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Business Management

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2450) Creating Accountability Workbooks for Your Team

Location: Tennessee Ballroom C

Presenter: Kerrie L. Koestner (she/her/hers) – FBinsure

Business Management

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2454) Creating a Learning Environment That Fosters Diversity, Inclusion and Belonging

Location: Ryman Studio L

Presenter: Mel Garbutt, MBA – Acrisure

Business Management

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2451) How to Lead Your Employees Through an Acquisition

Location: Canal E

Presenter: Jeff Searles, CIC – Highstreet Insurance & Financial Services

Business Management

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2461) Inclusive Workplace: Creating ERGs and Councils

Location: Canal A

Applied Systems Presenter: Tarra Seawright (she/her/hers) – Applied Systems

Applied Systems Presenter: Marissa Rutkowski (she/her/hers) – Applied Systems

Presenter: Aaisha Hamid (she/her/hers) – Alliant Insurance Services

Applied Systems Presenter: Michelle Hebert (she/her/hers) – Applied Systems

Business Management

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2458) Leveraging Best Practices to Maximize Agency Valuation

Location: Bayou C

Presenter: Harrison Brooks – Reagan Consulting

Business Management

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2455) Roundtable: Applied Epic Training: New Hires and Agency Conversions

Location: Bayou A

Presenter: Heather Brown – The Liberty Company Insurance Brokers

Applied Systems Moderator: Debbie Kurd (she/her/hers) – Applied Systems

Business Management

Tuesday, Sep 10th

2:40 PM – 3:20 PM CST

(2459) Live Recording: On Point Podcast with Guest Taylor Rhodes

Location: Bayou C

Presenter: Peter van Aartrijk – Aartrijk

Business Management

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2452) Roundtable: Tools to Help Your Small Agency Get More Done with Less

Location: Bayou A

Presenter: Natalie J. Thompson – The Harbin Agency

Business Management

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2460) The P&C Distribution Landscape

Location: Bayou C

Presenter: Mark Breading – ReSource Pro

Business Management

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2463) Neurodiversity in the Workplace - Working with Our Neurodiverse Colleagues and Clients

Location: Tennessee Ballroom C

Applied Systems Presenter: Janice Sierra (she/her/hers) – Applied Systems

Business Management

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2448) Expert Panel: Creating a Training Program for Your Team

Location: Bayou E

Panelist: Andrea Nix (she/her/hers) – Box Insurance Agency

Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services

Panelist: Allyson Brisebois (she/her/hers) – Acera Insurance Services Ltd.

Panelist: Casheika C. Moses (she/her/hers) – The Baldwin Group

Panelist: Kelsie Hoehne – TRICOR Insurance

Applied Systems Moderator: Debbie Kurd (she/her/hers) – Applied Systems

Business Management

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2464) Expert Panel: Thriving in Uncertainty: Emerging Threats and Hidden Opportunities

Location: Ryman Studio P

Moderator: Jeff Kite – Kite Tech Group

Panelist: Justin Goodman – Total CSR

Panelist: Jordan Katz – Comulate

Panelist: Sean Darwish – Inteveo EcoLink LLC

Business Management

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2446) Expert Panel: Best Practices to Maximize the Annual Review Process

Location: Ryman Studio P

Applied Systems Moderator: Ann Marie Colehour – Applied Systems

Panelist: Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC

Panelist: Jacki M. Fraggis – Arthur J Gallagher Risk Mgmt Services

Panelist: Kim Schumacher – Tricor LLC

Business Management

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2453) Expert Panel: Creating and Integrating Support for Applied Products at Large Organizations

Location: Governor's Ballroom C

Applied Systems Moderator: Chris Borgmeyer – Applied Systems

Panelist: Valerie Stratton, CISR (she/her/hers) – Applied Systems

Panelist: Marie Habib (she/her/hers) – LMBF Insurance

Panelist: Jason Hoeppner – NavSav

Panelist: Laura Pomeroy – Wedgwood Insurance

Business Management

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2447) How to Create a Bonus Structure to Motivate Your Team

Location: Bayou E

Presenter: Kerrie L. Koestner (she/her/hers) – FBinsure

Presenter: Rebecca Jones – Union City Insurance

Business Management

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2456) Crafting the Employee Experience for New Industry and M&A Hires

Location: Presidential Ballroom D

Presenter: Lynn Covey – TRICOR Insurance

Presenter: Kelsie Hoehne – TRICOR Insurance

Business Management

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2457) Microsoft 365: One Cloud, Endless Possibilities

Location: Ryman Studio L

Presenter: Adam Atwell – Kite Technology Group

Business Management

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2462) Expert Panel: Parenting a Child with Disabilities

Location: Ryman Studio P

Applied Systems Moderator: Marissa Rutkowski (she/her/hers) – Applied Systems

Panelist: Ryan Smith – RLS Consulting

Applied Systems Panelist: Raghav Tanna – Applied Systems

Applied Systems Panelist: Jamie Taylor – Applied Systems

Business Management

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2449) How to Break Away from a Traditional Account Manager Role and Create a More Efficient Service Model

Location: Presidential Ballroom B

Presenter: Kerrie L. Koestner (she/her/hers) – FBinsure

Business Management

Employee Benefits

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2405) Integrating with Employee Navigator to Complete the Quote-to-Enrollment Benefits Lifecycle

Location: Ryman Ballroom B

Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems

Applied Systems Representative: Dan Morrill (he/him/his) – Applied Systems

Employee Benefits

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2413) Expert Panel: Easing Employee Benefits Team Transitions with Applied Epic

Location: Ryman Studio P

Applied Systems Moderator: Janice Sierra (she/her/hers) – Applied Systems

Panelist: Ashley Bentham (she/her/hers) – Cowan Insurance Group

Panelist: Kaye Peloquin (she/her/hers) – EHD Insurance

Panelist: Joe DiPirro – Connor & Gallagher OneSource

Applied Systems Representative: Tom Lind – Applied Systems

Employee Benefits

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2410) ABCs of Applied Benefits Designer

Location: Ryman Studio A

Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems

Applied Systems Representative: Dan Morrill (he/him/his) – Applied Systems

Employee Benefits

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2414) Sharing Applied Epic Between Your Benefits and P&C Business

Location: Ryman Ballroom F

Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems

Applied Systems Presenter: Tom Lind – Applied Systems

Applied Systems Presenter: Larry Klutzke CPA – Applied Systems

Presenter: Kat Boehl (she/her/hers) – Patriot Growth Insurance Services

Employee Benefits

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2406) What’s New and What’s Next in Applied Benefits Solutions

Location: Ryman Ballroom B

Applied Systems Presenter: Tom Lind – Applied Systems

Applied Systems Presenter: Dan Morrill (he/him/his) – Applied Systems

Applied Systems Presenter: Toolkia Kashyap (she/her/hers) – Applied Systems

Applied Systems Representative: Nick Sindt – Applied Systems

Employee Benefits

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2411) Expert Panel: Best Practices for U.S. Agencies Managing Employee Benefits in Applied Epic

Location: Ryman Studio P

Panelist: Kara Roeder – The Accel Group, LLC

Panelist: Melissa A. Schultz (she/her/hers) – Hausmann Group

Panelist: Jordan Smith – The Hartwell Corporation

Applied Systems Moderator: JC Mahan (he/him/his) – Applied Systems

Applied Systems Representative: Tom Lind – Applied Systems

Employee Benefits

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2412) Best Practices for Canadian Brokerages Managing Group Benefits in Applied Epic

Location: Ryman Studio L

Presenter: Ashley Bentham (she/her/hers) – Cowan Insurance Group

Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems

Applied Systems Representative: Rose Plewa (she/her/hers) – Applied Systems

Employee Benefits

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2402) Delighting Your Benefits Clients with Applied Marketing Automation Email Campaigns

Location: Ryman Studio O

Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.

Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems

Applied Systems Representative: Janice Sierra (she/her/hers) – Applied Systems

Employee Benefits

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2409) Shifting Commission Accountability to Producers

Location: Ryman Ballroom C

Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems

Applied Systems Representative: JC Mahan (he/him/his) – Applied Systems

Employee Benefits

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2400) Whether to Package or Not Package Benefits Policies

Location: Ryman Studio L

Presenter: Melissa A. Schultz (she/her/hers) – Hausmann Group

Applied Systems Presenter: JC Mahan (he/him/his) – Applied Systems

Applied Systems Representative: Tom Lind – Applied Systems

Employee Benefits

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2404) Hands-On Lab: Building New Applied Epic Benefits Forms from Scratch

Location: Ryman Studio J

Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems

Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems

Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems

Applied Systems Representative: Nick Sindt – Applied Systems

Applied Systems Representative: Jennifer Smith – Applied Systems

Applied Systems Representative: Michael Cronin (he/him/his) – Applied Systems

Employee Benefits

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2401) Supporting an Employee Benefits Compliance Workflow with Applied Epic

Location: Ryman Studio A

Presenter: Jessica J. Watts (she/her/hers) – Frost Insurance Agency, Inc.

Presenter: Alyssa Morgan (she/her/hers) – Frost Insurance Agency, Inc.

Applied Systems Representative: JC Mahan (he/him/his) – Applied Systems

Presenter: Samantha Smith (she/her/hers) – Frost Insurance Agency, Inc.

