- Sunday, October 2, 2022
8:30 AM – 4:00 PM CST
CE1 - Continuing Education: A Problem-and-Solution Approach to Homeowners Insurance
8:30 AM – 10:30 AM CST
CE: A Problem-and-Solution Approach to Homeowners Insurance *Additional Ticket Purchase Required*
Location: Canal E
9:30 AM – 12:00 PM CST
EML - Emerging Leaders Program *Additional Ticket Purchase Required*
9:30 AM – 12:00 PM CST
Emerging Leaders Program *Additional Ticket Purchase Required*
Location: Canal A
10:30 AM – 12:30 PM CST
CE2 - CE: A Problem-and-Solution Approach to Personal Auto Insurance *Additional Ticket Purchase Required*
10:30 AM – 12:30 PM CST
CE: A Problem-and-Solution Approach to Personal Auto Insurance *Additional Ticket Purchase Required*
Location: Canal E
1:00 PM – 2:00 PM CST
2383 - EZLynx: Unveiling Performance Goals (New Feature!)
1:00 PM – 2:00 PM CST
2383 - EZLynx: Unveiling Performance Goals (New Feature!)Location: Tennessee Ballroom B – EZLynx
– Applied Systems
– Applied Systems
EZLynx
Ryan Beukema – EZLynx ### 1719248###Presenter###Business Analyst Manager###EZLynx ###Presenter: – EZLynx
### @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Systems Representative###Dir, Data & Analytics###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Systems Representative###Senior Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:00 PM – 2:00 PM CST
2434 - Technology Trends in the Industry
1:00 PM – 2:00 PM CST
2434 - Technology Trends in the IndustryLocation: Tennessee Ballroom CBusiness Management
Ellen Carney ### 1719257###Presenter#########Presenter:
### 1:00 PM – 4:00 PM CST
CE3 - CE: Analyzing Cyber Liability *Additional Ticket Purchase Required*
1:00 PM – 4:00 PM CST
CE: Analyzing Cyber Liability *Additional Ticket Purchase Required*
Location: Canal E
2:30 PM – 3:30 PM CST
2439 - Building an Insurance Talent Magnet
2:30 PM – 3:30 PM CST
2439 - Building an Insurance Talent MagnetLocation: Ryman Studio BSponsor Sessions
Jordan Goodman – Total CSR, Inc. ### 1741325###Presenter###Co-Founder & CFO###Total CSR, Inc.###Presenter: – Total CSR, Inc.
###
2:30 PM – 3:30 PM CST
2441 - IPFS Integrations and Payment Solutions with Applied Epic and Applied TAM
2:30 PM – 3:30 PM CST
2441 - IPFS Integrations and Payment Solutions with Applied Epic and Applied TAMLocation: Ryman Studio QSponsor Sessions
Christina L. Beck – IPFS ### 1741327###Presenter###Sr. Technology Sales Support Coordinator###IPFS###Presenter: – IPFS
### @@@ Chase Courtney – IPFS ### 1741328###Presenter###Director of Technology Sales and Strategy###IPFS###Presenter: – IPFS
###
2:30 PM – 3:30 PM CST
2442 - Don't Get Left Behind" - Knowledge-based VoIP Communications with AI BOT Best Practices
2:30 PM – 3:30 PM CST
2442 - Don't Get Left Behind" - Knowledge-based VoIP Communications with AI BOT Best PracticesLocation: Ryman Ballroom DSponsor Sessions
Bob Casselli – blueC ### 1741329###Presenter###CEO###blueC###Presenter: – blueC
### @@@ John McDonald ### 1741330###Presenter#########Presenter:
###
2:30 PM – 3:30 PM CST
2443 - Outsourcing your Agency's Accounting Function
2:30 PM – 3:30 PM CST
2443 - Outsourcing your Agency's Accounting FunctionLocation: Ryman Studio N – Insurance Agency Accounting & Bookkeeping
Sponsor Sessions
Brenda DiCarlo (she/her/hers) – Insurance Agency Accounting & Bookkeeping ### 1741331###Presenter###President###Insurance Agency Accounting & Bookkeeping###Presenter: – Insurance Agency Accounting & Bookkeeping
### she/her/hers
2:30 PM – 3:30 PM CST
2444 - Sell More, Retain Better with CRM
2:30 PM – 3:30 PM CST
2444 - Sell More, Retain Better with CRMLocation: Ryman Studio F – InsuredMine
– Insuredmine
Sponsor Sessions
Raution Jaiswal – InsuredMine ### 1741332###Presenter###CEO###InsuredMine###Presenter: – InsuredMine
### @@@ Tucker Hood – Insuredmine ### 1741333###Presenter###Head of Sales###Insuredmine###Presenter: – Insuredmine
###
2:30 PM – 3:30 PM CST
2445 - Talent Woes No More – InsureTech to the Rescue
2:30 PM – 3:30 PM CST
2445 - Talent Woes No More – InsureTech to the RescueLocation: Ryman Studio DSponsor Sessions
Gary R. Session – Exdion Solutions ### 1741335###Presenter###Sr VP Client Success Management###Exdion Solutions###Presenter: – Exdion Solutions
###
2:30 PM – 3:30 PM CST
2460 - Digital and talent transformation: How to maintain and accelerate agency growth post pandemic
2:30 PM – 3:30 PM CST
2460 - Digital and talent transformation: How to maintain and accelerate agency growth post pandemicLocation: Ryman Studio LSponsor Sessions
Patrick McFadden ### 1770735###Presenter#########Presenter:
### @@@ Earl VanBuskirk ### 1770736###Presenter#########Presenter:
###
2:30 PM – 3:30 PM CST
2440 - Today’s Culture, Tomorrow’s Success - Restart, Revisualize and Right Size Your Agency
2:30 PM – 3:30 PM CST
2440 - Today’s Culture, Tomorrow’s Success - Restart, Revisualize and Right Size Your AgencyLocation: Ryman Ballroom A – WAHVE - Work At Home Vintage Experts
Sponsor Sessions
Rick Morgan – WAHVE - Work At Home Vintage Experts ### 1741326###Presenter###CMO###WAHVE - Work At Home Vintage Experts###Presenter: – WAHVE - Work At Home Vintage Experts
###
4:00 PM – 5:00 PM CST
Networking Roundtables
4:00 PM – 5:00 PM CST
Networking Roundtables
Location: Presidential C and Presidential D
5:00 PM – 7:00 PM CST
Welcome Reception in the Applied Net Exchange
5:00 PM – 7:00 PM CST
Welcome Reception in the Applied Net Exchange
Location: Ryman Hall
- Monday, October 3, 2022
7:15 AM – 8:15 AM CST
Breakfast
7:15 AM – 8:15 AM CST
Breakfast
Location: Ryman Hall
8:30 AM – 10:30 AM CST
Opening Session and Keynote Addresses
8:30 AM – 10:30 AM CST
Opening Session and Keynote Addresses
Location: Delta Ballroom
11:00 AM – 12:00 PM CST
2151 - Creation of an Internal Centralized Service Center Department
11:00 AM – 12:00 PM CST
2151 - Creation of an Internal Centralized Service Center DepartmentLocation: Ryman Ballroom C – Oakbridge Insurance Agency
– Oakbridge Insurance
– Oakbridge Insurance
Applied Epic
Jean Stroud – Oakbridge Insurance Agency ### 1680268###Presenter###Operations Analyst###Oakbridge Insurance Agency###Presenter: – Oakbridge Insurance Agency
### @@@ Jackie Mims ### 1680280###Presenter#########Presenter:
### @@@ Sandy Whidby – Oakbridge Insurance ### 1680289###Presenter###Epic Training & Auditing Specialist###Oakbridge Insurance###Presenter: – Oakbridge Insurance
### @@@ Aimee Joiner – Oakbridge Insurance ### 1680291###Presenter###Training & Auditing Specialist###Oakbridge Insurance###Presenter: – Oakbridge Insurance
###
11:00 AM – 12:00 PM CST
2152 - Microsoft Excel - Intermediate
11:00 AM – 12:00 PM CST
2152 - Microsoft Excel - IntermediateLocation: Governors Ballroom A – Alexant Systems Corporation
Your Management System & Third Party Programs
Sue Good – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###Presenter: – Alexant Systems Corporation
###
11:00 AM – 12:00 PM CST
2177 - How to Stay in Business When You Can't Get Into Your Business
11:00 AM – 12:00 PM CST
2177 - How to Stay in Business When You Can't Get Into Your BusinessLocation: Ryman Studio J – Liberty Mutual Business Insurance / Safeco Insurance
– RiskSOURCE Clark-Theders
– AXiA Insurance Services Inc.
– Smith Insurance Agency
Business Management
Dale Steinke – Liberty Mutual Business Insurance / Safeco Insurance ### 1680257###Moderator###Director, Independent Agency Growth Strategy###Liberty Mutual Business Insurance / Safeco Insurance###Moderator: – Liberty Mutual Business Insurance / Safeco Insurance
### @@@ Theresa Clayton – RiskSOURCE Clark-Theders ### 1719264###Panelist###Director of Finance & Administration###RiskSOURCE Clark-Theders###Panelist: – RiskSOURCE Clark-Theders
### @@@ Pamela M. Kelly – AXiA Insurance Services Inc. ### 1719386###Panelist###Director of Agency Services###AXiA Insurance Services Inc. ###Panelist: – AXiA Insurance Services Inc.
### @@@ Ruth E. Phillips – Smith Insurance Agency ### 1719329###Panelist###Commercial Lines Account Manager###Smith Insurance Agency###Panelist: – Smith Insurance Agency
### 11:00 AM – 12:00 PM CST
2202 - Advanced BDE Reporting
11:00 AM – 12:00 PM CST
2202 - Advanced BDE ReportingLocation: Ryman Studio DApplied Epic
Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###Presenter: – Acrisure LLC
###
11:00 AM – 12:00 PM CST
2227 - Introduction to Internal Processing of Certificates in Applied CSR24
11:00 AM – 12:00 PM CST
2227 - Introduction to Internal Processing of Certificates in Applied CSR24Location: Canal E – Applied Systems
– Applied Systems
Mobility
Brandee Aguilar – Applied Systems ### 1719243###Presenter###Product Instructor###Applied Systems###Presenter: – Applied Systems
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Representative###Director###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2229 - The Commercial Lines and Benefits Clients Experience Using Applied CSR24
11:00 AM – 12:00 PM CST
2229 - The Commercial Lines and Benefits Clients Experience Using Applied CSR24Location: Ryman Studio Q – Applied Systems
– Foundation Risk Partners
– NBT Insurance Agency, LLC
– Ansay & Associates, LLC
– Applied Systems
Mobility
Kim McDonald – Applied Systems ### 1719314###Moderator###Product Instructor III, Activation Services###Applied Systems###Moderator: – Applied Systems
### @@@ Debra Alt – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###Panelist: – Foundation Risk Partners
### @@@ Betsy Cook – NBT Insurance Agency, LLC ### 1719265###Panelist###Business Insurance Department Manager ###NBT Insurance Agency, LLC###Panelist: – NBT Insurance Agency, LLC
### @@@ Emily McCutcheon – Ansay & Associates, LLC ### 1719446###Panelist###Director of Operations - Commercial Lines & Employee Benefits###Ansay & Associates, LLC###Panelist: – Ansay & Associates, LLC
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Representative###Insured Services Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Mary Wageman ### 1719415###Panelist#########Panelist:
###
11:00 AM – 12:00 PM CST
2230 - The Personal Lines Client Experience Using Applied CSR24
11:00 AM – 12:00 PM CST
2230 - The Personal Lines Client Experience Using Applied CSR24Location: Canal A – Applied Systems, Inc.
– Liberty Insurance Agency
– Ansay & Associates, LLC
– Applied Systems
Mobility
Angela Mase – Applied Systems, Inc. ### 1719392###Moderator###Agency Consultant###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Jessica Entwistle – Liberty Insurance Agency ### 1719277###Panelist###Personal Insurance Department Manager###Liberty Insurance Agency###Panelist: – Liberty Insurance Agency
### @@@ Greg Kirsch – Ansay & Associates, LLC ### 1760236###Panelist###Director of IT###Ansay & Associates, LLC###Panelist: – Ansay & Associates, LLC
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Product Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2231 - CSR24 Bill Pay Integration
11:00 AM – 12:00 PM CST
2231 - CSR24 Bill Pay Integration Location: Tennessee Ballroom B – Applied Systems
– Applied Systems
– Applied Systems
– Applied Systems
Mobility
Jeff Newman – Applied Systems ### 1761968###Presenter###Sr. Product Specialist - Accounting###Applied Systems###Presenter: – Applied Systems
### @@@ Beth Cwikla – Applied Systems ### 1762645###Presenter###Sr Insured Service Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Curtis N. Reed – Applied Systems ### 1722744###Applied Systems Representative###SVP Commercial###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2235 - Acquisitions: The Good, the Great, and the Challenges (Accounting)
11:00 AM – 12:00 PM CST
2235 - Acquisitions: The Good, the Great, and the Challenges (Accounting)Location: Bayou EApplied Epic
Wade Kroeze – Perspective Insurance ### 1680234###Presenter###Controller###Perspective Insurance###Presenter: – Perspective Insurance
###
11:00 AM – 12:00 PM CST
2237 - Applied Marketing Automation: Introduction and Overview
11:00 AM – 12:00 PM CST
2237 - Applied Marketing Automation: Introduction and OverviewLocation: Tennessee Ballroom C – Applied Systems
– Applied Systems
– Applied Marketing Automation
Sales and Marketing
Employee Benefits
Carlie Johnston – Applied Systems ### 1794115###Presenter###Senior Solution Consultant###Applied Systems###Presenter: – Applied Systems
### @@@ Lisa Muvich – Applied Systems ### 1719319###Applied Systems Representative###Sr. Manager, Content Strategy###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ JF LeBlanc – Applied Marketing Automation ### 1719304###Applied Systems Representative###Senior Product Manager###Applied Marketing Automation###Applied Systems Representative: – Applied Marketing Automation
### 11:00 AM – 12:00 PM CST
2244 - Fundamental Cybersecurity Investments
11:00 AM – 12:00 PM CST
2244 - Fundamental Cybersecurity InvestmentsLocation: Ryman Ballroom FSystem Administration
Canada
Grant Hester – Linchpin ### 1719291###Presenter###Founder and President###Linchpin###Presenter: – Linchpin
###
11:00 AM – 12:00 PM CST
2267 - Strategies to Manage and Maintain Data Quality
11:00 AM – 12:00 PM CST
2267 - Strategies to Manage and Maintain Data QualityLocation: Presidential Ballroom D – Applied Systems
– Johnson Financial Group
– NBT Insurance Agency
– Tate Insurance Group, Inc.
Data Analytics
Larry Klutzke CPA CIC – Applied Systems ### 1719301###Moderator###Agency Consultant###Applied Systems###Moderator: – Applied Systems
### @@@ Patty Andree – Johnson Financial Group ### 1680249###Panelist###Operations and Technology DIrector###Johnson Financial Group###Panelist: – Johnson Financial Group
### @@@ Danielle B. DuFour – NBT Insurance Agency ### 1719274###Panelist###Operations Manager###NBT Insurance Agency###Panelist: – NBT Insurance Agency
### @@@ Jennifer Peck – Tate Insurance Group, Inc. ### 1719398###Panelist###Operations Manager###Tate Insurance Group, Inc. ###Panelist: – Tate Insurance Group, Inc.
###
11:00 AM – 12:00 PM CST
2279 - Tracking Productivity and Auditing Data in Employee Benefits
11:00 AM – 12:00 PM CST
2279 - Tracking Productivity and Auditing Data in Employee BenefitsLocation: Bayou A – BXS Insurance
– Applied Systems
– Applied Systems
Employee Benefits
Data Analytics
Chet Pilley – BXS Insurance ### 1719330###Presenter###Director of Analytics###BXS Insurance###Presenter: – BXS Insurance
### @@@ Burton Tower – Applied Systems ### 1719353###Presenter###Product Consultant, Employee Benefits###Applied Systems###Presenter: – Applied Systems
### @@@ Kathryn A. Boehl – Applied Systems ### 1765051###Applied Systems Representative###Operations Consultant###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2291 - Microsoft Word and Applied Epic: SET Field Commands Are Magic
11:00 AM – 12:00 PM CST
2291 - Microsoft Word and Applied Epic: SET Field Commands Are MagicLocation: Ryman Studio NYour Management System & Third Party Programs
Applied Epic
Jennifer Tindall – Applied Systems, Inc. ### 1719412###Presenter###Solution Specialist Team Lead###Applied Systems, Inc. ###Presenter: – Applied Systems, Inc.
###
11:00 AM – 12:00 PM CST
2301 - How to Have Difficult Conversations
11:00 AM – 12:00 PM CST
2301 - How to Have Difficult ConversationsLocation: Bayou C – Alliant Insurance Services, Inc.
– Alliant Insurance Services, Inc.
Professional Development
Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### @@@ Carla Spencer (she/her/hers) – Alliant Insurance Services, Inc. ### 1752485###Presenter###Vice President, Sr. Manager, Learning & Development###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### she/her/hers
11:00 AM – 12:00 PM CST
2316 - Using the Applied Epic Commercial Policy Risk Utility
11:00 AM – 12:00 PM CST
2316 - Using the Applied Epic Commercial Policy Risk UtilityLocation: Ryman Studio F – Alliant Insurance Services, Inc.
– Applied Systems
Applied Epic
System Administration
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### @@@ Brez Jacobus (she/her/hers) – Applied Systems ### 1792826###Presenter###Business Architect###Applied Systems###Presenter: – Applied Systems
### she/her/hers
11:00 AM – 12:00 PM CST
2333 - Applied Epic New Features and Capabilities
11:00 AM – 12:00 PM CST
2333 - Applied Epic New Features and CapabilitiesLocation: Presidential Ballroom CApplied Epic
Katie Kahl (she/her/hers) – Applied Systems ### 1719295###Presenter###SVP, Product Management - Agency Platform###Applied Systems###Presenter: – Applied Systems
### she/her/hers @@@ Catherine Shertenlieb ### 1806530###Presenter#########Presenter:
###
11:00 AM – 12:00 PM CST
2337 - Using Scheduled Reports to Audit Daily Transactions
11:00 AM – 12:00 PM CST
2337 - Using Scheduled Reports to Audit Daily TransactionsLocation: Governors Ballroom C – OTIP Insurance Brokers
– OTIP
Applied Epic
Canada
Melissa Lukas – OTIP Insurance Brokers ### 1719309###Presenter###Business Implementation & Enablement Manager###OTIP Insurance Brokers###Presenter: – OTIP Insurance Brokers
### @@@ Christie Smith – OTIP ### 1719406###Presenter###Reconciliation Specialist###OTIP###Presenter: – OTIP
###
11:00 AM – 12:00 PM CST
2344 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 1
11:00 AM – 12:00 PM CST
2344 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 1Location: Presidential Ballroom ABApplied Epic
John Warn – Rue Insurance ### 1680269###Presenter###Vice President, Treasurer###Rue Insurance###Presenter: – Rue Insurance
###
11:00 AM – 12:00 PM CST
2352 - Indio 101
11:00 AM – 12:00 PM CST
2352 - Indio 101Location: Governors Ballroom B – Applied Systems, Inc.
– Applied Systems
Commercial Lines
Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Presenter###Solution Specialist###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### he/him/his @@@ Alicia L. de Cervantes – Applied Systems ### 1719374###Applied Systems Representative###Sr Customer Success Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2394 - A Successful Collaboration Between an Agency and Insurer
11:00 AM – 12:00 PM CST
2394 - A Successful Collaboration Between an Agency and InsurerLocation: Ryman Studio L
– ASNOA
– EMPLOYERS
– The Travelers
Insurer Connectivity
Heather Prabish ### 1719399###Applied Systems Representative#########Applied Systems Representative:
### @@@ Kathy Bova – ASNOA ### 1719251###Presenter###Vice President of Operations###ASNOA###Presenter: – ASNOA
### @@@ Basilios Manousogiannakis – EMPLOYERS ### 1778791###Presenter###Director, Digital & Direct Channels###EMPLOYERS###Presenter: – EMPLOYERS
### @@@ Amanda Morell – The Travelers ### 1778793###Presenter###Director- Business Insurance - Business Capabilities Office - Distribution Integration###The Travelers###Presenter: – The Travelers
### 11:00 AM – 12:00 PM CST
2396 - Ivans Exchange 101
11:00 AM – 12:00 PM CST
2396 - Ivans Exchange 101Location: Tennessee Ballroom D – BHS Insurance Agency
– Ivans
Insurer Connectivity
Lori Heemstra – BHS Insurance Agency ### 1719290###Presenter###Commercial Lines Division Manager###BHS Insurance Agency###Presenter: – BHS Insurance Agency
### @@@ Robyn Orndorf – Ivans ### 1719327###Applied Systems Representative###Agency Customer Success Manager###Ivans###Applied Systems Representative: – Ivans
###
11:00 AM – 12:00 PM CST
2403 - Boost Efficiency with eDocs & Messages Download and Claims Download
11:00 AM – 12:00 PM CST
2403 - Boost Efficiency with eDocs & Messages Download and Claims DownloadLocation: Canal CEZLynx
Carlo Ferrara – StreetSmart Insurance ### 1719278###Presenter###Chief Operations Officer###StreetSmart Insurance###Presenter: – StreetSmart Insurance
###
11:00 AM – 12:00 PM CST
2424 - EZLynx: Applied Pay Has Arrived
11:00 AM – 12:00 PM CST
2424 - EZLynx: Applied Pay Has ArrivedLocation: Ryman Ballroom A – Applied Systems, Inc.
