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7 Custom Dashboards You Can Create with Asset Builder (2771)
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Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc. ### 1719341###Presenter###Executive Vice President-Technology and Strategy###Morrow Insurance Agency, Inc.###
Presenter: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
### he/him/his @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### 2771
A
A Case Study on Applied API Suite and Applied Data Lake (2798)
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Barry Schiefelbein (he/him/his) – FNIC Group, LLC ### 3010125###Presenter###Senior Vice President - Director of Technology###FNIC Group, LLC###
Presenter: Barry Schiefelbein (he/him/his) – FNIC Group, LLC
### he/him/his @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### @@@ Frank Smith – Applied Systems ### 1773583###Applied Representative###Sr. Manager, Product Management###Applied Systems###
Applied Representative: Frank Smith – Applied Systems
### 2798
Achieving a Better Commercial Lines Submission Process (2603)
Favorite

Ryan Lapp – Ivans ### 1719388###Applied Facilitator###Sr. Director, Product Management###Ivans###
Applied Facilitator: Ryan Lapp – Ivans
### @@@ Andrew Shapiro – Applied Systems ### 2750240###Applied Facilitator###Director of Product###Applied Systems###
Applied Facilitator: Andrew Shapiro – Applied Systems
### 2603
ACT Ecosystem Exchange: The Conversations Every Insurance Technology Leader Should Be Hearing (ACT)
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Kasey Conners ### 2780886###Presenter#########
Presenter: Kasey Conners
### ACT
Additional Insured Endorsements (Additional Fee Required) (CE1)
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CE1
Advanced Proposals Configuration (2624)
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Ingrid Smith, ANFI, ACSR (she/her/hers) – Authur J Gallagher ### 2333091###Presenter###Transformation Operations Director###Authur J Gallagher###
Presenter: Ingrid Smith, ANFI, ACSR (she/her/hers) – Authur J Gallagher
### she/her/hers @@@ Karine Poirier’ (she/her/hers) – Applied Systems ### 2045783###Applied Representative###Senior Insurance Operations Consultant###Applied Systems###
Applied Representative: Karine Poirier’ (she/her/hers) – Applied Systems
### she/her/hers 2624
Advanced Uses for Applied Data Lake and Google Cloud (2780)
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Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Director, Application Management###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### 2780
Agentic AI in Epic: From Today's Capabilities to Tomorrow's Autonomous Workflows (2846)
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Rajat Kongovi ### 3037232###Applied Presenter#########
Applied Presenter: Rajat Kongovi
### 2846
Agentic Process Management Orchestration: Connecting Data, AI Agents, and Workflows for Operational Results - Brought to you by ReSource Pro (2845)
Favorite

Su-Ting Fu ### 3047398###Presenter#########
Presenter: Su-Ting Fu
### @@@ Zach Hansen ### 3047399###Presenter#########
Presenter: Zach Hansen
### 2845
AI at Every Stage: A Tour of Applied AI Across Epic (2638)
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Matt Lane – Applied Systems ### 2343585###Applied Presenter###Senior Vice President Product Management###Applied Systems###
Applied Presenter: Matt Lane – Applied Systems
### @@@ Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Presenter###Principal UX Designer###Applied Systems###
Applied Presenter: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his @@@ Tara Butler – Applied Systems ### 1719256###Applied Representative###Manager, Product Marketing###Applied Systems###
Applied Representative: Tara Butler – Applied Systems
### 2638
AI for Agencies: Working Smarter, Not Harder (2801)
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Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services ### 3007954###Panelist###Executive Market Vice President###Patriot Growth Insurance Services###
Panelist: Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services
### she/her/hers @@@ Jake Shock – American Global ### 2333090###Panelist######American Global###
Panelist: Jake Shock – American Global
### @@@ Jenna Silva (she/her/hers) – C3 Risk & Insurance Services ### 2664570###Panelist###Systems Integration and Process Leader###C3 Risk & Insurance Services###
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
### she/her/hers 2801
Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience (2790)
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Laura Amedeo – Applied Systems ### 2781274###Applied Presenter###Sr. Director, Product Management###Applied Systems###
Applied Presenter: Laura Amedeo – Applied Systems
### @@@ James Ramsey – Applied Systems ### 2703486###Applied Presenter###Program Education Manager###Applied Systems###
Applied Presenter: James Ramsey – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Su Potti – Applied Systems
### @@@ Bhuvi Srinivasa Subramanian (she/her/hers) – Applied Systems ### 3037202###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Bhuvi Srinivasa Subramanian (she/her/hers) – Applied Systems
### she/her/hers 2790
Applied API Suite: Roadmap to Innovation (2787)
Favorite

Frank Smith – Applied Systems ### 1773583###Applied Presenter###Sr. Manager, Product Management###Applied Systems###
Applied Presenter: Frank Smith – Applied Systems
### @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Representative###VP, Product Management - Core Epic###Applied Systems###
Applied Representative: Sajjad Ahmed – Applied Systems
### @@@ Soumya Dixit (she/her/hers) – Applied Systems ### 3037200###Applied Representative###Senior Product Manager###Applied Systems###
Applied Representative: Soumya Dixit (she/her/hers) – Applied Systems
### she/her/hers 2787
Applied API Suite: Use Case Spotlight (2785)
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Frank Smith – Applied Systems ### 1773583###Applied Presenter###Sr. Manager, Product Management###Applied Systems###
Applied Presenter: Frank Smith – Applied Systems
### 2785
Applied Benefits Designer Quoting and Renewals (2686)
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Matt Duggan – Applied Systems ### 1719275###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Matt Duggan – Applied Systems
### @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Burt Tower (he/him/his) – Applied Systems
### he/him/his 2686
Applied Book Builder Essentials (2667)
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Rebecca Adelizzi – Applied Systems ### 2343588###Applied Presenter###Lead Customer Implementation Specialist###Applied Systems###
Applied Presenter: Rebecca Adelizzi – Applied Systems
### @@@ Joe Leonardis – Applied Systems ### 3037151###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Joe Leonardis – Applied Systems
### 2667
Applied CSR24-Configuration: Everything You Need to Know (2646)
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Melissa Mallozzi – JMG Insurance ### 1680278###Presenter###Operations Specialist ###JMG Insurance###
Presenter: Melissa Mallozzi – JMG Insurance
### @@@ Lindsay Norman (she/her/hers) – JMG Insurance Corp ### 2966783###Presenter###Operations Specialist###JMG Insurance Corp###
Presenter: Lindsay Norman (she/her/hers) – JMG Insurance Corp
### she/her/hers @@@ John Forlivio, II – JMG Insurance ### 2277772###Presenter###Producer ###JMG Insurance###
Presenter: John Forlivio, II – JMG Insurance
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### 2646
Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud (2791)
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Laura Amedeo – Applied Systems ### 2781274###Applied Presenter###Sr. Director, Product Management###Applied Systems###
Applied Presenter: Laura Amedeo – Applied Systems
### @@@ Bala Acharya V. Kanumuri (he/him/his) – Applied Systems ### 2343565###Applied Presenter###Sr Director, Product Management###Applied Systems###
Applied Presenter: Bala Acharya V. Kanumuri (he/him/his) – Applied Systems
### he/him/his @@@ Soumya Dixit (she/her/hers) – Applied Systems ### 3037200###Applied Representative###Senior Product Manager###Applied Systems###
Applied Representative: Soumya Dixit (she/her/hers) – Applied Systems
### she/her/hers @@@ Frank Smith – Applied Systems ### 1773583###Applied Representative###Sr. Manager, Product Management###Applied Systems###
Applied Representative: Frank Smith – Applied Systems
### 2791
Applied Epic Accounting and the Bank-Owned Agency (2739)
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Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Facilitator###Lead Business Consultant, Accounting###Applied Systems###
Applied Facilitator: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his 2739
Applied Epic Accounting: Cleaning Up and Balancing Premium Payables (2723)
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Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2723
Applied Epic Accounting Tips and Tricks (2731)
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Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2731
Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap (2636)
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Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Director, Product Management - Epic Workflow and Communications, CSR24 and Mobile###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Erica Pickens (she/her/hers) – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens (she/her/hers) – Applied Systems
### she/her/hers @@@ John Rush (he/him/his) – Applied Systems ### 3037224###Applied Presenter###Product Manager###Applied Systems###
Applied Presenter: John Rush (he/him/his) – Applied Systems
### he/him/his 2636
Applied Epic Events and Activities: Configure for Maximum Automation and Visibility (2641)
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Danielle DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###Presenter###Senior Manager of Agency Systems, VP###NBT Insurance Agency###
Presenter: Danielle DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Mario Solis – Applied Systems ### 3037170###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mario Solis – Applied Systems
### 2641
Applied Epic in Action: Mastering Downloads (2750)
Favorite

Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc. ### 2669969###Presenter###Sr. Applications Epic Interface Team Lead###Alliant Insurance Services, Inc.###
Presenter: Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Sarah Nanos (she/her/hers) – Alliant Insurance Services, Inc ### 3037448###Presenter###Application System Administrator I###Alliant Insurance Services, Inc###
Presenter: Sarah Nanos (she/her/hers) – Alliant Insurance Services, Inc
### she/her/hers @@@ Jeff Lewis (he/him/his) – Nationwide Ins ### 3037450###Presenter###Carrier Downloads###Nationwide Ins###
Presenter: Jeff Lewis (he/him/his) – Nationwide Ins
### he/him/his 2750
Applied Epic Invoicing: It's More than Just a One-Time Premium (2675)
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Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers @@@ Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Enterprise Architect - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers 2675
Applied Epic Premium Fields: What They Are and How to Report on Them (2728)
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Ro Olguin – Applied Systems ### 1719325###Applied Presenter###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Presenter: Ro Olguin – Applied Systems
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### 2728
Applied Epic Reports Deep Dive: Advanced Layouts (2797)
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Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Presenter###Lead Product Instructor###Applied Systems###
Applied Presenter: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers @@@ Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### 2797
Applied Epic System Performance: Foundational Infrastructure Best Practices (2645)
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Brandon Carter – Applied Systems ### 2703488###Applied Presenter###Lead Customer Support Technician###Applied Systems###
Applied Presenter: Brandon Carter – Applied Systems
### @@@ Erica Pickens (she/her/hers) – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens (she/her/hers) – Applied Systems
### she/her/hers @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Representative###VP, Product Management - Core Epic###Applied Systems###
Applied Representative: Sajjad Ahmed – Applied Systems
### @@@ George Lochner – Applied Systems Inc. ### 3037230###Applied Presenter###Associate Manager, Customer Support Escalation###Applied Systems Inc.###
Applied Presenter: George Lochner – Applied Systems Inc.
### 2645
Applied Epic Tips and Tricks – Administration (2627)
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Maureen Boenig, CIC, CISR (she/her/hers) – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC###
Presenter: Maureen Boenig, CIC, CISR (she/her/hers) – Maureen Boeing Consulting LLC
### she/her/hers @@@ Kristen Finley (she/her/hers) – Sterling Seacrest Pritchard ### 2966481###Presenter###Director, Training & Development###Sterling Seacrest Pritchard###
Presenter: Kristen Finley (she/her/hers) – Sterling Seacrest Pritchard
### she/her/hers @@@ Susan McClure (she/her/hers) – Sterling Seacrest Pritchard ### 2966507###Presenter###Senior Training and Development Manager###Sterling Seacrest Pritchard###
Presenter: Susan McClure (she/her/hers) – Sterling Seacrest Pritchard
### she/her/hers 2627
Applied Epic Tips and Tricks – Servicing (2628)
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Maureen Boenig, CIC, CISR (she/her/hers) – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC###
Presenter: Maureen Boenig, CIC, CISR (she/her/hers) – Maureen Boeing Consulting LLC
### she/her/hers @@@ Kristen Finley (she/her/hers) – Sterling Seacrest Pritchard ### 2966481###Presenter###Director, Training & Development###Sterling Seacrest Pritchard###
Presenter: Kristen Finley (she/her/hers) – Sterling Seacrest Pritchard
### she/her/hers @@@ Susan McClure (she/her/hers) – Sterling Seacrest Pritchard ### 2966507###Presenter###Senior Training and Development Manager###Sterling Seacrest Pritchard###
Presenter: Susan McClure (she/her/hers) – Sterling Seacrest Pritchard
### she/her/hers 2628
Applied Epic Training: New Hires and Agency Conversions (2620)
Favorite

Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors ### 2664569###Facilitator###Agency Operations Manager###Adams Insurance Advisors###
Facilitator: Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors
### she/her/hers @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Facilitator###Lead Product Instructor###Applied Systems###
Applied Facilitator: Jennifer Grayson – Applied Systems
### 2620
Ask Me Anything - Open session with Ivans and Cytora Product Leaders (2602)
Favorite

Christen Kelley (she/her/hers) – Ivans ### 3031424###Applied Moderator###VP, Marketing ###Ivans###
Applied Moderator: Christen Kelley (she/her/hers) – Ivans
### she/her/hers @@@ Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Panelist###Sr. Director, Product Management###Ivans###
Applied Panelist: Heather Prabish (she/her/hers) – Ivans
### she/her/hers @@@ Ryan Lapp – Ivans ### 1719388###Applied Panelist###Sr. Director, Product Management###Ivans###
Applied Panelist: Ryan Lapp – Ivans
### @@@ Thorsten Camp ### 3037212###Applied Panelist#########
Applied Panelist: Thorsten Camp
### @@@ Ravish Gandhi – Applied Systems ### 3037213###Applied Panelist###Director of Product Management###Applied Systems###
Applied Panelist: Ravish Gandhi – Applied Systems
### 2602
Ask the Experts: Epic Dashboards and Asset Builder Customization (2784)
Favorite