Employee Benefits

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2403) Consulting with Applied Benefit Designer

Location: Ryman Ballroom B

Applied Systems Presenter: JC Mahan (he/him/his) – Applied Systems

Applied Systems Representative: Dan Morrill (he/him/his) – Applied Systems

Employee Benefits

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2408) Managing Value-Added Employee Benefits Services in Applied Epic

Location: Ryman Studio A

Presenter: Rebecca S. Wilson (she/her/hers) – Blue Ridge Risk Partners

Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems

Employee Benefits

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2407) Expert Panel: Ask Applied Your Employee Benefits Questions

Location: Ryman Studio P

Applied Systems Moderator: Tom Lind – Applied Systems

Applied Systems Panelist: Burt Tower (he/him/his) – Applied Systems

Applied Systems Panelist: Dan Morrill (he/him/his) – Applied Systems

Applied Systems Panelist: JC Mahan (he/him/his) – Applied Systems

Employee Benefits

EZLynx

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2529) EZLynx: Winning New Personal Lines Business

Location: Canal A

Applied Systems Presenter: Shilpy Gupta (he/him/his) – EZLynx

Applied Systems Representative: Ashok Reddy – Applied Systems

Applied Systems Representative: Ryan Beukema – EZLynx

EZLynx

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2532) EZLynx: The Basic Ins and Outs of Accounting

Location: Canal C

Applied Systems Presenter: Brandon Tompkins – Applied Systems

Applied Systems Representative: Cecily Blandford – Applied Systems

EZLynx

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2541) EZLynx Keynote

Location: Presidential Ballroom D

Applied Systems Presenter: Michael Streit – Applied Systems

Applied Systems Presenter: Brenna Johnson – EZLynx

Applied Systems Presenter: Ryan Beukema – EZLynx

EZLynx

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2523) EZLynx: Establishing Your Commercial Lines Business – Part 1

Location: Canal A

Presenter: Jake N. Ferrara – StreetSmart Insurance

Applied Systems Presenter: Michael Rabinowitz – EZLynx

Applied Systems Representative: Janie Turner, CIC, CISR, ACSR – EZLynx

EZLynx

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2533) EZLynx: Taking Your Accounting Experience to the Next Level

Location: Canal C

Applied Systems Representative: Brandon Tompkins – Applied Systems

Applied Systems Presenter: Cecily Blandford – Applied Systems

EZLynx

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2543) EZLynx Hands-On Lab: Everything You Want to Know About Automation Center

Location: Ryman Studio J

Presenter: Beaux Pilgrim (he/him/his) – Reed Insurance

Applied Systems Presenter: Shilpy Gupta (he/him/his) – EZLynx

Applied Systems Representative: Vijay Rengarajan – Applied Systems

EZLynx

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2527) EZLynx: How to Handle Your Renewals in the Hard Market

Location: Canal A

Applied Systems Presenter: Michael Rabinowitz – EZLynx

Applied Systems Presenter: Mike Spano – Applied Systems

Applied Systems Representative: Awad Alnawayseh – EZLynx

EZLynx

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2528) EZLynx: Make Online Self-Service a Core Strength of Your Agency

Location: Canal C

Applied Systems Presenter: Wajahat Khan (he/him/his) – EZLynx

Applied Systems Representative: Vijay Rengarajan – Applied Systems

EZLynx

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2536) EZLynx: Keeping Track of Agency Health

Location: Canal E

Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC

Applied Systems Presenter: Mel R. Alsabrook (she/they) – EZLynx

Applied Systems Representative: Aaron Rainey – Applied Systems

EZLynx

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2524) EZLynx: Winning New Commercial Lines Business – Part 2

Location: Canal A

Panelist: Jake N. Ferrara – StreetSmart Insurance

Applied Systems Presenter: Janie Turner, CIC, CISR, ACSR – EZLynx

Applied Systems Representative: Michael Rabinowitz – EZLynx

EZLynx

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2538) EZLynx Hands-On Lab: Get More Done with AI

Location: Ryman Studio J

Applied Systems Presenter: Wajahat Khan (he/him/his) – EZLynx

Applied Systems Representative: Anoop Bargur – Applied Systems

Applied Systems Representative: Zach Thoenen – EZLynx

EZLynx

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2545) EZLynx: Processing Commissions

Location: Canal C

Presenter: Beaux Pilgrim (he/him/his) – Reed Insurance

Applied Systems Presenter: Cecily Blandford – Applied Systems

Applied Systems Representative: Brandon Tompkins – Applied Systems

EZLynx

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2531) EZLynx: Supercharge Your Agency’s Internal Collaboration

Location: Canal A

Applied Systems Presenter: Cortney Wade (she/her/hers) – EZLynx

Applied Systems Representative: Michael Rabinowitz – EZLynx

Applied Systems Representative: Wajahat Khan (he/him/his) – EZLynx

EZLynx

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2537) EZLynx Hands-On Lab: Building a Custom Reporting Dashboard to Better Analyze Your Data

Location: Ryman Studio J

Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC

Applied Systems Presenter: Mel R. Alsabrook (she/they) – EZLynx

Applied Systems Representative: Aaron Rainey – Applied Systems

EZLynx

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2542) EZLynx: Getting Started with Your Agency's Client Portal

Location: Canal C

Panelist: Carlo Ferrara – StreetSmart Insurance

Applied Systems Presenter: Shrey Trivedi (he/him/his) – EZLynx

Applied Systems Representative: Vijay Rengarajan – Applied Systems

EZLynx

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2525) EZLynx: Keeping Your Commercial Lines Clients Serviced – Part 3

Location: Canal C

Panelist: Carlo Ferrara – StreetSmart Insurance

Applied Systems Presenter: Janie Turner, CIC, CISR, ACSR – EZLynx

Applied Systems Representative: Michael Rabinowitz – EZLynx

EZLynx

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2534) EZLynx: How to Stay Connected with Your Customer in the Digital Age – Part 1

Location: Canal E

Applied Systems Presenter: Anoop Bargur – Applied Systems

Applied Systems Representative: Awad Alnawayseh – EZLynx

EZLynx

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2547) EZLynx: Managing Your Personal Lines Servicing to be a Trusted Agent

Location: Canal A

Applied Systems Presenter: Shilpy Gupta (he/him/his) – EZLynx

Applied Systems Representative: Ryan Beukema – EZLynx

Applied Systems Representative: Ashok Reddy – Applied Systems

EZLynx

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2540) EZLynx: Customer Feedback Roundtable

Location: Canal A, C, E

Applied Systems Presenter: Ryan Beukema – EZLynx

Applied Systems Representative: Zach Thoenen – EZLynx

Applied Systems Representative: Chrisanne Daniel (she/her/hers) – EZLynx

EZLynx

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2535) EZLynx: How to Stay Connected with Your Customer in the Digital Age – Part 2

Location: Canal C

Panelist: Carlo Ferrara – StreetSmart Insurance

Applied Systems Presenter: Wajahat Khan (he/him/his) – EZLynx

Applied Systems Representative: Anoop Bargur – Applied Systems

EZLynx

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2544) EZLynx: Using Your Customer Portal as a One-Stop Shop for Customer Payments

Location: Canal A

Applied Systems Presenter: Cecily Blandford – Applied Systems

Applied Systems Representative: Brandon Tompkins – Applied Systems

EZLynx

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2546) EZLynx Hands-On Lab: Unveiling the New Personal Lines Interactive Proposals

Location: Ryman Studio J

Applied Systems Presenter: Shrey Trivedi (he/him/his) – EZLynx

Applied Systems Representative: Ryan Beukema – EZLynx

Applied Systems Representative: Ashok Reddy – Applied Systems

EZLynx

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2526) EZLynx: Commercial Lines Remarketing and Renewal Strategies – Part 4

Location: Canal C

Applied Systems Presenter: Janie Turner, CIC, CISR, ACSR – EZLynx

Applied Systems Representative: Michael Rabinowitz – EZLynx

EZLynx

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2530) EZLynx: How to Automate Customer Service

Location: Canal E

Applied Systems Presenter: Brandon Tompkins – Applied Systems

Applied Systems Representative: Shrey Trivedi (he/him/his) – EZLynx

Applied Systems Representative: Vijay Rengarajan – Applied Systems

EZLynx

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2539) EZLynx: Win More Business with an Effective CRM

Location: Canal A

Applied Systems Presenter: Cortney Wade (she/her/hers) – EZLynx

Applied Systems Representative: Wajahat Khan (he/him/his) – EZLynx

Applied Systems Representative: Ryan Beukema – EZLynx

EZLynx

Insurer Connectivity

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2426) Applied Epic Configuration Roundtable

Location: Bayou A

Presenter: Virginia Boulant – Wrangler Insurance

Presenter: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency

Applied Systems Representative: Barbie Porter – Applied Systems

Applied Systems Representative: Robyn Orndorf – Ivans

Insurer Connectivity

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2427) How to Use Download in Your EZLynx Workflows

Location: Canal E

Applied Systems Presenter: Michael Rabinowitz – EZLynx

Applied Systems Presenter: Nicole Leibee – EZLynx

Insurer Connectivity

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2421) Hands-On Lab: Ivans 101

Location: Ryman Studio J

Applied Systems Presenter: Cal Durland, CPCU – Ivans

Applied Systems Representative: Robyn Orndorf – Ivans

Applied Systems Representative: Heather Prabish (she/her/hers) – Ivans

Applied Systems Representative: Bela Campello – Applied Systems

Insurer Connectivity

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2422) Expert Panel: Download Best Practices After an Acquisition

Location: Governor's Ballroom C

Applied Systems Moderator: Beverly Anderson (she/her/hers) – Applied Systems

Panelist: Shaun T. Lopez – Highstreet Insurance Partners

Panelist: Jessica Mulder – Perspective Insurance

Panelist: Carmela Whaley – Highstreet insurance & Financial Services

Applied Systems Representative: Debbie Kurd (she/her/hers) – Applied Systems

Insurer Connectivity

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2432) Configuring Download in Applied Epic

Location: Presidential Ballroom C

Applied Systems Presenter: Marshall Ford – Applied Systems

Insurer Connectivity

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2418) Download 101: What It Is and How It Works