– Applied Systems
EZLynx
Chuck Keeley – Applied Systems, Inc. ### 1719298###Presenter###Senior Solution Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Systems Representative###Senior Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2452 - Path to EZLynx – Introduction to EZLynx
11:00 AM – 12:00 PM CST
2452 - Path to EZLynx – Introduction to EZLynxLocation: Ryman Ballroom D – Applied Systems, Inc.
– Applied Systems
EZLynx
Chris Spano – Applied Systems, Inc. ### 1719346###Presenter###Senior Solution Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ TIna Noke – Applied Systems ### 1744708###Presenter###Team Lead - Solution Consulting###Applied Systems###Presenter: – Applied Systems
###
12:00 PM – 1:30 PM CST
Lunch / Applied Net Exchange Open
12:00 PM – 1:30 PM CST
Lunch / Applied Net Exchange Open
Location: Ryman Hall
1:00 PM – 2:00 PM CST
2387 - Ask the EZLynx Experts
1:00 PM – 2:00 PM CST
2387 - Ask the EZLynx ExpertsLocation: Hermitage D – Applied Systems
– Applied Systems
– Applied Systems
– Applied EZLynx
– Applied Systems, Inc.
– Applied Systems
– Applied EZLynx
EZLynx
Aaron Rainey – Applied Systems ### 1719334###Panelist###Dir, Data & Analytics###Applied Systems###Panelist: – Applied Systems
### @@@ Billy Smith – Applied Systems ### 1774228###Panelist###Director Product Management###Applied Systems###Panelist: – Applied Systems
### @@@ Ashok Reddy – Applied Systems ### 1719402###Panelist###Product Manager###Applied Systems###Panelist: – Applied Systems
### @@@ Brenna Johnson – Applied EZLynx ### 1722739###Panelist###Vice President Product Management, EZLynx###Applied EZLynx###Panelist: – Applied EZLynx
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Panelist###Product Manager - EZLynx###Applied Systems, Inc.###Panelist: – Applied Systems, Inc.
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Panelist###Senior Product Manager###Applied Systems###Panelist: – Applied Systems
### @@@ Brenna Johnson – Applied EZLynx ### 1722739###Moderator###Vice President Product Management, EZLynx###Applied EZLynx###Moderator: – Applied EZLynx
### @@@ Don Thomas ### 1806532###Panelist#########Panelist:
### 1:30 PM – 2:15 PM CST
2107 - Acquisitions: The Good, the Great, and the Challenges (Operations)
1:30 PM – 2:15 PM CST
2107 - Acquisitions: The Good, the Great, and the Challenges (Operations)Location: Governors Ballroom CApplied Epic
Jessica Mulder – Perspective Insurance ### 1680235###Presenter###Operations Manager###Perspective Insurance###Presenter: – Perspective Insurance
###
1:30 PM – 2:15 PM CST
2110 - Basic Opportunity Reporting in Applied Epic
1:30 PM – 2:15 PM CST
2110 - Basic Opportunity Reporting in Applied EpicLocation: Ryman Studio B – Knight Insurance Group
– Applied Systems
Sales and Marketing
Applied Epic
John Gage – Knight Insurance Group ### 1680258###Presenter###CIO###Knight Insurance Group###Presenter: – Knight Insurance Group
### @@@ Alicyn Sterrenberg – Applied Systems ### 1719366###Applied Systems Representative###Principal Product Owner ###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2122 - Using Technology to Drive Your Sales and Marketing Strategy
1:30 PM – 2:15 PM CST
2122 - Using Technology to Drive Your Sales and Marketing StrategyLocation: Canal C – Applied Systems, Inc.
– The Signature B&B Companies
– Element Risk Management
– StreetSmart Insurance
Sales and Marketing
Applied Epic
Business Management
Commercial Lines
Data Analytics
Jim Zell – Applied Systems, Inc. ### 1719364###Moderator###Sr. Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Collin Passman – The Signature B&B Companies ### 1680243###Panelist###IT Coordinator###The Signature B&B Companies###Panelist: – The Signature B&B Companies
### @@@ Anna Shpak – Element Risk Management ### 1719404###Panelist###Creative Director###Element Risk Management###Panelist: – Element Risk Management
### @@@ Jake N. Ferrara – StreetSmart Insurance ### 1719323###Panelist###Principal###StreetSmart Insurance###Panelist: – StreetSmart Insurance
###
1:30 PM – 2:15 PM CST
2153 - Microsoft Excel - Pivot Tables
1:30 PM – 2:15 PM CST
2153 - Microsoft Excel - Pivot TablesLocation: Governors Ballroom A – Alexant Systems Corporation
Your Management System & Third Party Programs
Sue Good – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###Presenter: – Alexant Systems Corporation
###
1:30 PM – 2:15 PM CST
2154 - Emerging Technical Trends for the Modern Agency
1:30 PM – 2:15 PM CST
2154 - Emerging Technical Trends for the Modern AgencyLocation: Bayou C – Kite Technology Group
– Applied
– Adar IT/Rigid Bits Cybersecurity
– Kite Technology Group
Applied Epic
System Administration
Jeff Kite – Kite Technology Group ### 1680265###Moderator###Founder / President###Kite Technology Group###Moderator: – Kite Technology Group
### @@@ Jim Knecht – Applied ### 1680275###Panelist###SVP, Cloud Services###Applied###Panelist: – Applied
### @@@ Ryan Smith – Adar IT/Rigid Bits Cybersecurity ### 1680287###Panelist###VP of Sales & Marketing###Adar IT/Rigid Bits Cybersecurity###Panelist: – Adar IT/Rigid Bits Cybersecurity
### @@@ Jason Gobbel – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###Panelist: – Kite Technology Group
### 1:30 PM – 2:15 PM CST
2165 - Optimize Applied Epic for Success - Configuration
1:30 PM – 2:15 PM CST
2165 - Optimize Applied Epic for Success - ConfigurationLocation: Governors Ballroom B – Dana Beals Consulting, LLC
Applied Epic
System Administration
Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###Presenter: – Dana Beals Consulting, LLC
###
1:30 PM – 2:15 PM CST
2225 - Self-Service Portal Part 1: Marketing to Policyholders
1:30 PM – 2:15 PM CST
2225 - Self-Service Portal Part 1: Marketing to PolicyholdersLocation: Ryman Studio N – Applied Systems
– Applied Systems
Mobility
Applied Epic
Rebecca Michelau – Applied Systems ### 1719316###Presenter###Senior Product Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Maggie Essex – Applied Systems ### 1719376###Applied Systems Representative###Solution Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2239 - Applied Epic for Salesforce: Introduction and Overview
1:30 PM – 2:15 PM CST
2239 - Applied Epic for Salesforce: Introduction and OverviewLocation: Tennessee Ballroom D – Sales
– Applied Systems
Sales and Marketing
Employee Benefits
Edward Brown – Sales ### 1719253###Presenter###VP - CRM Sales###Sales###Presenter: – Sales
### @@@ Tom Lind – Applied Systems ### 1719305###Applied Systems Representative###Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2254 - Become More Efficient by Utilizing myTAM
1:30 PM – 2:15 PM CST
2254 - Become More Efficient by Utilizing myTAMLocation: Ryman Studio F – Spire America Holdings, Inc.
– Applied Systems
Applied TAM
Brian D. Bartosh – Spire America Holdings, Inc. ### 1719245###Presenter###President###Spire America Holdings, Inc.###Presenter: – Spire America Holdings, Inc.
### @@@ Tim St. John – Applied Systems ### 1719436###Applied Systems Representative###Product Instructor/Activation Services###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2262 - Applied Analytics: What’s New and What’s Next
1:30 PM – 2:15 PM CST
2262 - Applied Analytics: What’s New and What’s NextLocation: Tennessee Ballroom BData Analytics
Sandy Oliver – Applied Systems ### 1719326###Presenter###Director of Product, Data Products Group###Applied Systems###Presenter: – Applied Systems
### 1:30 PM – 2:15 PM CST
2269 - The Connected Experience of a Digital Benefits Agency
1:30 PM – 2:15 PM CST
2269 - The Connected Experience of a Digital Benefits AgencyLocation: Ryman Ballroom F – Applied Systems
– Applied Systems
– Applied Systems
Employee Benefits
Rose Plewa – Applied Systems ### 1719331###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ JC Mahan – Applied Systems ### 1719312###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Kelly Wiza – Applied Systems ### 1719417###Applied Systems Representative###Senior Director, Benefits Products###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2295 - Navigating Flexible Work: Risk Management
1:30 PM – 2:15 PM CST
2295 - Navigating Flexible Work: Risk ManagementLocation: Ryman Studio J – Applied Systems
– Hylant
– Commercial Insurance Associates
– Alliant Insurance Services, Inc.
Business Management
David Gerlach – Applied Systems ### 1719284###Moderator###VP GRC###Applied Systems###Moderator: – Applied Systems
### @@@ Debbie Fischer – Hylant ### 1719279###Panelist###VP, Property & Casualty Service Leader###Hylant###Panelist: – Hylant
### @@@ Lori-Beth Martin – Commercial Insurance Associates ### 1719391###Panelist###Commercial Lines Manager###Commercial Insurance Associates###Panelist: – Commercial Insurance Associates
### @@@ Diana Kiehl – Alliant Insurance Services, Inc. ### 1719428###Panelist###Chief Administrative Officer and Director of Risk Management###Alliant Insurance Services, Inc.###Panelist: – Alliant Insurance Services, Inc.
### 1:30 PM – 2:15 PM CST
2299 - Employee Practice Liability: How to Navigate and Manage People in Today's World
1:30 PM – 2:15 PM CST
2299 - Employee Practice Liability: How to Navigate and Manage People in Today's WorldLocation: Ryman Studio H – FBinsure
– Applied Systems
Business Management
Kerrie L. Koestner – FBinsure ### 1680256###Presenter###Senior Vice President###FBinsure###Presenter: – FBinsure
### @@@ Joy Jack – Applied Systems ### 1719383###Presenter###Director###Applied Systems###Presenter: – Applied Systems
###
1:30 PM – 2:15 PM CST
2309 - Work Reimagined: Staying Connected in Our New Way of Work
1:30 PM – 2:15 PM CST
2309 - Work Reimagined: Staying Connected in Our New Way of WorkLocation: Ryman Ballroom ABusiness Management
Bridget Penney – Applied Systems ### 1719328###Presenter###Chief People Officer###Applied Systems ###Presenter: – Applied Systems
###
1:30 PM – 2:15 PM CST
2312 - Using Epic Quotes Personal Lines to Grow Your Business
1:30 PM – 2:15 PM CST
2312 - Using Epic Quotes Personal Lines to Grow Your BusinessLocation: Bayou A – Applied Systems, Inc.
– FBBInsurance
– IMA Select, LLC
– The Liberty Company Insurance Brokers LLC
Applied Epic
Jennifer Tindall – Applied Systems, Inc. ### 1719412###Moderator###Solution Specialist Team Lead###Applied Systems, Inc. ###Moderator: – Applied Systems, Inc.
### @@@ Morgan Cox – FBBInsurance ### 1719266###Panelist###Insurance Project Manager ###FBBInsurance ###Panelist: – FBBInsurance
### @@@ Michele Womack – IMA Select, LLC ### 1755180###Panelist###Operations Manager###IMA Select, LLC ###Panelist: – IMA Select, LLC
### @@@ Kathryn Lerch – The Liberty Company Insurance Brokers LLC ### 1680286###Panelist###Director of Operations###The Liberty Company Insurance Brokers LLC###Panelist: – The Liberty Company Insurance Brokers LLC
###
1:30 PM – 2:15 PM CST
2336 - New Applied Epic Reports: Part 1
1:30 PM – 2:15 PM CST
2336 - New Applied Epic Reports: Part 1Location: Presidential Ballroom C – Applied Systems Canada
– Applied Systems, Inc.
Applied Epic
System Administration
Sarah Caruso – Applied Systems Canada ### 1719258###Presenter###Team Lead, Activation Services###Applied Systems Canada###Presenter: – Applied Systems Canada
### @@@ Susan A. Weiner – Applied Systems, Inc. ### 1719356###Applied Systems Representative###Sr. Customer Advocate Manager###Applied Systems, Inc.###Applied Systems Representative: – Applied Systems, Inc.
###
1:30 PM – 2:15 PM CST
2343 - An In-Depth Look at Direct Bill Reconciliations
1:30 PM – 2:15 PM CST
2343 - An In-Depth Look at Direct Bill ReconciliationsLocation: Bayou E – Insuramax, Inc.
– Applied Systems
– Applied Systems
Applied Epic
Doug Wickenheiser – Insuramax, Inc. ### 1719360###Presenter###Director of Finance###Insuramax, Inc.###Presenter: – Insuramax, Inc.
### @@@ Dave Younker – Applied Systems ### 1719419###Presenter###Activation Services Team Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Penny Ploski – Applied Systems ### 1719432###Presenter###Principal Product Owner - Epic Accounting###Applied Systems###Presenter: – Applied Systems
###
1:30 PM – 2:15 PM CST
2345 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 2
1:30 PM – 2:15 PM CST
2345 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 2Location: Presidential Ballroom ABApplied Epic
John Warn – Rue Insurance ### 1680269###Presenter###Vice President, Treasurer###Rue Insurance###Presenter: – Rue Insurance
###
1:30 PM – 2:15 PM CST
2354 - Using Indio and Applied Epic to Gain Workflow Efficiencies – U.S. Focused
1:30 PM – 2:15 PM CST
2354 - Using Indio and Applied Epic to Gain Workflow Efficiencies – U.S. FocusedLocation: Tennessee Ballroom C – CalNonprofits Insurance Services
– Applied Systems, Inc.
– Applied Systems
Commercial Lines
Colleen Lazanich – CalNonprofits Insurance Services ### 1719303###Presenter###CEO###CalNonprofits Insurance Services###Presenter: – CalNonprofits Insurance Services
### @@@ Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Presenter###Solution Specialist###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### he/him/his @@@ Alicia L. de Cervantes – Applied Systems ### 1719374###Applied Systems Representative###Sr Customer Success Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2405 - Maximize Efficiency Using Commercial Lines Download
1:30 PM – 2:15 PM CST
2405 - Maximize Efficiency Using Commercial Lines DownloadLocation: Canal AInsurer Connectivity
Lori Heemstra – BHS Insurance Agency ### 1719290###Presenter###Commercial Lines Division Manager###BHS Insurance Agency###Presenter: – BHS Insurance Agency
###
1:30 PM – 2:15 PM CST
2408 - Applied Epic Roadmap: Part 1
1:30 PM – 2:15 PM CST
2408 - Applied Epic Roadmap: Part 1Location: Presidential Ballroom D – Applied Systems
– Applied Systems
– Applied Systems
Applied Epic
Katie Kahl (she/her/hers) – Applied Systems ### 1719295###Presenter###SVP, Product Management - Agency Platform###Applied Systems###Presenter: – Applied Systems
### she/her/hers @@@ Kate Hewitt – Applied Systems ### 1719292###Presenter###VP, Product Management - Epic ###Applied Systems ###Presenter: – Applied Systems
### @@@ Shane Foster – Applied Systems ### 1803305###Presenter###VP, Product Management###Applied Systems###Presenter: – Applied Systems
### 1:30 PM – 2:15 PM CST
2435 - What Agency Model Are You?
1:30 PM – 2:15 PM CST
2435 - What Agency Model Are You?Location: Canal EBusiness Management
Jason Cass ### 1719259###Presenter#########Presenter:
### 1:30 PM – 2:15 PM CST
2454 - Path to EZLynx – What to Expect in an EZLynx Implementation
1:30 PM – 2:15 PM CST
2454 - Path to EZLynx – What to Expect in an EZLynx ImplementationLocation: Ryman Ballroom D – Applied Systems
– EZLynx
EZLynx
Kim Dudek – Applied Systems ### 1744711###Presenter###Director, Activation Services###Applied Systems###Presenter: – Applied Systems
### @@@ Nathan Walker – EZLynx ### 1744715###Presenter###Sr. Data Conversion Manager###EZLynx###Presenter: – EZLynx
###
2:30 PM – 4:00 PM CST
2416 - Canadian Marketplace Update
2:30 PM – 4:00 PM CST
2416 - Canadian Marketplace UpdateLocation: Tennessee Ballroom B – Applied Systems
– Applied Systems, Inc.
Applied Epic
Canada
William Ma – Applied Systems ### 1719311###Presenter###VP of Product Management and Innovation, Canada ###Applied Systems ###Presenter: – Applied Systems
### @@@ Steve Whitelaw – Applied Systems, Inc. ### 1730334###Presenter###Senior Vice President & General Manager, Canada###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### 2:45 PM – 3:30 PM CST
2102 - Using Custom Forms to Manage Unique Lines of Business
2:45 PM – 3:30 PM CST
2102 - Using Custom Forms to Manage Unique Lines of BusinessLocation: Canal C – Applied Systems, Inc.
– The Harbin Agency
– Jacobs L P Inc
– Navacord Inc.
Applied Epic
Commercial Lines
Angela Mase – Applied Systems, Inc. ### 1719392###Moderator###Agency Consultant###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Natalie Thompson – The Harbin Agency ### 1680253###Panelist###Operations Manager###The Harbin Agency###Panelist: – The Harbin Agency
### @@@ Geoff Le Quelenec – Jacobs L P Inc ### 1719389###Panelist###CEO###Jacobs L P Inc###Panelist: – Jacobs L P Inc
### @@@ Erich Belan – Navacord Inc. ### 1719423###Panelist###Application Lead###Navacord Inc.###Panelist: – Navacord Inc.
###
2:45 PM – 3:30 PM CST
2113 - Applied Epic Custom Forms Design: Part 1
2:45 PM – 3:30 PM CST
2113 - Applied Epic Custom Forms Design: Part 1Location: Tennessee Ballroom C – Alliant Insurance Services, Inc.
Applied Epic
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
2:45 PM – 3:30 PM CST
2121 - Developing Workflows That Work in Applied Epic
2:45 PM – 3:30 PM CST
2121 - Developing Workflows That Work in Applied EpicLocation: Bayou A – The Signature B&B Companies
Applied Epic
Commercial Lines
Employee Benefits
Collin Passman – The Signature B&B Companies ### 1680243###Presenter###IT Coordinator###The Signature B&B Companies###Presenter: – The Signature B&B Companies
###
2:45 PM – 3:30 PM CST
2140 - What Every Agency Principal Should Know About Agency Financials
2:45 PM – 3:30 PM CST
2140 - What Every Agency Principal Should Know About Agency FinancialsLocation: Bayou E – Maureen Boeing Consulting LLC
Applied Epic
Maureen Boeing – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###Presenter: – Maureen Boeing Consulting LLC
###
2:45 PM – 3:30 PM CST
2145 - How to Prepare and Have Success with Your New Hire
2:45 PM – 3:30 PM CST
2145 - How to Prepare and Have Success with Your New HireLocation: Canal ABusiness Management
Professional Development
Kerrie L. Koestner – FBinsure ### 1680256###Presenter###Senior Vice President###FBinsure###Presenter: – FBinsure
###
2:45 PM – 3:30 PM CST
2226 - Self-Service Portal Part 2: Driving Adoption
2:45 PM – 3:30 PM CST
2226 - Self-Service Portal Part 2: Driving AdoptionLocation: Bayou C – Applied Systems
– NBT Insurance Agency
– Atlantic FCU Insurance Services LLC
– Applied Systems
– John M Glover Agency
Mobility
Maggie Essex – Applied Systems ### 1719376###Moderator###Solution Specialist###Applied Systems###Moderator: – Applied Systems
### @@@ Bernadette Richer – NBT Insurance Agency ### 1719338###Panelist###VP of Commercial Lines###NBT Insurance Agency###Panelist: – NBT Insurance Agency
### @@@ Dawn Post – Atlantic FCU Insurance Services LLC ### 1699614###Panelist###Agency Manager###Atlantic FCU Insurance Services LLC###Panelist: – Atlantic FCU Insurance Services LLC
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Product Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Melissa Mallozzi – John M Glover Agency ### 1680278###Panelist###Account Manager ###John M Glover Agency ###Panelist: – John M Glover Agency
### 2:45 PM – 3:30 PM CST
2241 - Salesforce Administration for Applied Epic for Salesforce
2:45 PM – 3:30 PM CST
2241 - Salesforce Administration for Applied Epic for SalesforceLocation: Ryman Studio H – Applied Systems
– Sales
Sales and Marketing
Employee Benefits
Tom Lind – Applied Systems ### 1719305###Presenter###Product Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Edward Brown – Sales ### 1719253###Applied Systems Representative###VP - CRM Sales###Sales###Applied Systems Representative: – Sales
###
2:45 PM – 3:30 PM CST
2250 - Applied TAM Extra Criteria
2:45 PM – 3:30 PM CST
2250 - Applied TAM Extra CriteriaLocation: Ryman Ballroom C – Spire America Holdings, Inc.
– Applied Systems
Applied TAM
Brian D. Bartosh – Spire America Holdings, Inc. ### 1719245###Presenter###President###Spire America Holdings, Inc.###Presenter: – Spire America Holdings, Inc.