James Ramsey – Applied Systems ### 2703486###Applied Moderator###Program Education Manager###Applied Systems###
Applied Moderator: James Ramsey – Applied Systems
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Panelist###Sr. Solution Specialist###Applied Systems###
Applied Panelist: Jim Zell – Applied Systems
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Panelist###Manager, Onboarding & Success Services###Applied Systems###
Applied Panelist: Allison Haag – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Panelist###Product Manager###Applied Systems###
Applied Panelist: Su Potti – Applied Systems
### 2784
Auditing and Optimizing Your Epic Database for Epic Dashboards - Brought to you by Milliken (2849)
Favorite

Gary Milliken – Milliken Agency Services ### 2075443###Presenter###Partner###Milliken Agency Services###
Presenter: Gary Milliken – Milliken Agency Services
### 2849
Auditing Employees Using Applied Epic Reports and Epic Dashboards (2777)
Favorite

Natalie J. Thompson, CIC – Harbin Insurance ### 1680253###Presenter###Chief Operating Officer ###Harbin Insurance###
Presenter: Natalie J. Thompson, CIC – Harbin Insurance
### @@@ Paulla Groover (she/her/hers) – Harbin Insurance ### 2622223###Presenter###Director of Operations###Harbin Insurance###
Presenter: Paulla Groover (she/her/hers) – Harbin Insurance
### she/her/hers @@@ Sandra Hogan (she/her/hers) – Applied Systems, Inc. ### 3037154###Applied Representative###Lead Product Instructor###Applied Systems, Inc.###
Applied Representative: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
### she/her/hers 2777
AutoFill in Action: What's New and What's Next (2644)
Favorite

Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Director, Product Management - Epic Workflow and Communications, CSR24 and Mobile###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Erica Pickens (she/her/hers) – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens (she/her/hers) – Applied Systems
### she/her/hers @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Director, Product Management - Epic Policy & Interface###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ Paul Milano (he/him/his) – Applied Systems ### 3037169###Applied Presenter###Senior Product Manager - Epic Workflow and Communications###Applied Systems###
Applied Presenter: Paul Milano (he/him/his) – Applied Systems
### he/him/his 2644
Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency (2755)
Favorite

Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist -Customer Success Team###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2755
B
Best Practices to Prepare for Employee Attrition (2809)
Favorite

Aaron C. Glass (he/him/his) – 104600 ### 2277790###Presenter###Vice President/Controller###104600###
Presenter: Aaron C. Glass (he/him/his) – 104600
### he/him/his 2809
Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model (2806)
Favorite

Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his) – The Hartwell Corporation ### 2961965###Presenter###Director of Learning and Quality Control###The Hartwell Corporation###
Presenter: Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his) – The Hartwell Corporation
### he/him/his 2806
Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance (2762)
Favorite

Jamie Cox – SIAA/ Agents United ### 3007965###Presenter###Agency Growth Coach ###SIAA/ Agents United ###
Presenter: Jamie Cox – SIAA/ Agents United
### @@@ Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist -Customer Success Team###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### 2762
Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24 (2656)
Favorite

Jennifer Grayson – Applied Systems ### 2343583###Applied Presenter###Lead Product Instructor###Applied Systems###
Applied Presenter: Jennifer Grayson – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### 2656
Browser Change Management: Stay Ahead of Disruptions in Your Agency (2633)
Favorite

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Scott Folstein – Insurance One Group, Inc. ### 3007969###Presenter###Director of Finance/Marketing###Insurance One Group, Inc.###
Presenter: Scott Folstein – Insurance One Group, Inc.
### @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2633
Building a Better Renewal Process with Applied Epic Tools (2674)
Favorite

Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net ### 1719421###Presenter###Director of Insurance Operations Training###Foundation Risk Partners/Applied Net###
Presenter: Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net
### she/her/hers @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2674
Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24 (2767)
Favorite

Micah J. Bean – Applied Systems ### 2703470###Applied Presenter###Sr. Product Instructor###Applied Systems###
Applied Presenter: Micah J. Bean – Applied Systems
### @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 2767
C
Canada Commercial Lines: What’s New and What’s Next (2661)
Favorite

Danielle Fiola Robles (she/her/hers) – Applied Systems ### 2343595###Applied Presenter###Director, Product Management###Applied Systems###
Applied Presenter: Danielle Fiola Robles (she/her/hers) – Applied Systems
### she/her/hers @@@ Karine Poirier’ (she/her/hers) – Applied Systems ### 2045783###Applied Representative###Senior Insurance Operations Consultant###Applied Systems###
Applied Representative: Karine Poirier’ (she/her/hers) – Applied Systems
### she/her/hers 2661
Canadian Personal Lines Power Hour: Peer Roundtable Discussion (2769)
Favorite

Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Facilitator###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Facilitator: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers 2769
Canadian‑Specific Forms: When, Why, and How to Use Them (2692)
Favorite

Lindsay Stradeski (she/her/hers) – Applied Systems ### 1719409###Applied Presenter###Principal Product Manager###Applied Systems###
Applied Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems
### she/her/hers @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his 2692
Chart Your Own Path: Nonlinear Career Growth Strategies for Women in Insurance (2819)
Favorite

Shannon Chatman (she/her/hers) – Liberty Mutual Insurance ### 1948968###Facilitator###Agent for the Future Advisor###Liberty Mutual Insurance###
Facilitator: Shannon Chatman (she/her/hers) – Liberty Mutual Insurance
### she/her/hers 2819
Clicks That Count: A Real-Time Applied Epic How-To (2631)
Favorite

Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc. ### 2669969###Presenter###Sr. Applications Epic Interface Team Lead###Alliant Insurance Services, Inc.###
Presenter: Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2631
Client Contracts in Applied Epic (2649)
Favorite

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Enterprise Architect - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Business Consultant###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2649
Connecting the Dots: Reports as the Storytellers of Operations (2770)
Favorite

Orquidia Carrion, P&C Licensed (she/her/hers) – Foundation Risk Partners ### 2961958###Presenter###Sr Quality Control Analyst###Foundation Risk Partners###
Presenter: Orquidia Carrion, P&C Licensed (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### 2770
Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond (2660)
Favorite

Brian Polston – Applied Systems ### 3037153###Applied Presenter###Product Instructor ###Applied Systems ###
Applied Presenter: Brian Polston – Applied Systems
### @@@ Joe Leonardis – Applied Systems ### 3037151###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Joe Leonardis – Applied Systems
### 2660
Consulting with Applied Benefit Designer (2687)
Favorite

JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Micah J. Bean – Applied Systems ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems###
Applied Representative: Micah J. Bean – Applied Systems
### 2687
Culture First: How to Overcome Challenges with Change Management Within an Agency (2800)
Favorite

Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services ### 3007954###Panelist###Executive Market Vice President###Patriot Growth Insurance Services###
Panelist: Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services
### she/her/hers @@@ Christie Smith (she/her/hers) – OTIP ### 1719406###Panelist###Implementation Specialist###OTIP###
Panelist: Christie Smith (she/her/hers) – OTIP
### she/her/hers @@@ Jennifer Patterson ### 3020841###Panelist#########
Panelist: Jennifer Patterson
### @@@ Jenna Etzel ### 3020843###Presenter#########
Presenter: Jenna Etzel
### 2800
Custom Form Conversion and Enhancing the Benefit Form Templates (2676)
Favorite

Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group ### 2037784###Presenter###Senior Employee Benefits Client Manager###Hausmann Group###
Presenter: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
### she/her/hers @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Representative###Sr. Manager, Customer Success###Applied Systems###
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2676
Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms (2654)
Favorite

Joshua Moore (he/him/his) – Applied Systems ### 2343591###Applied Presenter###Manager, Product Management###Applied Systems###
Applied Presenter: Joshua Moore (he/him/his) – Applied Systems
### he/him/his @@@ Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Representative###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers 2654
Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill (2655)
Favorite

Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Presenter###Director, Product Management - Epic Policy & Interface###Applied Systems###
Applied Presenter: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ Danielle Fiola Robles (she/her/hers) – Applied Systems ### 2343595###Applied Representative###Director, Product Management###Applied Systems###
Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
### she/her/hers @@@ Michael J. Bruns – Connected Commercial Lines & Indio ### 1719255###Applied Representative###Director of Product Management###Connected Commercial Lines & Indio###
Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
### @@@ Paul Milano (he/him/his) – Applied Systems ### 3037169###Applied Presenter###Senior Product Manager - Epic Workflow and Communications###Applied Systems###
Applied Presenter: Paul Milano (he/him/his) – Applied Systems
### he/him/his 2655
Cyber Exposures and Coverage (Additional Fee Required) (CE3)
Favorite

CE3
D
Delivering Better Risk Appetite Communication to Grow Your Commercial Book (2605)
Favorite

Katy Joseph (she/her/hers) – Ivans ### 2722093###Applied Presenter###Product Manager - Ask Kodiak###Ivans###
Applied Presenter: Katy Joseph (she/her/hers) – Ivans
### she/her/hers @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Sr. Director, Product Management###Ivans###
Applied Representative: Ryan Lapp – Ivans
### 2605
Design Your Legacy: From Trusted Account Manager to Intentional Leader (2824)
Favorite

Jennifer Nielsen, CPRIA, IA-MBA, CISR (she/her/hers) – Triangle Risk Advisors ### 2668444###Presenter###PL Department Manager###Triangle Risk Advisors###
Presenter: Jennifer Nielsen, CPRIA, IA-MBA, CISR (she/her/hers) – Triangle Risk Advisors
### she/her/hers 2824
Developing Advanced Dashboards to Better Measure and Balance CSR Workloads and Producer Performance Across an Agency (2778)
Favorite

Matt Priddle – Wells Insurance ### 1680252###Presenter###Director of Data Analytics###Wells Insurance###
Presenter: Matt Priddle – Wells Insurance
### @@@ Ed Taggart – The Insurance Center ### 2966789###Presenter###Office Manager###The Insurance Center###
Presenter: Ed Taggart – The Insurance Center
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### 2778
Developing and Managing an Applied Epic Enterprise Administration Team (2626)
Favorite

Linda J. Van Vark – Alliant Insurance Services ### 2961963###Presenter###Applications Systems Administrator ###Alliant Insurance Services###
Presenter: Linda J. Van Vark – Alliant Insurance Services
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Services Consulting###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### 2626
Download Is Our Mail: Building a High-Volume Suspense Playbook (2622)
Favorite

Amy Hill (she/her/hers) – NFP Property & Casualty, an Aon Company ### 2961962###Presenter###Senior Manager, P&C Services - Carrier Interface###NFP Property & Casualty, an Aon Company###
Presenter: Amy Hill (she/her/hers) – NFP Property & Casualty, an Aon Company
### she/her/hers @@@ Ashley Westmoreland – NFP an Aon Company ### 1719357###Presenter###AVP, P&C Services - Technology###NFP an Aon Company###
Presenter: Ashley Westmoreland – NFP an Aon Company
### @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jennifer Grayson – Applied Systems
### 2622
E
Embedded Premium Finance Processing – Meet the AFCO Team (2736)
Favorite

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Manager, Product Management - Applied Pay###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his @@@ Heather Shockley (she/her/hers) – Applied Systems ### 2703473###Applied Presenter###Sr Manager, Financial Management Implementations###Applied Systems###
Applied Presenter: Heather Shockley (she/her/hers) – Applied Systems
### she/her/hers 2736
Embedded Premium Finance Processing – Meet the First Insurance Funding Team (2737)
Favorite

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Manager, Product Management - Applied Pay###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Growth and CX, Financial Management###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his 2737
Embedded Premium Finance Processing – Meet the IPFS Team (2735)
Favorite

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Manager, Product Management - Applied Pay###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Growth and CX, Financial Management###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his 2735
Emerging Leaders: Debrief to Win: Building a Culture of Real Accountability (Additional Fee Required) (EL)
Favorite

Robert "Cujo" Teschner ### 3094952###Facilitator#########
Facilitator: Robert "Cujo" Teschner
### EL
Employee Productivity Scorecard: Data-Driven Impact (2774)
Favorite

Jordan Lindley (he/him/his) – Dwight Rudd Insurance ### 2620123###Presenter###Operations Manager###Dwight Rudd Insurance###
Presenter: Jordan Lindley (he/him/his) – Dwight Rudd Insurance
### he/him/his @@@ Elliot Targum (he/him/his) – Dwight Rudd Insurance ### 2619383###Presenter###COO###Dwight Rudd Insurance###
Presenter: Elliot Targum (he/him/his) – Dwight Rudd Insurance
### he/him/his @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### 2774
Employment Practices Liability Insurance (Additional Fee Required) (CE2)
Favorite

CE2
Entering Policies in Applied Epic for Reporting Efficiency (2650)
Favorite

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Enterprise Architect - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2650
Epic Dashboards by Job Role: Roundtable Discussions (2795)
Favorite

