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  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2684) Boosting Your Social Presence: How to Build Strong Customer Relationships with Social Media
    Location: Orovada Ballroom 1
    Presenter: Manny Barbosa, Carrier – Liberty Mutual Insurance | Safeco Insurance
    Applied Presenter: Jen Carsen (she/her/hers) – Applied Systems
    Applied Presenter: Snehal Belgaumkar – Applied Systems
    Sales and MarketingBusiness Management
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2595) Expert Panel: Cross-Functional Collaboration Across Your Benefits Team
    Location: Orovada Ballroom 3
    Applied Moderator: Ro Olguin – Applied Systems
    Panelist: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
    Panelist: Michael Seeling – Aparicio, Walker & Seeling inc
    Panelist: Ashley Underwood (she/her/hers) – NBT Insurance Agency, LLC
    Applied Representative: JC Mahan (he/him/his) – Applied Systems
    Employee BenefitsSales and Marketing
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2681) Building a Customer Communication Journey Across Applied Epic and Applied Marketing Automation
    Location: Orovada Ballroom 6
    Presenter: Billie J. Galle – TRICOR Insurance
    Applied Representative: Linda Bendele – Applied Systems
    Sales and Marketing
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2688) Introduction and Overview of Applied Epic for Salesforce
    Location: Orovada Ballroom 8
    Presenter: Joey Bedell – Applied Epic User
    Applied Presenter: Scott Bolens – Applied Systems
    Sales and Marketing
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2690) Introduction and Overview of Applied Marketing Automation
    Location: Orovada Ballroom 5
    Applied Presenter: Jennifer Grayson – Applied Systems
    Applied Representative: Glenn Wharton – Applied Systems
    Sales and Marketing
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2685) Applied Book Builder: Unlock Account Rounding Revenue with AI
    Location: Orovada Ballroom 8
    Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
    Applied Presenter: Shir Shavit – Applied Systems
    Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
    Applied Representative: James Ramsey – Applied Systems
    Applied Representative: Or Steiner
    Sales and Marketing
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2689) Beyond Basics: Advancing Your Marketing Strategy with Automated Content and Campaigns
    Location: Joshua 3
    Applied Presenter: Linda Bendele – Applied Systems
    Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
    Sales and Marketing
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2687) Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder
    Location: Joshua 1
    Applied Presenter: Linda Bendele – Applied Systems
    Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
    Applied Representative: Laura Jermyn – Applied Systems
    Applied Representative: Glenn Wharton – Applied Systems
    Sales and Marketing
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2683) Expert Panel: How to Source and Hire Great Producers
    Location: Mariposa Ballroom 4
    Panelist: Devon Neely (she/her/hers) – The Gibraltar Group - Insurance Services
    Panelist: Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonProfits Insurance Services
    Panelist: Quincy Atwood
    Applied Moderator: Ro Olguin – Applied Systems
    Sales and MarketingBusiness Management
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2686) Integrating Applied Book Builder Into Your Agency Workflows
    Location: Primrose Ballroom 1
    Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
    Applied Presenter: Shir Shavit – Applied Systems
    Applied Representative: Joy Jack – Applied Systems
    Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
    Applied Representative: Or Steiner
    Sales and Marketing
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2682) Using Indio to Drive Renewals and Win New Business
    Location: Orovada Ballroom 6
    Presenter: Erika Roys (she/her/hers) – Inszone Insurance Services
    Applied Representative: Linda Bendele – Applied Systems
    Sales and Marketing
  • 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
    (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
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2693) What's New and What's Next in Sales and Marketing
    Location: Starvine 6
    Applied Presenter: Naren Singh
    Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
    Sales and Marketing
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2694) Driving Producer Workflows with Applied Epic Sales Automation
    Location: Orovada Ballroom 6
    Applied Presenter: Janice Sierra (she/her/hers) – Applied Systems
    Presenter: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
    Applied Representative: Linda Bendele – Applied Systems
    Sales and Marketing
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2742) Expert Panel: Interact with Applied AI Specialists
    Location: Juniper 4
    Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
    Applied Presenter: Don Thomas – Applied Systems
    Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
    Applied Representative: Erica Pickens – Applied Systems
    Applied Moderator: Charles Frumerie (he/him/his) – Applied Systems
    Personal & Commercial Servicing - GeneralSales and MarketingPayments & Accounting
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2727) Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder (Repeat)
    Location: Joshua 9
    Applied Presenter: Linda Bendele – Applied Systems
    Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
    Applied Representative: Laura Jermyn – Applied Systems
    Applied Representative: Glenn Wharton – Applied Systems
    Sales and Marketing
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2691) Expert Panel: Sales and Marketing Automation Best Practices
    Location: Orovada Ballroom 3
    Applied Moderator: Jen Carsen (she/her/hers) – Applied Systems
    Panelist: Didi Leinweber (she/her/hers) – Leonard Adams Insurance, Inc.
    Panelist: Angelina Spinelli (she/her/hers) – Hilton Head Insurance & Brokerage
    Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
    Sales and Marketing
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2692) Beyond the Quote: Mastering Sales in a Digital Era
    Location: Joshua 5
    Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
    Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
    Sales and Marketing
  • 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