### @@@ Jeff Kaufmann – Applied Systems ### 1719297###Presenter###Product Manager###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:30 PM CST
2251 - Accounting in the Digital Age
2:45 PM – 3:30 PM CST
2251 - Accounting in the Digital AgeLocation: Ryman Studio FApplied TAM
Ro Olguin – Applied Systems, Inc. ### 1719325###Presenter###Manager, Activation Services###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
2:45 PM – 3:30 PM CST
2275 - Best Practices for Managing Employee Benefits in Applied Epic Part 1: Accounting and Commissions
2:45 PM – 3:30 PM CST
2275 - Best Practices for Managing Employee Benefits in Applied Epic Part 1: Accounting and CommissionsLocation: Ryman Studio N – Applied Systems, Inc.
– Applied Systems
– Applied Systems
Employee Benefits
Susan A. Weiner – Applied Systems, Inc. ### 1719356###Presenter###Sr. Customer Advocate Manager###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Dave Younker – Applied Systems ### 1719419###Presenter###Activation Services Team Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Representative###Agency Consultant###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:30 PM CST
2282 - Applied Benefits: What's New and What's Next
2:45 PM – 3:30 PM CST
2282 - Applied Benefits: What's New and What's NextLocation: Governors Ballroom C – Applied Systems
– Applied Systems
Employee Benefits
Kelly Wiza – Applied Systems ### 1719417###Presenter###Senior Director, Benefits Products###Applied Systems###Presenter: – Applied Systems
### @@@ Dan Morrill – Applied Systems ### 1719318###Presenter###Product Manager, Applied Benefits Designer###Applied Systems###Presenter: – Applied Systems
### 2:45 PM – 3:30 PM CST
2285 - Applied Epic Outputs and Deliverables
2:45 PM – 3:30 PM CST
2285 - Applied Epic Outputs and DeliverablesLocation: Canal E – Ottawa Kent Insurance Agency Inc
– Applied Systems
– Applied Systems
Employee Benefits
Heather Bolhuis – Ottawa Kent Insurance Agency Inc ### 1719250###Presenter###Account Manager###Ottawa Kent Insurance Agency Inc###Presenter: – Ottawa Kent Insurance Agency Inc
### @@@ JC Mahan – Applied Systems ### 1719312###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Kim McDonald – Applied Systems ### 1719314###Applied Systems Representative###Product Instructor III, Activation Services###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:30 PM CST
2293 - Navigating Flexible Work: Team Management
2:45 PM – 3:30 PM CST
2293 - Navigating Flexible Work: Team ManagementLocation: Tennessee Ballroom D – Applied Systems
– FBBInsurance
– Compass Insurance Services, Inc.
– Kemner Iott Benz
Business Management
Bridget Penney – Applied Systems ### 1719328###Moderator###Chief People Officer###Applied Systems ###Moderator: – Applied Systems
### @@@ Morgan Cox – FBBInsurance ### 1719266###Panelist###Insurance Project Manager ###FBBInsurance ###Panelist: – FBBInsurance
### @@@ Pamela Deanovich – Compass Insurance Services, Inc. ### 1719373###Panelist###Commercial Lines Account Manager###Compass Insurance Services, Inc.###Panelist: – Compass Insurance Services, Inc.
### @@@ Kristen Goodwin – Kemner Iott Benz ### 1719426###Panelist###VP of Information Systems###Kemner Iott Benz###Panelist: – Kemner Iott Benz
### 2:45 PM – 3:30 PM CST
2335 - New Applied Epic Reports: Part 2
2:45 PM – 3:30 PM CST
2335 - New Applied Epic Reports: Part 2Location: Presidential Ballroom ABApplied Epic
Data Analytics
System Administration
Sarah Caruso – Applied Systems Canada ### 1719258###Presenter###Team Lead, Activation Services###Applied Systems Canada###Presenter: – Applied Systems Canada
###
2:45 PM – 3:30 PM CST
2340 - Basics of Applied Epic Reporting
2:45 PM – 3:30 PM CST
2340 - Basics of Applied Epic ReportingLocation: Governors Ballroom B – Bitonti Insurance Group
Applied Epic
Hannah Jacobs – Bitonti Insurance Group ### 1719294###Presenter###Accounting Manager###Bitonti Insurance Group###Presenter: – Bitonti Insurance Group
###
2:45 PM – 3:30 PM CST
2356 - Introduction to Tarmika
2:45 PM – 3:30 PM CST
2356 - Introduction to Tarmika Location: Ryman Ballroom A – Ivans
– Tarmika
– Applied Systems
Commercial Lines
Ryan Lapp – Ivans ### 1719388###Applied Systems Representative###Product Manager, Ivans Distribution Platform###Ivans###Applied Systems Representative: – Ivans
### @@@ Lauren Emmons – Tarmika ### 1791597###Presenter###Strategic Relationship Manager###Tarmika ###Presenter: – Tarmika
### @@@ Kate Hewitt – Applied Systems ### 1719292###Presenter###VP, Product Management - Epic ###Applied Systems ###Presenter: – Applied Systems
### 2:45 PM – 3:30 PM CST
2369 - EZLynx: Agency Communication and Marketing
2:45 PM – 3:30 PM CST
2369 - EZLynx: Agency Communication and MarketingLocation: Ryman Studio J – Applied Systems
– Applied Systems
EZLynx
Kara Wood – Applied Systems ### 1719362###Presenter###Solution Consultant###Applied Systems ###Presenter: – Applied Systems
### @@@ Billy Smith – Applied Systems ### 1774228###Applied Systems Representative###Director Product Management###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:30 PM CST
2397 - Ivans Exchange 201
2:45 PM – 3:30 PM CST
2397 - Ivans Exchange 201Location: Governors Ballroom AInsurer Connectivity
Lori Heemstra – BHS Insurance Agency ### 1719290###Presenter###Commercial Lines Division Manager###BHS Insurance Agency###Presenter: – BHS Insurance Agency
###
2:45 PM – 3:30 PM CST
2399 - Using Ivans Download and Ivans eServicing in Applied Epic
2:45 PM – 3:30 PM CST
2399 - Using Ivans Download and Ivans eServicing in Applied EpicLocation: Ryman Studio B – Applied Systems
– Bitonti Insurance Group
– German American Insurance
– High Street Insurance Partners, Inc.
Insurer Connectivity
Bart Bailey – Applied Systems ### 1719244###Moderator###Product Owner - Interface###Applied Systems###Moderator: – Applied Systems
### @@@ Kristin Thelen – Bitonti Insurance Group ### 1719351###Panelist###VP of Operations ###Bitonti Insurance Group ###Panelist: – Bitonti Insurance Group
### @@@ Olivia Ziegler – German American Insurance ### 1719420###Panelist###Operations & Systems Administrator###German American Insurance###Panelist: – German American Insurance
### @@@ Donna LaGoy – High Street Insurance Partners, Inc. ### 1719387###Panelist###Senior Vice President, Business Intellgence###High Street Insurance Partners, Inc.###Panelist: – High Street Insurance Partners, Inc.
###
2:45 PM – 3:30 PM CST
2410 - Applied Epic New Features and Capabilities (Repeat)
2:45 PM – 3:30 PM CST
2410 - Applied Epic New Features and Capabilities (Repeat)Location: Presidential Ballroom CApplied Epic
Katie Kahl (she/her/hers) – Applied Systems ### 1719295###Presenter###SVP, Product Management - Agency Platform###Applied Systems###Presenter: – Applied Systems
### she/her/hers @@@ Catherine Shertenlieb ### 1806530###Presenter#########Presenter:
###
2:45 PM – 3:30 PM CST
2412 - Applied Epic Roadmap: Part 2
2:45 PM – 3:30 PM CST
2412 - Applied Epic Roadmap: Part 2Location: Presidential Ballroom D – Applied Systems Inc.
– Applied Systems
– Applied Systems, Inc.
Applied Epic
Dana Stasiak – Applied Systems Inc. ### 1719348###Presenter###Product Director, Epic - Enterprise Systems###Applied Systems Inc.###Presenter: – Applied Systems Inc.
### @@@ Amanda Recchia – Applied Systems ### 1719401###Presenter###Product Manager- Epic Workflow and Communication Management###Applied Systems###Presenter: – Applied Systems
### @@@ John Hartigan – Applied Systems, Inc. ### 1719427###Presenter###Product Manager, Epic Accounting###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### 2:45 PM – 3:30 PM CST
2417 - Getting Started with Identity Management (IDP) for Applied Software
2:45 PM – 3:30 PM CST
2417 - Getting Started with Identity Management (IDP) for Applied SoftwareLocation: Ryman Studio D – Applied Systems
– Applied Systems
System Administration
Ricky Lopez – Applied Systems ### 1719307###Presenter###VP Solutions ###Applied Systems###Presenter: – Applied Systems
### @@@ Aaron Bowman – Applied Systems ### 1719368###Presenter###Director of Solution Architecture###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:30 PM CST
2423 - EZLynx Reporting and Analytics
2:45 PM – 3:30 PM CST
2423 - EZLynx Reporting and AnalyticsLocation: Ryman Ballroom F – Applied Systems
– EZLynx
EZLynx
Aaron Rainey – Applied Systems ### 1719334###Presenter###Dir, Data & Analytics###Applied Systems###Presenter: – Applied Systems
### @@@ Berly Panachakunnel – EZLynx ### 1719397###Applied Systems Representative###Business Analyst II###EZLynx###Applied Systems Representative: – EZLynx
###
2:45 PM – 3:30 PM CST
2432 - Trends Reshaping Our Industry
2:45 PM – 3:30 PM CST
2432 - Trends Reshaping Our IndustryLocation: Ryman Studio QBusiness Management
Tom Doran ### 1719273###Presenter#########Presenter:
### 2:45 PM – 3:30 PM CST
2437 - Getting Started with APIs
2:45 PM – 3:30 PM CST
2437 - Getting Started with APIsLocation: Ryman Studio LSystem Administration
Mike Baker – Applied Systems ### 1722730###Presenter###Sr. Platform Product Manager###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:30 PM CST
2448 - Path to Epic – What to Expect in an Epic Implementation
2:45 PM – 3:30 PM CST
2448 - Path to Epic – What to Expect in an Epic ImplementationLocation: Ryman Ballroom DApplied Epic
Jennifer Duggan – Applied Systems ### 1756252###Presenter###Senior Implementation Lead###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2124 - Segmenting Your Clients
4:00 PM – 4:45 PM CST
2124 - Segmenting Your ClientsLocation: Governors Ballroom C – Johnson Financial Group
Applied Epic
Data Analytics
Patty Andree – Johnson Financial Group ### 1680249###Presenter###Operations and Technology DIrector###Johnson Financial Group###Presenter: – Johnson Financial Group
###
4:00 PM – 4:45 PM CST
2134 - Volunteering with Your Local Applied Client Network Chapter
4:00 PM – 4:45 PM CST
2134 - Volunteering with Your Local Applied Client Network ChapterLocation: Ryman Studio J – Brown Insurance Services
– John M Glover Agency
– Harry Levine Insurance
– The Signature B&B Companies
– Downeast Insurance, LLC
Professional Development
Tammy L. Mulrain – Brown Insurance Services ### 1680267###Moderator###Vice President of Operations###Brown Insurance Services###Moderator: – Brown Insurance Services
### @@@ Melissa Mallozzi – John M Glover Agency ### 1680278###Panelist###Account Manager ###John M Glover Agency ###Panelist: – John M Glover Agency
### @@@ Julie Levine – Harry Levine Insurance ### 1680277###Panelist###Vice President###Harry Levine Insurance###Panelist: – Harry Levine Insurance
### @@@ Collin Passman – The Signature B&B Companies ### 1680243###Panelist###IT Coordinator###The Signature B&B Companies###Panelist: – The Signature B&B Companies
### @@@ Stacy Johansen – Downeast Insurance, LLC ### 1719437###Panelist###President###Downeast Insurance, LLC###Panelist: – Downeast Insurance, LLC
### 4:00 PM – 4:45 PM CST
2146 - How to Audit Employees with Activity Reports and a Simple Excel Template
4:00 PM – 4:45 PM CST
2146 - How to Audit Employees with Activity Reports and a Simple Excel TemplateLocation: Tennessee Ballroom D – FBinsure
– AXiA Insurance Services Inc.
– Applied Systems, Inc.
Business Management
Applied Epic
Kerrie L. Koestner – FBinsure ### 1680256###Panelist###Senior Vice President###FBinsure###Panelist: – FBinsure
### @@@ Pamela M. Kelly – AXiA Insurance Services Inc. ### 1719386###Panelist###Director of Agency Services###AXiA Insurance Services Inc. ###Panelist: – AXiA Insurance Services Inc.
### @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Moderator###Sr. Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
###
4:00 PM – 4:45 PM CST
2147 - Integrating Custom Forms and Supplemental Screens in Applied Epic: Part 2
4:00 PM – 4:45 PM CST
2147 - Integrating Custom Forms and Supplemental Screens in Applied Epic: Part 2Location: Tennessee Ballroom C – Grimes Insurance Agency, Inc.
Applied Epic
Sherry Burrell – Grimes Insurance Agency, Inc. ### 1680239###Presenter###President###Grimes Insurance Agency, Inc.###Presenter: – Grimes Insurance Agency, Inc.
###
4:00 PM – 4:45 PM CST
2196 - Advanced Tips for Marketing Submissions in Applied Epic: Part 1
4:00 PM – 4:45 PM CST
2196 - Advanced Tips for Marketing Submissions in Applied Epic: Part 1Location: Governors Ballroom B – HUB International
– HUB International
Applied Epic
Cathy Ramirez – HUB International ### 1680237###Presenter###Sr. Operations Trainer###HUB International###Presenter: – HUB International
### @@@ Todd West – HUB International ### 1729177###Presenter###Integration Trainer | M&A Business Operations & Training Delivery###HUB International###Presenter: – HUB International
###
4:00 PM – 4:45 PM CST
2223 - Applied CSR24 and Applied Mobile: What's New and What's Next
4:00 PM – 4:45 PM CST
2223 - Applied CSR24 and Applied Mobile: What's New and What's NextLocation: Presidential Ballroom AB – Applied Systems, Inc.
– Applied Systems
Mobility
Tom Ives – Applied Systems, Inc. ### 1680264###Presenter###Dir. Product Management###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
### 4:00 PM – 4:45 PM CST
2233 - Experience a Day in the Life of a P&C Account Manager Using Applied CSR24
4:00 PM – 4:45 PM CST
2233 - Experience a Day in the Life of a P&C Account Manager Using Applied CSR24Location: Bayou C – Applied Systems
– RiskSOURCE
– NBT Insurance Agency
– Applied Systems
– Sihle Insurance Group
Mobility
Matt Duggan – Applied Systems ### 1719275###Moderator###Insured Services Specialist###Applied Systems###Moderator: – Applied Systems
### @@@ Becky Lehpamer – RiskSOURCE ### 1680276###Panelist###Client Relations Manager###RiskSOURCE###Panelist: – RiskSOURCE
### @@@ Bernadette Richer – NBT Insurance Agency ### 1719338###Panelist###VP of Commercial Lines###NBT Insurance Agency###Panelist: – NBT Insurance Agency
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Product Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Jacqueline Beracasa – Sihle Insurance Group ### 1719424###Panelist###Software Technology Trainer###Sihle Insurance Group###Panelist: – Sihle Insurance Group
###
4:00 PM – 4:45 PM CST
2242 - How Content Can Help You Connect with Prospects and Clients
4:00 PM – 4:45 PM CST
2242 - How Content Can Help You Connect with Prospects and ClientsLocation: Ryman Studio LSales and Marketing
Employee Benefits
Lisa Muvich – Applied Systems ### 1719319###Presenter###Sr. Manager, Content Strategy###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2248 - Applied TAM Accounting Month End and Reports
4:00 PM – 4:45 PM CST
2248 - Applied TAM Accounting Month End and ReportsLocation: Ryman Studio DApplied TAM
Tim St. John – Applied Systems ### 1719436###Presenter###Product Instructor/Activation Services###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2265 - Leave Complex Reports Behind for Quick, Simplified Dashboards Using Applied Analytics
4:00 PM – 4:45 PM CST
2265 - Leave Complex Reports Behind for Quick, Simplified Dashboards Using Applied AnalyticsLocation: Ryman Studio B – Wheelers Insurance
– Applied Systems Canada
Data Analytics
Mike Newsom – Wheelers Insurance ### 1719322###Presenter###CEO Emeritus###Wheelers Insurance###Presenter: – Wheelers Insurance
### @@@ Sarah Caruso – Applied Systems Canada ### 1719258###Applied Systems Representative###Team Lead, Activation Services###Applied Systems Canada###Applied Systems Representative: – Applied Systems Canada
###
4:00 PM – 4:45 PM CST
2266 - Applied Analytics: A Look Into Market Trends Using Insights Dashboards
4:00 PM – 4:45 PM CST
2266 - Applied Analytics: A Look Into Market Trends Using Insights DashboardsLocation: Ryman Ballroom A – Applied Systems
– Applied Systems
Data Analytics
Sandy Oliver – Applied Systems ### 1719326###Presenter###Director of Product, Data Products Group###Applied Systems###Presenter: – Applied Systems
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Representative###Agency Consultant###Applied Systems###Applied Systems Representative: – Applied Systems
### 4:00 PM – 4:45 PM CST
2281 - Applied Benefits Designer: Introduction and Overview
4:00 PM – 4:45 PM CST
2281 - Applied Benefits Designer: Introduction and OverviewLocation: Bayou E – Applied Systems
– Applied Systems
Employee Benefits
JC Mahan – Applied Systems ### 1719312###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Dan Morrill – Applied Systems ### 1719318###Applied Systems Representative###Product Manager, Applied Benefits Designer###Applied Systems###Applied Systems Representative: – Applied Systems
###
4:00 PM – 4:45 PM CST
2294 - Navigating Flexible Work: Technology
4:00 PM – 4:45 PM CST
2294 - Navigating Flexible Work: TechnologyLocation: Ryman Studio H – Mike Keith Insurance
– AAA Washington
– Hylant
– Applied Systems
Business Management
Joey Bedell – Mike Keith Insurance ### 1719247###Panelist###Network Administrator###Mike Keith Insurance###Panelist: – Mike Keith Insurance
### @@@ Ed Viscalla – AAA Washington ### 1680282###Panelist###Insurance Operations Manager###AAA Washington###Panelist: – AAA Washington
### @@@ Debbie Fischer – Hylant ### 1719279###Panelist###VP, Property & Casualty Service Leader###Hylant###Panelist: – Hylant
### @@@ James Verhoeff – Applied Systems ### 1752868###Moderator###Director, User Experience###Applied Systems###Moderator: – Applied Systems
### 4:00 PM – 4:45 PM CST
2313 - Epic Quotes Personal Lines: What’s New and Future Roadmap
4:00 PM – 4:45 PM CST
2313 - Epic Quotes Personal Lines: What’s New and Future RoadmapLocation: Presidential Ballroom C – Applied Systems
– Applied Systems
Applied Epic
Business Management
Sales and Marketing
System Administration
Kate Hewitt – Applied Systems ### 1719292###Presenter###VP, Product Management - Epic ###Applied Systems ###Presenter: – Applied Systems
### @@@ Josh Moore – Applied Systems ### 1719395###Presenter###Product Manager, Epic Personal Lines Rating###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2319 - Setting Up Your New Users for Success with Applied Epic
4:00 PM – 4:45 PM CST
2319 - Setting Up Your New Users for Success with Applied EpicLocation: Bayou A – The Accel Group
– BHS Insurance Agency
– RiskSOURCE Clark-Theders
– The McGowan Companies
– Applied Systems
Applied Epic
Business Management
Jen Freymark – The Accel Group ### 1719281###Panelist###Digital Systems Administrator###The Accel Group###Panelist: – The Accel Group
### @@@ Lori Heemstra – BHS Insurance Agency ### 1719290###Panelist###Commercial Lines Division Manager###BHS Insurance Agency###Panelist: – BHS Insurance Agency
### @@@ Deb Welsh – RiskSOURCE Clark-Theders ### 1680270###Panelist###Director of Client Experience###RiskSOURCE Clark-Theders###Panelist: – RiskSOURCE Clark-Theders
### @@@ Toni Straka – The McGowan Companies ### 1719444###Panelist###Implementation Director###The McGowan Companies###Panelist: – The McGowan Companies
### @@@ Tara Butler – Applied Systems ### 1719256###Moderator###Solution Specialist Team Lead###Applied Systems###Moderator: – Applied Systems
###
4:00 PM – 4:45 PM CST
2320 - Using Applied Epic Email Templates to Drive Efficiency and Consistency
4:00 PM – 4:45 PM CST
2320 - Using Applied Epic Email Templates to Drive Efficiency and ConsistencyLocation: Governors Ballroom AApplied Epic
System Administration
Kelly Bruce – Applied Systems ### 1719254###Presenter###Team Manager###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2332 - Setting Up and Managing Attachment Folders in Applied Epic
4:00 PM – 4:45 PM CST
2332 - Setting Up and Managing Attachment Folders in Applied EpicLocation: Canal E – Baldwin Risk Partners
– Applied Systems
Applied Epic
System Administration
Ingrid Smith ANFI, ACSR – Baldwin Risk Partners ### 1719345###Presenter###Business Systems Administrator###Baldwin Risk Partners###Presenter: – Baldwin Risk Partners
### @@@ Michael Chartier – Applied Systems ### 1719261###Presenter###Manager###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2338 - Creating and Managing Automated Reports
4:00 PM – 4:45 PM CST
2338 - Creating and Managing Automated ReportsLocation: Presidential Ballroom D – AXIA Group Insurance Services Inc
– Applied Systems, Inc.