Katie Hermreck – Elliott Group ### 2685684###Facilitator###Director###Elliott Group###
Facilitator: Katie Hermreck – Elliott Group
### @@@ Jules Mauer (she/her/hers) – TRICOR Insurance ### 3007967###Facilitator###Personal Lines Senior Operations Manager###TRICOR Insurance###
Facilitator: Jules Mauer (she/her/hers) – TRICOR Insurance
### she/her/hers @@@ Su Potti – Applied Systems ### 2395451###Applied Facilitator###Product Manager###Applied Systems###
Applied Facilitator: Su Potti – Applied Systems
### 2795
Epic Quotes Commercial Lines Canada: A Unified Quoting Experience (2652)
Favorite

Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Presenter###Senior Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Presenter: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers @@@ Danielle Fiola Robles (she/her/hers) – Applied Systems ### 2343595###Applied Representative###Director, Product Management###Applied Systems###
Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
### she/her/hers 2652
Epic Readiness for M&A and Succession: Protecting Valuation, Speed, and Stability - Brought to you by Milliken (2850)
Favorite

Matt Milliken ### 2075444###Presenter#########
Presenter: Matt Milliken
### 2850
Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale (2805)
Favorite

Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Kimberly Champion Carter – Cross Financial Corp ### 3007951###Panelist###Sr AMS Product Manager & Data Migration Lead###Cross Financial Corp ###
Panelist: Kimberly Champion Carter – Cross Financial Corp
### @@@ Kari Montes (she/her/hers) – Axis Insurance Managers Inc. ### 3007952###Panelist###Vice President, Business Systems###Axis Insurance Managers Inc.###
Panelist: Kari Montes (she/her/hers) – Axis Insurance Managers Inc.
### she/her/hers @@@ Linda J. Van Vark – Alliant Insurance Services ### 2961963###Panelist###Applications Systems Administrator ###Alliant Insurance Services###
Panelist: Linda J. Van Vark – Alliant Insurance Services
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Moderator###Senior Manager, Services Consulting###Applied Systems ###
Applied Moderator: Adam Hendry – Applied Systems
### 2805
Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions (2629)
Favorite

Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Moderator###Sr. Solution Specialist###Applied Systems###
Applied Moderator: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his 2629
Expert Panel: Becoming an Agency Preferred Carrier (2600)
Favorite

Valerie Stratton – Applied Systems ### 3037210###Applied Moderator###Strategic Product Advisor###Applied Systems###
Applied Moderator: Valerie Stratton – Applied Systems
### @@@ Amanda M. Edlin – Sterling G Thompson Co ### 2696656###Panelist###House Business Team Leader###Sterling G Thompson Co###
Panelist: Amanda M. Edlin – Sterling G Thompson Co
### @@@ Jake N. Ferrara – StreetSmart Insurance ### 1719323###Panelist###CIO###StreetSmart Insurance###
Panelist: Jake N. Ferrara – StreetSmart Insurance
### @@@ Kathy Bova – ASNOA ### 1719251###Panelist###Vice President of Operations###ASNOA###
Panelist: Kathy Bova – ASNOA
### @@@ Ia Bater ### 3053739###Panelist#########
Panelist: Ia Bater
### 2600
Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s) (2683)
Favorite

Spencer Smithersen – The Hartwell Corporation ### 3007961###Panelist###Benefits Account Manager###The Hartwell Corporation###
Panelist: Spencer Smithersen – The Hartwell Corporation
### @@@ Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group ### 2037784###Panelist###Senior Employee Benefits Client Manager###Hausmann Group###
Panelist: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
### she/her/hers @@@ Holly Roberts (she/her/hers) – Sterling Thompson Company ### 3020847###Panelist###Employee Benefits Team Leader###Sterling Thompson Company###
Panelist: Holly Roberts (she/her/hers) – Sterling Thompson Company
### she/her/hers @@@ Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### 2683
Expert Panel: Building Custom Dashboards to Fit Your Agency Needs (2773)
Favorite

Rachel Johnson, AAI-M, CIC, CISR (she/her/hers) – CRS Insurance Brokerage ### 2719998###Panelist###Agency Systems Manager###CRS Insurance Brokerage###
Panelist: Rachel Johnson, AAI-M, CIC, CISR (she/her/hers) – CRS Insurance Brokerage
### she/her/hers @@@ Natalia Collura – Holden & Co. Insurance ### 3007960###Panelist###Director of Marketing and Operations Specialist ###Holden & Co. Insurance###
Panelist: Natalia Collura – Holden & Co. Insurance
### @@@ Georges A.E. Elsoud – Nour Assurance ### 3007968###Panelist###Founder###Nour Assurance###
Panelist: Georges A.E. Elsoud – Nour Assurance
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ Med Frezghi – Applied Systems ### 3037192###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Med Frezghi – Applied Systems
### 2773
Expert Panel: Catching and Resolving Applied Epic Accounting Errors (2729)
Favorite

Theresa Clayton (she/her/hers) – One Digital ### 2664567###Panelist###Director of P&C Accounting Operations###One Digital###
Panelist: Theresa Clayton (she/her/hers) – One Digital
### she/her/hers @@@ Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Panelist###Senior Consultant###Alexant Systems Corporation###
Panelist: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2729
Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever (2671)
Favorite

Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners/Applied Net###
Panelist: Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net
### she/her/hers @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ Ashley Volk (she/her/hers) – Christensen Group Insurance ### 3007955###Panelist###Commercial Lines Training & Audit Leader###Christensen Group Insurance###
Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
### she/her/hers @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Moderator###Senior Product Instructor###Applied Systems###
Applied Moderator: Glenn Wharton – Applied Systems
### 2671
Expert Panel: Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency (2665)
Favorite

Carlo Ferrara – StreetSmart ### 1719278###Panelist###Chief Operations Officer###StreetSmart###
Panelist: Carlo Ferrara – StreetSmart
### @@@ Richard Barbosa ### 3037155###Applied Moderator#########
Applied Moderator: Richard Barbosa
### @@@ Chad Jochum – Applied Systems ### 2045790###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Chad Jochum – Applied Systems
### 2665
Expert Panel: Connecting the Commercial Lines Client Experience (2651)
Favorite

Amanda M. Edlin – Sterling G Thompson Co ### 2696656###Panelist###House Business Team Leader###Sterling G Thompson Co###
Panelist: Amanda M. Edlin – Sterling G Thompson Co
### @@@ Jessica Koselansky (she/her/hers) – Acrisure LLC ### 2619384###Panelist###Product Specialist###Acrisure LLC###
Panelist: Jessica Koselansky (she/her/hers) – Acrisure LLC
### she/her/hers @@@ Jillian Rouleau (she/her/hers) – Acrisure, LLC ### 1719342###Panelist###Manager - Epic Product Applications###Acrisure, LLC###
Panelist: Jillian Rouleau (she/her/hers) – Acrisure, LLC
### she/her/hers @@@ Ashley Volk (she/her/hers) – Christensen Group Insurance ### 3007955###Panelist###Commercial Lines Training & Audit Leader###Christensen Group Insurance###
Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
### she/her/hers @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Moderator###Sr. Solution Specialist###Applied Systems###
Applied Moderator: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers 2651
Expert Panel: Download Smarter: Applied Epic Tips, Tools and Q&A (2749)
Favorite

Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc. ### 2669969###Panelist###Sr. Applications Epic Interface Team Lead###Alliant Insurance Services, Inc.###
Panelist: Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors ### 2664569###Panelist###Agency Operations Manager###Adams Insurance Advisors###
Panelist: Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors
### she/her/hers @@@ Christie Smith (she/her/hers) – OTIP ### 1719406###Panelist###Implementation Specialist###OTIP###
Panelist: Christie Smith (she/her/hers) – OTIP
### she/her/hers @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Moderator###Sr. Solution Specialist###Applied Systems###
Applied Moderator: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers 2749
Expert Panel: Emerging Technology Trends for the Modern Agency, 2026 Edition (2808)
Favorite

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder###Kite Tech Group###
Panelist: Jeff Kite, Kite Tech Group – Kite Tech Group
### @@@ Jason Gobbel, Kite Technology Group – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###
Panelist: Jason Gobbel, Kite Technology Group – Kite Technology Group
### @@@ Jason Call – Blue Ridge Risk Partners, LLC ### 2338941###Panelist###Chief Operating Officer###Blue Ridge Risk Partners, LLC###
Panelist: Jason Call – Blue Ridge Risk Partners, LLC
### @@@ Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Moderator###Principal UX Designer###Applied Systems###
Applied Moderator: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his 2808
Expert Panel: Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry (2681)
Favorite

Kelly Knight – Applied Systems ### 3037161###Applied Moderator###VP, Customer Experience - Benefits Solutions###Applied Systems###
Applied Moderator: Kelly Knight – Applied Systems
### 2681
Expert Panel: Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows (2634)
Favorite

Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Representative###Principal UX Designer###Applied Systems###
Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Representative###VP, Product Management - Core Epic###Applied Systems###
Applied Representative: Sajjad Ahmed – Applied Systems
### @@@ Chris Cavin – Applied Systems ### 3037227###Applied Moderator###Senior Product Manager###Applied Systems###
Applied Moderator: Chris Cavin – Applied Systems
### 2634
Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic (2756)
Favorite

Pamela M. Kelly – AXiA Insurance Services Inc. ### 1719386###Panelist###Director of Agency Services###AXiA Insurance Services Inc. ###
Panelist: Pamela M. Kelly – AXiA Insurance Services Inc.
### @@@ Kelly Urban (she/her/hers) – Harry Levine Insurance ### 3007964###Panelist###Operations Manager###Harry Levine Insurance###
Panelist: Kelly Urban (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Sandra Hogan (she/her/hers) – Applied Systems, Inc. ### 3037154###Applied Moderator###Lead Product Instructor###Applied Systems, Inc.###
Applied Moderator: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
### she/her/hers 2756
Expert Panel: Getting Started with Applied Epic Bridge (2630)
Favorite

Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners/Applied Net###
Panelist: Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net
### she/her/hers @@@ Natalia Collura – Holden & Co. Insurance ### 3007960###Panelist###Director of Marketing and Operations Specialist ###Holden & Co. Insurance###
Panelist: Natalia Collura – Holden & Co. Insurance
### @@@ Kimberly Champion Carter – Cross Financial Corp ### 3007951###Panelist###Sr AMS Product Manager & Data Migration Lead###Cross Financial Corp ###
Panelist: Kimberly Champion Carter – Cross Financial Corp
### @@@ Betsy Cook – NBT Insurance Agency ### 1719265###Panelist###Senior Manager, Commercial Lines Service Department###NBT Insurance Agency###
Panelist: Betsy Cook – NBT Insurance Agency
### @@@ Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Moderator###Director, Product Management - Epic Workflow and Communications, CSR24 and Mobile###Applied Systems###
Applied Moderator: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ John Rush (he/him/his) – Applied Systems ### 3037224###Applied Representative###Product Manager###Applied Systems###
Applied Representative: John Rush (he/him/his) – Applied Systems
### he/him/his 2630
Expert Panel: How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows (2611)
Favorite

Katarina Pregelj ### 3037215###Applied Moderator#########
Applied Moderator: Katarina Pregelj
### 2611
Expert Panel: How Organizations Build a Strong High Net Worth Client Program (2766)
Favorite

Lisa Hamm – Clyde Paul Agency, Inc. ### 3007962###Panelist###President###Clyde Paul Agency, Inc.###
Panelist: Lisa Hamm – Clyde Paul Agency, Inc.
### @@@ Patrick Ward (he/him/his) – Applied Systems ### 3037189###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Patrick Ward (he/him/his) – Applied Systems
### he/him/his @@@ Stephanie A. LaChance (she/her/hers) – JMG Insurance Corp ### 2478356###Panelist###Senior Vice President of Personal Lines###JMG Insurance Corp###
Panelist: Stephanie A. LaChance (she/her/hers) – JMG Insurance Corp
### she/her/hers @@@ Lynn E. Hudson – Turner Agency, Inc. ### 3041372###Panelist###Vice President of Operations###Turner Agency, Inc.###
Panelist: Lynn E. Hudson – Turner Agency, Inc.
### 2766
Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic (2726)
Favorite

Aaron C. Glass (he/him/his) – 104600 ### 2277790###Panelist###Vice President/Controller###104600###
Panelist: Aaron C. Glass (he/him/his) – 104600
### he/him/his @@@ Theresa Clayton (she/her/hers) – One Digital ### 2664567###Panelist###Director of P&C Accounting Operations###One Digital###
Panelist: Theresa Clayton (she/her/hers) – One Digital
### she/her/hers @@@ Heather Shockley (she/her/hers) – Applied Systems ### 2703473###Applied Moderator###Sr Manager, Financial Management Implementations###Applied Systems###
Applied Moderator: Heather Shockley (she/her/hers) – Applied Systems
### she/her/hers 2726
Expert Panel: Managing Changes to Benefits Workflows (2689)
Favorite

Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Moderator###Senior Business Consultant###Applied Systems###
Applied Moderator: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers @@@ Maggie Boucher ### 3037453###Panelist#########
Panelist: Maggie Boucher
### @@@ Ariel Peterson – Moreton & Company ### 3046381###Panelist###Training and Compliance Manager###Moreton & Company###
Panelist: Ariel Peterson – Moreton & Company
### @@@ Emily Poeschl (she/her/hers) – McClone Agency, Inc. ### 2672990###Panelist###Employee Benefits Team Lead###McClone Agency, Inc.###
Panelist: Emily Poeschl (she/her/hers) – McClone Agency, Inc.
### she/her/hers @@@ David McKenzie – First National Insurance Agency ### 3067020###Panelist###Director of Employee Benefit Operations###First National Insurance Agency###
Panelist: David McKenzie – First National Insurance Agency
### 2689
Expert Panel: Mastering Browser Changes: Real-World Strategies from Agency Leaders (2632)
Favorite