Location: Governor's Ballroom B

Presenter: Jacki M. Fraggis – Arthur J Gallagher Risk Mgmt Services

Applied Systems Presenter: Scott Ingram – Applied Systems

Applied Systems Representative: Barbie Porter – Applied Systems

Insurer Connectivity

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2415) Applied Epic Download Suspense Assignment Tips and Tricks

Location: Bayou E

Presenter: Tamie J. Weydert (she/her/hers) – TRICOR, LLC

Applied Systems Presenter: Beverly Anderson (she/her/hers) – Applied Systems

Insurer Connectivity

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2424) Ivans Exchange – Past, Present and Future

Location: Ryman Ballroom E

Applied Systems Presenter: Heather Prabish (she/her/hers) – Ivans

Insurer Connectivity

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2416) Expert Panel: Applied Epic Download Tips

Location: Governor's Ballroom C

Applied Systems Moderator: Beverly Anderson (she/her/hers) – Applied Systems

Panelist: Lisa M. Sheely – Acrisure LLC

Panelist: Kelley Herrin – Jack Bradley Agency

Panelist: Christie Smith (she/her/hers) – OTIP Group of Companies

Applied Systems Representative: Joy Jack – Applied Systems

Insurer Connectivity

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2417) Peer Insights on Adopting Commercial Lines Download

Location: Bayou C

Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD

Applied Systems Representative: Marshall Ford – Applied Systems

Insurer Connectivity

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2419) Expert Panel: Applied Epic Download Tips for Large Agencies

Location: Governor's Ballroom C

Panelist: Deb Alt – Foundation Risk Partners

Panelist: Theresa M. Pilmer (she/her/hers) – Hylant

Panelist: Lori Hand (she/her/hers) – Liberty Company Insurance Brokers LLC

Panelist: Melissa Lukas (she/her/hers) – OTIP Group of Companies

Applied Systems Moderator: Beverly Anderson (she/her/hers) – Applied Systems

Applied Systems Representative: Allison Haag – Applied Systems

Insurer Connectivity

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2666) Hands-On Lab: Ivans 101 (Repeat)

Location: Ryman Studio F

Applied Systems Presenter: Cal Durland, CPCU – Ivans

Applied Systems Representative: Robyn Orndorf – Ivans

Applied Systems Representative: Heather Prabish (she/her/hers) – Ivans

Applied Systems Representative: Bela Campello – Applied Systems

Insurer Connectivity

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2425) Expert Panel: Better Book Consolidations and Transfers

Location: Ryman Studio D

Applied Systems Moderator: Heather Prabish (she/her/hers) – Ivans

Panelist: Christina Long (she/her/hers) – Gallagher

Panelist: John P. Thomas – Liberty Mutual

Insurer Connectivity

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2428) Deep Dive Into Download Configurations in Applied Epic

Location: Ryman Studio P

Presenter: Jacki M. Fraggis – Arthur J Gallagher Risk Mgmt Services

Applied Systems Representative: Marshall Ford – Applied Systems

Applied Systems Representative: Scott Ingram – Applied Systems

Insurer Connectivity

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2420) Taking Your Download Usage to the Next Level

Location: Ryman Studio D

Applied Systems Presenter: Barbie Porter – Applied Systems

Insurer Connectivity

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2429) Boost Your Customer Service by Using Download in EZLynx

Location: Canal E

Applied Systems Presenter: Michael Rabinowitz – EZLynx

Applied Systems Presenter: Nicole Leibee – EZLynx

Insurer Connectivity

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2430) Moving Beyond Policy Download

Location: Bayou C

Applied Systems Presenter: Cal Durland, CPCU – Ivans

Applied Systems Presenter: Brian Marable – Ivans

Insurer Connectivity

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2423) Maximizing Efficiency Using Commercial Lines Download

Location: Presidential Ballroom C

Applied Systems Presenter: Barbie Porter – Applied Systems

Insurer Connectivity

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2431) Roundtable: Ask the Applied Epic Interface Team

Location: Tennessee Ballroom C

Applied Systems Presenter: Scott Ingram – Applied Systems

Applied Systems Representative: Nick Sindt – Applied Systems

Applied Systems Presenter: Paul Warga – Applied Systems

Insurer Connectivity

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2433) Configuring Download in Applied Epic (Repeat)

Location: Governor's Ballroom C

Applied Systems Presenter: Marshall Ford – Applied Systems

Insurer Connectivity

Ivans Connect

Sunday, Sep 8th

5:00 PM – 7:00 PM CST

Ivans Connect Welcome Reception (additional registration required)

Location: Waters Edge

Ivans Connect

Monday, Sep 9th

9:00 AM – 9:45 AM CST

Ivans Connect: Keynote Address

Location: Presidential Ballroom D

Ivans Connect

Monday, Sep 9th

9:45 AM – 10:15 AM CST

Ivans Connect: Product Update

Location: Presidential Ballroom D

Ivans Connect

Monday, Sep 9th

10:30 AM – 11:30 AM CST

Ivans Connect: The Rise of Generative AI Solutions in Insurance

Location: Presidential Ballroom D

Ivans Connect

Monday, Sep 9th

11:30 AM – 11:45 AM CST

Ivans Connect: Client Spotlights

Location: Presidential Ballroom D

Ivans Connect

Monday, Sep 9th

11:45 AM – 12:00 PM CST

Ivans Connect: Ivans Spark Awards Ceremony

Location: Presidential Ballroom D

Ivans Connect

Monday, Sep 9th

1:00 PM – 2:00 PM CST

Ivans Connect: Peer Insights on Getting Staff Onboard with Tech Adoption Breakout

Location: Presidential Ballroom D

Ivans Connect

Monday, Sep 9th

1:00 PM – 2:00 PM CST

Ivans Connect: Revolutionizing Commercial Insurance Breakout

Location: Presidential Ballroom B

Ivans Connect

Monday, Sep 9th

2:15 PM – 3:15 PM CST

Ivans Connect: Agent’s Council for Technology Roundtable

Location: Presidential Ballroom B

Ivans Connect

Monday, Sep 9th

3:15 PM – 3:30 PM CST

Ivans Connect: Meet Ivans

Location: Presidential Ballroom D

Ivans Connect

Learning Lounge

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

Learning Lounge - Accountants & Finance Personnel

Location: Presidential Lobby

Learning Lounge Facilitator: Jennifer Raymond – Hotaling Insurance Services

Learning Lounge Facilitator: Samantha Wilson – Sterling Thompson Company

Learning Lounge

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

Learning Lounge - HR Managers

Location: Ryman Hall Foyer

Learning Lounge Facilitator: Heather Parsons (she/her/hers) – The Insurance Market

Learning Lounge

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

Learning Lounge – Owners/Principals

Location: Bayou/Canal Overlook

Learning Lounge Facilitator: Dominic Piccirillo

Learning Lounge

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

Learning Lounge - Employee Benefits Brokers

Location: Ryman Hall Foyer

Learning Lounge Facilitator: Kaye Peloquin (she/her/hers) – EHD Insurance

Learning Lounge Facilitator: Ashley Underwood

Learning Lounge Facilitator: Meghan Sommers (she/her/hers) – Morris & Garritano Insurance

Learning Lounge

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

Learning Lounge - Large Organizations

Location: Presidential Lobby

Learning Lounge Facilitator: Samantha Smith (she/her/hers) – Frost Insurance Agency, Inc.

Learning Lounge Facilitator: Cortney DeCaires (she/her/hers) – Morris & Garritano Insurance

Learning Lounge Facilitator: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency

Learning Lounge

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

Learning Lounge - Small Organizations

Location: Bayou/Canal Overlook

Learning Lounge Facilitator: Natalie J. Thompson – The Harbin Agency

Learning Lounge

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

Learning Lounge - Canadian Brokers

Location: Ryman Hall Foyer

Learning Lounge Facilitator: Melissa Lukas (she/her/hers) – OTIP Group of Companies

Learning Lounge Facilitator: Jessica Traynor – PLATFORM Insurance Management Inc.

Learning Lounge Facilitator: Joshua Lapointe (he/him/his) – Huestis Insurance Group

Learning Lounge Facilitator: Ashley Tompkins – OTIP Group of Companies

Learning Lounge

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

Learning Lounge - Client Facing Services - Personal Lines

Location: Presidential Lobby

Learning Lounge Facilitator: Kathryn E. Lerch – Darr Schackow Insurance Agency

Learning Lounge

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

Learning Lounge - EZLynx Users

Location: Bayou/Canal Overlook

Learning Lounge Facilitator: Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC

Learning Lounge Facilitator: Carlo Ferrara – StreetSmart Insurance

Learning Lounge Facilitator: Ben Lyman – Western Insurance Associates

Learning Lounge Facilitator: Mandi Braun – Western Insurance Associates

Learning Lounge Facilitator: Drew Hodgson

Learning Lounge

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

Learning Lounge - Client Facing Services - Commercial Lines

Location: Presidential Lobby

Learning Lounge Facilitator: Jayne Bahneman

Learning Lounge

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

Learning Lounge - IT/Operations Managers

Location: Bayou/Canal Overlook

Learning Lounge Facilitator: Jennifer Raymond – Hotaling Insurance Services

Learning Lounge

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

Learning Lounge - Marketing Managers/Specialists

Location: Ryman Hall Foyer

Learning Lounge Facilitator: Donna Whittenburg – Trimble-Batjer an Alera Group Company

Learning Lounge

Payments and Accounting

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2552) How to Understand If Your Financials Are in Balance

Location: Ryman Studio P

Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting

Payments and Accounting

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2565) Policy Premium Fields: What Can They Tell You?

