
    Location: Chesapeake J
    Panelist: Randi Beaudoin – OneDigital
    Panelist: Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services
    Applied Moderator: Maggie Essex (she/her/hers) – Applied Systems
    Panelist: Lynn E. Hudson – Turner Agency, Inc.
    Personal Lines
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2855) What's New and What's Next for Automated Marketing Campaigns in Applied Epic
    Location: National Harbor 11
    Applied Presenter: Naren Singh – Applied Systems
    Core Platform, Automation, and AIPersonal LinesCommercial LinesEmployee Benefits
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2856) First Look: Policy Check and Quote Comparison in Applied Epic
    Location: National Harbor 5
    Applied Presenter: Erin Joubert (she/her/hers) – Applied Systems
    Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
    Core Platform, Automation, and AIPersonal LinesCommercial Lines
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2755) Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
    Location: Chesapeake J
    Applied Presenter: Linda Bendele – Applied Systems
    Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal Lines
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2769) Canadian Personal Lines Power Hour: Peer Roundtable Discussion
    Location: Anapolis 3
    Applied Facilitator: Sarah Caruso (she/her/hers) – Applied Systems Canada
    Personal Lines
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2749) Expert Panel: Download Smarter: Applied Epic Tips, Tools and Q&A
    Location: Maryland A
    Panelist: Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc.
    Panelist: Randi Beaudoin – OneDigital
    Panelist: Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors
    Panelist: Christie Smith (she/her/hers) – OTIP
    Applied Moderator: Kayla Marx (she/her/hers) – Applied Systems
    Personal Lines
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2751) From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation
    Location: Woodrow Wilson B
    Presenter: Angelina Spinelli (she/her/hers) – Hilton Head Insurance & Brokerage
    Presenter: Lauren Albrecht – Hilton Head Insurance & Brokerage
    Applied Representative: Mario Solis – Applied Systems
    Personal Lines
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2838) Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
    Location: Chesapeake G
    Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
    Applied Representative: Linda Bendele – Applied Systems
    Applied Representative: Brian Polston – Applied Systems
    Personal Lines
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2768) Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them
    Location: Anapolis 3
    Applied Facilitator: Sarah Caruso (she/her/hers) – Applied Systems Canada
    Personal Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2764) Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
    Location: Chesapeake 9
    Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
    Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
    Personal Lines
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2765) Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations
    Location: Chesapeake J
    Panelist: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance
    Panelist: Kelly Urban (she/her/hers) – Harry Levine Insurance
    Panelist: Randi Beaudoin – OneDigital
    Panelist: Brian Gleize – Scott Agency Inc / Keystone
    Applied Moderator: Mercy Ruiz (she/her/hers) – Applied Systems
    Personal Lines
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2753) Segmenting Personal Lines Clients in Applied Epic Using Profit Centers
    Location: National Harbor 11
    Presenter: Matthew Wood, CPCU, CPRM, CIC – MetzWood Insurance
    Applied Representative: Jim Zell – Applied Systems
    Personal Lines
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2767) Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24
    Location: Woodrow Wilson B
    Applied Presenter: Micah J. Bean – Applied Systems
    Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
    Personal Lines
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2750) Applied Epic in Action: Mastering Downloads
    Location: National Harbor 11
    Presenter: Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc.
    Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
    Presenter: Sarah Nanos (she/her/hers) – Alliant Insurance Services, Inc
    Presenter: Jeff Lewis (he/him/his) – Nationwide Ins
    Personal Lines
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2758) Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines
    Location: Maryland A
    Applied Presenter: Deidre Kopitonchuk – Applied Systems
    Applied Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems
    Personal Lines
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2756) Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic
    Location: Woodrow Wilson D
    Panelist: Pamela M. Kelly – AXiA Insurance Services Inc.
    Panelist: Kelly Urban (she/her/hers) – Harry Levine Insurance
    Applied Moderator: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
    Personal Lines
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2762) Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance
    Location: Chesapeake 9
    Presenter: Jamie Cox – SIAA/ Agents United
    Applied Presenter: Linda Bendele – Applied Systems
    Personal Lines
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2757) Mastering the Basics of Renewals Manager for Personal Lines
    Location: Chesapeake 9
    Presenter: Ingrid Smith, ANFI, ACSR (she/her/hers) – Authur J Gallagher
    Applied Representative: Mario Solis – Applied Systems
    Personal Lines
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2766) Expert Panel: How Organizations Build a Strong High Net Worth Client Program
    Location: Maryland C
    Panelist: Lisa Hamm – Clyde Paul Agency, Inc.
    Applied Moderator: Patrick Ward (he/him/his) – Applied Systems
    Panelist: Stephanie A. LaChance (she/her/hers) – JMG Insurance Corp
    Panelist: Lynn E. Hudson – Turner Agency, Inc.
    Personal Lines