Daniel Horn – Rollo Insurance Group ### 2037307###Panelist###Chief Technology Officer###Rollo Insurance Group###
Panelist: Daniel Horn – Rollo Insurance Group
### @@@ Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc. ### 2333102###Panelist###Application Specialist###Kraus-Anderson Insurance Agency, Inc.###
Panelist: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
### she/her/hers @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Moderator###Senior Manager###Applied Systems###
Applied Moderator: Laura Jermyn – Applied Systems
### 2632
Expert Panel: Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service - Part 1 (2763)
Favorite

Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services ### 2664573###Panelist###Operations Manager###The Gibraltar Group Insurance Services###
Panelist: Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Lynn E. Hudson – Turner Agency, Inc. ### 3041372###Panelist###Vice President of Operations###Turner Agency, Inc.###
Panelist: Lynn E. Hudson – Turner Agency, Inc.
### 2763
Expert Panel: Practical Strategies and Users' Perspectives with Applied Book Builder for Commercial Lines (2668)
Favorite

Christie Lacijan (she/her/hers) – HMS Agency, Inc. ### 3007957###Panelist###Commercial Lines Manager###HMS Agency, Inc.###
Panelist: Christie Lacijan (she/her/hers) – HMS Agency, Inc.
### she/her/hers @@@ Markell Kunigus – The Hartman Group ### 3020844###Panelist###Vice President###The Hartman Group###
Panelist: Markell Kunigus – The Hartman Group
### @@@ Faith Pezzulo – Tate Insurance Group ### 3020845###Panelist###CL Department Manager###Tate Insurance Group###
Panelist: Faith Pezzulo – Tate Insurance Group
### @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Moderator###Lead Customer Implementation Specialist###Applied Systems###
Applied Moderator: Rebecca Adelizzi – Applied Systems
### 2668
Expert Panel: Real-World Cybersecurity Practices That Actually Work (2640)
Favorite

Shane Lonneman – Applied Systems ### 2343605###Applied Moderator###Senior Director, Information Security###Applied Systems###
Applied Moderator: Shane Lonneman – Applied Systems
### 2640
Expert Panel: Strategies for Maintaining and Managing Data Quality (2776)
Favorite

Sondra Stein – Hylant ### 2159211###Panelist###Data Solutions Manager ABS###Hylant###
Panelist: Sondra Stein – Hylant
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services ### 2333084###Panelist###Personal Lines Manager, Customer Service Manager and Training Manager###The Gibraltar Group - Insurance Services###
Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
### she/her/hers @@@ Med Frezghi – Applied Systems ### 3037192###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Med Frezghi – Applied Systems
### 2776
Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.) (2664)
Favorite

Amanda M. Edlin – Sterling G Thompson Co ### 2696656###Panelist###House Business Team Leader###Sterling G Thompson Co###
Panelist: Amanda M. Edlin – Sterling G Thompson Co
### @@@ Alysha Phillips (she/her/hers) – The Mahoney Group ### 3007956###Panelist###Learning & Development Systems Specialist ###The Mahoney Group ###
Panelist: Alysha Phillips (she/her/hers) – The Mahoney Group
### she/her/hers @@@ Jenna Silva (she/her/hers) – C3 Risk & Insurance Services ### 2664570###Panelist###Systems Integration and Process Leader###C3 Risk & Insurance Services###
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
### she/her/hers @@@ Ashley Volk (she/her/hers) – Christensen Group Insurance ### 3007955###Panelist###Commercial Lines Training & Audit Leader###Christensen Group Insurance###
Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
### she/her/hers @@@ Mario Solis – Applied Systems ### 3037170###Applied Moderator###Product Instructor###Applied Systems###
Applied Moderator: Mario Solis – Applied Systems
### 2664
Expert Panel: Supporting the Digital Roundtrip of Insurance, a Carrier's Point of View (2601)
Favorite

NIkki Wood (she/her/hers) – Cytora ### 3037211###Applied Moderator###VP of Client Engagement###Cytora###
Applied Moderator: NIkki Wood (she/her/hers) – Cytora
### she/her/hers @@@ Tim Lewis (he/him/his) – Travelers Insurance ### 1724474###Panelist###AVP, Business Insurance/ Distribution Integration###Travelers Insurance###
Panelist: Tim Lewis (he/him/his) – Travelers Insurance
### he/him/his @@@ Henry Rogan ### 3094945###Panelist#########
Panelist: Henry Rogan
### 2601
Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality (2621)
Favorite

Orquidia Carrion, P&C Licensed (she/her/hers) – Foundation Risk Partners ### 2961958###Panelist###Sr Quality Control Analyst###Foundation Risk Partners###
Panelist: Orquidia Carrion, P&C Licensed (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Julie Levine (she/her/hers) – Harry Levine Insurance ### 1680277###Panelist###Vice President###Harry Levine Insurance###
Panelist: Julie Levine (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Alysha Phillips (she/her/hers) – The Mahoney Group ### 3007956###Panelist###Learning & Development Systems Specialist ###The Mahoney Group ###
Panelist: Alysha Phillips (she/her/hers) – The Mahoney Group
### she/her/hers @@@ Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services ### 2333084###Panelist###Personal Lines Manager, Customer Service Manager and Training Manager###The Gibraltar Group - Insurance Services###
Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
### she/her/hers @@@ Patrick Ward (he/him/his) – Applied Systems ### 3037189###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Patrick Ward (he/him/his) – Applied Systems
### he/him/his 2621
Expert Panel: The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter (2804)
Favorite

James Jenkins ### 3007966###Panelist#########
Panelist: James Jenkins
### @@@ Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc. ### 2132673###Panelist###Director of Human Resources, Managing Partner###CRS Insurance Brokerage, Inc. ###
Panelist: Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc.
### she/her/hers @@@ Jules Mauer (she/her/hers) – TRICOR Insurance ### 3007967###Panelist###Personal Lines Senior Operations Manager###TRICOR Insurance###
Panelist: Jules Mauer (she/her/hers) – TRICOR Insurance
### she/her/hers @@@ Adam Hendry – Applied Systems ### 2045791###Applied Moderator###Senior Manager, Services Consulting###Applied Systems ###
Applied Moderator: Adam Hendry – Applied Systems
### 2804
Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations (2765)
Favorite

Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance ### 2037312###Panelist###President###Huff Insurance###
Panelist: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance
### she/her/hers @@@ Kelly Urban (she/her/hers) – Harry Levine Insurance ### 3007964###Panelist###Operations Manager###Harry Levine Insurance###
Panelist: Kelly Urban (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ Brian Gleize – Scott Agency Inc / Keystone ### 3020846###Panelist###Account Executive/Producer###Scott Agency Inc / Keystone###
Panelist: Brian Gleize – Scott Agency Inc / Keystone
### @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Moderator###Product Instructor###Applied Systems###
Applied Moderator: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2765
Expert Panel: The Pressure We Carry: Mental Health at Work (2803)
Favorite

James Jenkins ### 3007966###Panelist#########
Panelist: James Jenkins
### @@@ Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc. ### 2132673###Panelist###Director of Human Resources, Managing Partner###CRS Insurance Brokerage, Inc. ###
Panelist: Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc.
### she/her/hers @@@ Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services ### 2664573###Panelist###Operations Manager###The Gibraltar Group Insurance Services###
Panelist: Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services
### she/her/hers @@@ Jenna Silva (she/her/hers) – C3 Risk & Insurance Services ### 2664570###Panelist###Systems Integration and Process Leader###C3 Risk & Insurance Services###
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2803
Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption (2775)
Favorite

Sondra Stein – Hylant ### 2159211###Panelist###Data Solutions Manager ABS###Hylant###
Panelist: Sondra Stein – Hylant
### @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Betsy Cook – NBT Insurance Agency ### 1719265###Panelist###Senior Manager, Commercial Lines Service Department###NBT Insurance Agency###
Panelist: Betsy Cook – NBT Insurance Agency
### @@@ Scott Folstein – Insurance One Group, Inc. ### 3007969###Panelist###Director of Finance/Marketing###Insurance One Group, Inc.###
Panelist: Scott Folstein – Insurance One Group, Inc.
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Moderator###Manager, Onboarding & Success Services###Applied Systems###
Applied Moderator: Allison Haag – Applied Systems
### 2775
Expert Panel: Women in Leadership (2823)
Favorite

Jennifer Nielsen, CPRIA, IA-MBA, CISR (she/her/hers) – Triangle Risk Advisors ### 2668444###Panelist###PL Department Manager###Triangle Risk Advisors###
Panelist: Jennifer Nielsen, CPRIA, IA-MBA, CISR (she/her/hers) – Triangle Risk Advisors
### she/her/hers @@@ Stacy Johansen – Downeast Insurance, LLC ### 1719437###Panelist###President###Downeast Insurance, LLC###
Panelist: Stacy Johansen – Downeast Insurance, LLC
### @@@ Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services ### 3007954###Panelist###Executive Market Vice President###Patriot Growth Insurance Services###
Panelist: Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services
### she/her/hers @@@ Kari Montes (she/her/hers) – Axis Insurance Managers Inc. ### 3007952###Panelist###Vice President, Business Systems###Axis Insurance Managers Inc.###
Panelist: Kari Montes (she/her/hers) – Axis Insurance Managers Inc.
### she/her/hers @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Moderator###Sr. Manager, Customer Success###Applied Systems###
Applied Moderator: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2823
Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic (2752)
Favorite

Suzanne Odell – OneDigital ### 2961957###Panelist###Systems and Process Trainer, P&C National Team###OneDigital###
Panelist: Suzanne Odell – OneDigital
### @@@ Deb Welsh – OneDigital ### 2333108###Panelist###VP of Operations, P&C###OneDigital###
Panelist: Deb Welsh – OneDigital
### @@@ Lisa Hamm – Clyde Paul Agency, Inc. ### 3007962###Panelist###President###Clyde Paul Agency, Inc.###
Panelist: Lisa Hamm – Clyde Paul Agency, Inc.
### @@@ Laura Syrenne (she/her/hers) – Axis Insurance Managers, Inc ### 3007963###Panelist###Epic Systems Manager, P&C###Axis Insurance Managers, Inc###
Panelist: Laura Syrenne (she/her/hers) – Axis Insurance Managers, Inc
### she/her/hers @@@ Cristine Sellers (she/her/hers) – Applied Systems, Inc ### 3037188###Applied Moderator###Hypercare Success Manager###Applied Systems, Inc###
Applied Moderator: Cristine Sellers (she/her/hers) – Applied Systems, Inc
### she/her/hers 2752
EZLynx: ACN Blueprint for Success - Part 1 (2716)
Favorite

Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### @@@ George Robertson (he/him/his) – Robertson Consulting, LLC ### 2620120###Presenter###Owner###Robertson Consulting, LLC###
Presenter: George Robertson (he/him/his) – Robertson Consulting, LLC
### he/him/his @@@ Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Presenter###Systems Strategist###Compass Insurance Group###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers 2716
EZLynx: ACN Blueprint for Success - Part 2 (2717)
Favorite

Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### @@@ Beaux Pilgrim, CIC (he/him/his) – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC (he/him/his) – Reed Insurance / ia Blueprint Remote Staffing
### he/him/his @@@ Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Presenter###Systems Strategist###Compass Insurance Group###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers 2717
EZLynx: An Inside Look at the Agentic AI Vision (2718)
Favorite

Keyuri Anand ### 3048276###Applied Presenter#########
Applied Presenter: Keyuri Anand
### @@@ Steve Jentzsch (he/him/his) – EZLynx ### 2703494###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Steve Jentzsch (he/him/his) – EZLynx
### he/him/his @@@ Raj Jacob – EZLynx ### 3037176###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Raj Jacob – EZLynx
### 2718
EZLynx: Automating the Customer Journey from Welcome to Retention (2696)
Favorite

Beaux Pilgrim, CIC (he/him/his) – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC (he/him/his) – Reed Insurance / ia Blueprint Remote Staffing
### he/him/his 2696
EZLynx: Before You Call Support | Mastering EZLynx Fixes You Can Handle Yourself (2715)
Favorite

Nicole Leibee – EZLynx ### 2375793###Applied Presenter###Sr. Project Manager###EZLynx###
Applied Presenter: Nicole Leibee – EZLynx
### @@@ Kimberly Rodriguez – EZLynx ### 3073519###Applied Representative###Lead Customer Support Technician###EZLynx###
Applied Representative: Kimberly Rodriguez – EZLynx
### 2715
EZLynx: Boosting Sales with an Effective CRM (2709)
Favorite

Jerin Daniel – EZLynx ### 3037178###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Jerin Daniel – EZLynx
### @@@ Chip Shaw ### 3093942###Applied Presenter#########
Applied Presenter: Chip Shaw
### 2709
EZLynx: Experience the Difference "Ask EVA" Can Make in Your Agency (2711)
Favorite

Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2711
EZLynx Expert Panel: Creating SOPs That Drive Results (2699)
Favorite