Location: Ryman Ballroom F

Applied Systems Presenter: Susan A. Weiner (she/her/hers) – Applied Systems

Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2548) Agency Billing in Applied Epic – Part 1

Location: Tennessee Ballroom B

Presenter: Kellie Halfpap – Kite Technology Group

Presenter: Lauren Roberts – Kite Technology Group

Payments and Accounting

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2553) Roundtable: Applied Epic Accounting Chat

Location: Bayou A

Presenter: Josh Delekta (he/him/his) – IAAB

Presenter: Brenda DiCarlo (she/her/hers) – IAAB

Applied Systems Representative: John Hartigan (he/him/his) – Applied Systems

Applied Systems Representative: Danielle Graefnitz – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2560) Applied Pay Roadmap

Location: Governor's Ballroom B

Applied Systems Presenter: Amy Dermody – Applied Systems

Applied Systems Presenter: Nash Qadri (he/him/his) – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2549) Agency Billing in Applied Epic – Part 2

Location: Tennessee Ballroom B

Presenter: Kellie Halfpap – Kite Technology Group

Presenter: Lauren Roberts – Kite Technology Group

Payments and Accounting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2555) Roundtable: Communicating and Correcting Errors Affecting Applied Epic Accounting

Location: Bayou A

Presenter: Tracy L. Peaker (she/her/hers) – Forth Insurance, LLC

Applied Systems Representative: Kayla Marx (she/her/hers) – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2558) Expert Panel: Month-End Is More than Just Generating Journal Entries

Location: Ryman Studio P

Panelist: Jon Lumbra – The Dowd Agencies

Panelist: Janelle Medinger – Cornerstone Insurance Group

Panelist: Stephanie Sims – Legacy Risk Solutions, LLC

Applied Systems Moderator: Susan A. Weiner (she/her/hers) – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2571) Automating the Premium Finance Process with Applied Pay and AFCO Direct

Location: Ryman Ballroom B

Applied Systems Presenter: Chase Petrey – Applied Systems

Presenter: Tom Marien – AFCO Direct

Applied Systems Representative: Nash Qadri (he/him/his) – Applied Systems

Applied Systems Representative: Danielle Graefnitz – Applied Systems

Applied Systems Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay

Payments and Accounting

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2564) Balancing Dollars and Sense: Exploring General Ledger Budget Tools in Applied Epic

Location: Ryman Studio A

Applied Systems Presenter: Chris Pakeltis – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2567) Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices and Statements

Location: Ryman Studio F

Applied Systems Presenter: Dave Younker – Applied Systems

Applied Systems Representative: John Hartigan (he/him/his) – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2569) Expert Panel: What Agencies Think About Applied Pay

Location: Governor's Ballroom C

Panelist: Samantha Stubblefield – Wilkinson Insurance Agency

Panelist: Kelly Scheib – Commercial Insurance Associates, LLC

Panelist: Kelly Sprague (she/her/hers) – Heffernan Group

Panelist: Shannon Brown (she/her/hers) – Snellings Walters Insurance Agency

Applied Systems Moderator: Dave Stevens (he/him/his) – Applied Systems

Applied Systems Representative: Danielle Graefnitz – Applied Systems

Payments and Accounting

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2647) Automating the Premium Finance Process with Applied Pay and First Insurance Funding

Location: Ryman Ballroom C

Applied Systems Presenter: Chase Petrey – Applied Systems

Presenter: Christina Beck – FIRST Insurance Funding

Presenter: Justin Berry

Presenter: Nolan Steenberg – FIRST Insurance Funding

Applied Systems Representative: Nash Qadri (he/him/his) – Applied Systems

Applied Systems Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay

Payments and Accounting

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2550) Cleaning Up and Balancing Premium Payables in Applied Epic

Location: Governor's Ballroom A

Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation

Payments and Accounting

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2568) Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle

Location: Ryman Studio F

Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems

Applied Systems Representative: Danielle Graefnitz – Applied Systems

Applied Systems Representative: Amy Dermody – Applied Systems

Payments and Accounting

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2570) Why Applied Pay Is the Right Digital Payments Platform for You

Location: Ryman Studio A

Applied Systems Presenter: Dave Stevens (he/him/his) – Applied Systems

Applied Systems Presenter: Chase Petrey – Applied Systems

Applied Systems Representative: Jessica Damron (she/her/hers) – Applied Systems

Payments and Accounting

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2559) Producer Commissions Agreements: Setup, Use, and Updates

Location: Governor's Ballroom A

Applied Systems Presenter: Susan A. Weiner (she/her/hers) – Applied Systems

Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems

Payments and Accounting

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2646) Automating the Premium Finance Process with Applied Pay and Imperial PFS

Location: Ryman Studio L

Applied Systems Presenter: Chase Petrey – Applied Systems

Presenter: Gary Korte (he/him/his) – Imperial PFS

Presenter: Brian Fugure – Imperial PFS

Applied Systems Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay

Applied Systems Representative: Danielle Graefnitz – Applied Systems

Applied Systems Representative: Nash Qadri (he/him/his) – Applied Systems

Payments and Accounting

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2563) Expert Panel: Get Answers to Your Questions About Receipts Accounting

Location: Tennessee Ballroom D

Panelist: Tracy L. Peaker (she/her/hers) – Forth Insurance, LLC

Panelist: Stephanie Sims – Legacy Risk Solutions, LLC

Panelist: Samantha Wilson – Sterling Thompson Company

Panelist: Douglas Cortinas – DGC Accounting Consulting Inc

Applied Systems Moderator: Kayla Marx (she/her/hers) – Applied Systems

Payments and Accounting

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2572) Direct Bill Cash on Account: Let Applied Epic Post Your Commissions Income

Location: Ryman Studio L

Applied Systems Presenter: Allison Haag – Applied Systems

Applied Systems Representative: Ro Olguin – Applied Systems

Payments and Accounting

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2667) Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices, and Statements (Repeat)

Location: Ryman Studio J

Applied Systems Presenter: Dave Younker – Applied Systems

Payments and Accounting

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2557) How Your Role Impacts Accounting

Location: Governor's Ballroom A

Presenter: Ingrid Smith (she/her/hers) – Assured Partners

Payments and Accounting

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2562) Save Time with Accounting-Based Import Templates

Location: Ryman Ballroom F

Applied Systems Presenter: Dave Younker – Applied Systems

Applied Systems Representative: Chris Pakeltis – Applied Systems

Payments and Accounting

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2668) Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle (Repeat)

Location: Ryman Studio I

Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems

Applied Systems Representative: Amy Dermody – Applied Systems

Applied Systems Representative: Danielle Graefnitz – Applied Systems

Applied Systems Representative: Dave Stevens (he/him/his) – Applied Systems

Payments and Accounting

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2551) Understanding Month-End Journal Entry and How Applied Epic Moves Your Money

Location: Ryman Studio L

Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting

Payments and Accounting

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2554) Expert Panel: What Your Applied Epic Financials Tell You About Your Agency

Location: Tennessee Ballroom D

Panelist: Tracy L. Peaker (she/her/hers) – Forth Insurance, LLC

Panelist: Aaron C. Glass (he/him/his) – SIAA - Glenwood Insurance

Panelist: Samantha Wilson – Sterling Thompson Company

Applied Systems Moderator: Ro Olguin – Applied Systems

Payments and Accounting

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2556) Unlocking the Power of Applied Epic to Streamline Accounting Workflows

Location: Ryman Ballroom F

Applied Systems Presenter: Chris Pakeltis – Applied Systems

Payments and Accounting

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2561) Journal Entries: Internal Controls for Entry, Review and Approval

Location: Ryman Ballroom B

Applied Systems Presenter: Larry Klutzke CPA – Applied Systems

Payments and Accounting

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2566) Exploring Transaction Codes: Are Your Transactions Performing As Expected?

Location: Ryman Studio O

Applied Systems Presenter: Dave Younker – Applied Systems

Payments and Accounting

Personal & Commercial Servicing - General

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2607) A Front Office User's Guide to Understanding the Applied Epic Transaction Screen

Location: Ryman Ballroom C

Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.

Personal & Commercial Servicing - General

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2610) Client Contracts in Applied Epic

Location: Ryman Studio A

Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.

Applied Systems Representative: Jennifer Grayson – Applied Systems

Presenter: Jennifer Greve – Alliant Insurance

Personal & Commercial Servicing - General

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2623) Automate and Integrate: How to Save Time with Renewal Review

Location: Tennessee Ballroom B

Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems

Personal & Commercial Servicing - General

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2520) Epic Dashboards Orientation (Session Facilitated in French) Orientation sur les tableaux de bord Epic

Location: Ryman Studio D

Applied Systems Presenter: Jackie Hacala – Applied Systems

Applied Systems Representative: Karine Poirier – Applied Systems

Personal & Commercial Servicing - General

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2622) Applied Epic New Features and Future Roadmap

Location: Presidential Ballroom B

Applied Systems Presenter: Sajjad Ahmed – Applied Systems

Applied Systems Presenter: Matt Lane – Applied Systems

Applied Systems Representative: Catherine "Cap" Shertenlieb – Applied Systems

Applied Systems Representative: Mark Scott (he/him/his) – Applied Systems

Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems

Applied Systems Representative: Dana Stasiak – Applied Systems

Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems

Personal & Commercial Servicing - General

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2613) Expert Panel: Renewals Manager and Activities Maintenance

Location: Governor's Ballroom C

Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.