– Applied Systems, Inc.
Applied Epic
Alana Sambor – AXIA Group Insurance Services Inc ### 1719343###Presenter###Director of Operations###AXIA Group Insurance Services Inc###Presenter: – AXIA Group Insurance Services Inc
### @@@ Angela Mase – Applied Systems, Inc. ### 1719392###Presenter###Agency Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Allison Haag – Applied Systems, Inc. ### 1719379###Applied Systems Representative###Team Lead, Education Services###Applied Systems, Inc.###Applied Systems Representative: – Applied Systems, Inc.
###
4:00 PM – 4:45 PM CST
2347 - Everything You Ever Wanted to Know (and More) About Applied Epic Receipts
4:00 PM – 4:45 PM CST
2347 - Everything You Ever Wanted to Know (and More) About Applied Epic ReceiptsLocation: Canal C – Watkins Insurance Group
– Applied Systems
Applied Epic
Traci Blout – Watkins Insurance Group ### 1719249###Presenter###Accounting Manager###Watkins Insurance Group###Presenter: – Watkins Insurance Group
### @@@ Dave Younker – Applied Systems ### 1719419###Presenter###Activation Services Team Manager###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2351 - Indio: What's New and What's Next
4:00 PM – 4:45 PM CST
2351 - Indio: What's New and What's NextLocation: Canal ACommercial Lines
Michael J. Bruns – Indio ### 1719255###Presenter###Solutions Specialist###Indio###Presenter: – Indio
###
4:00 PM – 4:45 PM CST
2373 - EZLynx Submission Center: A Smarter Way to Manage the Commercial Submission Process
4:00 PM – 4:45 PM CST
2373 - EZLynx Submission Center: A Smarter Way to Manage the Commercial Submission ProcessLocation: Ryman Studio N – Applied Systems, Inc.
– EZLynx
EZLynx
Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Presenter###Product Manager - EZLynx###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Applied Systems Representative###Subject Matter Expert###EZLynx###Applied Systems Representative: – EZLynx
###
4:00 PM – 4:45 PM CST
2404 - Get the Most Out of Instant Download
4:00 PM – 4:45 PM CST
2404 - Get the Most Out of Instant DownloadLocation: Ryman Studio QInsurer Connectivity
Scott Ingram – Applied Systems ### 1719293###Presenter###Product Manager - Interface###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2433 - P&C Distribution Technologies: Do Agencies and Carriers See Eye to Eye?
4:00 PM – 4:45 PM CST
2433 - P&C Distribution Technologies: Do Agencies and Carriers See Eye to Eye?Location: Ryman Studio FBusiness Management
Mark Breading ### 1719252###Presenter#########Presenter:
### 4:00 PM – 4:45 PM CST
2447 - Path to Epic – Introduction to Applied Epic
4:00 PM – 4:45 PM CST
2447 - Path to Epic – Introduction to Applied EpicLocation: Ryman Ballroom DApplied Epic
Caitlin Evans – Applied Systems, Inc. ### 1752595###Presenter###Solution Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
4:45 PM – 6:15 PM CST
Networking Reception in the Applied Net Exchange
4:45 PM – 6:15 PM CST
Networking Reception in the Applied Net Exchange
Location: Ryman Hall
7:00 PM – 10:00 PM CST
Exclusive Show at the Grand Ole Opry House
7:00 PM – 10:00 PM CST
Exclusive Show at the Grand Ole Opry House
- Tuesday, October 4, 2022
7:15 AM – 8:15 AM CST
Breakfast
7:15 AM – 8:15 AM CST
Breakfast
Location: Ryman Hall
8:30 AM – 9:45 AM CST
Keynote Addresses
8:30 AM – 9:45 AM CST
Keynote Addresses
Location: Delta Ballroom
10:15 AM – 11:00 AM CST
2116 - Applied Epic Certificates of Insurance: Part 1
10:15 AM – 11:00 AM CST
2116 - Applied Epic Certificates of Insurance: Part 1Location: Canal E – Alliant Insurance Services, Inc.
Applied Epic
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
10:15 AM – 11:00 AM CST
2132 - Making the Marketing Module in Applied Epic Work for You
10:15 AM – 11:00 AM CST
2132 - Making the Marketing Module in Applied Epic Work for YouLocation: Bayou C – Johnson Financial Group
– John M Glover Agency
Applied Epic
Commercial Lines
Patty Andree – Johnson Financial Group ### 1680249###Presenter###Operations and Technology DIrector###Johnson Financial Group###Presenter: – Johnson Financial Group
### @@@ Melissa Mallozzi – John M Glover Agency ### 1680278###Presenter###Account Manager ###John M Glover Agency ###Presenter: – John M Glover Agency
###
10:15 AM – 11:00 AM CST
2136 - Applied Epic Tips Part 1: Servicing
10:15 AM – 11:00 AM CST
2136 - Applied Epic Tips Part 1: ServicingLocation: Presidential Ballroom D – Maureen Boeing Consulting LLC
– Grimes Insurance Agency, Inc.
Applied Epic
Maureen Boeing – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###Presenter: – Maureen Boeing Consulting LLC
### @@@ Sherry Burrell – Grimes Insurance Agency, Inc. ### 1680239###Presenter###President###Grimes Insurance Agency, Inc.###Presenter: – Grimes Insurance Agency, Inc.
### 10:15 AM – 11:00 AM CST
2162 - A Front Office User’s Guide to Understanding the Applied Epic Transaction Screen
10:15 AM – 11:00 AM CST
2162 - A Front Office User’s Guide to Understanding the Applied Epic Transaction ScreenLocation: Ryman Studio L – Alliant Insurance Services, Inc.
Applied Epic
George Vakalopoulos – Alliant Insurance Services, Inc. ### 1680233###Presenter###Training Specialist Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
10:15 AM – 11:00 AM CST
2166 - Managing Change Within an Independent Insurance Agency
10:15 AM – 11:00 AM CST
2166 - Managing Change Within an Independent Insurance AgencyLocation: Ryman Studio N – Dana Beals Consulting, LLC
Business Management
Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###Presenter: – Dana Beals Consulting, LLC
###
10:15 AM – 11:00 AM CST
2170 - Microsoft Word Tips and Techniques for the Servicer
10:15 AM – 11:00 AM CST
2170 - Microsoft Word Tips and Techniques for the ServicerLocation: Governors Ballroom AYour Management System & Third Party Programs
Applied Epic
Applied TAM
Commercial Lines
Sales and Marketing
Renee Foo – AB Solutions, Inc. ### 1680261###Presenter###Consultant###AB Solutions, Inc.###Presenter: – AB Solutions, Inc.
###
10:15 AM – 11:00 AM CST
2194 - Optimizing the Commercial Lines Renewal Process Using Applied CSR24 and Indio
10:15 AM – 11:00 AM CST
2194 - Optimizing the Commercial Lines Renewal Process Using Applied CSR24 and IndioLocation: Canal C – RiskSOURCE Clark-Theders
– RiskSOURCE
Applied Epic
Commercial Lines
Deb Welsh – RiskSOURCE Clark-Theders ### 1680270###Presenter###Director of Client Experience###RiskSOURCE Clark-Theders###Presenter: – RiskSOURCE Clark-Theders
### @@@ Becky Lehpamer – RiskSOURCE ### 1680276###Presenter###Client Relations Manager###RiskSOURCE###Presenter: – RiskSOURCE
###
10:15 AM – 11:00 AM CST
2195 - Change Management and Business Process Alignment for M&A Conversions in Applied Epic
10:15 AM – 11:00 AM CST
2195 - Change Management and Business Process Alignment for M&A Conversions in Applied EpicLocation: Bayou A – Applied Systems
– Applied Systems
– Rogers Insurance Ltd
– Rogers Insurance Ltd.
– Alliant Insurance Services, Inc.
Applied Epic
Business Management
Professional Development
Canada
Christine Delaney – Applied Systems ### 1719271###Moderator###Senior Manager###Applied Systems###Moderator: – Applied Systems
### @@@ Katie Clark – Applied Systems ### 1719371###Moderator###Manager, Adoption Services###Applied Systems###Moderator: – Applied Systems
### @@@ Jenny Coxon – Rogers Insurance Ltd ### 1680262###Panelist###Director, Business Process, Reporting Operations###Rogers Insurance Ltd###Panelist: – Rogers Insurance Ltd
### @@@ Vanessa O'Callaghan (she/her/hers) – Rogers Insurance Ltd. ### 1680281###Panelist###Systems & Business Process Analyst###Rogers Insurance Ltd. ###Panelist: – Rogers Insurance Ltd.
### she/her/hers @@@ Cj Webberley – Alliant Insurance Services, Inc. ### 1719355###Panelist###First Vice President, Compliance Manager###Alliant Insurance Services, Inc.###Panelist: – Alliant Insurance Services, Inc.
###
10:15 AM – 11:00 AM CST
2197 - Advanced Tips for Marketing Submissions in Applied Epic: Part 2
10:15 AM – 11:00 AM CST
2197 - Advanced Tips for Marketing Submissions in Applied Epic: Part 2Location: Governors Ballroom B – HUB International
– HUB International
Applied Epic
Cathy Ramirez – HUB International ### 1680237###Presenter###Sr. Operations Trainer###HUB International###Presenter: – HUB International
### @@@ Todd West – HUB International ### 1729177###Presenter###Integration Trainer | M&A Business Operations & Training Delivery###HUB International###Presenter: – HUB International
###
10:15 AM – 11:00 AM CST
2263 - Applied Analytics: What’s New and What’s Next (Repeat)
10:15 AM – 11:00 AM CST
2263 - Applied Analytics: What’s New and What’s Next (Repeat)Location: Tennessee Ballroom DData Analytics
Sandy Oliver – Applied Systems ### 1719326###Presenter###Director of Product, Data Products Group###Applied Systems###Presenter: – Applied Systems
### 10:15 AM – 11:00 AM CST
2268 - Making Benefits Standard Workflows Work for You
10:15 AM – 11:00 AM CST
2268 - Making Benefits Standard Workflows Work for YouLocation: Tennessee Ballroom B – Applied Systems
– Applied Systems
Employee Benefits
Kim McDonald – Applied Systems ### 1719314###Presenter###Product Instructor III, Activation Services###Applied Systems###Presenter: – Applied Systems
### @@@ Burton Tower – Applied Systems ### 1719353###Presenter###Product Consultant, Employee Benefits###Applied Systems###Presenter: – Applied Systems
###
10:15 AM – 11:00 AM CST
2278 - Applied Benefits Designer: Building Innovative Plan Groups
10:15 AM – 11:00 AM CST
2278 - Applied Benefits Designer: Building Innovative Plan GroupsLocation: Ryman Studio F – Applied Systems
– Applied Systems
Employee Benefits
Dan Morrill – Applied Systems ### 1719318###Presenter###Product Manager, Applied Benefits Designer###Applied Systems###Presenter: – Applied Systems
### @@@ Kelly Wiza – Applied Systems ### 1719417###Applied Systems Representative###Senior Director, Benefits Products###Applied Systems###Applied Systems Representative: – Applied Systems
###
10:15 AM – 11:00 AM CST
2286 - Working With Applied TAM Templates and Proposals
10:15 AM – 11:00 AM CST
2286 - Working With Applied TAM Templates and ProposalsLocation: Ryman Studio DYour Management System & Third Party Programs
Applied TAM
Ro Olguin – Applied Systems, Inc. ### 1719325###Presenter###Manager, Activation Services###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
10:15 AM – 11:00 AM CST
2292 - Tying Custom Forms, Form Letters and Proposals Together in Applied Epic
10:15 AM – 11:00 AM CST
2292 - Tying Custom Forms, Form Letters and Proposals Together in Applied EpicLocation: Tennessee Ballroom C – Applied Systems
– Applied Systems, Inc.
Your Management System & Third Party Programs
Kelly Bruce – Applied Systems ### 1719254###Presenter###Team Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Allison Haag – Applied Systems, Inc. ### 1719379###Presenter###Team Lead, Education Services###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
10:15 AM – 11:00 AM CST
2298 - How the Pace of Technology Change Affects Training
10:15 AM – 11:00 AM CST
2298 - How the Pace of Technology Change Affects TrainingLocation: Ryman Studio B – Applied Systems
– Millennium Alliance Group
– Insurance Office of America
– Foundation Risk Partners
Business Management
Joy Jack – Applied Systems ### 1719383###Moderator###Director###Applied Systems###Moderator: – Applied Systems
### @@@ Shaun T. Lopez – Millennium Alliance Group ### 1719308###Panelist###Chief Information Security Officer/ Manager of Information Systems###Millennium Alliance Group###Panelist: – Millennium Alliance Group
### @@@ Matthew Engel – Insurance Office of America ### 1719375###Panelist###IT Applications Manager###Insurance Office of America###Panelist: – Insurance Office of America
### @@@ Debra Alt – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###Panelist: – Foundation Risk Partners
###
10:15 AM – 11:00 AM CST
2323 - Supporting Your Staff During the Transition to Applied Epic
10:15 AM – 11:00 AM CST
2323 - Supporting Your Staff During the Transition to Applied EpicLocation: Governors Ballroom C – Smith Insurance Agency
– FBinsure
– Sunstar Insurance Group
– Medical Society of VA Insurance Agency
– Applied Systems
Applied Epic
Business Management
Ruth E. Phillips – Smith Insurance Agency ### 1719329###Panelist###Commercial Lines Account Manager###Smith Insurance Agency###Panelist: – Smith Insurance Agency
### @@@ Kerrie L. Koestner – FBinsure ### 1680256###Panelist###Senior Vice President###FBinsure###Panelist: – FBinsure
### @@@ Bobbie L. Fernandez – Sunstar Insurance Group ### 1719425###Panelist###Corporate Trainer ###Sunstar Insurance Group ###Panelist: – Sunstar Insurance Group
### @@@ Wendy Mills – Medical Society of VA Insurance Agency ### 1719441###Panelist###Epic Administrator###Medical Society of VA Insurance Agency###Panelist: – Medical Society of VA Insurance Agency
### @@@ Jennifer Duggan – Applied Systems ### 1756252###Moderator###Senior Implementation Lead###Applied Systems###Moderator: – Applied Systems
###
10:15 AM – 11:00 AM CST
2329 - An Overview of Epic Browser Versus Desktop
10:15 AM – 11:00 AM CST
2329 - An Overview of Epic Browser Versus DesktopLocation: Presidential Ballroom AB – Applied Systems
– Applied Systems
Applied Epic
Tara Butler – Applied Systems ### 1719256###Presenter###Solution Specialist Team Lead###Applied Systems###Presenter: – Applied Systems
### @@@ Amanda Recchia – Applied Systems ### 1719401###Presenter###Product Manager- Epic Workflow and Communication Management###Applied Systems###Presenter: – Applied Systems
###
10:15 AM – 11:00 AM CST
2359 - Ivans Distribution Platform – Insurer Focus Panel
10:15 AM – 11:00 AM CST
2359 - Ivans Distribution Platform – Insurer Focus PanelLocation: Ryman Studio H – Ivans
– Travelers Insurance
– Liberty Mutual
– CNA Insurance
Commercial Lines
Kathy Hrach – Ivans ### 1719381###Moderator###VP Product###Ivans###Moderator: – Ivans
### @@@ Tim Lewis – Travelers Insurance ### 1724474###Panelist###AVP, Business Insurance/ Distribution Integration###Travelers Insurance###Panelist: – Travelers Insurance
### @@@ John P. Thomas – Liberty Mutual ### 1759982###Panelist###Director, IA Distribution Technology###Liberty Mutual###Panelist: – Liberty Mutual
### @@@ Mike Donner – CNA Insurance ### 1762279###Panelist###AVP - Head of Digital Distribution###CNA Insurance ###Panelist: – CNA Insurance
###
10:15 AM – 11:00 AM CST
2361 - Canadian Commercial Lines: What's New and What's Next
10:15 AM – 11:00 AM CST
2361 - Canadian Commercial Lines: What's New and What's NextLocation: Bayou E – Applied Systems
– Applied Systems Canada
Commercial Lines
Canada
William Ma – Applied Systems ### 1719311###Presenter###VP of Product Management and Innovation, Canada ###Applied Systems ###Presenter: – Applied Systems
### @@@ Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Presenter###Product Manager, Commercial Lines###Applied Systems Canada###Presenter: – Applied Systems Canada
###
10:15 AM – 11:00 AM CST
2367 - Introduction to Tarmika (repeat)
10:15 AM – 11:00 AM CST
2367 - Introduction to Tarmika (repeat)Location: Ryman Ballroom D – Applied Systems
– Ivans
– Tarmika
Commercial Lines
Kate Hewitt – Applied Systems ### 1719292###Presenter###VP, Product Management - Epic ###Applied Systems ###Presenter: – Applied Systems
### @@@ Ryan Lapp – Ivans ### 1719388###Applied Systems Representative###Product Manager, Ivans Distribution Platform###Ivans###Applied Systems Representative: – Ivans
### @@@ Lauren Emmons – Tarmika ### 1791597###Presenter###Strategic Relationship Manager###Tarmika ###Presenter: – Tarmika
### 10:15 AM – 11:00 AM CST
2377 - EZLynx Client Center: What Customer Self-Service Looks Like Today
10:15 AM – 11:00 AM CST
2377 - EZLynx Client Center: What Customer Self-Service Looks Like TodayLocation: Ryman Ballroom AEZLynx
Ryan Beukema – EZLynx ### 1719248###Presenter###Business Analyst Manager###EZLynx ###Presenter: – EZLynx
### @@@ Shilpy Gupta – EZLynx ### 1719378###Applied Systems Representative###Business Analyst II ###EZLynx###Applied Systems Representative: – EZLynx
###
10:15 AM – 11:00 AM CST
2379 - EZLynx: Accounting and Commissions
10:15 AM – 11:00 AM CST
2379 - EZLynx: Accounting and CommissionsLocation: Ryman Studio J – Applied Systems
– Applied Systems
EZLynx
Cecily Kemp – Applied Systems ### 1719299###Presenter###Business Analyst I###Applied Systems###Presenter: – Applied Systems
### @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Systems Representative###Dir, Data & Analytics###Applied Systems###Applied Systems Representative: – Applied Systems
###
10:15 AM – 11:00 AM CST
2393 - Tips and Tricks for Common Download Issues
10:15 AM – 11:00 AM CST
2393 - Tips and Tricks for Common Download IssuesLocation: Canal A – Ivans
– Applied Systems
Insurer Connectivity
Robyn Orndorf – Ivans ### 1719327###Presenter###Agency Customer Success Manager###Ivans###Presenter: – Ivans
### @@@ Celia N. Cauthen – Applied Systems ### 1719260###Presenter###Product Specialist ###Applied Systems###Presenter: – Applied Systems
###
10:15 AM – 11:00 AM CST
2401 - Applied Epic Interface: What's New and What's Coming
10:15 AM – 11:00 AM CST
2401 - Applied Epic Interface: What's New and What's ComingLocation: Presidential Ballroom CInsurer Connectivity
Scott Ingram – Applied Systems ### 1719293###Presenter###Product Manager - Interface###Applied Systems###Presenter: – Applied Systems
### 10:15 AM – 11:00 AM CST
2418 - EZLynx Automation Center Part 1: What is Agency Automation?
10:15 AM – 11:00 AM CST
2418 - EZLynx Automation Center Part 1: What is Agency Automation?Location: Ryman Studio QEZLynx
Andrea Vollans – Applied Systems ### 1719344###Presenter###Solution Consultant###Applied Systems###Presenter: – Applied Systems
###
11:30 AM – 12:00 PM CST
2123 - Put more BOOM in your Zoom
11:30 AM – 12:00 PM CST
2123 - Put more BOOM in your ZoomLocation: Bayou A – Alliant Insurance Services Inc
– Alliant Insurance Services, Inc.
Professional Development
Jayme Moreno – Alliant Insurance Services Inc ### 1680240###Presenter###Training Specialist Lead###Alliant Insurance Services Inc###Presenter: – Alliant Insurance Services Inc
### @@@ Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
11:30 AM – 12:00 PM CST
2160 - Are Your Agent and Client Communications Secure?