Carlo Ferrara – StreetSmart ### 1719278###Panelist###Chief Operations Officer###StreetSmart###
Panelist: Carlo Ferrara – StreetSmart
### @@@ Ryan Beukema – EZLynx ### 2343571###Applied Moderator###Director of Product Management###EZLynx###
Applied Moderator: Ryan Beukema – EZLynx
### @@@ Tiffany Blanchard – Insurance & Financial Services Inc. ### 3041371###Panelist###P&C Director###Insurance & Financial Services Inc.###
Panelist: Tiffany Blanchard – Insurance & Financial Services Inc.
### @@@ Mandi Braun – Western Insurance Associates ### 2408929###Panelist###Agent###Western Insurance Associates###
Panelist: Mandi Braun – Western Insurance Associates
### @@@ George Robertson (he/him/his) – Robertson Consulting, LLC ### 2620120###Panelist###Owner###Robertson Consulting, LLC###
Panelist: George Robertson (he/him/his) – Robertson Consulting, LLC
### he/him/his 2699
EZLynx Expert Panel: How Top Agencies Approach Remarketing and Retention (2698)
Favorite

Ryan Beukema – EZLynx ### 2343571###Applied Moderator###Director of Product Management###EZLynx###
Applied Moderator: Ryan Beukema – EZLynx
### @@@ Brandon Hill, CIC – Stockton-Hill Insurance ### 2705137###Panelist###President###Stockton-Hill Insurance###
Panelist: Brandon Hill, CIC – Stockton-Hill Insurance
### @@@ Kayleigh Spradlin – Legacy Bridge Advisors ### 2705139###Panelist###Chief Administrative Officer###Legacy Bridge Advisors###
Panelist: Kayleigh Spradlin – Legacy Bridge Advisors
### @@@ Elizabeth Spence ### 3041370###Panelist#########
Panelist: Elizabeth Spence
### @@@ Jamie Cox – SIAA/ Agents United ### 3007965###Panelist###Agency Growth Coach ###SIAA/ Agents United ###
Panelist: Jamie Cox – SIAA/ Agents United
### 2698
EZLynx: Exploring the Features of EZLynx Submission Center (2703)
Favorite

Stacey Eickhorst – EZLynx ### 2709733###Applied Presenter###Subject Matter Expert###EZLynx###
Applied Presenter: Stacey Eickhorst – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2703
EZLynx for Carriers: What's New and What's Next (2609)
Favorite

Scott Niebuhr ### 2823577###Applied Presenter#########
Applied Presenter: Scott Niebuhr
### 2609
EZLynx Hands-On Lab: Building Insightful Reports (2713)
Favorite

Mel R. Alsabrook (she/they) – EZLynx ### 2045776###Applied Presenter###Senior Associate Product Manager, Data & Analytics###EZLynx###
Applied Presenter: Mel R. Alsabrook (she/they) – EZLynx
### she/they @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Representative###Dir, Data & Analytics###Applied Systems###
Applied Representative: Aaron Rainey – Applied Systems
### 2713
EZLynx Hands-On Lab: Creating Powerful Commercial Proposals (2714)
Favorite

Stacey Eickhorst – EZLynx ### 2709733###Applied Presenter###Subject Matter Expert###EZLynx###
Applied Presenter: Stacey Eickhorst – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2714
EZLynx Hands-On Lab: Elevating Client Experiences with EZLynx Automation Center (2697)
Favorite

Beaux Pilgrim, CIC (he/him/his) – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC (he/him/his) – Reed Insurance / ia Blueprint Remote Staffing
### he/him/his 2697
EZLynx Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality (2712)
Favorite

Raquel Velez (she/her/hers) – EZLynx ### 2703493###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Raquel Velez (she/her/hers) – EZLynx
### she/her/hers @@@ Awad Alnawayseh – EZLynx ### 1722740###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Awad Alnawayseh – EZLynx
### 2712
EZLynx Hands-On Lab: Using Tasks and Checklists for More Effective Agency Management (2719)
Favorite

Brandon Hill, CIC – Stockton-Hill Insurance ### 2705137###Presenter###President###Stockton-Hill Insurance###
Presenter: Brandon Hill, CIC – Stockton-Hill Insurance
### @@@ Kayleigh Spradlin – Legacy Bridge Advisors ### 2705139###Presenter###Chief Administrative Officer###Legacy Bridge Advisors###
Presenter: Kayleigh Spradlin – Legacy Bridge Advisors
### 2719
EZLynx Keynote (2720)
Favorite

Ryan Beukema – EZLynx ### 2343571###Applied Moderator###Director of Product Management###EZLynx###
Applied Moderator: Ryan Beukema – EZLynx
### @@@ Rob Bourne ### 3037235###Applied Presenter#########
Applied Presenter: Rob Bourne
### @@@ Brenna Johnson – EZLynx ### 1722739###Applied Presenter###SVP Product Management, EZLynx###EZLynx###
Applied Presenter: Brenna Johnson – EZLynx
### 2720
EZLynx: Launch Your Customer Portal | An EZLynx Client Center Setup Guide (2694)
Favorite

Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###CIO###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Carlo Ferrara – StreetSmart ### 1719278###Presenter###Chief Operations Officer###StreetSmart###
Presenter: Carlo Ferrara – StreetSmart
### 2694
EZLynx: New! AutoFill (2700)
Favorite

Raj Jacob – EZLynx ### 3037176###Applied Presenter###Sr. Associate Product Manager###EZLynx###
Applied Presenter: Raj Jacob – EZLynx
### @@@ Keyuri Anand ### 3048276###Applied Representative#########
Applied Representative: Keyuri Anand
### @@@ Ashok Reddy – EZLynx ### 1719402###Applied Representative###Sr. Product Manager###EZLynx###
Applied Representative: Ashok Reddy – EZLynx
### 2700
EZLynx Product Roundtables (2721)
Favorite

Ryan Beukema – EZLynx ### 2343571###Applied Facilitator###Director of Product Management###EZLynx###
Applied Facilitator: Ryan Beukema – EZLynx
### 2721
EZLynx: Quote Personal Lines Faster, Propose Smarter (2704)
Favorite

Raj Jacob – EZLynx ### 3037176###Applied Presenter###Sr. Associate Product Manager###EZLynx###
Applied Presenter: Raj Jacob – EZLynx
### @@@ Ashok Reddy – EZLynx ### 1719402###Applied Representative###Sr. Product Manager###EZLynx###
Applied Representative: Ashok Reddy – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2704
EZLynx: Simplifying Commissions Accounting (Plus a Sneak Peek at EVA Recon) (2706)
Favorite

Cecily Blandford – Applied Systems ### 1719299###Applied Presenter###Sr. Associate Product Manager###Applied Systems###
Applied Presenter: Cecily Blandford – Applied Systems
### @@@ Brandon Tompkins – EZLynx ### 2343572###Applied Representative###Product Manager###EZLynx###
Applied Representative: Brandon Tompkins – EZLynx
### 2706
EZLynx: Stop the Revolving Door | How Employee Onboarding Can Make a Difference (2722)
Favorite

Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Presenter###Systems Strategist###Compass Insurance Group###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers 2722
EZLynx: Taking the Guesswork Out of Commercial Applications and Submissions (2702)
Favorite

Stacey Eickhorst – EZLynx ### 2709733###Applied Presenter###Subject Matter Expert###EZLynx###
Applied Presenter: Stacey Eickhorst – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2702
EZLynx: The New and Improved eSignature Workflow (2708)
Favorite

Raquel Velez (she/her/hers) – EZLynx ### 2703493###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Raquel Velez (she/her/hers) – EZLynx
### she/her/hers @@@ Steve Jentzsch (he/him/his) – EZLynx ### 2703494###Applied Representative###Product Manager###EZLynx###
Applied Representative: Steve Jentzsch (he/him/his) – EZLynx
### he/him/his 2708
EZLynx: The Tools Behind Exceptional Client Service (2710)
Favorite

Stacey Eickhorst – EZLynx ### 2709733###Applied Presenter###Subject Matter Expert###EZLynx###
Applied Presenter: Stacey Eickhorst – EZLynx
### @@@ Jerin Daniel – EZLynx ### 3037178###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Jerin Daniel – EZLynx
### 2710
EZLynx: Turning Commercial Lines Into a Growth Engine for Your Agency (2695)
Favorite

Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###CIO###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Carlo Ferrara – StreetSmart ### 1719278###Presenter###Chief Operations Officer###StreetSmart###
Presenter: Carlo Ferrara – StreetSmart
### 2695
EZLynx: What's New in Certificates (2701)
Favorite

Stacey Eickhorst – EZLynx ### 2709733###Applied Presenter###Subject Matter Expert###EZLynx###
Applied Presenter: Stacey Eickhorst – EZLynx
### @@@ Jerin Daniel – EZLynx ### 3037178###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Jerin Daniel – EZLynx
### 2701
EZLynx: What's New in EZLynx Accounting (2705)
Favorite

Cecily Blandford – Applied Systems ### 1719299###Applied Presenter###Sr. Associate Product Manager###Applied Systems###
Applied Presenter: Cecily Blandford – Applied Systems
### @@@ Brandon Tompkins – EZLynx ### 2343572###Applied Representative###Product Manager###EZLynx###
Applied Representative: Brandon Tompkins – EZLynx
### 2705
EZLynx: What's New in Reporting (2707)
Favorite

Mel R. Alsabrook (she/they) – EZLynx ### 2045776###Applied Presenter###Senior Associate Product Manager, Data & Analytics###EZLynx###
Applied Presenter: Mel R. Alsabrook (she/they) – EZLynx
### she/they @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Representative###Dir, Data & Analytics###Applied Systems###
Applied Representative: Aaron Rainey – Applied Systems
### 2707
F
Finders Keepers: How to Hire and Keep Great Talent (2802)
Favorite

Teresa Cator (she/her/hers) – Rue Insurance ### 3007953###Panelist###EPIC Training and Onboarding Specialist###Rue Insurance###
Panelist: Teresa Cator (she/her/hers) – Rue Insurance
### she/her/hers @@@ Pamela M. Kelly – AXiA Insurance Services Inc. ### 1719386###Panelist###Director of Agency Services###AXiA Insurance Services Inc. ###
Panelist: Pamela M. Kelly – AXiA Insurance Services Inc.
### @@@ Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc. ### 2132673###Panelist###Director of Human Resources, Managing Partner###CRS Insurance Brokerage, Inc. ###
Panelist: Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc.
### she/her/hers @@@ Julie Levine (she/her/hers) – Harry Levine Insurance ### 1680277###Panelist###Vice President###Harry Levine Insurance###
Panelist: Julie Levine (she/her/hers) – Harry Levine Insurance
### she/her/hers 2802
First Look: Policy Check and Quote Comparison in Applied Epic (2856)
Favorite

Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Presenter###Director, Product Management - Epic Policy & Interface###Applied Systems###
Applied Presenter: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Representative###Principal UX Designer###Applied Systems###
Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his 2856
From Change Management to Organizational Capability: The Shift from Conformity to Coherence (2810)
Favorite

Deborah Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonprofits Insurance Services ### 2619981###Presenter###Director of Strategic Initiatives & Alignment###CalNonprofits Insurance Services###
Presenter: Deborah Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonprofits Insurance Services
### she/her/hers @@@ Colleen Lazanich, CIC CRM (she/her/hers) – CalNonprofits Insurance Services ### 1719303###Presenter###CEO###CalNonprofits Insurance Services###
Presenter: Colleen Lazanich, CIC CRM (she/her/hers) – CalNonprofits Insurance Services
### she/her/hers 2810
From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship (2811)
Favorite

Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his) – The Hartwell Corporation ### 2961965###Presenter###Director of Learning and Quality Control###The Hartwell Corporation###
Presenter: Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his) – The Hartwell Corporation
### he/him/his 2811
From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows (2618)
Favorite

Natalie J. Thompson, CIC – Harbin Insurance ### 1680253###Presenter###Chief Operating Officer ###Harbin Insurance###
Presenter: Natalie J. Thompson, CIC – Harbin Insurance
### @@@ Paulla Groover (she/her/hers) – Harbin Insurance ### 2622223###Presenter###Director of Operations###Harbin Insurance###
Presenter: Paulla Groover (she/her/hers) – Harbin Insurance
### she/her/hers @@@ Micah J. Bean – Applied Systems ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems###
Applied Representative: Micah J. Bean – Applied Systems
### 2618
From Identity to Impact: Employer Branding That Fuels Growth (2818)
Favorite

Samantha Baldridge (she/her/hers) – Applied Systems ### 2966012###Presenter###Sr. Communications and Culture Specialist###Applied Systems###
Presenter: Samantha Baldridge (she/her/hers) – Applied Systems
### she/her/hers 2818
From Inbox to Reconciliation: Automatically Gathering Carrier Statements with Applied Recon (2747)
Favorite

Scott Ingram – Applied Systems ### 1719293###Applied Presenter###Sr. Product Manager - Applied Pay###Applied Systems###
Applied Presenter: Scott Ingram – Applied Systems
### @@@ Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Representative###VP Product Management & Development###Applied Systems###
Applied Representative: Nash Qadri (he/him/his) – Applied Systems
### he/him/his 2747
From Intake to Adjudication: How AI Is Transforming the Claims Journey for Commercial Carriers (2610)
Favorite

Vince Relf, Jr. – Cytora / Applied Systems ### 3037217###Applied Presenter###Solution Consultant###Cytora / Applied Systems###
Applied Presenter: Vince Relf, Jr. – Cytora / Applied Systems
### 2610
From Lead to Carrier: Streamlining New Business with Applied Epic and Indio (2659)
Favorite