Panelist: Rebecca Jones – Union City Insurance

Panelist: Ingrid Smith (she/her/hers) – Assured Partners

Applied Systems Moderator: Jim Zell – Applied Systems

Personal & Commercial Servicing - General

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2620) Hands-On Lab: Power Up Your Applied Epic Browser User Experience

Location: Ryman Studio I

Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems

Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems

Applied Systems Representative: Nick Sindt – Applied Systems

Applied Systems Representative: Dana Stasiak – Applied Systems

Personal & Commercial Servicing - General

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2619) Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic

Location: Ryman Studio I

Presenter: Meagan Hoff – Higginbotham

Presenter: Marie Habib (she/her/hers) – LMBF Insurance

Presenter: Jenny Honican – Kite Technology Group

Presenter: Donna Whittenburg – Trimble-Batjer an Alera Group Company

Applied Systems Presenter: Jennifer Grayson – Applied Systems

Personal & Commercial Servicing - General

Tuesday, Sep 10th

2:45 PM – 4:00 PM CST

(2516) Canadian Marketplace Session

Location: Presidential Ballroom C

Applied Systems Presenter: Steve Whitelaw – Applied Systems

Applied Systems Presenter: William Ma – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2519) Getting the Most Out of Applied Epic (Session Facilitated in French) Tirer le Meilleur Parti d’Applied Epic

Location: Ryman Studio D

Applied Systems Presenter: Karine Poirier – Applied Systems

Applied Systems Representative: Jackie Hacala – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2612) Expert Panel: How Your Peers Moved Their Agency to the Renewals Manager

Location: Tennessee Ballroom D

Panelist: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD

Panelist: Lisa Anthofer – Skogman Insurance

Panelist: Hayley M. Taylor, CIC, CISR (she/her/hers) – CCI, LLC.

Applied Systems Moderator: Jennifer Grayson – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2640) Introducing the Applied AI Lab

Location: Presidential Ballroom B

Applied Systems Presenter: Sreekanth Kannepalli – Applied Systems

Applied Systems Presenter: Vijay Rengarajan – Applied Systems

Applied Systems Representative: Saurabh Hooda – Applied Systems

Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems

Applied Systems Representative: Charles Frumerie (he/him/his) – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2518) Get to Know the Applied CSR24 Self-Service Portal and App (Session Facilitated in French) Apprenez à connaître le portail et l'application libre-service Applied CSR24

Location: Ryman Studio D

Applied Systems Presenter: Jackie Hacala – Applied Systems

Applied Systems Representative: Karine Poirier – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2608) Applied Epic Tips and Tricks – Servicing

Location: Presidential Ballroom D

Presenter: Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency

Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting

Personal & Commercial Servicing - General

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2616) Roundtable: Handling Small Business Policies Efficiently and Profitably

Location: Bayou A

Presenter: Tricia Spencer – Clark Insurance

Presenter: Brenda M. Lengel, CISR CWCS CeS CBIA – Peoples First Insurance

Presenter: Kristin Baker – Rollo Insurance Group Inc.

Applied Systems Moderator: Joy Jack – Applied Systems

Applied Systems Representative: Bethany Rockney (she/her/hers) – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2645) Applied Epic New Features and Future Roadmap (Repeat)

Location: Presidential Ballroom B

Applied Systems Presenter: Sajjad Ahmed – Applied Systems

Applied Systems Presenter: Matt Lane – Applied Systems

Applied Systems Representative: Catherine "Cap" Shertenlieb – Applied Systems

Applied Systems Representative: Mark Scott (he/him/his) – Applied Systems

Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems

Applied Systems Representative: Dana Stasiak – Applied Systems

Applied Systems Representative: John Hartigan (he/him/his) – Applied Systems

Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2674) Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic (Repeat)

Location: Ryman Studio I

Presenter: Marie Habib (she/her/hers) – LMBF Insurance

Presenter: Meagan Hoff – Higginbotham

Presenter: Jenny Honican – Kite Technology Group

Presenter: Donna Whittenburg – Trimble-Batjer an Alera Group Company

Applied Systems Presenter: Jennifer Grayson – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2517) Roundtable: Digital Brokerage Adoption (Session Facilitated in French) Ronde : Adoption du Courtage Numérique

Location: Bayou A

Applied Systems Presenter: Karine Poirier – Applied Systems

Applied Systems Representative: Jackie Hacala – Applied Systems

Applied Systems Representative: Melissa Sant'Ana (she/her/hers) – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2611) Attachments in Applied Epic

Location: Governor's Ballroom A

Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD

Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2615) Expert Panel: How Your Peers Use Indio for More Than Just Submissions

Location: Ryman Studio D

Panelist: Brenda M. Lengel, CISR CWCS CeS CBIA – Peoples First Insurance

Panelist: Meagan Hoff – Higginbotham

Panelist: Betsy Cook – NBT Insurance Agency

Applied Systems Moderator: Allison Haag – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2609) Entering Policies in Applied Epic for Efficiency and Reporting

Location: Ryman Ballroom B

Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.

Personal & Commercial Servicing - General

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2617) Roundtable: Solutions in Applied Epic for the High Net Worth Personal Lines Agency

Location: Bayou A

Presenter: Lesta Jogie – Alliant

Presenter: Christine Orlando – Alliant Private Client

Presenter: Jocelyn Greco (she/her/hers) – Alliant

Applied Systems Representative: Bethany Rockney (she/her/hers) – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2621) Expert Panel: Benefits of Issuing Certificates of Insurance in Applied CSR24

Location: Ryman Ballroom F

Panelist: Casheika C. Moses (she/her/hers) – The Baldwin Group

Panelist: Erika Roys (she/her/hers) – Inszone Insurance Services

Panelist: Betsy Cook – NBT Insurance Agency

Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems

Applied Systems Moderator: Paul Warga – Applied Systems

Personal & Commercial Servicing - General

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2641) Expert Panel: The Power and Potential of AI for the Independent Insurance Agency

Location: Governor's Ballroom B

Applied Systems Moderator: Sreekanth Kannepalli – Applied Systems

Applied Systems Panelist: Leandro DalleMule

Applied Systems Panelist: Don Thomas

Applied Systems Representative: Anoop Bargur – Applied Systems

Applied Systems Representative: Saurabh Hooda – Applied Systems

Applied Systems Representative: Charles Frumerie (he/him/his) – Applied Systems

Personal & Commercial Servicing - General

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2614) Applied Epic Activities and Tasks

Location: Tennessee Ballroom C

Presenter: Hayley M. Taylor, CIC, CISR (she/her/hers) – CCI, LLC.

Personal & Commercial Servicing - General

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2675) Hands-On Lab: Power Up Your Applied Epic Browser User Experience (Repeat)

Location: Ryman Studio F

Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems

Applied Systems Representative: Amanda Recchia (she/her/hers) – Applied Systems

Applied Systems Representative: Nick Sindt – Applied Systems

Personal & Commercial Servicing - General

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2521) Transform Your Commercial Lines Application and Renewal Process with Indio (Session Facilitated in French) Transformez votre processus de demande et de renouvellement d'assurance

Location: Ryman Studio D

Applied Systems Presenter: Karine Poirier – Applied Systems

Applied Systems Representative: Jackie Hacala – Applied Systems

Personal & Commercial Servicing - General

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2606) How to Complete a Personal Lines Account Review in Applied Epic

Location: Bayou A

Presenter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance

Personal & Commercial Servicing - General

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2624) A Deep Dive Into Applied Epic Renewals Manager

Location: Governor's Ballroom A

Presenter: Ingrid Smith (she/her/hers) – Assured Partners

Applied Systems Presenter: Jim Zell – Applied Systems

Personal & Commercial Servicing - General

Personal & Commercial Servicing - Mobile

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2512) Expert Panel: Emerging Technology Trends for the Modern Agency

Location: Tennessee Ballroom D

Moderator: Jeff Kite – Kite Tech Group

Panelist: Jason Call – Blue Ridge Risk Partners

Panelist: Jason Gobbel – Kite Technology Group

Panelist: Ryan Smith – RLS Consulting

Applied Systems Panelist: Jim Knecht – Applied Systems

Personal & Commercial Servicing - Mobile

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2579) The Basics of Internal Certificate Management in Applied CSR24

Location: Ryman Studio O

Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems

Applied Systems Representative: Linda Bendele – Applied Systems

Personal & Commercial Servicing - Mobile

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2581) Hands-On Lab: Advanced Certificate Processing in Applied CSR24

Location: Ryman Studio F

Applied Systems Presenter: Aric Calabrese (he/him/his) – Applied Systems

Applied Systems Presenter: Rebecca Adelizzi – Applied Systems

Applied Systems Representative: Nathan Hoar – Applied Systems

Personal & Commercial Servicing - Mobile

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2583) Keep Applied Epic in Your Pocket with Applied Mobile

Location: Ryman Studio O

Presenter: Daniel Horn – Rollo Insurance Group

Applied Systems Presenter: Paul Warga – Applied Systems

Applied Systems Presenter: Tom Ives – Applied Systems

Personal & Commercial Servicing - Mobile

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2582) What's New and What's Next for Applied Mobile and Applied CSR24

Location: Tennessee Ballroom C

Applied Systems Presenter: Tom Ives – Applied Systems

Applied Systems Representative: Nathan Hoar – Applied Systems

Applied Systems Representative: Ephie Risho – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2580) The Latest Applied CSR24 Configuration Tips

Location: Tennessee Ballroom B

Applied Systems Presenter: Rebecca Adelizzi – Applied Systems

Applied Systems Presenter: Matt Duggan – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2584) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile

Location: Governor's Ballroom B

Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.

Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems

Applied Systems Representative: Kayla Marx (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2575) Making Your Self-Service Portal and App Attractive to Customers

Location: Ryman Ballroom B

Presenter: Daniel Horn – Rollo Insurance Group

Applied Systems Presenter: Rebecca Adelizzi – Applied Systems

Applied Systems Representative: Matt Duggan – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2585) Expert Panel: Applied Solutions That Can Enhance Your Client Experience

Location: Tennessee Ballroom D

Panelist: Sarah Fitzhugh (she/her/hers) – Blue Ridge Risk Partners

Panelist: Andrea Rogers (she/her/hers) – The Accel Group

Applied Systems Moderator: Maggie Essex (she/her/hers) – Applied Systems

Applied Systems Representative: Ephie Risho – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2573) Expert Panel: Introducing Applied CSR24 to Employees and Insureds

Location: Tennessee Ballroom D

Panelist: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group

Panelist: John Forlivio, II – JMG Insurance

Panelist: Melissa Mallozzi – John M Glover Agency

Panelist: Jackson Rollo – Rollo Insurance

Applied Systems Moderator: Tom Ives – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2576) Save Time and Money with Improved Holder Management in Applied CSR24

Location: Ryman Studio A

Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems

Applied Systems Representative: Nathan Hoar – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2577) Tips for Onboarding Clients and Staff to Applied CSR24 to Maximize Engagement

Location: Tennessee Ballroom B

Presenter: Daniel Horn – Rollo Insurance Group

Presenter: John Gage – Knight Insurance Group

Applied Systems Representative: Maggie Essex (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Mobile

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2578) Hands-On Lab: Extend the Possibilities of Your Self-Service Portal with the Applied CSR24 Form Designer

Location: Ryman Studio F

Applied Systems Presenter: Rebecca Adelizzi – Applied Systems

Applied Systems Representative: Matt Duggan – Applied Systems

Applied Systems Representative: Nathan Hoar – Applied Systems

Applied Systems Representative: Ephie Risho – Applied Systems

Personal & Commercial Servicing - Mobile

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2574) Applied Epic Configurations for a User-Friendly Applied CSR24

Location: Bayou A

Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services

Applied Systems Presenter: Rebecca Adelizzi – Applied Systems

Applied Systems Representative: Matt Duggan – Applied Systems

Personal & Commercial Servicing - Mobile

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2586) Expert Panel: Ask the Applied CSR24 and Applied Mobile Experts

Location: Tennessee Ballroom D

Applied Systems Moderator: Aric Calabrese (he/him/his) – Applied Systems

Applied Systems Panelist: Tom Ives – Applied Systems

Applied Systems Panelist: Nathan Hoar – Applied Systems

Applied Systems Panelist: Paul Warga – Applied Systems

Personal & Commercial Servicing - Mobile

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2643) Hands-On Lab: Advanced Certificate Processing in Applied CSR24 (Repeat)

Location: Ryman Studio F

Applied Systems Presenter: Aric Calabrese (he/him/his) – Applied Systems

Applied Systems Presenter: Rebecca Adelizzi – Applied Systems

Applied Systems Representative: Nathan Hoar – Applied Systems

Personal & Commercial Servicing - Mobile

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2587) Expert Panel: How Agencies Are Using Epic Quotes to Win Personal Lines Business

Location: Bayou E

Panelist: Jenny Miller – RiskSOURCE/OneDigital

Panelist: Kathy Ball (she/her/hers) – Ball-Martin Insurance Agency, Inc.

Panelist: Tia Viglianco (she/her/hers) – Blue Ridge Risk Partners

Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services

Applied Systems Moderator: Joshua Moore (he/him/his) – Applied Systems

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2589) Hands-On Lab: Get Up and Running with the New Epic Quotes Commercial Lines

Location: Ryman Studio I

Applied Systems Presenter: Lauren Emmons – Applied Systems

Applied Systems Representative: Lea Elaine Denio – Applied Systems

Applied Systems Representative: Bethany Rockney (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2604) Hands-On Lab: A Walk Through of Indio for Admins

Location: Ryman Studio F

Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems

Applied Systems Representative: Michael J. Bruns – Indio

Applied Systems Representative: Steve So – Applied Systems

Applied Systems Representative: Chase Diwik – Applied Systems

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2590) Introduction to Ask Kodiak for Agents

Location: Ryman Studio D

Applied Systems Presenter: Natalie Tetler – Ivans

Applied Systems Presenter: Jody Pinnock (he/him/his) – Ivans / Ask Kodiak

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2594) Introducing the New and Improved Epic Quotes Commercial Lines

Location: Presidential Ballroom B

Applied Systems Presenter: Lauren Emmons – Applied Systems

Applied Systems Representative: Bethany Rockney (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2600) What’s New in Canadian Personal Lines

Location: Presidential Ballroom C

Applied Systems Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems

Applied Systems Representative: Deidre Kopitonchuk – Applied Systems

Applied Systems Representative: William Ma – Applied Systems

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2603) Using the New Applied Epic Policy Forms for Canada Commercial Lines

Location: Ryman Ballroom C

Applied Systems Presenter: Bala Acharya V. Kanumuri – Applied Systems

Applied Systems Representative: Chase Diwik – Applied Systems

Applied Systems Representative: Michael Cronin (he/him/his) – Applied Systems

Applied Systems Representative: Danielle Fiola Robles – Applied Systems

Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems

Applied Systems Representative: Sarah Caruso (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2596) What’s New and What’s Next for Epic Quotes Personal Lines

Location: Presidential Ballroom B

Applied Systems Presenter: Joshua Moore (he/him/his) – Applied Systems

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2597) Expert Panel: The Benefits of Using a Comparative Rater to Quote Simple Commercial Business

Location: Ryman Studio P

Applied Systems Moderator: Lauren Emmons – Applied Systems

Panelist: Ellie Tegtman (she/her/hers) – AssuredPartners

Panelist: Kristin Baker – Rollo Insurance Group Inc.

Personal & Commercial Servicing - Quoting

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2598) Expert Panel: The Future of Commercial Distribution at Applied

Location: Tennessee Ballroom D

Applied Systems Moderator: Natalie Tetler – Ivans

Panelist: Colleen Tosti – Selective Insurance

Panelist: Aaron Harmon – Chubb

Panelist: Bobbie Collies (she/her/hers) – Coterie

Applied Systems Representative: Luis Dector

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2593) What’s New in Indio

Location: Ryman Ballroom B

Applied Systems Presenter: Michael J. Bruns – Indio

Applied Systems Representative: Chase Diwik – Applied Systems

Applied Systems Representative: Ephie Risho – Applied Systems

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2672) Hands-On Lab: Get Up and Running with Epic Quotes Commercial Lines (Repeat)

Location: Ryman Studio I

Applied Systems Presenter: Lauren Emmons – Applied Systems

Applied Systems Representative: Lea Elaine Denio – Applied Systems

Applied Systems Representative: Bethany Rockney (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2595) An Overview of Tarmika and What It Can Do for Your Agency

Location: Ryman Ballroom F

Applied Systems Presenter: Lauren Emmons – Applied Systems

Applied Systems Representative: Lea Elaine Denio – Applied Systems

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2676) Hands-On Lab: A Walk Through of Indio for Admins (Repeat)

Location: Ryman Studio F

Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems

Applied Systems Representative: Michael J. Bruns – Indio

Applied Systems Representative: Steve So – Applied Systems

Applied Systems Representative: Chase Diwik – Applied Systems

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2599) The Future of Commercial Lines Renewals at Applied

Location: Tennessee Ballroom C

Applied Systems Presenter: Raghav Tanna – Applied Systems

Applied Systems Representative: Chase Diwik – Applied Systems

Applied Systems Representative: Ephie Risho – Applied Systems

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2588) Peer Insights on the Benefits of Using Epic Quotes for Personal Lines

Location: Tennessee Ballroom C

Presenter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance

Presenter: Kelly M. Walter (she/her/hers) – Huff Insurance

Applied Systems Representative: Joshua Moore (he/him/his) – Applied Systems

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2591) Introduction to Canadian Commercial Lines Quoting in Applied Epic

Location: Presidential Ballroom B

Applied Systems Presenter: Courtney Brablec (she/her/hers) – Applied Systems Canada

Applied Systems Presenter: Danielle Fiola Robles – Applied Systems

Applied Systems Representative: Melissa Sant'Ana (she/her/hers) – Applied Systems

Applied Systems Representative: Lindsay Stradeski (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Quoting

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2605) Managing Commercial Lines Renewals Across Applied Products

Location: Bayou C

Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD

Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems

Applied Systems Representative: Natalie Tetler – Ivans

Applied Systems Representative: Chase Diwik – Applied Systems

Personal & Commercial Servicing - Quoting

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2592) Tech to Help Canadian Brokers Maximize Commercial Lines Workflows

Location: Presidential Ballroom C

Applied Systems Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems

Applied Systems Presenter: Danielle Fiola Robles – Applied Systems

Applied Systems Presenter: Sarah Caruso (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Quoting

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2601) Expert Panel: How Indio Is Helping Agencies Be More Efficient

Location: Governor's Ballroom C

Panelist: Andrea Nix (she/her/hers) – Box Insurance Agency

Panelist: Brenda M. Lengel, CISR CWCS CeS CBIA – Peoples First Insurance

Panelist: Kelly Sprague (she/her/hers) – Heffernan Group

Applied Systems Moderator: Allison Haag – Applied Systems

Applied Systems Representative: Michael J. Bruns – Indio

Applied Systems Representative: Chase Diwik – Applied Systems

Applied Systems Representative: Lara Jensen (she/her/hers) – Applied Systems

Personal & Commercial Servicing - Quoting

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2644) What’s New in Indio (Repeat)

Location: Ryman Studio A

Applied Systems Presenter: Michael J. Bruns – Indio

Applied Systems Representative: Chase Diwik – Applied Systems

Applied Systems Representative: Ephie Risho – Applied Systems

Personal & Commercial Servicing - Quoting

Pre-Conference Program

Monday, Sep 9th

8:30 AM – 10:30 AM CST

(CE1) CE: Errors and Omissions Claims Prevention (2 CE hours)

Location: Bayou E

Pre-Conference Program

Monday, Sep 9th

9:00 AM – 12:00 PM CST

(EML) Pre-Conference: Emerging Leaders Program

Location: Bayou A

Pre-Conference Program

Monday, Sep 9th

10:30 AM – 12:30 PM CST

(CE2) CE: Flood Insurance for Personal Lines (2 CE hours)

Location: Bayou E

Pre-Conference Program

Monday, Sep 9th

1:00 PM – 4:00 PM CST

(CE3) CE: Small Commercial Account Coverages (3 CE hours)

Location: Bayou E

Pre-Conference Program

Professional Development

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2438) Mastering the Art of Giving and Receiving Feedback As Leaders

Location: Ryman Ballroom B

Presenter: Jackson Rollo – Rollo Insurance

Professional Development

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2443) Leading Transformational Conversations

Location: Ryman Ballroom E

Presenter: Brandy Ferrer – Pathfinder Strategies

Professional Development

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2439) Building a High-Quality Culture in the Insurance Industry

Location: Ryman Ballroom E

Applied Systems Presenter: Bridget Penney – Applied Systems

Professional Development

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2442) How to Build and Manage a Successful Subject Matter Expert Team

Location: Ryman Studio D

Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.