11:30 AM – 12:00 PM CST
2160 - Are Your Agent and Client Communications Secure?Location: Tennessee Ballroom C – Kite Technology Group
– Kite Technology Group
– Adar IT/Rigid Bits Cybersecurity
System Administration
Business Management
Jeff Kite – Kite Technology Group ### 1680265###Moderator###Founder / President###Kite Technology Group###Moderator: – Kite Technology Group
### @@@ Jason Gobbel – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###Panelist: – Kite Technology Group
### @@@ Ryan Smith – Adar IT/Rigid Bits Cybersecurity ### 1680287###Panelist###VP of Sales & Marketing###Adar IT/Rigid Bits Cybersecurity###Panelist: – Adar IT/Rigid Bits Cybersecurity
### 11:30 AM – 12:00 PM CST
2212 - Training Up the Next Generation of Insurance Professionals
11:30 AM – 12:00 PM CST
2212 - Training Up the Next Generation of Insurance ProfessionalsLocation: Presidential Ballroom C – Crane Agency
– Crane Agency
– Crane Agency
Business Management
Applied Epic
Commercial Lines
Professional Development
Dina M. Buxton – Crane Agency ### 1680272###Presenter###Director of Communications & Development###Crane Agency###Presenter: – Crane Agency
### @@@ Phyllis James – Crane Agency ### 1680284###Presenter###Applied Systems Quality Control Coordinator###Crane Agency ###Presenter: – Crane Agency
### @@@ Emily McKenna – Crane Agency ### 1698411###Presenter###Corporate Trainer###Crane Agency###Presenter: – Crane Agency
###
11:30 AM – 12:00 PM CST
2247 - Applied TAM Updates
11:30 AM – 12:00 PM CST
2247 - Applied TAM UpdatesLocation: Bayou EApplied TAM
Jeff Kaufmann – Applied Systems ### 1719297###Presenter###Product Manager###Applied Systems###Presenter: – Applied Systems
###
11:30 AM – 12:00 PM CST
2273 - Evolution of Applied Epic Custom Forms
11:30 AM – 12:00 PM CST
2273 - Evolution of Applied Epic Custom FormsLocation: Governors Ballroom A – CalNonprofits Insurance Services
– Applied Systems
– Applied Systems, Inc.
Employee Benefits
Chris Gilbert – CalNonprofits Insurance Services ### 1719285###Presenter###Operations Coordinator###CalNonprofits Insurance Services###Presenter: – CalNonprofits Insurance Services
### @@@ Kelly Wiza – Applied Systems ### 1719417###Presenter###Senior Director, Benefits Products###Applied Systems###Presenter: – Applied Systems
### @@@ Nick Sindt – Applied Systems, Inc. ### 1764977###Co-Presenter###Sr. UX Designer###Applied Systems, Inc.###Co-Presenter: – Applied Systems, Inc.
###
11:30 AM – 12:00 PM CST
2303 - Time Management Tips and Tricks
11:30 AM – 12:00 PM CST
2303 - Time Management Tips and TricksLocation: Governors Ballroom CProfessional Development
Ingrid Smith ANFI, ACSR – Baldwin Risk Partners ### 1719345###Presenter###Business Systems Administrator###Baldwin Risk Partners###Presenter: – Baldwin Risk Partners
###
11:30 AM – 12:00 PM CST
2305 - Amp Up Your Employee Appreciation Initiative
11:30 AM – 12:00 PM CST
2305 - Amp Up Your Employee Appreciation InitiativeLocation: Canal C – Liberty Insurance Agency
Business Management
Jessica Entwistle – Liberty Insurance Agency ### 1719277###Presenter###Personal Insurance Department Manager###Liberty Insurance Agency###Presenter: – Liberty Insurance Agency
###
11:30 AM – 12:00 PM CST
2310 - Best Practices with Succession Planning
11:30 AM – 12:00 PM CST
2310 - Best Practices with Succession PlanningLocation: Bayou C – BOK Financial Insurance
– Munn Insurance Ltd.
Business Management
Kathy DeGrandchamp – BOK Financial Insurance ### 1719270###Presenter###VP, Risk Management###BOK Financial Insurance###Presenter: – BOK Financial Insurance
### @@@ CJ Nolan – Munn Insurance Ltd. ### 1719396###Presenter###President & CEO###Munn Insurance Ltd.###Presenter: – Munn Insurance Ltd.
### 11:30 AM – 12:00 PM CST
2327 - Using eSignature in Applied Epic
11:30 AM – 12:00 PM CST
2327 - Using eSignature in Applied EpicLocation: Canal A – Applied Systems, Inc.
– Millennium Alliance Group
– Sihle Insurance Group
– The Loomis Company
Applied Epic
Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Moderator###Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### he/him/his @@@ Shaun T. Lopez – Millennium Alliance Group ### 1719308###Panelist###Chief Information Security Officer/ Manager of Information Systems###Millennium Alliance Group###Panelist: – Millennium Alliance Group
### @@@ Jacqueline Beracasa – Sihle Insurance Group ### 1719424###Panelist###Software Technology Trainer###Sihle Insurance Group###Panelist: – Sihle Insurance Group
### @@@ Danielle Schmeck – The Loomis Company ### 1719443###Panelist###Personal Lines Manager###The Loomis Company###Panelist: – The Loomis Company
###
11:30 AM – 12:00 PM CST
2349 - Month-End: It’s More Than Just Generating Journal Entries
11:30 AM – 12:00 PM CST
2349 - Month-End: It’s More Than Just Generating Journal EntriesLocation: Presidential Ballroom AB – Applied Systems
– Bitonti Insurance Group
– Legacy Risk Solutions, LLC
– Cornerstone Insurance Group
– RiskSOURCE Clark-Theders
Applied Epic
Penny Ploski – Applied Systems ### 1719432###Moderator###Principal Product Owner - Epic Accounting###Applied Systems###Moderator: – Applied Systems
### @@@ Hannah Jacobs – Bitonti Insurance Group ### 1719294###Panelist###Accounting Manager###Bitonti Insurance Group###Panelist: – Bitonti Insurance Group
### @@@ Stephanie Sims – Legacy Risk Solutions, LLC ### 1719405###Panelist###Senior Accountant and Data Conversion Specialist###Legacy Risk Solutions, LLC###Panelist: – Legacy Risk Solutions, LLC
### @@@ Janelle Medinger – Cornerstone Insurance Group ### 1719431###Panelist###Insurarance Operations Manager###Cornerstone Insurance Group###Panelist: – Cornerstone Insurance Group
### @@@ Theresa Clayton – RiskSOURCE Clark-Theders ### 1719264###Panelist###Director of Finance & Administration###RiskSOURCE Clark-Theders###Panelist: – RiskSOURCE Clark-Theders
###
11:30 AM – 12:00 PM CST
2391 - Ivans Tech Talk for Insurers
11:30 AM – 12:00 PM CST
2391 - Ivans Tech Talk for InsurersLocation: Governors Ballroom BInsurer Connectivity
Mark Harrison – Ivans ### 1719380###Moderator###Director of Product Innovation###Ivans###Moderator: – Ivans
### @@@ D.J. Wischmeyer – Ivans ### 1719361###Panelist###Director, Ivans Operations###Ivans###Panelist: – Ivans
### 11:30 AM – 12:00 PM CST
2392 - Transition to Applied Epic Download
11:30 AM – 12:00 PM CST
2392 - Transition to Applied Epic DownloadLocation: Tennessee Ballroom B – Ivans
– Applied Systems
– Applied Systems
Insurer Connectivity
Robyn Orndorf – Ivans ### 1719327###Presenter###Agency Customer Success Manager###Ivans###Presenter: – Ivans
### @@@ Celia N. Cauthen – Applied Systems ### 1719260###Presenter###Product Specialist ###Applied Systems###Presenter: – Applied Systems
### @@@ Bart Bailey – Applied Systems ### 1719244###Presenter###Product Owner - Interface###Applied Systems###Presenter: – Applied Systems
###
11:30 AM – 12:00 PM CST
2406 - Peer Insights: Adopting and Implementing Commercial Lines Download
11:30 AM – 12:00 PM CST
2406 - Peer Insights: Adopting and Implementing Commercial Lines DownloadLocation: Tennessee Ballroom D – Carroll Insurance Agency, LTD
– Applied Systems
Insurer Connectivity
Steve Bayless – Carroll Insurance Agency, LTD ### 1719246###Presenter###Commercial Lines Manager###Carroll Insurance Agency, LTD###Presenter: – Carroll Insurance Agency, LTD
### @@@ Scott Ingram – Applied Systems ### 1719293###Presenter###Product Manager - Interface###Applied Systems###Presenter: – Applied Systems
###
11:30 AM – 12:00 PM CST
2427 - EZLynx: Driving Collaboration with Agency Workspace
11:30 AM – 12:00 PM CST
2427 - EZLynx: Driving Collaboration with Agency WorkspaceLocation: Ryman Ballroom AEZLynx
Wajahat Khan – EZLynx ### 1719300###Presenter###Business Analyst II###EZLynx###Presenter: – EZLynx
### @@@ Ryan Beukema – EZLynx ### 1719248###Applied Systems Representative###Business Analyst Manager###EZLynx ###Applied Systems Representative: – EZLynx
###
11:30 AM – 12:00 PM CST
2429 - Getting Started with EZLynx Client Center
11:30 AM – 12:00 PM CST
2429 - Getting Started with EZLynx Client CenterLocation: Ryman Ballroom DEZLynx
Michael Nelson – EZLynx ### 1719321###Presenter###Associate Customer Advocate Manager###EZLynx###Presenter: – EZLynx
### @@@ Shrey Trivedi – EZLynx ### 1719413###Applied Systems Representative###Business Analyst I###EZLynx###Applied Systems Representative: – EZLynx
###
11:30 AM – 12:00 PM CST
2430 - Canadian Personal Lines: What’s New and What’s Next
11:30 AM – 12:00 PM CST
2430 - Canadian Personal Lines: What’s New and What’s NextLocation: Canal E – Applied Systems Canada
– Applied Systems
Natalie Tetler – Applied Systems Canada ### 1719350###Presenter###Director of Product Management###Applied Systems Canada###Presenter: – Applied Systems Canada
### @@@ William Ma – Applied Systems ### 1719311###Presenter###VP of Product Management and Innovation, Canada ###Applied Systems ###Presenter: – Applied Systems
###
12:00 PM – 1:15 PM CST
Lunch / Applied Net Exchange Open
12:00 PM – 1:15 PM CST
Lunch / Applied Net Exchange Open
Location: Ryman Hall
1:15 PM – 2:15 PM CST
2114 - Entering Policies in Applied Epic for Efficiency and Reporting
1:15 PM – 2:15 PM CST
2114 - Entering Policies in Applied Epic for Efficiency and ReportingLocation: Tennessee Ballroom D – Alliant Insurance Services, Inc.
Applied Epic
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
1:15 PM – 2:15 PM CST
2137 - Applied Epic Tips Part 2: Administration
1:15 PM – 2:15 PM CST
2137 - Applied Epic Tips Part 2: AdministrationLocation: Presidential Ballroom D – Maureen Boeing Consulting LLC
– Grimes Insurance Agency, Inc.
Applied Epic
Maureen Boeing – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###Presenter: – Maureen Boeing Consulting LLC
### @@@ Sherry Burrell – Grimes Insurance Agency, Inc. ### 1680239###Presenter###President###Grimes Insurance Agency, Inc.###Presenter: – Grimes Insurance Agency, Inc.
### 1:15 PM – 2:15 PM CST
2150 - Cleaning Up and Balancing Company Payables in Applied TAM
1:15 PM – 2:15 PM CST
2150 - Cleaning Up and Balancing Company Payables in Applied TAMLocation: Ryman Studio D – Alexant Systems Corporation
Applied TAM
Sue Good – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###Presenter: – Alexant Systems Corporation
###
1:15 PM – 2:15 PM CST
2156 - Understanding and Editing Basic Report Layouts in Applied Epic
1:15 PM – 2:15 PM CST
2156 - Understanding and Editing Basic Report Layouts in Applied EpicLocation: Presidential Ballroom ABApplied Epic
Joe Pratts – Hoffman Brown Company ### 1680251###Presenter###COO###Hoffman Brown Company###Presenter: – Hoffman Brown Company
###
1:15 PM – 2:15 PM CST
2169 - Microsoft Word - Leveraging Styles
1:15 PM – 2:15 PM CST
2169 - Microsoft Word - Leveraging StylesLocation: Ryman Ballroom FYour Management System & Third Party Programs
Applied Epic
Applied TAM
Renee Foo – AB Solutions, Inc. ### 1680261###Presenter###Consultant###AB Solutions, Inc.###Presenter: – AB Solutions, Inc.
###
1:15 PM – 2:15 PM CST
2203 - Client and Policy Import Tool
1:15 PM – 2:15 PM CST
2203 - Client and Policy Import ToolLocation: Ryman Studio FApplied Epic
Business Management
Sales and Marketing
System Administration
Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###Presenter: – Acrisure LLC
###
1:15 PM – 2:15 PM CST
2209 - Using Applied Epic Reports to Measure CSR Productivity to Ensure Balance
1:15 PM – 2:15 PM CST
2209 - Using Applied Epic Reports to Measure CSR Productivity to Ensure BalanceLocation: Governors Ballroom CApplied Epic
Business Management
Matthew Priddle – Wells Insurance ### 1680252###Presenter###Personal Lines Director###Wells Insurance###Presenter: – Wells Insurance
###
1:15 PM – 2:15 PM CST
2234 - Meeting the Needs of Your Specialty Markets Through Applied CSR24
1:15 PM – 2:15 PM CST
2234 - Meeting the Needs of Your Specialty Markets Through Applied CSR24Location: Bayou E – Applied Systems
– Mackoul Risk Solutions, LLC
– Hotaling Insurance Services
– National Truck League Insurance Brokers
– Sea Land Insurance Corporation
– Applied Systems, Inc.
Mobility
Maggie Essex – Applied Systems ### 1719376###Moderator###Solution Specialist###Applied Systems###Moderator: – Applied Systems
### @@@ Gabrielle Fisher – Mackoul Risk Solutions, LLC ### 1723641###Panelist###Vice President of Production###Mackoul Risk Solutions, LLC###Panelist: – Mackoul Risk Solutions, LLC
### @@@ Jennifer Raymond – Hotaling Insurance Services ### 1719336###Panelist###Corporate Trainer###Hotaling Insurance Services###Panelist: – Hotaling Insurance Services
### @@@ Michele Stiller – National Truck League Insurance Brokers ### 1753397###Panelist###Vice President Operations###National Truck League Insurance Brokers###Panelist: – National Truck League Insurance Brokers
### @@@ Lori Sousa – Sea Land Insurance Corporation ### 1719407###Panelist###President ###Sea Land Insurance Corporation###Panelist: – Sea Land Insurance Corporation
### @@@ Ro Olguin – Applied Systems, Inc. ### 1719325###Applied Systems Representative###Manager, Activation Services###Applied Systems, Inc.###Applied Systems Representative: – Applied Systems, Inc.
### 1:15 PM – 2:15 PM CST
2240 - Applied Epic for Salesforce: What’s New and What’s Next
1:15 PM – 2:15 PM CST
2240 - Applied Epic for Salesforce: What’s New and What’s NextLocation: Tennessee Ballroom B – Applied Systems
– Sales
Sales and Marketing
Employee Benefits
Tom Lind – Applied Systems ### 1719305###Presenter###Product Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Edward Brown – Sales ### 1719253###Applied Systems Representative###VP - CRM Sales###Sales###Applied Systems Representative: – Sales
### 1:15 PM – 2:15 PM CST
2249 - Data Cleansing: Why Organized Data Is Important
1:15 PM – 2:15 PM CST
2249 - Data Cleansing: Why Organized Data Is ImportantLocation: Ryman Studio BApplied TAM
Peggy DeSalvo – Applied Systems ### 1719272###Presenter###Data Specialist Team Lead###Applied Systems###Presenter: – Applied Systems
###
1:15 PM – 2:15 PM CST
2276 - Best Practices for Managing Employee Benefits in Applied Epic Part 2: Accounts and Policies
1:15 PM – 2:15 PM CST
2276 - Best Practices for Managing Employee Benefits in Applied Epic Part 2: Accounts and PoliciesLocation: Ryman Studio N – Applied Systems
– Applied Systems, Inc.
Employee Benefits
Kim McDonald – Applied Systems ### 1719314###Presenter###Product Instructor III, Activation Services###Applied Systems###Presenter: – Applied Systems
### @@@ Angela Mase – Applied Systems, Inc. ### 1719392###Presenter###Agency Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
1:15 PM – 2:15 PM CST
2314 - What You Need to Know About Applied Epic Renewals Manager
1:15 PM – 2:15 PM CST
2314 - What You Need to Know About Applied Epic Renewals ManagerLocation: Canal A – Applied Systems, Inc.
– Morrow Insurance Agency, Inc.
– Higginbotham Insurance Agency, Inc.
– Carroll Insurance Agency, LTD
Applied Epic
Commercial Lines
System Administration
Jim Zell – Applied Systems, Inc. ### 1719364###Moderator###Sr. Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Terry L. Robinson – Morrow Insurance Agency, Inc. ### 1719341###Panelist###Executive Vice President-Technology and Strategy###Morrow Insurance Agency, Inc.###Panelist: – Morrow Insurance Agency, Inc.
### @@@ Sherri Collins – Higginbotham Insurance Agency, Inc. ### 1719372###Panelist###Manager, New Partner Integration, P&C###Higginbotham Insurance Agency, Inc.###Panelist: – Higginbotham Insurance Agency, Inc.
### @@@ Steve Bayless – Carroll Insurance Agency, LTD ### 1719246###Panelist###Commercial Lines Manager###Carroll Insurance Agency, LTD###Panelist: – Carroll Insurance Agency, LTD
###
1:15 PM – 2:15 PM CST
2324 - A New Product Release Has Come Out, Now What?
1:15 PM – 2:15 PM CST
2324 - A New Product Release Has Come Out, Now What?Location: Governors Ballroom B – Applied Systems, Inc.
– Millennium Alliance Group
– Millennium Alliance Group/High Street
Applied Epic
Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Moderator###Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### he/him/his @@@ Shaun T. Lopez – Millennium Alliance Group ### 1719308###Panelist###Chief Information Security Officer/ Manager of Information Systems###Millennium Alliance Group###Panelist: – Millennium Alliance Group
### @@@ Carmela Whaley – Millennium Alliance Group/High Street ### 1719358###Panelist###Commercial Lines Manager###Millennium Alliance Group/High Street###Panelist: – Millennium Alliance Group/High Street
###
1:15 PM – 2:15 PM CST
2330 - Epic Browser: Using the Connection Suite to Maximize Functionality
1:15 PM – 2:15 PM CST
2330 - Epic Browser: Using the Connection Suite to Maximize FunctionalityLocation: Presidential Ballroom C – Applied Systems
– Applied Systems
Applied Epic
Tara Butler – Applied Systems ### 1719256###Presenter###Solution Specialist Team Lead###Applied Systems###Presenter: – Applied Systems
### @@@ Frank Smith – Applied Systems ### 1773583###Panelist###Sr. Platform Product Manager###Applied Systems###Panelist: – Applied Systems
###
1:15 PM – 2:15 PM CST
2342 - Sales Automation in Applied Epic: Managing Opportunities for Tracking and Pipeline
1:15 PM – 2:15 PM CST
2342 - Sales Automation in Applied Epic: Managing Opportunities for Tracking and PipelineLocation: Bayou C – Wheelers Insurance
– Applied Systems, Inc.
Applied Epic
Mobility
Sales and Marketing
Mike Newsom – Wheelers Insurance ### 1719322###Presenter###CEO Emeritus###Wheelers Insurance###Presenter: – Wheelers Insurance
### @@@ Allison Haag – Applied Systems, Inc. ### 1719379###Presenter###Team Lead, Education Services###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
1:15 PM – 2:15 PM CST
2353 - Indio Tips and Tricks
1:15 PM – 2:15 PM CST
2353 - Indio Tips and TricksLocation: Tennessee Ballroom C – Hickok & Boardman Insurance Group
– Indio
Commercial Lines
Jillian Rouleau – Hickok & Boardman Insurance Group ### 1719342###Presenter###Agency Management Systems Specialist###Hickok & Boardman Insurance Group###Presenter: – Hickok & Boardman Insurance Group
### @@@ Michael J. Bruns – Indio ### 1719255###Presenter###Solutions Specialist###Indio###Presenter: – Indio
###
1:15 PM – 2:15 PM CST
2358 - Ask Kodiak: Introduction and Roadmap
1:15 PM – 2:15 PM CST
2358 - Ask Kodiak: Introduction and RoadmapLocation: Ryman Ballroom DCommercial Lines
Taira Mandy – Ivans ### 1719313###Presenter###Director, Customer Success###Ivans###Presenter: – Ivans
### @@@ Ryan Lapp – Ivans ### 1719388###Applied Systems Representative###Product Manager, Ivans Distribution Platform###Ivans###Applied Systems Representative: – Ivans
###
1:15 PM – 2:15 PM CST
2366 - The Future of Commercial Lines at Applied
1:15 PM – 2:15 PM CST
2366 - The Future of Commercial Lines at AppliedLocation: Governors Ballroom A – Ivans
– Coterie Insurance
– High Street Insurance Partners, Inc.
– Ivans
– Applied Systems
Commercial Lines
Kathy Hrach – Ivans ### 1719381###Moderator###VP Product###Ivans###Moderator: – Ivans
### @@@ Ray Lynch – Coterie Insurance ### 1719310###Panelist###VP of External Product###Coterie Insurance###Panelist: – Coterie Insurance
### @@@ Donna LaGoy – High Street Insurance Partners, Inc. ### 1719387###Panelist###Senior Vice President, Business Intellgence###High Street Insurance Partners, Inc.###Panelist: – High Street Insurance Partners, Inc.