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Senior Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2659
From Quote to Bind: A Deep Dive in Agency Bill (2745)
Favorite

Cody Stroup – Applied Systems ### 3037182###Applied Presenter###Lead Implementation Manager###Applied Systems###
Applied Presenter: Cody Stroup – Applied Systems
### @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### 2745
From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation (2751)
Favorite

Angelina Spinelli (she/her/hers) – Hilton Head Insurance & Brokerage ### 2754007###Presenter###Sales & Marketing Manager###Hilton Head Insurance & Brokerage###
Presenter: Angelina Spinelli (she/her/hers) – Hilton Head Insurance & Brokerage
### she/her/hers @@@ Lauren Albrecht – Hilton Head Insurance & Brokerage ### 2966662###Presenter###Office Manager###Hilton Head Insurance & Brokerage###
Presenter: Lauren Albrecht – Hilton Head Insurance & Brokerage
### @@@ Mario Solis – Applied Systems ### 3037170###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mario Solis – Applied Systems
### 2751
G
Getting Started with Epic Dashboards Asset Builder (2799)
Favorite

Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Presenter###Product Instructor/Optimization SME###Applied Systems###
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his 2799
Getting the Most from Ivans Distribution Platform: Best Practices for Configuration, Growth, and Insight (2608)
Favorite

Jamie Taylor (she/her/hers) – Ivans ### 2343560###Applied Presenter###Product Manager, IDP Configurations###Ivans###
Applied Presenter: Jamie Taylor (she/her/hers) – Ivans
### she/her/hers @@@ Kenny Hendricks ### 3093723###Applied Presenter#########
Applied Presenter: Kenny Hendricks
### 2608
Goodbye Manual Receipt Entry: Importing Direct Bill Receipts in Applied Epic (2746)
Favorite

Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Presenter###VP Product Management & Development###Applied Systems###
Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
### he/him/his @@@ Scott Ingram – Applied Systems ### 1719293###Applied Representative###Sr. Product Manager - Applied Pay###Applied Systems###
Applied Representative: Scott Ingram – Applied Systems
### 2746
Growing Your Business with Ivans Bookroll (2612)
Favorite

Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Presenter###Sr. Director, Product Management###Ivans###
Applied Presenter: Heather Prabish (she/her/hers) – Ivans
### she/her/hers @@@ Bryanna Matte (she/her/hers) – Ivans ### 2703475###Applied Presenter###Sr. Product Manager###Ivans###
Applied Presenter: Bryanna Matte (she/her/hers) – Ivans
### she/her/hers 2612
H
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat) (2792)
Favorite

Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### @@@ Danielle DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###User Representative###Senior Manager of Agency Systems, VP###NBT Insurance Agency###
User Representative: Danielle DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Med Frezghi – Applied Systems ### 3037192###Applied Representative###Associate Consultant###Applied Systems###
Applied Representative: Med Frezghi – Applied Systems
### @@@ Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialists###Applied Systems###
Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers 2792
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat) (2839)
Favorite

Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### @@@ Med Frezghi – Applied Systems ### 3037192###Applied Representative###Associate Consultant###Applied Systems###
Applied Representative: Med Frezghi – Applied Systems
### @@@ Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialists###Applied Systems###
Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers 2839
Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat) (2830)
Favorite

Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Director, Product Management - Epic Workflow and Communications, CSR24 and Mobile###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Erica Pickens (she/her/hers) – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens (she/her/hers) – Applied Systems
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Services Consulting###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### @@@ John Rush (he/him/his) – Applied Systems ### 3037224###Applied Presenter###Product Manager###Applied Systems###
Applied Presenter: John Rush (he/him/his) – Applied Systems
### he/him/his 2830
Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat) (2639)
Favorite

Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Director, Product Management - Epic Workflow and Communications, CSR24 and Mobile###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Erica Pickens (she/her/hers) – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens (she/her/hers) – Applied Systems
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Services Consulting###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### @@@ John Rush (he/him/his) – Applied Systems ### 3037224###Applied Presenter###Product Manager###Applied Systems###
Applied Presenter: John Rush (he/him/his) – Applied Systems
### he/him/his 2639
Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat) (2833)
Favorite

Rebecca Adelizzi – Applied Systems ### 2343588###Applied Presenter###Lead Customer Implementation Specialist###Applied Systems###
Applied Presenter: Rebecca Adelizzi – Applied Systems
### @@@ Joe Leonardis – Applied Systems ### 3037151###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Joe Leonardis – Applied Systems
### @@@ Sagar Warghade – Applied Systems ### 3037152###Applied Representative###Sr. Product Manager###Applied Systems###
Applied Representative: Sagar Warghade – Applied Systems
### 2833
Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat) (2669)
Favorite

Rebecca Adelizzi – Applied Systems ### 2343588###Applied Presenter###Lead Customer Implementation Specialist###Applied Systems###
Applied Presenter: Rebecca Adelizzi – Applied Systems
### @@@ Joe Leonardis – Applied Systems ### 3037151###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Joe Leonardis – Applied Systems
### @@@ Sagar Warghade – Applied Systems ### 3037152###Applied Representative###Sr. Product Manager###Applied Systems###
Applied Representative: Sagar Warghade – Applied Systems
### 2669
Hands-On Lab: Epic AutoFill for Benefits (Repeat) (2691)
Favorite

JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Paul Milano (he/him/his) – Applied Systems ### 3037169###Applied Representative###Senior Product Manager - Epic Workflow and Communications###Applied Systems###
Applied Representative: Paul Milano (he/him/his) – Applied Systems
### he/him/his @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Business Consultant###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2691
Hands-On Lab: Epic AutoFill for Benefits (Repeat) (2834)
Favorite

JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Tom Lind – Applied Systems ### 1719305###Applied Representative###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Representative: Tom Lind – Applied Systems
### @@@ Paul Milano (he/him/his) – Applied Systems ### 3037169###Applied Representative###Senior Product Manager - Epic Workflow and Communications###Applied Systems###
Applied Representative: Paul Milano (he/him/his) – Applied Systems
### he/him/his @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Business Consultant###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2834
Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users (2793)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialists###Applied Systems###
Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ Danielle DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###User Representative###Senior Manager of Agency Systems, VP###NBT Insurance Agency###
User Representative: Danielle DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Med Frezghi – Applied Systems ### 3037192###Applied Representative###Associate Consultant###Applied Systems###
Applied Representative: Med Frezghi – Applied Systems
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### @@@ Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers 2793
Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat) (2837)
Favorite

Cody Stroup – Applied Systems ### 3037182###Applied Presenter###Lead Implementation Manager###Applied Systems###
Applied Presenter: Cody Stroup – Applied Systems
### @@@ Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Representative###Manager, Product Management - Applied Pay###Applied Systems###
Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his 2837
Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat) (2738)
Favorite

Cody Stroup – Applied Systems ### 3037182###Applied Presenter###Lead Implementation Manager###Applied Systems###
Applied Presenter: Cody Stroup – Applied Systems
### @@@ Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Representative###Manager, Product Management - Applied Pay###Applied Systems###
Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his 2738
Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat) (2836)
Favorite

Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Presenter###Associate Product Manager###Applied Systems, Inc.###
Applied Presenter: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Representative###Lead Business Consultant, Accounting###Applied Systems###
Applied Representative: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Representative###Senior Business Consultant - Finance###Applied Systems ###
Applied Representative: Kelly Abrams – Applied Systems
### 2836
Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat) (2734)
Favorite

Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Presenter###Associate Product Manager###Applied Systems, Inc.###
Applied Presenter: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Representative###Lead Business Consultant, Accounting###Applied Systems###
Applied Representative: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Representative###Senior Business Consultant - Finance###Applied Systems ###
Applied Representative: Kelly Abrams – Applied Systems
### 2734
Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat) (2835)
Favorite

Jeff Newman – Applied Systems ### 1761968###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Jeff Newman – Applied Systems
### @@@ Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Representative###Associate Product Manager###Applied Systems, Inc.###
Applied Representative: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Representative###Senior Business Consultant - Finance###Applied Systems ###
Applied Representative: Kelly Abrams – Applied Systems
### 2835
Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat) (2733)
Favorite

Jeff Newman – Applied Systems ### 1761968###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Jeff Newman – Applied Systems
### @@@ Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Representative###Associate Product Manager###Applied Systems, Inc.###
Applied Representative: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Presenter###Senior Business Consultant - Finance###Applied Systems ###
Applied Presenter: Kelly Abrams – Applied Systems
### @@@ Jackie Hacala (she/her/hers) – Applied Systems ### 2343575###Applied Representative###Lead Product Instructor / Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala (she/her/hers) – Applied Systems
### she/her/hers 2733
Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation (2685)
Favorite

Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Presenter###Sr. Manager, Customer Success###Applied Systems###
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Brian Polston – Applied Systems ### 3037153###Applied Representative###Product Instructor ###Applied Systems ###
Applied Representative: Brian Polston – Applied Systems
### @@@ Mario Solis – Applied Systems ### 3037170###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mario Solis – Applied Systems
### @@@ Jackie Hacala (she/her/hers) – Applied Systems ### 2343575###Applied Representative###Lead Product Instructor / Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala (she/her/hers) – Applied Systems
### she/her/hers 2685
Hands-On Lab: Ivans Exchange (2616)
Favorite

Brian Marable – Ivans ### 2449087###Applied Presenter###Customer Support Specialist###Ivans###
Applied Presenter: Brian Marable – Ivans
### @@@ Jorge Martinez – Ivans ### 3037222###Applied Presenter###Manager Carrier Customer Support###Ivans###
Applied Presenter: Jorge Martinez – Ivans
### @@@ Shawn Francis – Ivans ### 3037221###Applied Representative###Manager Agency Customer Support###Ivans###
Applied Representative: Shawn Francis – Ivans
### @@@ Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Representative###Sr. Director, Product Management###Ivans###
Applied Representative: Heather Prabish (she/her/hers) – Ivans
### she/her/hers 2616
Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat) (2658)
Favorite

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Michael J. Bruns – Connected Commercial Lines & Indio ### 1719255###Applied Representative###Director of Product Management###Connected Commercial Lines & Indio###
Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
### @@@ Micah J. Bean – Applied Systems ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems###
Applied Representative: Micah J. Bean – Applied Systems
### @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### 2658
Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat) (2832)
Favorite

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Michael J. Bruns – Connected Commercial Lines & Indio ### 1719255###Applied Representative###Director of Product Management###Connected Commercial Lines & Indio###
Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
### @@@ Micah J. Bean – Applied Systems ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems###
Applied Representative: Micah J. Bean – Applied Systems
### @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### 2832
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat) (2643)
Favorite

Glenn Wharton – Applied Systems ### 2703479###Applied Presenter###Senior Product Instructor###Applied Systems###
Applied Presenter: Glenn Wharton – Applied Systems
### @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Product Instructor/Optimization SME###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Senior Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2643
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat) (2831)
Favorite

Glenn Wharton – Applied Systems ### 2703479###Applied Presenter###Senior Product Instructor###Applied Systems###
Applied Presenter: Glenn Wharton – Applied Systems
### @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Product Instructor/Optimization SME###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Senior Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2831
Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice (2794)
Favorite

Med Frezghi – Applied Systems ### 3037192###Applied Presenter###Associate Consultant###Applied Systems###
Applied Presenter: Med Frezghi – Applied Systems
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### @@@ Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialists###Applied Systems###
Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers @@@ Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his 2794
Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation (2670)
Favorite

Brian Polston – Applied Systems ### 3037153###Applied Presenter###Product Instructor ###Applied Systems ###
Applied Presenter: Brian Polston – Applied Systems
### @@@ Linda Bendele – Applied Systems ### 1719445###Applied Representative###Solution Specialist -Customer Success Team###Applied Systems###
Applied Representative: Linda Bendele – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### @@@ Jackie Hacala (she/her/hers) – Applied Systems ### 2343575###Applied Representative###Lead Product Instructor / Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala (she/her/hers) – Applied Systems
### she/her/hers 2670
Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat) (2754)
Favorite

Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Presenter###Product Instructor###Applied Systems###
Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers @@@ Linda Bendele – Applied Systems ### 1719445###Applied Representative###Solution Specialist -Customer Success Team###Applied Systems###
Applied Representative: Linda Bendele – Applied Systems
### @@@ Brian Polston – Applied Systems ### 3037153###Applied Representative###Product Instructor ###Applied Systems ###
Applied Representative: Brian Polston – Applied Systems
### 2754
Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat) (2838)
Favorite

Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Presenter###Product Instructor###Applied Systems###
Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers @@@ Linda Bendele – Applied Systems ### 1719445###Applied Representative###Solution Specialist -Customer Success Team###Applied Systems###
Applied Representative: Linda Bendele – Applied Systems
### @@@ Brian Polston – Applied Systems ### 3037153###Applied Representative###Product Instructor ###Applied Systems ###
Applied Representative: Brian Polston – Applied Systems
### 2838
Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates (2760)
Favorite

Sandra Hogan (she/her/hers) – Applied Systems, Inc. ### 3037154###Applied Presenter###Lead Product Instructor###Applied Systems, Inc.###
Applied Presenter: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Patrick Ward (he/him/his) – Applied Systems ### 3037189###Applied Representative###Associate Consultant###Applied Systems###
Applied Representative: Patrick Ward (he/him/his) – Applied Systems
### he/him/his @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2760
Hands-On Lab: Using the New Compliance Fields in Applied Epic (2693)
Favorite

Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Micah J. Bean – Applied Systems ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems###
Applied Representative: Micah J. Bean – Applied Systems
### @@@ Tom Lind – Applied Systems ### 1719305###Applied Representative###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Representative: Tom Lind – Applied Systems
### 2693
How Private Brokers Win: Top Growth Strategies in Today’s Market (2854)
Favorite

Harrison Brooks – Reagan Consulting ### 2415190###Presenter###Partner###Reagan Consulting###
Presenter: Harrison Brooks – Reagan Consulting
### 2854
How to Get More Done in a Day: Time Management Techniques That Are Proven to Work (2812)
Favorite

Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance ### 2037312###Presenter###President###Huff Insurance###
Presenter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance
### she/her/hers 2812
How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes (2782)
Favorite

Pramod Misra (he/him/his) – Snellings Walters Insurance Agency ### 2664586###Presenter###Director of Data Analytics###Snellings Walters Insurance Agency###
Presenter: Pramod Misra (he/him/his) – Snellings Walters Insurance Agency
### he/him/his @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### 2782
How to Make the Most of Your ACN (Applied Client Network) Membership (2857)
Favorite

2857
I
Implementing Applied Epic Opportunities (2619)
Favorite

Logan Modlin – Hawkins Harrison Insurance ### 2961956###Presenter###Director of Sales Operations###Hawkins Harrison Insurance###
Presenter: Logan Modlin – Hawkins Harrison Insurance
### @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2619
Improving Your Agency’s Efficiency and Retention Using Activities (2748)
Favorite

Julie Levine (she/her/hers) – Harry Levine Insurance ### 1680277###Presenter###Vice President###Harry Levine Insurance###
Presenter: Julie Levine (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Linda Bendele – Applied Systems ### 1719445###Applied Representative###Solution Specialist -Customer Success Team###Applied Systems###
Applied Representative: Linda Bendele – Applied Systems
### 2748
Inside the Applied Data Lake Roadmap: What's Next and Why It Matters (2789)
Favorite

Laura Amedeo – Applied Systems ### 2781274###Applied Presenter###Sr. Director, Product Management###Applied Systems###
Applied Presenter: Laura Amedeo – Applied Systems
### @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### 2789
Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them (2768)
Favorite

Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Facilitator###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Facilitator: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers 2768
Introduction to Applied Data Lake, Google Cloud and Databricks (2781)
Favorite

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Director, Application Management###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### 2781
Introduction to Ivans Exchange (2615)
Favorite

Beverly Moore – Rollo Insurance Group, Inc ### 2098699###Presenter###Chief Admin Officer###Rollo Insurance Group, Inc###
Presenter: Beverly Moore – Rollo Insurance Group, Inc
### @@@ Shawn Francis – Ivans ### 3037221###Applied Presenter###Manager Agency Customer Support###Ivans###
Applied Presenter: Shawn Francis – Ivans
### @@@ Brian Marable – Ivans ### 2449087###Applied Representative###Customer Support Specialist###Ivans###
Applied Representative: Brian Marable – Ivans
### 2615
J
Journal Entries in Applied Epic (2725)
Favorite

Aaron C. Glass (he/him/his) – 104600 ### 2277790###Presenter###Vice President/Controller###104600###
Presenter: Aaron C. Glass (he/him/his) – 104600
### he/him/his @@@ Larry Klutzke CPA – Applied Systems ### 2343568###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Larry Klutzke CPA – Applied Systems
### 2725
Just What Is a Broker within Applied Epic Accounting? (2744)
Favorite

Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Presenter###Lead Business Consultant, Accounting###Applied Systems###
Applied Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his @@@ Larry Klutzke CPA – Applied Systems ### 2343568###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Larry Klutzke CPA – Applied Systems
### 2744
L
Leveraging New Applied Epic Forms in the Benefits Ecosystem (2680)
Favorite

Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Representative###Sr. Manager, Customer Success###Applied Systems###
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2680
M
Maitrise d'Applied Epic Bridge : intégration complète des courriels, nouvelle fonctionnalité et feuille de route (2851)
Favorite

Jackie Hacala (she/her/hers) – Applied Systems ### 2343575###Applied Presenter###Lead Product Instructor / Formatrice de Produits Principale###Applied Systems###
Applied Presenter: Jackie Hacala (she/her/hers) – Applied Systems
### she/her/hers @@@ Karine Poirier’ (she/her/hers) – Applied Systems ### 2045783###Applied Presenter###Senior Insurance Operations Consultant###Applied Systems###
Applied Presenter: Karine Poirier’ (she/her/hers) – Applied Systems
### she/her/hers 2851
Making Applied Epic Activities Work for You (2647)
Favorite

Michele R. Callihan, VP – Alliant Insurance Services ### 2961966###Presenter###Compliance Team Lead###Alliant Insurance Services###
Presenter: Michele R. Callihan, VP – Alliant Insurance Services
### @@@ Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Representative###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers 2647
Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices (2623)
Favorite

Meagan Kennemer – Higginbotham ### 2961964###Presenter###Integration Engineer###Higginbotham###
Presenter: Meagan Kennemer – Higginbotham
### @@@ Sandra Hogan (she/her/hers) – Applied Systems, Inc. ### 3037154###Applied Representative###Lead Product Instructor###Applied Systems, Inc.###
Applied Representative: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
### she/her/hers 2623
Mastering the Basics of Renewals Manager for Personal Lines (2757)
Favorite

Ingrid Smith, ANFI, ACSR (she/her/hers) – Authur J Gallagher ### 2333091###Presenter###Transformation Operations Director###Authur J Gallagher###
Presenter: Ingrid Smith, ANFI, ACSR (she/her/hers) – Authur J Gallagher
### she/her/hers @@@ Mario Solis – Applied Systems ### 3037170###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mario Solis – Applied Systems
### 2757
Maximize Your Core Payments Experience with Applied Pay (2730)
Favorite

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Manager, Product Management - Applied Pay###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his @@@ Heather Shockley (she/her/hers) – Applied Systems ### 2703473###Applied Representative###Sr Manager, Financial Management Implementations###Applied Systems###
Applied Representative: Heather Shockley (she/her/hers) – Applied Systems
### she/her/hers 2730
Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic (2740)
Favorite

Larry Klutzke CPA – Applied Systems ### 2343568###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Larry Klutzke CPA – Applied Systems
### @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Representative###Lead Business Consultant, Accounting###Applied Systems###
Applied Representative: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his 2740
Microsoft Excel Pivot Tables (2821)
Favorite

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 2821
Microsoft Excel Tips and Tricks for the Intermediate User (2820)
Favorite

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 2820
Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines (2758)
Favorite

Deidre Kopitonchuk – Applied Systems ### 2343597###Applied Presenter###Director, Product Management###Applied Systems###
Applied Presenter: Deidre Kopitonchuk – Applied Systems
### @@@ Lindsay Stradeski (she/her/hers) – Applied Systems ### 1719409###Applied Presenter###Principal Product Manager###Applied Systems###
Applied Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems
### she/her/hers 2758
N
Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients (2844)
Favorite

Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Presenter###Solution Specialist###Applied Systems###
Presenter: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2844
New Compliance Fields in Applied Epic for Servicing (2684)
Favorite

Spencer Smithersen – The Hartwell Corporation ### 3007961###Presenter###Benefits Account Manager###The Hartwell Corporation###
Presenter: Spencer Smithersen – The Hartwell Corporation
### @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Presenter###Senior Business Consultant###Applied Systems###
Applied Presenter: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers @@@ Brian Polston – Applied Systems ### 3037153###Applied Representative###Product Instructor ###Applied Systems ###
Applied Representative: Brian Polston – Applied Systems
### 2684
O
Optimisation des services de l’assurance des entreprises au Canada grâce aux formulaires Epic et à Indio (2852)
Favorite

Karine Poirier’ (she/her/hers) – Applied Systems ### 2045783###Applied Presenter###Senior Insurance Operations Consultant###Applied Systems###
Applied Presenter: Karine Poirier’ (she/her/hers) – Applied Systems
### she/her/hers @@@ Jackie Hacala (she/her/hers) – Applied Systems ### 2343575###Applied Presenter###Lead Product Instructor / Formatrice de Produits Principale###Applied Systems###
Applied Presenter: Jackie Hacala (she/her/hers) – Applied Systems
### she/her/hers 2852
P
Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency (2742)
Favorite

Danielle DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###Presenter###Senior Manager of Agency Systems, VP###NBT Insurance Agency###
Presenter: Danielle DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Ro Olguin – Applied Systems ### 1719325###Applied Representative###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Ro Olguin – Applied Systems
### 2742
Powering Digital Quoting with Ivans Distribution Platform (2607)
Favorite

Ryan Lapp – Ivans ### 1719388###Applied Presenter###Sr. Director, Product Management###Ivans###
Applied Presenter: Ryan Lapp – Ivans
### @@@ Mike Hickey – Pie Insurance ### 3050443###Presenter###Director, Agency Management###Pie Insurance###
Presenter: Mike Hickey – Pie Insurance
### 2607
Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2 (2764)
Favorite

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Product Instructor/Optimization SME###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his 2764
Practical Growth Strategies for Small Agencies (2843)
Favorite

Jon Lumbra – The Dowd Agencies ### 2038569###Presenter###Chief Financial Officer/Principal###The Dowd Agencies###
Presenter: Jon Lumbra – The Dowd Agencies
### @@@ Everett Shaw ### 3045779###Presenter#########
Presenter: Everett Shaw
### 2843
Premiers pas avec le Créateur d’actifs du tableau de bord Epic (2853)
Favorite

Karine Poirier’ (she/her/hers) – Applied Systems ### 2045783###Applied Presenter###Senior Insurance Operations Consultant###Applied Systems###
Applied Presenter: Karine Poirier’ (she/her/hers) – Applied Systems
### she/her/hers @@@ Jackie Hacala (she/her/hers) – Applied Systems ### 2343575###Applied Presenter###Lead Product Instructor / Formatrice de Produits Principale###Applied Systems###
Applied Presenter: Jackie Hacala (she/her/hers) – Applied Systems
### she/her/hers 2853
R
Real Insights That Made a Difference: A Small Agency Case Study (2813)
Favorite

Natalie J. Thompson, CIC – Harbin Insurance ### 1680253###Presenter###Chief Operating Officer ###Harbin Insurance###
Presenter: Natalie J. Thompson, CIC – Harbin Insurance
### @@@ Paulla Groover (she/her/hers) – Harbin Insurance ### 2622223###Presenter###Director of Operations###Harbin Insurance###
Presenter: Paulla Groover (she/her/hers) – Harbin Insurance
### she/her/hers 2813
Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat) (2829)
Favorite

Deb Welsh – OneDigital ### 2333108###Presenter###VP of Operations, P&C###OneDigital###
Presenter: Deb Welsh – OneDigital
### @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jennifer Grayson – Applied Systems
### 2829
Reusable Utilities in Applied Epic (2783)
Favorite

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Director, Application Management###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### @@@ Michell Skaare (she/her/hers) – Applied Systems ### 2703483###Applied Representative###Sr. Business Consultant###Applied Systems###
Applied Representative: Michell Skaare (she/her/hers) – Applied Systems
### she/her/hers 2783
Revenue Status on Policies Is Here! What It Is and How to Use It (2741)
Favorite

John Hartigan (he/him/his) – Applied Systems ### 1719427###Applied Presenter###Director, Product Management, Epic Accounting###Applied Systems###
Applied Presenter: John Hartigan (he/him/his) – Applied Systems
### he/him/his @@@ Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialists###Applied Systems###
Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ Larry Klutzke CPA – Applied Systems ### 2343568###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Larry Klutzke CPA – Applied Systems
### 2741
S
Search Smarter: Find Anything in Epic, Instantly (Repeat) (2635)
Favorite

Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Representative###Principal UX Designer###Applied Systems###
Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Representative###VP, Product Management - Core Epic###Applied Systems###
Applied Representative: Sajjad Ahmed – Applied Systems
### @@@ Chris Cavin – Applied Systems ### 3037227###Applied Presenter###Senior Product Manager###Applied Systems###
Applied Presenter: Chris Cavin – Applied Systems
### 2635
Search Smarter: Find Anything in Epic, Instantly (Repeat) (2826)
Favorite

Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Representative###Principal UX Designer###Applied Systems###
Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Representative###VP, Product Management - Core Epic###Applied Systems###
Applied Representative: Sajjad Ahmed – Applied Systems
### @@@ Chris Cavin – Applied Systems ### 3037227###Applied Presenter###Senior Product Manager###Applied Systems###
Applied Presenter: Chris Cavin – Applied Systems
### 2826
Segmenting Personal Lines Clients in Applied Epic Using Profit Centers (2753)
Favorite

Matthew Wood, CPCU, CPRM, CIC – MetzWood Insurance ### 1680241###Presenter###President###MetzWood Insurance###
Presenter: Matthew Wood, CPCU, CPRM, CIC – MetzWood Insurance
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### 2753
Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing (2663)
Favorite

Andrew Shapiro – Applied Systems ### 2750240###Applied Presenter###Director of Product###Applied Systems###
Applied Presenter: Andrew Shapiro – Applied Systems
### @@@ Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialists###Applied Systems###
Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers 2663
Streamlining Canada Commercial Lines Servicing with Applied Epic Forms and Indio (2653)
Favorite

Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Presenter###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Senior Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2653
Streamlining the Applied Epic Month-End Process (2743)
Favorite

Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Larry Klutzke CPA – Applied Systems ### 2343568###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Larry Klutzke CPA – Applied Systems
### 2743
Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance (2617)
Favorite

Edin Omerdic (he/him/his) – Topline Insurance ### 2962136###Presenter###Director of Marketing and CRM Solutions###Topline Insurance###
Presenter: Edin Omerdic (he/him/his) – Topline Insurance
### he/him/his @@@ Deb Lambert – TopLine Insurance ### 3073535###Presenter###Marketing Technologies Manager###TopLine Insurance###
Presenter: Deb Lambert – TopLine Insurance
### @@@ Mario Solis – Applied Systems ### 3037170###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mario Solis – Applied Systems
### 2617
T
Template Letter Configuration and Automation Magic (2625)
Favorite

Ingrid Smith, ANFI, ACSR (she/her/hers) – Authur J Gallagher ### 2333091###Presenter###Transformation Operations Director###Authur J Gallagher###
Presenter: Ingrid Smith, ANFI, ACSR (she/her/hers) – Authur J Gallagher
### she/her/hers @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jennifer Grayson – Applied Systems
### 2625
The Agentic Edge: Why Carrier Automation Maturity Is the New Battleground for Broker Loyalty (2604)
Favorite

Sam Lewis ### 3037214###Applied Presenter#########
Applied Presenter: Sam Lewis
### @@@ Katarina Pregelj ### 3037215###Applied Presenter#########
Applied Presenter: Katarina Pregelj
### 2604
The Agentic Operating Platform: What Insurance Operations Looks Like When AI Does the Heavy Lifting - Brought to you by Patra (2840)
Favorite

Brett Cleveringa – Patra Corporation ### 2333306###Presenter###Vice President, Product###Patra Corporation###
Presenter: Brett Cleveringa – Patra Corporation
### 2840
The Autonomous Agency Has Arrived: Advanced Automation & Agentic AI for Applied EPIC - Brought to you by Cemiar (2848)
Favorite

Samuel Belanger-Lamoureux ### 3056951###Presenter#########
Presenter: Samuel Belanger-Lamoureux
### 2848
The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters (2679)
Favorite

Tammi Shapiro (she/her/hers) – Applied Systems ### 2703481###Applied Presenter###SVP and GM, Benefits Solutions###Applied Systems###
Applied Presenter: Tammi Shapiro (she/her/hers) – Applied Systems
### she/her/hers @@@ Kelly Knight – Applied Systems ### 3037161###Applied Presenter###VP, Customer Experience - Benefits Solutions###Applied Systems###
Applied Presenter: Kelly Knight – Applied Systems
### @@@ Toolika Kashyap (she/her/hers) – Applied Systems ### 2343567###Applied Presenter###VP Benefit Solutions, Product Management###Applied Systems###
Applied Presenter: Toolika Kashyap (she/her/hers) – Applied Systems
### she/her/hers 2679
The Evolution of Applied Recon (2732)
Favorite

Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Growth and CX, Financial Management###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### 2732
The Four Levers of Influence: Credibility, Framing, Timing, Allies - Brought to you by TotalCSR (2842)
Favorite

Justin Goodman – Total CSR ### 2075437###Presenter###CEO ###Total CSR###
Presenter: Justin Goodman – Total CSR
### 2842
The Future of Learning in a Distracted World (2822)
Favorite

Justin Goodman – Total CSR ### 2075437###Presenter###CEO ###Total CSR###
Presenter: Justin Goodman – Total CSR
### 2822
The Future-Ready Agency: Workforce Strategies for Growth, Efficiency, and Resilience - Brought to you by WAHVE (2847)
Favorite

Rick Morgan – WAHVE ### 1741326###Presenter###Sr. VP Marketing###WAHVE###
Presenter: Rick Morgan – WAHVE
### 2847
The Power of Process: Creating Documented Workflows That Drive Consistency and Growth (2814)
Favorite

Stacie Freeman – Blue Ridge Risk Partners ### 2961961###Presenter###Manager, Employee Benefits Small Group###Blue Ridge Risk Partners###
Presenter: Stacie Freeman – Blue Ridge Risk Partners
### 2814
The Priority Filter: Build the Short List That Actually Gets Done - Brought to you by TotalCSR (2841)
Favorite

Justin Goodman – Total CSR ### 2075437###Presenter###CEO ###Total CSR###
Presenter: Justin Goodman – Total CSR
### 2841
The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages (2648)
Favorite

Jayme L. Moreno, AVP – Alliant Insurance Services ### 1680240###Presenter###AVP, Learning & Development Manager###Alliant Insurance Services###
Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
### @@@ Michele R. Callihan, VP – Alliant Insurance Services ### 2961966###Presenter###Compliance Team Lead###Alliant Insurance Services###
Presenter: Michele R. Callihan, VP – Alliant Insurance Services
### @@@ Mario Solis – Applied Systems ### 3037170###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mario Solis – Applied Systems
### 2648
The Title Comes Last: How Real Leaders Earn Their Influence (2825)
Favorite

Justin Goodman – Total CSR ### 2075437###Presenter###CEO ###Total CSR###
Presenter: Justin Goodman – Total CSR
### 2825
Time Management and Work Prioritization (2815)
Favorite

Karadee Dunbar, CISR (she/her/hers) – Alliant Insurance Services ### 2664572###Presenter###Training Specialist###Alliant Insurance Services###
Presenter: Karadee Dunbar, CISR (she/her/hers) – Alliant Insurance Services
### she/her/hers @@@ Jayme L. Moreno, AVP – Alliant Insurance Services ### 1680240###Presenter###AVP, Learning & Development Manager###Alliant Insurance Services###
Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
### 2815
Transforming Agency Operations with SharePoint: Communication, Training and Beyond (2816)
Favorite

Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services ### 1719320###Presenter###Operations Manager###Franconia Insurance & Financial Services###
Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services
### she/her/hers 2816
Transforming Benefits Data Into Actionable Intelligence (2688)
Favorite

JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Representative###Sr. Manager, Customer Success###Applied Systems###
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2688
Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights (2761)
Favorite

Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist -Customer Success Team###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Senior Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2761
Turning Expertise Into Impact: Building Successful SME Programs (2817)
Favorite

Karadee Dunbar, CISR (she/her/hers) – Alliant Insurance Services ### 2664572###Presenter###Training Specialist###Alliant Insurance Services###
Presenter: Karadee Dunbar, CISR (she/her/hers) – Alliant Insurance Services
### she/her/hers @@@ Jayme L. Moreno, AVP – Alliant Insurance Services ### 1680240###Presenter###AVP, Learning & Development Manager###Alliant Insurance Services###
Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
### 2817
U
Understanding and Balancing Financial Reports in Applied Epic (2724)
Favorite

Maureen Boenig, CIC, CISR (she/her/hers) – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC###
Presenter: Maureen Boenig, CIC, CISR (she/her/hers) – Maureen Boeing Consulting LLC
### she/her/hers @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### 2724
Unlock Hidden Power: Advanced SET Commands (2637)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialists###Applied Systems###
Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers 2637
Unlock Retention Wins with Reports and Dashboards (2779)
Favorite

Jenny Honican – Kite Technology Group ### 2333117###Presenter###Agency Consultant###Kite Technology Group###
Presenter: Jenny Honican – Kite Technology Group
### @@@ Lauren Tippett – Kite Technology Group ### 1960096###Presenter###Chief Agency Consultant###Kite Technology Group###
Presenter: Lauren Tippett – Kite Technology Group
### @@@ Med Frezghi – Applied Systems ### 3037192###Applied Representative###Associate Consultant###Applied Systems###
Applied Representative: Med Frezghi – Applied Systems
### 2779
Unlocking Insights: Benefits Roundtable Discussion (2690)
Favorite

Kelly Knight – Applied Systems ### 3037161###Applied Facilitator###VP, Customer Experience - Benefits Solutions###Applied Systems###
Applied Facilitator: Kelly Knight – Applied Systems
### @@@ Tom Lind – Applied Systems ### 1719305###Applied Facilitator###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Facilitator: Tom Lind – Applied Systems
### @@@ Belinda Gilligan – Applied Systems ### 3037162###Applied Facilitator###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Facilitator: Belinda Gilligan – Applied Systems
### @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Facilitator###Lead Business Consultant###Applied Systems###
Applied Facilitator: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Facilitator###Solution Specialist###Applied Systems###
Applied Facilitator: JC Mahan (he/him/his) – Applied Systems
### he/him/his 2690
User Security in Applied Epic: Configuration Best Practices (2642)
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Daniel Horn – Rollo Insurance Group ### 2037307###Presenter###Chief Technology Officer###Rollo Insurance Group###
Presenter: Daniel Horn – Rollo Insurance Group
### @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Business Consultant###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2642
Using Real-World Bound Policy Data to Sharpen Carrier Personal Lines Product Strategy (2613)
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Thorsten Camp ### 3037212###Applied Representative#########
Applied Representative: Thorsten Camp
### @@@ Rohan Edwin – Ivans ### 3037219###Applied Presenter###Senior Product Manager###Ivans###
Applied Presenter: Rohan Edwin – Ivans
### 2613
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What's New and What's Next for Automated Marketing Campaigns in Applied Epic (2855)
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Naren Singh – Applied Systems ### 2795714###Applied Presenter###Director - Product Management - AMA, AESF###Applied Systems###
Applied Presenter: Naren Singh – Applied Systems
### 2855
What’s New and What’s Next in Applied Benefits Solutions (2678)
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Tom Lind – Applied Systems ### 1719305###Applied Presenter###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Presenter: Tom Lind – Applied Systems
### @@@ Toolika Kashyap (she/her/hers) – Applied Systems ### 2343567###Applied Presenter###VP Benefit Solutions, Product Management###Applied Systems###
Applied Presenter: Toolika Kashyap (she/her/hers) – Applied Systems
### she/her/hers @@@ Belinda Gilligan – Applied Systems ### 3037162###Applied Presenter###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Presenter: Belinda Gilligan – Applied Systems
### 2678
What's New and What's Next in Applied Book Builder (2666)
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Sagar Warghade – Applied Systems ### 3037152###Applied Presenter###Sr. Product Manager###Applied Systems###
Applied Presenter: Sagar Warghade – Applied Systems
### @@@ Joe Leonardis – Applied Systems ### 3037151###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Joe Leonardis – Applied Systems
### 2666
What's New and What's Next in Epic Dashboards (2788)
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Laura Amedeo – Applied Systems ### 2781274###Applied Presenter###Sr. Director, Product Management###Applied Systems###
Applied Presenter: Laura Amedeo – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Su Potti – Applied Systems
### 2788
What's New and What's Next in U.S. Personal Lines (2759)
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Rachel Naylor – Applied Systems ### 2703468###Applied Presenter###Manager, Product Management###Applied Systems###
Applied Presenter: Rachel Naylor – Applied Systems
### @@@ Ashok Reddy – EZLynx ### 1719402###Applied Representative###Sr. Product Manager###EZLynx###
Applied Representative: Ashok Reddy – EZLynx
### 2759
What's New and What's Next with Small Commercial Quoting in Epic (2673)
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Chad Jochum – Applied Systems ### 2045790###Applied Presenter###Product Manager###Applied Systems###
Applied Presenter: Chad Jochum – Applied Systems
### @@@ Richard Barbosa ### 3037155###Applied Presenter#########
Applied Presenter: Richard Barbosa
### 2673
What’s Next for Commercial Lines: A Look at the Reimagined Experience (2662)
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Rajat Kongovi ### 3037232###Applied Presenter#########
Applied Presenter: Rajat Kongovi
### @@@ Katarina Pregelj ### 3037215###Applied Presenter#########
Applied Presenter: Katarina Pregelj
### 2662
Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows (2672)
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Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc. ### 2333102###Presenter###Application Specialist###Kraus-Anderson Insurance Agency, Inc.###
Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
### she/her/hers @@@ Sandra Hogan (she/her/hers) – Applied Systems, Inc. ### 3037154###Applied Representative###Lead Product Instructor###Applied Systems, Inc.###
Applied Representative: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
### she/her/hers 2672
Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation (2657)
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Matt Duggan – Applied Systems ### 1719275###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Matt Duggan – Applied Systems
### @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Jennifer Grayson – Applied Systems
### 2657
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Your Benefits Agency, Supercharged with AI (2682)
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Toolika Kashyap (she/her/hers) – Applied Systems ### 2343567###Applied Presenter###VP Benefit Solutions, Product Management###Applied Systems###
Applied Presenter: Toolika Kashyap (she/her/hers) – Applied Systems
### she/her/hers @@@ Tammi Shapiro (she/her/hers) – Applied Systems ### 2703481###Applied Presenter###SVP and GM, Benefits Solutions###Applied Systems###
Applied Presenter: Tammi Shapiro (she/her/hers) – Applied Systems
### she/her/hers 2682
Your Source of Truth: Powering Appetite Internally and Across Distribution Channels (2606)
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Katy Joseph (she/her/hers) – Ivans ### 2722093###Applied Presenter###Product Manager - Ask Kodiak###Ivans###
Applied Presenter: Katy Joseph (she/her/hers) – Ivans
### she/her/hers @@@ Tennille Byrd (she/her/hers) – Grange Insurance ### 3053740###Presenter###Experience Owner###Grange Insurance###
Presenter: Tennille Byrd (she/her/hers) – Grange Insurance
### she/her/hers 2606