Presenter: Jayme Moreno – Alliant Insurance Services

Professional Development

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2435) Expert Panel: How to Navigate Through Difficult Client Conversations About the State of Today’s Insurance Market

Location: Governor's Ballroom C

Applied Systems Moderator: Carlie Johnston (she/her/hers) – Applied Systems

Panelist: Stacy Johansen – Downeast Insurance, LLC

Panelist: Casheika C. Moses (she/her/hers) – The Baldwin Group

Professional Development

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2445) How to Make the Most of Your ACN (Applied Client Network) Membership

Location: Ryman Ballroom F

Moderator: Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services

Panelist: Ron Brunell

Panelist: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services

Panelist: Beaux Pilgrim (he/him/his) – Reed Insurance

Panelist: Melissa Zornes – Cadence Insurance

Professional Development

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2436) Elevating Communication: Enhancing Your Verbal, Written and Presentation Skills

Location: Ryman Studio O

Presenter: Hayley M. Taylor, CIC, CISR (she/her/hers) – CCI, LLC.

Professional Development

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2437) Time Management Strategies for Increasing Productivity

Location: Tennessee Ballroom B

Presenter: Heather Parsons (she/her/hers) – The Insurance Market

Professional Development

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2441) Transforming How You Manage Mental Health in the Workplace

Location: Bayou C

Presenter: Justin Goodman – Total CSR

Professional Development

Thursday, Sep 12th

9:45 AM – 10:45 AM CST

(2444) The Leadership Glow Up You’ve Been Searching For

Location: Governor's Ballroom B

Presenter: Brandy Ferrer – Pathfinder Strategies

Professional Development

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2468) Getting Started with Applied API Suite

Location: Ryman Ballroom C

Applied Systems Presenter: Frank Smith – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2471) Epic Dashboards Overview

Location: Bayou C

Applied Systems Presenter: Jim Zell – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2475) Applied Epic Reports: Overcoming the Fear of Layouts

Location: Governor's Ballroom A

Presenter: Jim Stubblefield, CIC – Acrisure, LLC.

Applied Systems Representative: Jennifer Tindall – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2484) How to Successfully Harness Data in Your Organization

Location: Canal C

Applied Systems Presenter: Jack Bergersen (he/him/his) – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2467) Applied API Suite: Roadmap to Innovation

Location: Ryman Studio L

Applied Systems Presenter: Sreekanth Kannepalli – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2470) Epic Dashboards Roadmap

Location: Governor's Ballroom A

Applied Systems Presenter: Jeff Krzeminski – Applied Systems

Applied Systems Representative: AKASH Salian (he/him/his) – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2487) Introduction to Accounting Reports

Location: Tennessee Ballroom C

Presenter: Aaron C. Glass (he/him/his) – SIAA - Glenwood Insurance

Applied Systems Presenter: Janice Sierra (she/her/hers) – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2473) Getting Started with Applied Data Lake and Google Cloud

Location: Ryman Ballroom F

Presenter: Kevin Sindelar – Acrisure LLC

Applied Systems Representative: Garrett Gupton – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2482) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder

Location: Ryman Studio J

Applied Systems Presenter: Jack Bergersen (he/him/his) – Applied Systems

Applied Systems Representative: Allison Haag – Applied Systems

Applied Systems Representative: AKASH Salian (he/him/his) – Applied Systems

Applied Systems Representative: Janice Sierra (she/her/hers) – Applied Systems

Applied Systems Representative: Jennifer Tindall – Applied Systems

Applied Systems Representative: Jim Zell – Applied Systems

Reporting, Dashboards, and Data Analytics

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2483) Demystifying Applied Data and Analytics Products

Location: Presidential Ballroom D

Applied Systems Presenter: Jeff Krzeminski – Applied Systems

Applied Systems Representative: Sreekanth Kannepalli – Applied Systems

Applied Systems Representative: Su Potti – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2469) Unlock the Power of Applied Data Lake: A Deep Dive Into Features and Best Practices

Location: Ryman Ballroom E

Applied Systems Presenter: Garrett Gupton – Applied Systems

Applied Systems Representative: Bala Acharya V. Kanumuri – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2485) Navigating Advanced Features of Applied Epic Layout Builder for Comprehensive Reporting

Location: Ryman Studio O

Presenter: Laura Pomeroy – Wedgwood Insurance

Applied Systems Presenter: Jennifer Tindall – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2488) How One Agency Is Benefiting from Data Visualization

Location: Presidential Ballroom D

Applied Systems Representative: Su Potti – Applied Systems

Presenter: Ryan Headley (he/him/his) – Panorama Insurance Associates, Inc

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2465) Getting Started with Epic Dashboards Asset Builder

Location: Tennessee Ballroom C

Applied Systems Presenter: Jack Bergersen (he/him/his) – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2472) Auditing Employees Using Epic Reports

Location: Governor's Ballroom B

Presenter: Natalie J. Thompson – The Harbin Agency

Presenter: Jennifer Raymond – Hotaling Insurance Services

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2477) Epic Dashboards for Servicing Team Members

Location: Tennessee Ballroom B

Applied Systems Presenter: Jennifer Tindall – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2478) Epic Dashboards for Principals and Accountants

Location: Presidential Ballroom C

Applied Systems Presenter: Jim Zell – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2466) Insights Into Current and Future Offerings for Applied Data Lake

Location: Ryman Ballroom B

Applied Systems Presenter: Sreekanth Kannepalli – Applied Systems

Applied Systems Representative: Bala Acharya V. Kanumuri – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2474) Enhancing Reporting and Reconciliation by Combining Excel with Applied Epic

Location: Ryman Ballroom E

Presenter: Aaron C. Glass (he/him/his) – SIAA - Glenwood Insurance

Applied Systems Representative: Sarah Caruso (she/her/hers) – Applied Systems

Applied Systems Representative: Susan A. Weiner (she/her/hers) – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2476) Expert Panel: Strategies for Maintaining and Managing Data Quality

Location: Presidential Ballroom B

Applied Systems Moderator: Jack Bergersen (he/him/his) – Applied Systems

Panelist: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency

Panelist: Jordan McDonald (he/him/his) – The Standard Insurance Brokers Ltd.

Panelist: Andrea Nix (she/her/hers) – Box Insurance Agency

Panelist: Sondra Stein – Hylant

Applied Systems Representative: Jim Zell – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2479) Epic Dashboards for IT/Operations Roles

Location: Tennessee Ballroom B

Applied Systems Presenter: Jami Ortegren (she/her/hers) – Applied Systems

Applied Systems Representative: Su Potti – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2480) Epic Dashboards for Sales Managers and Producers

Location: Ryman Studio O

Applied Systems Presenter: Ro Olguin – Applied Systems

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2486) Expert Panel: Agencies’ Success Stories Using Epic Dashboards

Location: Presidential Ballroom C

Applied Systems Moderator: Jeff Krzeminski – Applied Systems

Panelist: Sarah Klapperich (she/her/hers) – McClone

Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.

Panelist: Megan Wencel (she/her/hers) – McClone

Applied Systems Representative: Su Potti – Applied Systems

Panelist: Ryan Headley (he/him/his) – Panorama Insurance Associates, Inc

Reporting, Dashboards, and Data Analytics

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2489) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)

Location: Ryman Studio I

Applied Systems Presenter: Jack Bergersen (he/him/his) – Applied Systems

Applied Systems Representative: AKASH Salian (he/him/his) – Applied Systems

Applied Systems Representative: Sarah Caruso (she/her/hers) – Applied Systems

Applied Systems Representative: Jim Zell – Applied Systems

Applied Systems Representative: Jennifer Tindall – Applied Systems

Reporting, Dashboards, and Data Analytics

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2481) Epic Dashboards Tips and Tricks

Location: Presidential Ballroom B

Applied Systems Presenter: Ro Olguin – Applied Systems

Reporting, Dashboards, and Data Analytics

Sales and Marketing

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

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2654) Solving the Talent Crunch: How to Apply AI While Avoiding Its Pitfalls

Location: Ryman Studio P

Presenter: Rick Morgan – WAHVE

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2655) Leveraging AI to Enhance the Policy Checking Experience

Location: Ryman Studio O

Presenter: Brian Smith – Patra Corporation

Presenter: Brett Cleveringa – Patra Corporation

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2657) Resolving Conflict: How to Master Tough Talks with Difficult People

Location: Tennessee Ballroom C

Presenter: Justin Goodman – Total CSR

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2659) Applied Epic Integration with IPFS

Location: Ryman Ballroom B

Presenter: Gary Korte (he/him/his) – Imperial PFS

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2660) Expert Panel: Insuredmine CRM & Agency Sales Strategy