### @@@ Mike Albert – Ivans ### 1724500###Panelist###Co-Founder, Ask Kodiak###Ivans###Panelist: – Ivans
### @@@ Kate Hewitt – Applied Systems ### 1719292###Panelist###VP, Product Management - Epic ###Applied Systems ###Panelist: – Applied Systems
### @@@ Raghav Tanna ### 1791595###Panelist###SVP, Small Commercial - Applied Systems######Panelist:
### 1:15 PM – 2:15 PM CST
2378 - EZLynx Retention Center: Streamline Your Renewal Process
1:15 PM – 2:15 PM CST
2378 - EZLynx Retention Center: Streamline Your Renewal ProcessLocation: Ryman Studio HEZLynx
Mike Spano – Applied Systems ### 1719347###Presenter###Solution Consultant###Applied Systems###Presenter: – Applied Systems
###
1:15 PM – 2:15 PM CST
2395 - Peer Insights: eDocs and Messages Download and Claims Download
1:15 PM – 2:15 PM CST
2395 - Peer Insights: eDocs and Messages Download and Claims DownloadLocation: Ryman Ballroom A – StreetSmart Insurance
– Ivans
EZLynx
Carlo Ferrara – StreetSmart Insurance ### 1719278###Presenter###Chief Operations Officer###StreetSmart Insurance###Presenter: – StreetSmart Insurance
### @@@ Robyn Orndorf – Ivans ### 1719327###Applied Systems Representative###Agency Customer Success Manager###Ivans###Applied Systems Representative: – Ivans
###
1:15 PM – 2:15 PM CST
2413 - Introducing Applied Pay
1:15 PM – 2:15 PM CST
2413 - Introducing Applied PayLocation: Bayou A – Applied Systems
– Applied Systems, Inc.
Applied Epic
Mobility
EZLynx
Curtis N. Reed – Applied Systems ### 1722744###Presenter###SVP Commercial###Applied Systems###Presenter: – Applied Systems
### @@@ John Hartigan – Applied Systems, Inc. ### 1719427###Presenter###Product Manager, Epic Accounting###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
1:15 PM – 2:15 PM CST
2419 - EZLynx Automation Center Part 2: In-Depth Workshop
1:15 PM – 2:15 PM CST
2419 - EZLynx Automation Center Part 2: In-Depth WorkshopLocation: Ryman Studio Q – Applied Systems
– EZLynx
EZLynx
Vijay Rengarajan – Applied Systems ### 1719337###Presenter###Senior Product Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Shilpy Gupta – EZLynx ### 1719378###Applied Systems Representative###Business Analyst II ###EZLynx###Applied Systems Representative: – EZLynx
###
1:15 PM – 2:15 PM CST
2425 - EZLynx: Best Practices for Commercial Workflows - Part 1
1:15 PM – 2:15 PM CST
2425 - EZLynx: Best Practices for Commercial Workflows - Part 1Location: Ryman Studio J – EZLynx
– Applied Systems, Inc.
EZLynx
Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Presenter###Subject Matter Expert###EZLynx###Presenter: – EZLynx
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Applied Systems Representative###Product Manager - EZLynx###Applied Systems, Inc.###Applied Systems Representative: – Applied Systems, Inc.
###
1:15 PM – 2:15 PM CST
2436 - Getting Started with Data Lake
1:15 PM – 2:15 PM CST
2436 - Getting Started with Data LakeLocation: Canal C – Applied Systems
– Applied Systems
System Administration
Shreyans Haran – Applied Systems ### 1722731###Presenter###Platform Product Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Shane Foster – Applied Systems ### 1803305###Presenter###VP, Product Management###Applied Systems###Presenter: – Applied Systems
###
1:15 PM – 2:15 PM CST
2449 - Path to Epic – Preparing for your Data Migration to Applied Epic
1:15 PM – 2:15 PM CST
2449 - Path to Epic – Preparing for your Data Migration to Applied EpicLocation: Canal EApplied Epic
Jennifer Duggan – Applied Systems ### 1756252###Presenter###Senior Implementation Lead###Applied Systems###Presenter: – Applied Systems
###
1:15 PM – 2:15 PM CST
2456 - Enhancing Canadian Personal and Commercial Quoting
1:15 PM – 2:15 PM CST
2456 - Enhancing Canadian Personal and Commercial QuotingLocation: Ryman Ballroom C – Applied Systems Canada
– Applied Systems
– Applied Systems Canada
Natalie Tetler – Applied Systems Canada ### 1719350###Presenter###Director of Product Management###Applied Systems Canada###Presenter: – Applied Systems Canada
### @@@ James Verhoeff – Applied Systems ### 1752868###Presenter###Director, User Experience###Applied Systems###Presenter: – Applied Systems
### @@@ Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Presenter###Product Manager, Commercial Lines###Applied Systems Canada###Presenter: – Applied Systems Canada
###
2:45 PM – 3:45 PM CST
2103 - Functionalities of Small Agencies
2:45 PM – 3:45 PM CST
2103 - Functionalities of Small AgenciesLocation: Ryman Ballroom D – Applied Systems
– The Harbin Agency
– Sea Land Insurance Corporation
– Jacobs L P Inc
Business Management
Linda Bendele – Applied Systems ### 1719445###Moderator###Solution Specialist###Applied Systems###Moderator: – Applied Systems
### @@@ Natalie Thompson – The Harbin Agency ### 1680253###Panelist###Operations Manager###The Harbin Agency###Panelist: – The Harbin Agency
### @@@ Lori Sousa – Sea Land Insurance Corporation ### 1719407###Panelist###President ###Sea Land Insurance Corporation###Panelist: – Sea Land Insurance Corporation
### @@@ Geoff Le Quelenec – Jacobs L P Inc ### 1719389###Panelist###CEO###Jacobs L P Inc###Panelist: – Jacobs L P Inc
###
2:45 PM – 3:45 PM CST
2117 - Applied Epic Certificates of Insurance: Part 2
2:45 PM – 3:45 PM CST
2117 - Applied Epic Certificates of Insurance: Part 2Location: Ryman Studio J – Alliant Insurance Services, Inc.
Applied Epic
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
2:45 PM – 3:45 PM CST
2120 - How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
2:45 PM – 3:45 PM CST
2120 - How Leaders Can Combat Virtual Meeting Fatigue and Create EngagementLocation: Ryman Ballroom A – Alliant Insurance Services Inc
– Alliant Insurance Services, Inc.
Professional Development
Jayme Moreno – Alliant Insurance Services Inc ### 1680240###Presenter###Training Specialist Lead###Alliant Insurance Services Inc###Presenter: – Alliant Insurance Services Inc
### @@@ Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
2:45 PM – 3:45 PM CST
2138 - Applied Epic Tips Part 3: Accounting and Reporting
2:45 PM – 3:45 PM CST
2138 - Applied Epic Tips Part 3: Accounting and ReportingLocation: Presidential Ballroom D – Maureen Boeing Consulting LLC
– Grimes Insurance Agency, Inc.
Applied Epic
Maureen Boeing – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###Presenter: – Maureen Boeing Consulting LLC
### @@@ Sherry Burrell – Grimes Insurance Agency, Inc. ### 1680239###Presenter###President###Grimes Insurance Agency, Inc.###Presenter: – Grimes Insurance Agency, Inc.
### 2:45 PM – 3:45 PM CST
2214 - Indio Adoption Tips and Tricks
2:45 PM – 3:45 PM CST
2214 - Indio Adoption Tips and TricksLocation: Governors Ballroom C – Applied Systems
– Johnson Financial Group
– RiskSOURCE Clark Theders
– The Loomis Company
Applied Epic
Applied Epic
Alicia L. de Cervantes – Applied Systems ### 1719374###Moderator###Sr Customer Success Manager###Applied Systems###Moderator: – Applied Systems
### @@@ Lisa Koss, CIC – Johnson Financial Group ### 1680244###Panelist###VP, Director of Client Experience###Johnson Financial Group###Panelist: – Johnson Financial Group
### @@@ Jessica Shoopman – RiskSOURCE Clark Theders ### 1699549###Panelist###Small Business Risk Advisor###RiskSOURCE Clark Theders###Panelist: – RiskSOURCE Clark Theders
### @@@ Sheri L. Fisher – The Loomis Company ### 1719377###Panelist###Manager - Commercial Lines Department###The Loomis Company###Panelist: – The Loomis Company
###
2:45 PM – 3:45 PM CST
2216 - Optimizing Applied Epic
2:45 PM – 3:45 PM CST
2216 - Optimizing Applied EpicLocation: Governors Ballroom B – Applied Systems, Inc.
– Lawley Service Inc
– Bitonti Insurance Group
– OTIP Insurance Brokers
– Hoffman Brown Company
Applied Epic
Jim Zell – Applied Systems, Inc. ### 1719364###Moderator###Sr. Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Debbie Junkin – Lawley Service Inc ### 1680245###Panelist###Business Insurance Training Specialists###Lawley Service Inc###Panelist: – Lawley Service Inc
### @@@ Kristin Thelen – Bitonti Insurance Group ### 1719351###Panelist###VP of Operations ###Bitonti Insurance Group ###Panelist: – Bitonti Insurance Group
### @@@ Melissa Lukas – OTIP Insurance Brokers ### 1719309###Panelist###Business Implementation & Enablement Manager###OTIP Insurance Brokers###Panelist: – OTIP Insurance Brokers
### @@@ Joe Pratts – Hoffman Brown Company ### 1680251###Panelist###COO###Hoffman Brown Company###Panelist: – Hoffman Brown Company
###
2:45 PM – 3:45 PM CST
2219 - Importance of Cybersecurity Surrounding Your Client’s Privacy
2:45 PM – 3:45 PM CST
2219 - Importance of Cybersecurity Surrounding Your Client’s PrivacyLocation: Ryman Studio DSystem Administration
Canada
David Gerlach – Applied Systems ### 1719284###Presenter###VP GRC###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:45 PM CST
2220 - Enhance Your Client Experience By Integrating Applied CSR24 with Other Applied Offerings
2:45 PM – 3:45 PM CST
2220 - Enhance Your Client Experience By Integrating Applied CSR24 with Other Applied OfferingsLocation: Ryman Studio N – Applied Systems
– Applied Systems
Mobility
Matt Duggan – Applied Systems ### 1719275###Presenter###Insured Services Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Product Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:45 PM CST
2222 - Exceeding Customer Expectations with Applied CSR24
2:45 PM – 3:45 PM CST
2222 - Exceeding Customer Expectations with Applied CSR24Location: Bayou E – Applied Systems
– Applied Systems
Mobility
Maggie Essex – Applied Systems ### 1719376###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:45 PM CST
2238 - Applied Marketing Automation: What’s New and What’s Next
2:45 PM – 3:45 PM CST
2238 - Applied Marketing Automation: What’s New and What’s NextLocation: Tennessee Ballroom C – Applied Marketing Automation
– Applied Systems
Sales and Marketing
Employee Benefits
JF LeBlanc – Applied Marketing Automation ### 1719304###Presenter###Senior Product Manager###Applied Marketing Automation###Presenter: – Applied Marketing Automation
### @@@ Lisa Muvich – Applied Systems ### 1719319###Presenter###Sr. Manager, Content Strategy###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:45 PM CST
2246 - Applied TAM Tips and Tricks
2:45 PM – 3:45 PM CST
2246 - Applied TAM Tips and TricksLocation: Governors Ballroom A – Medical Society of VA Insurance Agency
– Applied Systems
Applied TAM
Wendy Mills – Medical Society of VA Insurance Agency ### 1719441###Presenter###Epic Administrator###Medical Society of VA Insurance Agency###Presenter: – Medical Society of VA Insurance Agency
### @@@ Tim St. John – Applied Systems ### 1719436###Presenter###Product Instructor/Activation Services###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:45 PM CST
2272 - Optimize Applied Epic Configurations for Your Benefits Department
2:45 PM – 3:45 PM CST
2272 - Optimize Applied Epic Configurations for Your Benefits DepartmentLocation: Tennessee Ballroom B – Applied Systems
– Applied Systems
Employee Benefits
Rose Plewa – Applied Systems ### 1719331###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ JC Mahan – Applied Systems ### 1719312###Applied Systems Representative###Solution Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:45 PM CST
2284 - Applied Epic Benefits Best Practices
2:45 PM – 3:45 PM CST
2284 - Applied Epic Benefits Best PracticesLocation: Bayou C – Applied Systems
– Higginbotham
– Ottawa Kent Insurance Agency Inc
– Ansay & Associates, LLC
– Applied Systems
Employee Benefits
Burton Tower – Applied Systems ### 1719353###Moderator###Product Consultant, Employee Benefits###Applied Systems###Moderator: – Applied Systems
### @@@ Elise Lippe – Higginbotham ### 1719306###Panelist###Director, Financial Services Business Technology###Higginbotham###Panelist: – Higginbotham
### @@@ Heather Bolhuis – Ottawa Kent Insurance Agency Inc ### 1719250###Panelist###Account Manager###Ottawa Kent Insurance Agency Inc###Panelist: – Ottawa Kent Insurance Agency Inc
### @@@ Emily McCutcheon – Ansay & Associates, LLC ### 1719446###Panelist###Director of Operations - Commercial Lines & Employee Benefits###Ansay & Associates, LLC###Panelist: – Ansay & Associates, LLC
### @@@ Kelly Wiza – Applied Systems ### 1719417###Applied Systems Representative###Senior Director, Benefits Products###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:45 PM CST
2321 - How Invoicing Impacts Accounting: Part 1
2:45 PM – 3:45 PM CST
2321 - How Invoicing Impacts Accounting: Part 1Location: Tennessee Ballroom D – Alliant Insurance Services, Inc.
Applied Epic
George Vakalopoulos – Alliant Insurance Services, Inc. ### 1680233###Presenter###Training Specialist Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
2:45 PM – 3:45 PM CST
2341 - Using Applied Epic Premium Fields for Your Book Of Business Report
2:45 PM – 3:45 PM CST
2341 - Using Applied Epic Premium Fields for Your Book Of Business ReportLocation: Bayou A – Johnson Financial Group
– Applied Systems, Inc.
– Applied Systems
Applied Epic
Patty Andree – Johnson Financial Group ### 1680249###Presenter###Operations and Technology DIrector###Johnson Financial Group###Presenter: – Johnson Financial Group
### @@@ Susan A. Weiner – Applied Systems, Inc. ### 1719356###Presenter###Sr. Customer Advocate Manager###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Dave Younker – Applied Systems ### 1719419###Applied Systems Representative###Activation Services Team Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:45 PM CST
2348 - Managing Agency Bill Reconciliations in Applied Epic
2:45 PM – 3:45 PM CST
2348 - Managing Agency Bill Reconciliations in Applied EpicLocation: Canal CApplied Epic
Doug Wickenheiser – Insuramax, Inc. ### 1719360###Presenter###Director of Finance###Insuramax, Inc.###Presenter: – Insuramax, Inc.
###
2:45 PM – 3:45 PM CST
2355 - Using Indio, Applied Epic and Applied Policy Works to Gain Workflow Efficiencies
2:45 PM – 3:45 PM CST
2355 - Using Indio, Applied Epic and Applied Policy Works to Gain Workflow EfficienciesLocation: Canal ECommercial Lines
Canada
Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Presenter###Product Manager, Commercial Lines###Applied Systems Canada###Presenter: – Applied Systems Canada
### @@@ Lindsay Stradeski ### 1719409###Presenter#########Presenter:
### 2:45 PM – 3:45 PM CST
2357 - Tarmika Commercial Lines Panel
2:45 PM – 3:45 PM CST
2357 - Tarmika Commercial Lines Panel Location: Presidential Ballroom C – Applied Systems
– Ivans
– Tarmika
– Crane Agency
– SouthGroup Insurance Services
Commercial Lines
Kate Hewitt – Applied Systems ### 1719292###Moderator###VP, Product Management - Epic ###Applied Systems ###Moderator: – Applied Systems
### @@@ Ryan Lapp – Ivans ### 1719388###Applied Systems Representative###Product Manager, Ivans Distribution Platform###Ivans###Applied Systems Representative: – Ivans
### @@@ Lauren Emmons – Tarmika ### 1791597###Moderator###Strategic Relationship Manager###Tarmika ###Moderator: – Tarmika
### @@@ Heather Legg ### 1791598###Panelist#########Panelist:
### @@@ Tara Knight – Crane Agency ### 1791600###Panelist###Select Marketing Manager###Crane Agency###Panelist: – Crane Agency
### @@@ Cyndi Tullos – SouthGroup Insurance Services ### 1792825###Panelist###COO###SouthGroup Insurance Services###Panelist: – SouthGroup Insurance Services
### 2:45 PM – 3:45 PM CST
2398 - Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
2:45 PM – 3:45 PM CST
2398 - Applied Epic Interface Tips and Tricks You Wished You Would Have Known EarlierLocation: Presidential Ballroom AB – Applied Systems
– Millennium Alliance Group/High Street
– LBC, A Gallagher Company
– Foundation Risk Partners
– Arthur J Gallagher Risk Mgmt
Insurer Connectivity
Alan Tang – Applied Systems ### 1719410###Moderator###Product Owner - Interface###Applied Systems###Moderator: – Applied Systems
### @@@ Carmela Whaley – Millennium Alliance Group/High Street ### 1719358###Panelist###Commercial Lines Manager###Millennium Alliance Group/High Street###Panelist: – Millennium Alliance Group/High Street
### @@@ Miriam Kasseris – LBC, A Gallagher Company ### 1719384###Panelist###System Administrator / Private Client Account Manager###LBC, A Gallagher Company###Panelist: – LBC, A Gallagher Company
### @@@ Debra Alt – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###Panelist: – Foundation Risk Partners
### @@@ Jacki Fraggis – Arthur J Gallagher Risk Mgmt ### 1719439###Panelist###Director, Agency Mgmt Systems & Carrier Services - USA/Canada###Arthur J Gallagher Risk Mgmt ###Panelist: – Arthur J Gallagher Risk Mgmt
###
2:45 PM – 3:45 PM CST
2415 - Optimize Applied Epic for Success - Configuration (Repeat)
2:45 PM – 3:45 PM CST
2415 - Optimize Applied Epic for Success - Configuration (Repeat)Location: Canal A – Dana Beals Consulting, LLC
Applied Epic
System Administration
Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###Presenter: – Dana Beals Consulting, LLC
###
2:45 PM – 3:45 PM CST
2420 - EZLynx Automation Center Part 3: How Automation Helps Maximize Your EZLynx Output
2:45 PM – 3:45 PM CST
2420 - EZLynx Automation Center Part 3: How Automation Helps Maximize Your EZLynx OutputLocation: Ryman Studio QEZLynx
Vijay Rengarajan – Applied Systems ### 1719337###Presenter###Senior Product Manager###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:45 PM CST
2421 - EZLynx Connect Marketplace: Leveraging Development Free Integrations
2:45 PM – 3:45 PM CST
2421 - EZLynx Connect Marketplace: Leveraging Development Free IntegrationsLocation: Ryman Studio H – EZLynx
– Applied Systems
EZLynx
Cortney Potts – EZLynx ### 1719333###Presenter###Business Analyst###EZLynx###Presenter: – EZLynx
### @@@ Billy Smith – Applied Systems ### 1774228###Presenter###Director Product Management###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:45 PM CST
2426 - EZLynx: Best Practices for Commercial Workflows - Part 2
2:45 PM – 3:45 PM CST
2426 - EZLynx: Best Practices for Commercial Workflows - Part 2Location: Ryman Studio B – EZLynx
– Applied Systems, Inc.
EZLynx
Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Presenter###Subject Matter Expert###EZLynx###Presenter: – EZLynx
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Applied Systems Representative###Product Manager - EZLynx###Applied Systems, Inc.###Applied Systems Representative: – Applied Systems, Inc.
###
2:45 PM – 3:45 PM CST
2438 - Why You Need an Autist Employee on Your Team
2:45 PM – 3:45 PM CST
2438 - Why You Need an Autist Employee on Your TeamLocation: Ryman Ballroom CBusiness Management
Jean-Francois Grondin – Applied Systems ### 1729184###Presenter###IT Platinum Technician###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:45 PM CST
2446 - Train with the Best: Total CSR’s New Hire Training
2:45 PM – 3:45 PM CST
2446 - Train with the Best: Total CSR’s New Hire TrainingLocation: Ryman Ballroom FSponsor Sessions
Ashton Volk – Total CSR ### 1743120###Presenter###Vice President of Sales###Total CSR###Presenter: – Total CSR
### 4:15 PM – 5:00 PM CST
2131 - Leveraging eSignature Roundtrip in Sales and Policy Servicing
4:15 PM – 5:00 PM CST
2131 - Leveraging eSignature Roundtrip in Sales and Policy ServicingLocation: Ryman Studio D – AAA Washington Insurance Agency
– AAA Washington
– AAA Washington
Applied Epic
Sales and Marketing
Shannon Marbet – AAA Washington Insurance Agency ### 1680266###Moderator###Insurance Training, Development and Quality Manager###AAA Washington Insurance Agency###Moderator: – AAA Washington Insurance Agency
### @@@ Christopher Lavin (he/him/his) – AAA Washington ### 1680285###Panelist###Senior Sales Training Specialist###AAA Washington###Panelist: – AAA Washington
### he/him/his @@@ Ed Viscalla – AAA Washington ### 1680282###Panelist###Insurance Operations Manager###AAA Washington###Panelist: – AAA Washington
###
4:15 PM – 5:00 PM CST
2168 - Microsoft Word – Intermediate Template Formatting
4:15 PM – 5:00 PM CST
2168 - Microsoft Word – Intermediate Template FormattingLocation: Ryman Studio BYour Management System & Third Party Programs
Applied Epic
Applied TAM
Renee Foo – AB Solutions, Inc. ### 1680261###Presenter###Consultant###AB Solutions, Inc.###Presenter: – AB Solutions, Inc.
