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  • 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
    (2622) Reusable Utilities in Applied Epic
    Location: Orovada Ballroom 4
    Presenter: Kevin Sindelar – Acrisure LLC
    Reporting, Dashboards, and Data Analytics
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2629) Expert Panel: Agencies’ Success Stories Using Epic Dashboards
    Location: Juniper 4
    Panelist: Lisa Anthofer – Skogman Insurance
    Panelist: Jason Hoeppner – NavSav
    Panelist: Jackeline Short – Holden & Company Insurance
    Panelist: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
    Applied Moderator: Shir Shavit – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2639) Auditing Employees Using Applied Epic Reports
    Location: Juniper 2
    Presenter: Natalie J. Thompson – The Harbin Agency
    Applied Representative: James Ramsey – Applied Systems
    Reporting, Dashboards, and Data AnalyticsBusiness Management
  • 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
    (2617) Applied API Suite: Use Case Spotlight
    Location: Orovada Ballroom 4
    Applied Presenter: Frank Smith – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2618) Getting the Most Out of the Book of Business Import Tool in Applied Epic
    Location: Joshua 8
    Presenter: Kevin Sindelar – Acrisure LLC
    Applied Representative: Michell Skaare (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2633) Epic Dashboards Overview
    Location: Juniper 1
    Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
    Applied Representative: Shir Shavit – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2634) Expert Panel: Strategies for Maintaining and Managing Data Quality
    Location: Juniper 4
    Panelist: Amy Boudinot
    Panelist: Jason Hoeppner – NavSav
    Panelist: Dana Krebs – Hylant
    Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
    Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2616) Applied API Suite: Roadmap to Innovation
    Location: Starvine 6
    Applied Presenter: Sreekanth Kannepalli – Applied Systems
    Applied Presenter: Sajjad Ahmed – Applied Systems
    Applied Representative: Frank Smith – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2637) Introduction to Accounting Reports
    Location: Joshua 8
    Applied Presenter: Ro Olguin – Applied Systems
    Applied Representative: Laura Jermyn – Applied Systems
    Reporting, Dashboards, and Data AnalyticsPayments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2638) Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards
    Location: Juniper 4
    Applied Moderator: Joy Jack – Applied Systems
    Panelist: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency
    Panelist: Jennifer Gill – WSR Insurance Services
    Panelist: Mitchell Reatini – BHS Insurance
    Panelist: Erinn Smith (she/her/hers) – Carroll Insurance Agency
    Reporting, Dashboards, and Data AnalyticsBusiness Management
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2621) Getting Started with Applied Data Lake and Google Cloud
    Location: Joshua 3
    Presenter: Kevin Sindelar – Acrisure LLC
    Applied Presenter: Garrett Gupton – Applied Systems
    Applied Representative: Adaeze Ajoku – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2626) Epic Dashboards for Department Managers and Account Managers
    Location: Juniper 1
    Applied Presenter: Allison Haag – Applied Systems
    Applied Representative: Shir Shavit – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2630) Getting Started with Epic Dashboards Asset Builder
    Location: Primrose Ballroom 4
    Applied Presenter: James Ramsey – Applied Systems
    Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2619) Insights Into Current and Future Offerings for Applied Data Lake
    Location: Orovada Ballroom 4
    Applied Presenter: Laura Amedeo – Applied Systems
    Applied Representative: Adaeze Ajoku – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2631) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
    Location: Joshua 10
    Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
    Applied Representative: Jim Zell – Applied Systems
    Applied Representative: Su Potti – Applied Systems
    Applied Representative: Allison Haag – Applied Systems
    Applied Representative: James Ramsey – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2620) Expert Panel: Connecting Applied Data Lake to Business Outcomes
    Location: Mariposa Ballroom 8
    Applied Moderator: Garrett Gupton – Applied Systems
    Panelist: Andre Costa – American Global
    Panelist: Christopher J. Hichborn – American Global LLC
    Panelist: Pramod Misra (he/him/his) – Snellings Walters Insurance Agency
    Applied Representative: Adaeze Ajoku – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2624) Epic Dashboards for Accountants
    Location: Juniper 1
    Applied Presenter: Jim Zell – Applied Systems
    Applied Representative: Joy Jack – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2625) Epic Dashboards for Sales Managers and Producers
    Location: Primrose Ballroom 3
    Applied Presenter: James Ramsey – Applied Systems
    Applied Representative: Shir Shavit – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2627) Epic Dashboards Roadmap
    Location: Juniper 4
    Applied Presenter: Sreekanth Kannepalli – Applied Systems
    Applied Representative: Su Potti – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2632) Hands-On Lab: Advanced Epic Dashboards Asset Builder
    Location: Joshua 9
    Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
    Applied Representative: Jim Zell – Applied Systems
    Applied Representative: Allison Haag – Applied Systems
    Applied Representative: Su Potti – Applied Systems
    Applied Representative: James Ramsey – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2635) Tactical Strategies for Data Excellence in Applied Epic
    Location: Primrose Ballroom 3
    Presenter: Lauren Calhoun (she/her/hers) – Heffernan Insurance Brokers
    Presenter: Kelly Sprague (she/her/hers) – Heffernan Group
    Applied Representative: Joy Jack – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2640) Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation
    Location: Primrose Ballroom 1
    Presenter: Aaron C. Glass (he/him/his) – Glenwood Insurance
    Applied Representative: Ro Olguin – Applied Systems
    Reporting, Dashboards, and Data AnalyticsPayments & Accounting
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2695) Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts
    Location: Joshua 10
    Applied Presenter: Linda Bendele – Applied Systems
    Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
    Sales and MarketingReporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2623) Epic Dashboards for Principals and IT/Operations Staff
    Location: Primrose Ballroom 1
    Applied Presenter: Jim Zell – Applied Systems
    Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2628) Epic Dashboards Tips and Tricks
    Location: Juniper 1
    Applied Presenter: Allison Haag – Applied Systems
    Applied Presenter: James Ramsey – Applied Systems
    Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2636) An Agency's Journey on Data Quality and Transformation
    Location: Juniper 2
    Presenter: Katie Dugan – Hylant
    Presenter: Debbie Fischer – Hylant
    Presenter: Sondra Stein – Hylant
    Presenter: Britton Witter (she/her/hers) – Hylant
    Applied Representative: Joy Jack – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2643) Using Marketing Options Within Applied Epic Reports
    Location: Orovada Ballroom 8
    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: Glenn Wharton – Applied Systems
    Reporting, Dashboards, and Data AnalyticsSales and Marketing
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2600) Transforming Benefits Data Into Actionable Intelligence
    Location: Primrose Ballroom 4
    Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
    Applied Presenter: JC Mahan (he/him/his) – Applied Systems
    Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
    Employee BenefitsReporting, Dashboards, and Data Analytics
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2641) Employee Productivity Scorecard: Data-Driven Impact
    Location: Orovada Ballroom 4
    Presenter: Elliot Targum (he/him/his) – Dwight Rudd Insurance
    Presenter: Jordan Lindley (he/him/his) – Dwight Rudd Insurance
    Reporting, Dashboards, and Data Analytics
  • 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
    (2725) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
    Location: Joshua 1
    Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
    Applied Representative: Jim Zell – Applied Systems
    Applied Representative: Su Potti – Applied Systems
    Applied Representative: Allison Haag – Applied Systems
    Applied Representative: James Ramsey – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2728) Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (Repeat)
    Location: Joshua 10
    Applied Presenter: Linda Bendele – Applied Systems
    Applied Representative: Abby Larson (she/her/hers) – Applied Systems
    Sales and MarketingReporting, Dashboards, and Data Analytics