Location: Ryman Ballroom C

Moderator: Tucker Hood – Insuredmine

Panelist: Jackson Rollo – Rollo Insurance

Panelist: Nick Jones – High Street Insurance Partners

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2661) Harness Policy Data to Build a Smarter Agency for the Future

Location: Ryman Ballroom F

Presenter: Jason Wall – Exdion Insurance

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2662) Direct Bill Reconciliation & Cash Application 90% Faster

Location: Tennessee Ballroom B

Presenter: Jordan Katz – Comulate

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2671) Learn How Bluebutler AI Impacts Agency Operations by Automatically Documenting Phone Calls (Activity Notes, Key Points and Action Items)

Location: Ryman Ballroom E

Presenter: John McDonald – blueC 802 Inc

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2679) Renewal Intelligence Strikes Back: Transform Your Personal Lines with Renewal Intelligence

Location: Tennessee Ballroom D

Presenter: Jackson Fregeau – Quandri

Presenter: Jamieson Fregeau

Panelist: Stephanie LaChance

Panelist: Christa O'Neil

Panelist: Jason Cass

Sponsored Sessions

Monday, Sep 9th

2:30 PM – 3:30 PM CST

(2680) Finding Your Edge - The Future of World-Class Remote Work is Here

Location: Ryman Studio L

Presenter: Jason Van Dusen – Edge

Sponsored Sessions

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2677) Total CSR Demo

Location: Ryman Ballroom C

Presenter: Ashton Volk – Total CSR

Sponsored Sessions

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2658) The Radically Exciting Future of Broker Accounting

Location: Ryman Ballroom C

Presenter: Jordan Katz – Comulate

Sponsored Sessions

System Administration and Configuration

Monday, Sep 9th

1:00 PM – 2:00 PM CST

(2501) Streamline Shared Inboxes with Applied Epic Email Monitoring

Location: Ryman Studio O

Applied Systems Presenter: Kayla Marx (she/her/hers) – Applied Systems

System Administration and Configuration

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2490) The Importance of Data Security and How Cloud-Based Solutions Can Help

Location: Ryman Studio A

Applied Systems Presenter: Shane Lonneman – Applied Systems

System Administration and Configuration

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2505) Creating Custom Templates and Proposals Using Microsoft Word Tools

Location: Ryman Studio L

Presenter: Renee Foo – AB Solutions Inc.

System Administration and Configuration

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2511) Applied Epic Tips and Tricks – Administration

Location: Tennessee Ballroom C

Presenter: Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency

Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting

System Administration and Configuration

Tuesday, Sep 10th

10:30 AM – 11:30 AM CST

(2513) Expert Panel: Managing Workflows When Outsourcing Processing Work

Location: Tennessee Ballroom D

Panelist: Kelley Herrin – Jack Bradley Agency

Panelist: Beth Martin – Commercial Insurance Associates

Panelist: Deb Alt – Foundation Risk Partners

Panelist: Diedre Carter – OneDigital/RiskSOURCE

Applied Systems Moderator: Jennifer Smith – Applied Systems

System Administration and Configuration

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2493) Expert Panel: Navigating the Transition to Applied Epic Browser

Location: Tennessee Ballroom D

Applied Systems Moderator: Linda Bendele – Applied Systems

Panelist: Allyson Brisebois (she/her/hers) – Acera Insurance Services Ltd.

Panelist: Christine Forbes (she/her/hers) – The Daniel and Henry Co.

Panelist: Deb Welsh – OneDigital

Panelist: Ashley Westmoreland – AssuredPartners

Applied Systems Representative: Sajjad Ahmed – Applied Systems

System Administration and Configuration

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2507) Improving Your Agency’s Efficiency and Retention Using Applied Epic Activities

Location: Presidential Ballroom D

Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group

Presenter: Melissa Mallozzi – John M Glover Agency

Presenter: Kathryn E. Lerch – Darr Schackow Insurance Agency

System Administration and Configuration

Tuesday, Sep 10th

1:00 PM – 2:00 PM CST

(2514) Expert Panel: Agencies' Experiences with Identity Management

Location: Bayou E

Panelist: Ann Satovich (she/her/hers) – OVD Insurance

Applied Systems Moderator: Frank Smith – Applied Systems

Panelist: Joshua Lapointe (he/him/his) – Huestis Insurance Group

Applied Systems Panelist: Julia Broadwell

System Administration and Configuration

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2497) Planning a Successful Move to Applied Epic Browser

Location: Tennessee Ballroom B

Presenter: Deb Welsh – OneDigital

Applied Systems Presenter: Kayla Marx (she/her/hers) – Applied Systems

System Administration and Configuration

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2504) The Power of the Pivot Table

Location: Ryman Studio O

Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation

System Administration and Configuration

Tuesday, Sep 10th

2:30 PM – 3:30 PM CST

(2508) Deep Dive Into Applied Epic Activities and System Events

Location: Governor's Ballroom A

Presenter: Renee Foo – AB Solutions Inc.

System Administration and Configuration

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2494) Expert Panel: Preparing for the Move to Applied Epic Browser from an IT Perspective

Location: Bayou E

Applied Systems Moderator: Chris Borgmeyer – Applied Systems

Panelist: Deb Alt – Foundation Risk Partners

Panelist: Marie Habib (she/her/hers) – LMBF Insurance

Panelist: Daniel Horn – Rollo Insurance Group

Panelist: Samantha Stubblefield – Wilkinson Insurance Agency

Applied Systems Representative: Dana Stasiak – Applied Systems

System Administration and Configuration

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2496) Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser

Location: Presidential Ballroom C

Panelist: Stacy Johansen – Downeast Insurance, LLC

Panelist: Diedre Carter – OneDigital/RiskSOURCE

Panelist: Michelle Price (she/her/hers) – Sunstar Insurance Group

Applied Systems Moderator: Linda Bendele – Applied Systems

Panelist: Ashley Westmoreland – AssuredPartners

System Administration and Configuration

Wednesday, Sep 11th

10:00 AM – 11:00 AM CST

(2500) Customize Security and Employee Settings for Success

Location: Ryman Ballroom C

Presenter: Kevin Crow (he/him/his) – Kapnick

Applied Systems Presenter: Sarah Caruso (she/her/hers) – Applied Systems

System Administration and Configuration

Wednesday, Sep 11th

11:30 AM – 12:30 PM CST

(2502) Maintaining Consistent Branding Through Microsoft Word Templates in Applied Epic

Location: Ryman Ballroom E

Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services

System Administration and Configuration

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2495) Expert Panel: Preparing for the Move to Applied Epic Browser from an Operations Perspective

Location: Presidential Ballroom C

Panelist: Lisa Anthofer – Skogman Insurance

Panelist: Kelly Sprague (she/her/hers) – Heffernan Group

Panelist: Samantha Wilson – Sterling Thompson Company

Panelist: Kathy Ball (she/her/hers) – Ball-Martin Insurance Agency, Inc.

Applied Systems Moderator: Kayla Marx (she/her/hers) – Applied Systems

System Administration and Configuration

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2498) Expert Panel: Lessons Learned from Undergoing an Acquisition

Location: Bayou E

Panelist: Kimberly Champion – Cross Financial Corp

Panelist: Stephanie Sims – Legacy Risk Solutions, LLC

Panelist: Shaun T. Lopez – Highstreet Insurance Partners

Applied Systems Moderator: Adam Hendry – Applied Systems

System Administration and Configuration

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2503) Microsoft Excel Tips and Tricks for Intermediate Users

Location: Governor's Ballroom B

Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation

System Administration and Configuration

Wednesday, Sep 11th

2:00 PM – 3:00 PM CST

(2510) Expert Panel: Managing Remote Employees

Location: Presidential Ballroom D

Applied Systems Moderator: Joy Jack – Applied Systems

Panelist: Kevin Crow (he/him/his) – Kapnick

Panelist: Pamela M. Kelly – AXiA Insurance Services Inc.

Panelist: Beth Martin – Commercial Insurance Associates

Panelist: Erika Roys (she/her/hers) – Inszone Insurance Services

System Administration and Configuration

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2492) Cyber and Regulatory Compliance 101

Location: Ryman Ballroom E

Presenter: Adam Atwell – Kite Technology Group

Presenter: Jason Gobbel – Kite Technology Group

Presenter: Ryan Smith – RLS Consulting

System Administration and Configuration

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2499) Expert Panel: Improving the Acquisition Process from an Operations Lens

Location: Bayou E

Applied Systems Moderator: Jennifer Smith – Applied Systems

Panelist: Sarah Golick (she/her/hers) – TRICOR Insurance

Panelist: Courtney Peterson – INSURICA

Panelist: Jackson Rollo – Rollo Insurance

Panelist: Terry Williamson – SouthGroup Insurance Services

System Administration and Configuration

Wednesday, Sep 11th

3:15 PM – 4:15 PM CST

(2515) Expert Panel: Impactful Configuration Decisions for Beginners

Location: Governor's Ballroom A

Applied Systems Moderator: Joy Jack – Applied Systems

Panelist: Lisa Anthofer – Skogman Insurance

Panelist: Kristen Carner (she/her/hers) – Armstrong & Associates Insurance Services

Panelist: Melissa Lukas (she/her/hers) – OTIP Group of Companies

System Administration and Configuration

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2506) Expanding Your SET Command Skills in Microsoft Word

Location: Ryman Studio O

Applied Systems Presenter: Jennifer Tindall – Applied Systems

System Administration and Configuration

Thursday, Sep 12th

8:15 AM – 9:15 AM CST

(2509) Setting Up and Managing Attachment Folders in Applied Epic

Location: Tennessee Ballroom B

Presenter: Virginia Boulant – Wrangler Insurance

Applied Systems Presenter: Courtney Brablec (she/her/hers) – Applied Systems Canada

System Administration and Configuration