###
4:15 PM – 5:00 PM CST
2179 - How to Transform Your Agency and Think Like a Marketer
4:15 PM – 5:00 PM CST
2179 - How to Transform Your Agency and Think Like a MarketerLocation: Ryman Studio Q – Liberty Mutual Insurance / Safeco Insurance
– Applied Systems
Sales and Marketing
Shannon Chatman – Liberty Mutual Insurance / Safeco Insurance ### 1680259###Presenter###Program Manager / Growth Consultant###Liberty Mutual Insurance / Safeco Insurance###Presenter: – Liberty Mutual Insurance / Safeco Insurance
### @@@ Alayna Bolen – Applied Systems ### 1719367###Applied Systems Representative###Marketing Program Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
4:15 PM – 5:00 PM CST
2183 - Maximize Your Free Google Profile to Drive More Leads
4:15 PM – 5:00 PM CST
2183 - Maximize Your Free Google Profile to Drive More LeadsLocation: Governors Ballroom A – Liberty Mutual Insurance | Safeco Insurance
– CH Insurance
– Applied Marketing Automation
Sales and Marketing
Stacie Cooper – Liberty Mutual Insurance | Safeco Insurance ### 1680260###Presenter###Agency Growth Consultant###Liberty Mutual Insurance | Safeco Insurance ###Presenter: – Liberty Mutual Insurance | Safeco Insurance
### @@@ David Graham – CH Insurance ### 1680247###Presenter###Digital Operations & IT Manager###CH Insurance###Presenter: – CH Insurance
### @@@ JF LeBlanc – Applied Marketing Automation ### 1719304###Applied Systems Representative###Senior Product Manager###Applied Marketing Automation###Applied Systems Representative: – Applied Marketing Automation
###
4:15 PM – 5:00 PM CST
2198 - Connecting the Dots with Applied Epic Tips and Tricks: Part 1
4:15 PM – 5:00 PM CST
2198 - Connecting the Dots with Applied Epic Tips and Tricks: Part 1Location: Presidential Ballroom C – HUB International
– HUB International
Applied Epic
Business Management
Commercial Lines
Employee Benefits
System Administration
Cathy Ramirez – HUB International ### 1680237###Presenter###Sr. Operations Trainer###HUB International###Presenter: – HUB International
### @@@ Amanda Schillinger – HUB International ### 1729176###Presenter###Senior Operations Trainer###HUB International###Presenter: – HUB International
###
4:15 PM – 5:00 PM CST
2217 - Measuring Employee KPIs
4:15 PM – 5:00 PM CST
2217 - Measuring Employee KPIsLocation: Presidential Ballroom D – Rue Insurance
– RUE INSURANCE
Data Analytics
Applied Epic
Business Management
Professional Development
John Warn – Rue Insurance ### 1680269###Presenter###Vice President, Treasurer###Rue Insurance###Presenter: – Rue Insurance
### @@@ Elizabeth Allen – RUE INSURANCE ### 1680271###Presenter###Executive vice President###RUE INSURANCE###Presenter: – RUE INSURANCE
###
4:15 PM – 5:00 PM CST
2218 - How Applied Systems Protects Your Data
4:15 PM – 5:00 PM CST
2218 - How Applied Systems Protects Your DataLocation: Ryman Studio JSystem Administration
Canada
EZLynx
Tanner Randolph – Applied Systems ### 1719335###Presenter###Chief Information Security Officer###Applied Systems###Presenter: – Applied Systems
###
4:15 PM – 5:00 PM CST
2224 - Applied CSR24 and Applied Mobile: What's New and What's Next (Repeat)
4:15 PM – 5:00 PM CST
2224 - Applied CSR24 and Applied Mobile: What's New and What's Next (Repeat)Location: Tennessee Ballroom B – Applied Systems, Inc.
– Applied Systems
Mobility
Tom Ives – Applied Systems, Inc. ### 1680264###Presenter###Dir. Product Management###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
### 4:15 PM – 5:00 PM CST
2228 - Get the Most Out of Internal Certificate Processing in Applied CSR24
4:15 PM – 5:00 PM CST
2228 - Get the Most Out of Internal Certificate Processing in Applied CSR24Location: Ryman Ballroom D – Applied Systems
– Applied Systems
Mobility
Brandee Aguilar – Applied Systems ### 1719243###Presenter###Product Instructor###Applied Systems###Presenter: – Applied Systems
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Representative###Director###Applied Systems###Applied Systems Representative: – Applied Systems
###
4:15 PM – 5:00 PM CST
2253 - Measuring Staff Productivity Within Applied TAM
4:15 PM – 5:00 PM CST
2253 - Measuring Staff Productivity Within Applied TAMLocation: Ryman Studio FApplied TAM
Jeff Kaufmann – Applied Systems ### 1719297###Presenter###Product Manager###Applied Systems###Presenter: – Applied Systems
###
4:15 PM – 5:00 PM CST
2264 - Hear from Your Peers on the Benefits of Applied Analytics
4:15 PM – 5:00 PM CST
2264 - Hear from Your Peers on the Benefits of Applied AnalyticsLocation: Tennessee Ballroom C – Applied Systems
– Cadence Insurance
– Cadence Insurance
Data Analytics
Sandy Oliver – Applied Systems ### 1719326###Presenter###Director of Product, Data Products Group###Applied Systems###Presenter: – Applied Systems
### @@@ Belinda K. Irwin – Cadence Insurance ### 1728818###Presenter###First Vice President, Client Services Manager, Commercial LInes###Cadence Insurance###Presenter: – Cadence Insurance
### @@@ Colleen Abernathy – Cadence Insurance ### 1728819###Presenter###Vice President, Group Manager, Community Business###Cadence Insurance###Presenter: – Cadence Insurance
###
4:15 PM – 5:00 PM CST
2271 - Guiding Employers to Smart Decisions with Applied Benefits Designer
4:15 PM – 5:00 PM CST
2271 - Guiding Employers to Smart Decisions with Applied Benefits DesignerLocation: Ryman Ballroom F – Applied Systems
– Applied Systems
Employee Benefits
Burton Tower – Applied Systems ### 1719353###Presenter###Product Consultant, Employee Benefits###Applied Systems###Presenter: – Applied Systems
### @@@ Dan Morrill – Applied Systems ### 1719318###Applied Systems Representative###Product Manager, Applied Benefits Designer###Applied Systems###Applied Systems Representative: – Applied Systems
###
4:15 PM – 5:00 PM CST
2288 - Configuring Applied Epic Documents: Summaries Versus Proposals
4:15 PM – 5:00 PM CST
2288 - Configuring Applied Epic Documents: Summaries Versus ProposalsLocation: Canal E – NFP
– Applied Systems, Inc.
Your Management System & Third Party Programs
Ashley Westmoreland – NFP ### 1719357###Presenter###Workflow & Process Program Director ###NFP###Presenter: – NFP
### @@@ Jennifer Tindall – Applied Systems, Inc. ### 1719412###Presenter###Solution Specialist Team Lead###Applied Systems, Inc. ###Presenter: – Applied Systems, Inc.
###
4:15 PM – 5:00 PM CST
2304 - Diversity, Equity, Inclusion and Belonging (DEIB) for Success and Well Being
4:15 PM – 5:00 PM CST
2304 - Diversity, Equity, Inclusion and Belonging (DEIB) for Success and Well BeingLocation: Bayou A – Alliant Insurance Services
Professional Development
Aaisha Hamid (she/her/hers) – Alliant Insurance Services ### 1748396###Presenter###AVP, DE&I Manager###Alliant Insurance Services###Presenter: – Alliant Insurance Services
### she/her/hers4:15 PM – 5:00 PM CST
2306 - How to Advance Your Career Within the Insurance Industry
4:15 PM – 5:00 PM CST
2306 - How to Advance Your Career Within the Insurance IndustryLocation: Ryman Studio N – Applied Systems, Inc.
– StreetSmart Insurance
– Hylant
– Insurance Portfolio Financial Services Inc./Orchard Benefits/blankit health
Professional Development
Ro Olguin – Applied Systems, Inc. ### 1719325###Moderator###Manager, Activation Services###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Jake N. Ferrara – StreetSmart Insurance ### 1719323###Panelist###Principal###StreetSmart Insurance###Panelist: – StreetSmart Insurance
### @@@ Debbie Fischer – Hylant ### 1719279###Panelist###VP, Property & Casualty Service Leader###Hylant###Panelist: – Hylant
### @@@ Chris Gory – Insurance Portfolio Financial Services Inc./Orchard Benefits/blankit health ### 1728820###Panelist###President/Employee Benefits Advisor/Founder ###Insurance Portfolio Financial Services Inc./Orchard Benefits/blankit health###Panelist: – Insurance Portfolio Financial Services Inc./Orchard Benefits/blankit health
### 4:15 PM – 5:00 PM CST
2322 - How Invoicing Impacts Accounting: Part 2
4:15 PM – 5:00 PM CST
2322 - How Invoicing Impacts Accounting: Part 2Location: Tennessee Ballroom D – Alliant Insurance Services, Inc.
– Alliant Insurance Services, Inc.
Applied Epic
Commercial Lines
George Vakalopoulos – Alliant Insurance Services, Inc. ### 1680233###Presenter###Training Specialist Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### @@@ Carla Spencer (she/her/hers) – Alliant Insurance Services, Inc. ### 1752485###Presenter###Vice President, Sr. Manager, Learning & Development###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### she/her/hers
4:15 PM – 5:00 PM CST
2328 - Demystifying eDocs and Messages: How It Benefited Your Peers
4:15 PM – 5:00 PM CST
2328 - Demystifying eDocs and Messages: How It Benefited Your PeersLocation: Governors Ballroom B – Applied Systems
– RiskSOURCE
– InterWest Insurance Services, LLC
– Universal Business Insurance Services/PCF
– Hylant
Applied Epic
Tara Butler – Applied Systems ### 1719256###Moderator###Solution Specialist Team Lead###Applied Systems###Moderator: – Applied Systems
### @@@ Becky Lehpamer – RiskSOURCE ### 1680276###Panelist###Client Relations Manager###RiskSOURCE###Panelist: – RiskSOURCE
### @@@ Bonnie Two Bears – InterWest Insurance Services, LLC ### 1719414###Panelist###Manager of Training - Agency Automation###InterWest Insurance Services, LLC###Panelist: – InterWest Insurance Services, LLC
### @@@ Lana Mawhinney – Universal Business Insurance Services/PCF ### 1719393###Panelist###Director of Operations###Universal Business Insurance Services/PCF###Panelist: – Universal Business Insurance Services/PCF
### @@@ Theresa M. Pilmer – Hylant ### 1723638###Panelist###Carrier Interface & Optimization Associate###Hylant###Panelist: – Hylant
###
4:15 PM – 5:00 PM CST
2331 - Take the Pain Out of Finding Documents By Organizing Your Attachments
4:15 PM – 5:00 PM CST
2331 - Take the Pain Out of Finding Documents By Organizing Your AttachmentsLocation: Bayou C – Applied Systems
– Alliant Insurance Services, Inc.
– Carroll Insurance Agency, LTD
– Central Insure
– Medical Society of VA Insurance Agency
Applied Epic
Linda Bendele – Applied Systems ### 1719445###Moderator###Solution Specialist###Applied Systems###Moderator: – Applied Systems
### @@@ Cj Webberley – Alliant Insurance Services, Inc. ### 1719355###Panelist###First Vice President, Compliance Manager###Alliant Insurance Services, Inc.###Panelist: – Alliant Insurance Services, Inc.
### @@@ Steve Bayless – Carroll Insurance Agency, LTD ### 1719246###Panelist###Commercial Lines Manager###Carroll Insurance Agency, LTD###Panelist: – Carroll Insurance Agency, LTD
### @@@ Brent Richter – Central Insure ### 1719433###Panelist###Agency Operations Officer###Central Insure###Panelist: – Central Insure
### @@@ Wendy Mills – Medical Society of VA Insurance Agency ### 1719441###Panelist###Epic Administrator###Medical Society of VA Insurance Agency###Panelist: – Medical Society of VA Insurance Agency
###
4:15 PM – 5:00 PM CST
2339 - Your Applied Epic Reports with Custom Layouts (Advanced)
4:15 PM – 5:00 PM CST
2339 - Your Applied Epic Reports with Custom Layouts (Advanced)Location: Canal AApplied Epic
Jim Zell – Applied Systems, Inc. ### 1719364###Presenter###Sr. Solution Specialist###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
4:15 PM – 5:00 PM CST
2362 - Canadian Commercial Lines: Introduction to Commercial Lines Quoting
4:15 PM – 5:00 PM CST
2362 - Canadian Commercial Lines: Introduction to Commercial Lines QuotingLocation: Canal CCommercial Lines
Canada
Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Presenter###Product Manager, Commercial Lines###Applied Systems Canada###Presenter: – Applied Systems Canada
### @@@ Lindsay Stradeski ### 1719409###Presenter#########Presenter:
###
4:15 PM – 5:00 PM CST
2372 - EZLynx: Best Practices for Quoting and Growing Personal Lines
4:15 PM – 5:00 PM CST
2372 - EZLynx: Best Practices for Quoting and Growing Personal LinesLocation: Ryman Studio L – Applied Systems, Inc.
– Applied Systems
EZLynx
Chris Spano – Applied Systems, Inc. ### 1719346###Presenter###Senior Solution Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Ashok Reddy – Applied Systems ### 1719402###Applied Systems Representative###Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
4:15 PM – 5:00 PM CST
2400 - Configuring Downloading in Applied Epic
4:15 PM – 5:00 PM CST
2400 - Configuring Downloading in Applied EpicLocation: Governors Ballroom C – Applied Systems
– Applied Systems
Insurer Connectivity
Celia N. Cauthen – Applied Systems ### 1719260###Presenter###Product Specialist ###Applied Systems###Presenter: – Applied Systems
### @@@ Alan Tang – Applied Systems ### 1719410###Presenter###Product Owner - Interface###Applied Systems###Presenter: – Applied Systems
###
4:15 PM – 5:00 PM CST
2414 - Commercial Lines Download Adoption and Implementation
4:15 PM – 5:00 PM CST
2414 - Commercial Lines Download Adoption and ImplementationLocation: Ryman Ballroom A – Applied Systems
– High Street Insurance Partners, Inc.
– ASNOA
Insurer Connectivity
Bart Bailey – Applied Systems ### 1719244###Moderator###Product Owner - Interface###Applied Systems###Moderator: – Applied Systems
### @@@ Blake Nowell ### 1719324###Panelist#########Panelist:
### @@@ Donna LaGoy – High Street Insurance Partners, Inc. ### 1719387###Panelist###Senior Vice President, Business Intellgence###High Street Insurance Partners, Inc.###Panelist: – High Street Insurance Partners, Inc.
### @@@ Kathy Bova – ASNOA ### 1719251###Panelist###Vice President of Operations###ASNOA###Panelist: – ASNOA
### 4:15 PM – 5:00 PM CST
2428 - EZLynx: Email Campaigns
4:15 PM – 5:00 PM CST
2428 - EZLynx: Email CampaignsLocation: Ryman Studio H – Applied Systems
– Applied Systems
EZLynx
Cecily Kemp – Applied Systems ### 1719299###Presenter###Business Analyst I###Applied Systems###Presenter: – Applied Systems
### @@@ Billy Smith – Applied Systems ### 1774228###Applied Systems Representative###Director Product Management###Applied Systems###Applied Systems Representative: – Applied Systems
###
4:15 PM – 5:00 PM CST
2431 - Applied Epic Interface: What's New and What's Coming (Repeat)
4:15 PM – 5:00 PM CST
2431 - Applied Epic Interface: What's New and What's Coming (Repeat)Location: Presidential Ballroom ABInsurer Connectivity
Scott Ingram – Applied Systems ### 1719293###Presenter###Product Manager - Interface###Applied Systems###Presenter: – Applied Systems
### 5:00 PM – 6:30 PM CST
Networking Reception in the Applied Net Exchange
5:00 PM – 6:30 PM CST
Networking Reception in the Applied Net Exchange
Location: Ryman Hall
7:30 PM – 10:30 PM CST
A Night Out in Nashville
7:30 PM – 10:30 PM CST
A Night Out in Nashville
- Wednesday, October 5, 2022
7:30 AM – 8:30 AM CST
Breakfast
7:30 AM – 8:30 AM CST
Breakfast
Location: Delta Ballroom
8:30 AM – 9:30 AM CST
2111 - Advanced Sales Pipeline and Opportunity Reporting
8:30 AM – 9:30 AM CST
2111 - Advanced Sales Pipeline and Opportunity ReportingLocation: Bayou E – Knight Insurance Group
– Applied Systems
Sales and Marketing
Applied Epic
John Gage – Knight Insurance Group ### 1680258###Presenter###CIO###Knight Insurance Group###Presenter: – Knight Insurance Group
### @@@ Alicyn Sterrenberg – Applied Systems ### 1719366###Applied Systems Representative###Principal Product Owner ###Applied Systems###Applied Systems Representative: – Applied Systems
###
8:30 AM – 9:30 AM CST
2119 - Applied Epic Evidence of Insurance
8:30 AM – 9:30 AM CST
2119 - Applied Epic Evidence of InsuranceLocation: Ryman Studio Q – Alliant Insurance Services Inc
Applied Epic
Jayme Moreno – Alliant Insurance Services Inc ### 1680240###Presenter###Training Specialist Lead###Alliant Insurance Services Inc###Presenter: – Alliant Insurance Services Inc
###
8:30 AM – 9:30 AM CST
2144 - Path to Epic - Lessons Learned Transitioning from Applied TAM to Applied Epic
8:30 AM – 9:30 AM CST
2144 - Path to Epic - Lessons Learned Transitioning from Applied TAM to Applied EpicLocation: Tennessee Ballroom D – Applied Systems
– LaBarre Oksnee Insurance
– NFP
– MetzWood Insurance
– RiskSOURCE Clark-Theders
– RiskSOURCE Clark-Theders
Applied Epic
Maranda Heck – Applied Systems ### 1719440###Moderator###Director, Activation Services###Applied Systems###Moderator: – Applied Systems
### @@@ Robert Dundas – LaBarre Oksnee Insurance ### 1680255###Panelist###Director of Technology###LaBarre Oksnee Insurance###Panelist: – LaBarre Oksnee Insurance
### @@@ Ashley Westmoreland – NFP ### 1719357###Panelist###Workflow & Process Program Director ###NFP###Panelist: – NFP
### @@@ Matthew Wood – MetzWood Insurance ### 1680241###Panelist###President###MetzWood Insurance###Panelist: – MetzWood Insurance
### @@@ Theresa Clayton – RiskSOURCE Clark-Theders ### 1719264###Panelist###Director of Finance & Administration###RiskSOURCE Clark-Theders###Panelist: – RiskSOURCE Clark-Theders
### @@@ Deb Welsh – RiskSOURCE Clark-Theders ### 1680270###Panelist###Director of Client Experience###RiskSOURCE Clark-Theders###Panelist: – RiskSOURCE Clark-Theders
###
8:30 AM – 9:30 AM CST
2148 - Cleaning Up and Balancing Premium Payables in Applied Epic
8:30 AM – 9:30 AM CST
2148 - Cleaning Up and Balancing Premium Payables in Applied EpicLocation: Tennessee Ballroom B – Alexant Systems Corporation
Applied Epic
Sue Good – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###Presenter: – Alexant Systems Corporation
###
8:30 AM – 9:30 AM CST
2164 - Optimize Applied Epic for Success - Accounts
8:30 AM – 9:30 AM CST
2164 - Optimize Applied Epic for Success - AccountsLocation: Governors Ballroom C – Dana Beals Consulting, LLC
Applied Epic
Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###Presenter: – Dana Beals Consulting, LLC
###
8:30 AM – 9:30 AM CST
2180 - Sales and Marketing Automation Best Practices
8:30 AM – 9:30 AM CST
2180 - Sales and Marketing Automation Best PracticesLocation: Canal A – Applied Marketing Automation
– Liberty Mutual Insurance | Safeco Insurance
– Atlantic FCU Insurance Services LLC
– Element Risk Management
– CalNonprofits Insurance Services
– Applied Systems
– Applied Systems
Sales and Marketing
Applied Epic
JF LeBlanc – Applied Marketing Automation ### 1719304###Moderator###Senior Product Manager###Applied Marketing Automation###Moderator: – Applied Marketing Automation
### @@@ Stacie Cooper – Liberty Mutual Insurance | Safeco Insurance ### 1680260###Panelist###Agency Growth Consultant###Liberty Mutual Insurance | Safeco Insurance ###Panelist: – Liberty Mutual Insurance | Safeco Insurance
### @@@ Dawn Post – Atlantic FCU Insurance Services LLC ### 1699614###Panelist###Agency Manager###Atlantic FCU Insurance Services LLC###Panelist: – Atlantic FCU Insurance Services LLC
### @@@ Anna Shpak – Element Risk Management ### 1719404###Panelist###Creative Director###Element Risk Management###Panelist: – Element Risk Management
### @@@ Colleen Lazanich – CalNonprofits Insurance Services ### 1719303###Panelist###CEO###CalNonprofits Insurance Services###Panelist: – CalNonprofits Insurance Services
### @@@ Tara Butler – Applied Systems ### 1719256###Applied Systems Representative###Solution Specialist Team Lead###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Lisa Muvich – Applied Systems ### 1719319###Applied Systems Representative###Sr. Manager, Content Strategy###Applied Systems###Applied Systems Representative: – Applied Systems
###
8:30 AM – 9:30 AM CST
2199 - Connecting the Dots with Applied Epic Tips and Tricks: Part 2
8:30 AM – 9:30 AM CST
2199 - Connecting the Dots with Applied Epic Tips and Tricks: Part 2Location: Presidential Ballroom C – HUB International
– HUB International
Applied Epic
Business Management
Commercial Lines
Employee Benefits
Sales and Marketing
System Administration
Cathy Ramirez – HUB International ### 1680237###Presenter###Sr. Operations Trainer###HUB International###Presenter: – HUB International
### @@@ Amanda Schillinger – HUB International ### 1729176###Presenter###Senior Operations Trainer###HUB International###Presenter: – HUB International
###
8:30 AM – 9:30 AM CST
2215 - Keeping Your Team Engaged in Applied Epic
8:30 AM – 9:30 AM CST
2215 - Keeping Your Team Engaged in Applied EpicLocation: Presidential Ballroom D – Applied Systems, Inc.
