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  • Monday, Sep 9th
    1:00 PM – 2:00 PM CST
    (2632) Making the Applied Epic Marketing Module Work for You
    Location: Ryman Studio D
    Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
    Presenter: Kathryn E. Lerch – Darr Schackow Insurance Agency
    Presenter: Melissa Mallozzi – John M Glover Agency
    Applied Systems Representative: Linda Bendele – Applied Systems
    Sales and Marketing
  • Tuesday, Sep 10th
    10:30 AM – 11:30 AM CST
    (2629) Getting Acquainted with Applied Marketing Automation
    Location: Ryman Ballroom F
    Applied Systems Presenter: Lisa Muvich (she/her/hers) – Applied Systems
    Applied Systems Presenter: Jen Carsen (she/her/hers) – Applied Systems
    Sales and Marketing
  • Tuesday, Sep 10th
    1:00 PM – 2:00 PM CST
    (2628) Introduction and Overview of Applied Epic for Salesforce
    Location: Ryman Ballroom E
    Applied Systems Presenter: Arshig Mesdjian (she/her/hers) – Applied Systems
    Applied Systems Presenter: Bo Brown – Applied Systems
    Applied Systems Presenter: Victoria Weise (she/her/hers) – Applied Systems
    Sales and Marketing
  • Tuesday, Sep 10th
    1:00 PM – 2:00 PM CST
    (2630) Employing Wellness Programs to Boost Employee Retention and Productivity While Reducing Costs
    Location: Canal E
    Applied Systems Presenter: Jen Carsen (she/her/hers) – Applied Systems
    Applied Systems Presenter: Lisa Muvich (she/her/hers) – Applied Systems
    Sales and Marketing
  • Tuesday, Sep 10th
    2:30 PM – 3:30 PM CST
    (2627) Maximizing Applied Marketing Automation in the First 90 Days
    Location: Governor's Ballroom B
    Applied Systems Representative: Lisa Muvich (she/her/hers) – Applied Systems
    Applied Systems Presenter: Linda Bendele – Applied Systems
    Sales and Marketing
  • Tuesday, Sep 10th
    2:30 PM – 3:30 PM CST
    (2636) Maximize Your Digital Footprint to Drive Small Commercial Business Growth
    Location: Ryman Studio L
    Presenter: Stacie L. Cooper – Liberty Mutual Insurance | Safeco Insurance
    Applied Systems Representative: Jami Ortegren (she/her/hers) – Applied Systems
    Sales and Marketing
  • Wednesday, Sep 11th
    10:00 AM – 11:00 AM CST
    (2631) Conquer with Clicks: Simple Drip Campaign Tactics That Drive Results
    Location: Ryman Ballroom F
    Presenter: Tess Pergande (she/her/hers) – Bravera Insurance, Inc.
    Applied Systems Representative: Jen Carsen (she/her/hers) – Applied Systems
    Applied Systems Presenter: Lisa Muvich (she/her/hers) – Applied Systems
    Sales and Marketing
  • Wednesday, Sep 11th
    11:30 AM – 12:30 PM CST
    (2633) Using Marketing Options Within Applied Epic Reports
    Location: Ryman Studio A
    Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
    Presenter: Melissa Mallozzi – John M Glover Agency
    Presenter: Kathryn E. Lerch – Darr Schackow Insurance Agency
    Applied Systems Representative: Linda Bendele – Applied Systems
    Sales and Marketing
  • Wednesday, Sep 11th
    11:30 AM – 12:30 PM CST
    (2639) Your Agency's 360-Degree Digital Footprint
    Location: Canal E
    Presenter: David M. Graham (he/him/his) – CH Insurance
    Applied Systems Representative: Leah Golden (she/her/hers) – Applied Systems
    Sales and Marketing
  • Wednesday, Sep 11th
    2:00 PM – 3:00 PM CST
    (2634) Hands-On Lab: How to Target the Right Leads with List Criteria
    Location: Ryman Studio I
    Presenter: Tess Pergande (she/her/hers) – Bravera Insurance, Inc.
    Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
    Applied Systems Presenter: Linda Bendele – Applied Systems
    Applied Systems Representative: Jennifer Grayson – Applied Systems
    Sales and Marketing
  • Wednesday, Sep 11th
    3:15 PM – 4:15 PM CST
    (2642) Expert Panel: Sales and Marketing Automation Best Practices
    Location: Presidential Ballroom D
    Applied Systems Moderator: Jen Carsen (she/her/hers) – Applied Systems
    Applied Systems Moderator: Lisa Muvich (she/her/hers) – Applied Systems
    Panelist: Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services
    Panelist: Billie Jo Galle – TRICOR Insurance
    Panelist: Jerry Nicklow (he/him/his) – Huff Insurance
    Sales and Marketing
  • Thursday, Sep 12th
    8:15 AM – 9:15 AM CST
    (2638) Unlocking the Power of Digital in Your Agency
    Location: Governor's Ballroom B
    Presenter: Stacie L. Cooper – Liberty Mutual Insurance | Safeco Insurance
    Presenter: Shannon Chatman (she/her/hers) – Liberty Mutual / Safeco Insurance
    Applied Systems Representative: Lisa Muvich (she/her/hers) – Applied Systems
    Applied Systems Representative: Jen Carsen (she/her/hers) – Applied Systems
    Sales and Marketing
  • Thursday, Sep 12th
    9:45 AM – 10:45 AM CST
    (2637) How to Attract and Retain the Next Generation of Insurance Consumers
    Location: Presidential Ballroom D
    Presenter: Shannon Chatman (she/her/hers) – Liberty Mutual / Safeco Insurance
    Applied Systems Representative: Jen Carsen (she/her/hers) – Applied Systems
    Sales and Marketing
  • Thursday, Sep 12th
    9:45 AM – 10:45 AM CST
    (2670) Hands-On Lab: How to Target the Right Leads with List Criteria (Repeat)
    Location: Ryman Studio I
    Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
    Presenter: Tess Pergande (she/her/hers) – Bravera Insurance, Inc.
    Applied Systems Presenter: Linda Bendele – Applied Systems
    Applied Systems Representative: Jennifer Grayson – Applied Systems
    Applied Systems Representative: Lisa Muvich (she/her/hers) – Applied Systems
    Sales and Marketing