– Lawley Service Inc
– Smith Insurance Agency
Applied Epic
Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Moderator###Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### he/him/his @@@ Debbie Junkin – Lawley Service Inc ### 1680245###Panelist###Business Insurance Training Specialists###Lawley Service Inc###Panelist: – Lawley Service Inc
### @@@ Ruth E. Phillips – Smith Insurance Agency ### 1719329###Panelist###Commercial Lines Account Manager###Smith Insurance Agency###Panelist: – Smith Insurance Agency
###
8:30 AM – 9:30 AM CST
2221 - Service Your Clients Anytime, Anywhere with Applied Mobile
8:30 AM – 9:30 AM CST
2221 - Service Your Clients Anytime, Anywhere with Applied MobileLocation: Ryman Ballroom D – Applied Systems
– Applied Systems
Mobility
Michael Chartier – Applied Systems ### 1719261###Presenter###Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Paula Webb – Applied Systems ### 1680288###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
###
8:30 AM – 9:30 AM CST
2232 - Create Unique Self-Service Forms with Applied CSR24 Form Designer
8:30 AM – 9:30 AM CST
2232 - Create Unique Self-Service Forms with Applied CSR24 Form DesignerLocation: Governors Ballroom A – Applied Systems
– Applied Systems
– Applied Systems
Mobility
Rebecca Michelau – Applied Systems ### 1719316###Presenter###Senior Product Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Representative###Insured Services Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
###
8:30 AM – 9:30 AM CST
2243 - Taming Your Workload in Applied Epic Part 1 – Configuration
8:30 AM – 9:30 AM CST
2243 - Taming Your Workload in Applied Epic Part 1 – ConfigurationLocation: Governors Ballroom B – Hickok & Boardman Insurance Group
Applied Epic
Commercial Lines
Deb Lawson – Hickok & Boardman Insurance Group ### 1680250###Presenter###Supervisor - Next Generation Resources###Hickok & Boardman Insurance Group###Presenter: – Hickok & Boardman Insurance Group
###
8:30 AM – 9:30 AM CST
2252 - Applied TAM Reporting
8:30 AM – 9:30 AM CST
2252 - Applied TAM ReportingLocation: Ryman Studio HApplied TAM
Tim St. John – Applied Systems ### 1719436###Presenter###Product Instructor/Activation Services###Applied Systems###Presenter: – Applied Systems
###
8:30 AM – 9:30 AM CST
2277 - Best Practices for Managing Employee Benefits in Applied Epic Part 3: Configuration and Setup
8:30 AM – 9:30 AM CST
2277 - Best Practices for Managing Employee Benefits in Applied Epic Part 3: Configuration and SetupLocation: Ryman Studio N – Applied Systems
– Applied Systems, Inc.
Employee Benefits
Kim McDonald – Applied Systems ### 1719314###Presenter###Product Instructor III, Activation Services###Applied Systems###Presenter: – Applied Systems
### @@@ Angela Mase – Applied Systems, Inc. ### 1719392###Presenter###Agency Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
8:30 AM – 9:30 AM CST
2280 - Tracking Productivity and Auditing Data in Employee Benefits (Repeat)
8:30 AM – 9:30 AM CST
2280 - Tracking Productivity and Auditing Data in Employee Benefits (Repeat)Location: Ryman Studio F – BXS Insurance
– Applied Systems
– Applied Systems
Employee Benefits
Data Analytics
Chet Pilley – BXS Insurance ### 1719330###Presenter###Director of Analytics###BXS Insurance###Presenter: – BXS Insurance
### @@@ Burton Tower – Applied Systems ### 1719353###Presenter###Product Consultant, Employee Benefits###Applied Systems###Presenter: – Applied Systems
### @@@ Kathryn A. Boehl – Applied Systems ### 1765051###Applied Systems Representative###Operations Consultant###Applied Systems###Applied Systems Representative: – Applied Systems
###
8:30 AM – 9:30 AM CST
2287 - Applied Epic Standard Templates Versus Paragraph and Master Templates
8:30 AM – 9:30 AM CST
2287 - Applied Epic Standard Templates Versus Paragraph and Master TemplatesLocation: Canal E – Franconia Insurance & Financial Services
– Applied Systems, Inc.
– Applied Systems, Inc.
Your Management System & Third Party Programs
Karla J. Myers – Franconia Insurance & Financial Services ### 1719320###Presenter###Operations Manager###Franconia Insurance & Financial Services###Presenter: – Franconia Insurance & Financial Services
### @@@ Allison Haag – Applied Systems, Inc. ### 1719379###Presenter###Team Lead, Education Services###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Jennifer Tindall – Applied Systems, Inc. ### 1719412###Applied Systems Representative###Solution Specialist Team Lead###Applied Systems, Inc. ###Applied Systems Representative: – Applied Systems, Inc.
###
8:30 AM – 9:30 AM CST
2317 - Getting the Most Out of eDocs and Messages in Applied Epic
8:30 AM – 9:30 AM CST
2317 - Getting the Most Out of eDocs and Messages in Applied EpicLocation: Tennessee Ballroom CApplied Epic
System Administration
Celia N. Cauthen – Applied Systems ### 1719260###Presenter###Product Specialist ###Applied Systems###Presenter: – Applied Systems
###
8:30 AM – 9:30 AM CST
2318 - What Are Standard Operating Procedures and Why Does Your Organization Need Them?
8:30 AM – 9:30 AM CST
2318 - What Are Standard Operating Procedures and Why Does Your Organization Need Them?Location: Bayou AApplied Epic
Business Management
Erik Davison – DBV Solutions, Inc. ### 1719267###Presenter###CEO###DBV Solutions, Inc.###Presenter: – DBV Solutions, Inc.
###
8:30 AM – 9:30 AM CST
2364 - Canadian Commercial Lines: Delegated Authority Issuance
8:30 AM – 9:30 AM CST
2364 - Canadian Commercial Lines: Delegated Authority IssuanceLocation: Canal CCommercial Lines
Canada
Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Moderator###Product Manager, Commercial Lines###Applied Systems Canada###Moderator: – Applied Systems Canada
### 8:30 AM – 9:30 AM CST
2365 - Marketing Module 101
8:30 AM – 9:30 AM CST
2365 - Marketing Module 101Location: Presidential Ballroom AB – Trimble-Batjer Insurance Associates
– Universal Business Insurance Services/PCF
– Applied Systems, Inc.
Commercial Lines
Donna Whittenburg – Trimble-Batjer Insurance Associates ### 1719359###Presenter###Marketing & Business Technology Specialist###Trimble-Batjer Insurance Associates###Presenter: – Trimble-Batjer Insurance Associates
### @@@ Lana Mawhinney – Universal Business Insurance Services/PCF ### 1719393###Presenter###Director of Operations###Universal Business Insurance Services/PCF###Presenter: – Universal Business Insurance Services/PCF
### @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Presenter###Sr. Solution Specialist###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
8:30 AM – 9:30 AM CST
2368 - EZLynx: Transactional Business for Digital Agencies
8:30 AM – 9:30 AM CST
2368 - EZLynx: Transactional Business for Digital AgenciesLocation: Ryman Studio D – Applied Systems/ EZLynx
– Applied Systems
– Applied Systems
EZLynx
Crista Davis – Applied Systems/ EZLynx ### 1719268###Presenter###Solutions Development Manager###Applied Systems/ EZLynx ###Presenter: – Applied Systems/ EZLynx
### @@@ Billy Smith – Applied Systems ### 1774228###Presenter###Director Product Management###Applied Systems###Presenter: – Applied Systems
### @@@ Ashok Reddy – Applied Systems ### 1719402###Applied Systems Representative###Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
8:30 AM – 9:30 AM CST
2371 - EZLynx Sales Center: Managing Your Sales Pipeline
8:30 AM – 9:30 AM CST
2371 - EZLynx Sales Center: Managing Your Sales PipelineLocation: Ryman Studio BEZLynx
Ryan Beukema – EZLynx ### 1719248###Presenter###Business Analyst Manager###EZLynx ###Presenter: – EZLynx
### @@@ Shrey Trivedi – EZLynx ### 1719413###Applied Systems Representative###Business Analyst I###EZLynx###Applied Systems Representative: – EZLynx
###
10:00 AM – 11:00 AM CST
2118 - Client Contracts in Applied Epic
10:00 AM – 11:00 AM CST
2118 - Client Contracts in Applied EpicLocation: Ryman Studio D – Alliant Insurance Services, Inc.
Applied Epic
Employee Benefits
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
10:00 AM – 11:00 AM CST
2133 - Ask the Applied TAM Experts
10:00 AM – 11:00 AM CST
2133 - Ask the Applied TAM ExpertsLocation: Ryman Studio F – Applied Systems, Inc.
– Brown Insurance Services
– Harry Levine Insurance
– The Liberty Company Insurance Brokers LLC
– Applied Systems
Applied TAM
Ro Olguin – Applied Systems, Inc. ### 1719325###Moderator###Manager, Activation Services###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Tammy L. Mulrain – Brown Insurance Services ### 1680267###Panelist###Vice President of Operations###Brown Insurance Services###Panelist: – Brown Insurance Services
### @@@ Julie Levine – Harry Levine Insurance ### 1680277###Panelist###Vice President###Harry Levine Insurance###Panelist: – Harry Levine Insurance
### @@@ Kathryn Lerch – The Liberty Company Insurance Brokers LLC ### 1680286###Panelist###Director of Operations###The Liberty Company Insurance Brokers LLC###Panelist: – The Liberty Company Insurance Brokers LLC
### @@@ Tim St. John – Applied Systems ### 1719436###Applied Systems Representative###Product Instructor/Activation Services###Applied Systems###Applied Systems Representative: – Applied Systems
### 10:00 AM – 11:00 AM CST
2141 - Taming Your Workload in Applied Epic Part 2 – The Process
10:00 AM – 11:00 AM CST
2141 - Taming Your Workload in Applied Epic Part 2 – The ProcessLocation: Governors Ballroom B – Hickok & Boardman Insurance Group
Applied Epic
Commercial Lines
Deb Lawson – Hickok & Boardman Insurance Group ### 1680250###Presenter###Supervisor - Next Generation Resources###Hickok & Boardman Insurance Group###Presenter: – Hickok & Boardman Insurance Group
###
10:00 AM – 11:00 AM CST
2200 - Connecting the Dots with Applied Epic Tips and Tricks - Part 3
10:00 AM – 11:00 AM CST
2200 - Connecting the Dots with Applied Epic Tips and Tricks - Part 3Location: Presidential Ballroom C – HUB International
– HUB International
Applied Epic
Business Management
Commercial Lines
Employee Benefits
Sales and Marketing
System Administration
Cathy Ramirez – HUB International ### 1680237###Presenter###Sr. Operations Trainer###HUB International###Presenter: – HUB International
### @@@ Amanda Schillinger – HUB International ### 1729176###Presenter###Senior Operations Trainer###HUB International###Presenter: – HUB International
###
10:00 AM – 11:00 AM CST
2245 - Ask us Anything - the Applied CSR24 and Mobile Product Experts
10:00 AM – 11:00 AM CST
2245 - Ask us Anything - the Applied CSR24 and Mobile Product ExpertsLocation: Canal A – Applied Systems, Inc.
– Applied Systems
– Applied Systems
Mobility
Tom Ives – Applied Systems, Inc. ### 1680264###Moderator###Dir. Product Management###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Nathan Hoar – Applied Systems ### 1680274###Panelist###Product Owner###Applied Systems###Panelist: – Applied Systems
### @@@ Paula Webb – Applied Systems ### 1680288###Panelist###Product Owner###Applied Systems###Panelist: – Applied Systems
###
10:00 AM – 11:00 AM CST
2283 - Applied Benefits: What's New and What's Next (Repeat)
10:00 AM – 11:00 AM CST
2283 - Applied Benefits: What's New and What's Next (Repeat)Location: Canal C – Applied Systems
– Applied Systems
Employee Benefits
Kelly Wiza – Applied Systems ### 1719417###Presenter###Senior Director, Benefits Products###Applied Systems###Presenter: – Applied Systems
### @@@ Dan Morrill – Applied Systems ### 1719318###Presenter###Product Manager, Applied Benefits Designer###Applied Systems###Presenter: – Applied Systems
### 10:00 AM – 11:00 AM CST
2289 - Communicating With Your Clients: Generating Documents in Applied Epic
10:00 AM – 11:00 AM CST
2289 - Communicating With Your Clients: Generating Documents in Applied EpicLocation: Tennessee Ballroom C – Wedgwood Insurance
– Applied Systems
– Applied Systems, Inc.
Your Management System & Third Party Programs
Laura Pomeroy – Wedgwood Insurance ### 1719332###Presenter###Epic System Administrator###Wedgwood Insurance###Presenter: – Wedgwood Insurance
### @@@ Kelly Bruce – Applied Systems ### 1719254###Presenter###Team Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Allison Haag – Applied Systems, Inc. ### 1719379###Presenter###Team Lead, Education Services###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
10:00 AM – 11:00 AM CST
2296 - Best Practices for Conversions When Acquired
10:00 AM – 11:00 AM CST
2296 - Best Practices for Conversions When AcquiredLocation: Governors Ballroom A – Applied Systems
– Eastern Insurance Group
– INSURICA
– Applied Systems
– Perspective Insurance
Business Management
Christine Delaney – Applied Systems ### 1719271###Moderator###Senior Manager###Applied Systems###Moderator: – Applied Systems
### @@@ Mary D. McKenzie – Eastern Insurance Group ### 1719315###Panelist###Business Technology Manager###Eastern Insurance Group###Panelist: – Eastern Insurance Group
### @@@ Janet Yem – INSURICA ### 1719418###Panelist###Director, Operation Data Services###INSURICA###Panelist: – INSURICA
### @@@ Katie Clark – Applied Systems ### 1719371###Moderator###Manager, Adoption Services###Applied Systems###Moderator: – Applied Systems
### @@@ Jessica Mulder – Perspective Insurance ### 1680235###Panelist###Operations Manager###Perspective Insurance###Panelist: – Perspective Insurance
###
10:00 AM – 11:00 AM CST
2297 - Monitoring Work Performance of your Remote Workforce
10:00 AM – 11:00 AM CST
2297 - Monitoring Work Performance of your Remote WorkforceLocation: Presidential Ballroom D – Applied Systems
– Johnson Financial Group
Business Management
Michael Chartier – Applied Systems ### 1719261###Presenter###Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Patty Andree – Johnson Financial Group ### 1680249###Presenter###Operations and Technology DIrector###Johnson Financial Group###Presenter: – Johnson Financial Group
###
10:00 AM – 11:00 AM CST
2300 - How to Deal with Difficult Customers During Hard Times
10:00 AM – 11:00 AM CST
2300 - How to Deal with Difficult Customers During Hard TimesLocation: Canal E – Alliant Insurance Services, Inc.
– Alliant Insurance Services
Business Management
Nancy M. Chavez – Alliant Insurance Services, Inc. ### 1719262###Presenter###Director, Professional Development###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### @@@ Dean Molle – Alliant Insurance Services ### 1719394###Presenter###Training Specialist ###Alliant Insurance Services###Presenter: – Alliant Insurance Services
###
10:00 AM – 11:00 AM CST
2307 - Representing Your Company Well in a Virtual Environment
10:00 AM – 11:00 AM CST
2307 - Representing Your Company Well in a Virtual EnvironmentLocation: Bayou AProfessional Development
Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###Principal###StreetSmart Insurance###Presenter: – StreetSmart Insurance
###
10:00 AM – 11:00 AM CST
2311 - Mentorship: The Key to Success
10:00 AM – 11:00 AM CST
2311 - Mentorship: The Key to SuccessLocation: Tennessee Ballroom BProfessional Development
Jeff Kite – Kite Technology Group ### 1680265###Presenter###Founder / President###Kite Technology Group###Presenter: – Kite Technology Group
###
10:00 AM – 11:00 AM CST
2315 - Configure and Use Applied Epic Renewals Manager
10:00 AM – 11:00 AM CST
2315 - Configure and Use Applied Epic Renewals ManagerLocation: Tennessee Ballroom D – Baldwin Risk Partners
– Applied Systems, Inc.
Applied Epic
Ingrid Smith ANFI, ACSR – Baldwin Risk Partners ### 1719345###Presenter###Business Systems Administrator###Baldwin Risk Partners###Presenter: – Baldwin Risk Partners
### @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Presenter###Sr. Solution Specialist###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
10:00 AM – 11:00 AM CST
2346 - Applied Epic Efficiencies for Accounting Workflows
10:00 AM – 11:00 AM CST
2346 - Applied Epic Efficiencies for Accounting WorkflowsLocation: Bayou C – Applied Systems
– Applied Systems
Applied Epic
Robert D. Maedgen, III – Applied Systems ### 1724415###Presenter###Sr Product Specialist - Accounting###Applied Systems###Presenter: – Applied Systems
### @@@ Jeff Newman – Applied Systems ### 1761968###Presenter###Sr. Product Specialist - Accounting###Applied Systems###Presenter: – Applied Systems
###
10:00 AM – 11:00 AM CST
2390 - EZLynx Customer Feedback Roundtable
10:00 AM – 11:00 AM CST
2390 - EZLynx Customer Feedback RoundtableLocation: Ryman Ballroom A – EZLynx
– Applied Systems
– Applied Systems
– Applied Systems
– Applied EZLynx
– Applied Systems, Inc.
– Applied Systems
– EZLynx
– Applied Systems
– EZLynx
– EZLynx
– EZLynx
– EZLynx
– EZLynx
– EZLynx
EZLynx
Ryan Beukema – EZLynx ### 1719248###Moderator###Business Analyst Manager###EZLynx ###Moderator: – EZLynx
### @@@ Aaron Rainey – Applied Systems ### 1719334###Panelist###Dir, Data & Analytics###Applied Systems###Panelist: – Applied Systems
### @@@ Billy Smith – Applied Systems ### 1774228###Panelist###Director Product Management###Applied Systems###Panelist: – Applied Systems
### @@@ Ashok Reddy – Applied Systems ### 1719402###Panelist###Product Manager###Applied Systems###Panelist: – Applied Systems
### @@@ Brenna Johnson – Applied EZLynx ### 1722739###Panelist###Vice President Product Management, EZLynx###Applied EZLynx###Panelist: – Applied EZLynx
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Panelist###Product Manager - EZLynx###Applied Systems, Inc.###Panelist: – Applied Systems, Inc.
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Panelist###Senior Product Manager###Applied Systems###Panelist: – Applied Systems
### @@@ Berly Panachakunnel – EZLynx ### 1719397###Panelist###Business Analyst II###EZLynx###Panelist: – EZLynx
### @@@ Cecily Kemp – Applied Systems ### 1719299###Panelist###Business Analyst I###Applied Systems###Panelist: – Applied Systems
### @@@ Cortney Potts – EZLynx ### 1719333###Panelist###Business Analyst###EZLynx###Panelist: – EZLynx
### @@@ Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Panelist###Subject Matter Expert###EZLynx###Panelist: – EZLynx
### @@@ Shilpy Gupta – EZLynx ### 1719378###Panelist###Business Analyst II ###EZLynx###Panelist: – EZLynx
### @@@ Shrey Trivedi – EZLynx ### 1719413###Panelist###Business Analyst I###EZLynx###Panelist: – EZLynx
### @@@ Wajahat Khan – EZLynx ### 1719300###Panelist###Business Analyst II###EZLynx###Panelist: – EZLynx
### @@@ Awad Alnawayseh – EZLynx ### 1722740###Panelist###Business Analyst I###EZLynx###Panelist: – EZLynx
### 10:00 AM – 11:00 AM CST
2407 - Ask the Epic Interface Team
10:00 AM – 11:00 AM CST
2407 - Ask the Epic Interface TeamLocation: Governors Ballroom C – Applied Systems
– Applied Systems
– Applied Systems
Insurer Connectivity
Scott Ingram – Applied Systems ### 1719293###Moderator###Product Manager - Interface###Applied Systems###Moderator: – Applied Systems
### @@@ Bart Bailey – Applied Systems ### 1719244###Panelist###Product Owner - Interface###Applied Systems###Panelist: – Applied Systems
### @@@ Alan Tang – Applied Systems ### 1719410###Panelist###Product Owner - Interface###Applied Systems###Panelist: – Applied Systems
###
11:00 AM CST
2210 - Bulk Renewal Tool
11:00 AM CST
2210 - Bulk Renewal ToolLocation: Ryman Studio BApplied Epic
Business Management
System Administration
Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###Presenter: – Acrisure LLC
###
