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Full Schedule

Full Schedule

  • Sunday, September 8, 2024
  • 1:30 PM – 4:30 PM CST
    AUGIE Meeting
  • 3:00 PM – 6:00 PM CST
    Registration and Help Desk Open
  • 5:00 PM – 7:00 PM CST
    Ivans Connect Welcome Reception (additional registration required)
  • Monday, September 9, 2024
  • 7:00 AM – 7:00 PM CST
    Registration and Help Desk Open
  • 8:00 AM – 3:30 PM CST
    Ivans Connect Main Program (additional registration required)
  • 8:30 AM – 10:30 AM CST
    Errors and Omissions Claims Prevention (2 CE hours)
  • 9:00 AM – 12:00 PM CST
    Emerging Leaders Program
  • 10:30 AM – 12:30 PM CST
    Flood Insurance for Personal Lines (2 CE hours)
  • 1:00 PM – 2:00 PM CST
    Applied Epic Configuration Roundtable
  • 1:00 PM – 2:00 PM CST
    How to Use Download in Your EZLynx Workflows
  • 1:00 PM – 2:00 PM CST
    Mastering the Art of Giving and Receiving Feedback As Leaders
  • 1:00 PM – 2:00 PM CST
    Leading Transformational Conversations
  • 1:00 PM – 2:00 PM CST
    Creating Accountability Workbooks for Your Team
  • 1:00 PM – 2:00 PM CST
    Creating a Learning Environment That Fosters Diversity, Inclusion and Belonging
  • 1:00 PM – 2:00 PM CST
    Streamline Shared Inboxes with Applied Epic Email Monitoring
  • 1:00 PM – 2:00 PM CST
    Expert Panel: Emerging Technology Trends for the Modern Agency
  • 1:00 PM – 2:00 PM CST
    EZLynx: Winning New Personal Lines Business
  • 1:00 PM – 2:00 PM CST
    EZLynx: The Basic Ins and Outs of Accounting
  • 1:00 PM – 2:00 PM CST
    How to Understand If Your Financials Are in Balance
  • 1:00 PM – 2:00 PM CST
    Policy Premium Fields: What Can They Tell You?
  • 1:00 PM – 2:00 PM CST
    A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
  • 1:00 PM – 2:00 PM CST
    Client Contracts in Applied Epic
  • 1:00 PM – 2:00 PM CST
    Automate and Integrate: How to Save Time with Renewal Review
  • 1:00 PM – 2:00 PM CST
    Making the Applied Epic Marketing Module Work for You
  • 1:00 PM – 4:00 PM CST
    Small Commercial Account Coverages (3 CE hours)
  • 2:30 PM – 3:30 PM CST
    Resolving Conflict: How to Master Tough Talks with Difficult People
  • 2:30 PM – 3:30 PM CST
    Solving the Talent Crunch: How to Apply AI While Avoiding Its Pitfalls
  • 2:30 PM – 3:30 PM CST
    Leveraging AI to Enhance the Policy Checking Experience
  • 2:30 PM – 3:30 PM CST
    Harness Policy Data to Build a Smarter Agency for the Future
  • 4:00 PM – 5:00 PM CST
    Networking Roundtables
  • 5:00 PM – 7:00 PM CST
    Welcome Reception in the Applied Net Exchange
  • Tuesday, September 10, 2024
  • 7:00 AM – 7:45 AM CST
    Breakfast
  • 7:00 AM – 6:00 PM CST
    Registration and Help Desk Open
  • 8:00 AM – 10:00 AM CST
    Opening Session and Keynote Addresses
  • 10:30 AM – 11:30 AM CST
    Learning Lounge - Accountants & Finance Personnel
  • 10:30 AM – 11:30 AM CST
    Learning Lounge - HR Managers
  • 10:30 AM – 11:30 AM CST
    Learning Lounge – Owners/Principals
  • 10:30 AM – 11:30 AM CST
    Integrating with Employee Navigator to Complete the Quote-to-Enrollment Benefits Lifecycle
  • 10:30 AM – 11:30 AM CST
    Expert Panel: Easing Employee Benefits Team Transitions with Applied Epic
  • 10:30 AM – 11:30 AM CST
    Taking Your Download Usage to the Next Level
  • 10:30 AM – 11:30 AM CST
    Hands-On Lab: Ivans 101
  • 10:30 AM – 11:30 AM CST
    Expert Panel: Download Best Practices After an Acquisition
  • 10:30 AM – 11:30 AM CST
    Configuring Download in Applied Epic
  • 10:30 AM – 11:30 AM CST
    How to Lead Your Employees Through an Acquisition
  • 10:30 AM – 11:30 AM CST
    Inclusive Workplace: Creating ERGs and Councils
  • 10:30 AM – 11:30 AM CST
    Getting Started with Applied API Suite
  • 10:30 AM – 11:30 AM CST
    Epic Dashboards Overview
  • 10:30 AM – 11:30 AM CST
    Applied Epic Reports: Overcoming the Fear of Layouts
  • 10:30 AM – 11:30 AM CST
    How to Successfully Harness Data in Your Organization
  • 10:30 AM – 11:30 AM CST
    The Importance of Data Security and How Cloud-Based Solutions Can Help
  • 10:30 AM – 11:30 AM CST
    Creating Custom Templates and Proposals Using Microsoft Word Tools
  • 10:30 AM – 11:30 AM CST
    Applied Epic Tips and Tricks – Administration
  • 10:30 AM – 11:30 AM CST
    Expert Panel: Managing Workflows When Outsourcing Processing Work
  • 10:30 AM – 11:30 AM CST
    Epic Dashboards Orientation (Session Facilitated in French) Orientation sur les tableaux de bord Epic
  • 10:30 AM – 11:30 AM CST
    EZLynx Keynote
  • 10:30 AM – 11:30 AM CST
    Agency Billing in Applied Epic – Part 1
  • 10:30 AM – 11:30 AM CST
    Roundtable: Applied Epic Accounting Chat
  • 10:30 AM – 11:30 AM CST
    Applied Pay Roadmap
  • 10:30 AM – 11:30 AM CST
    The Basics of Internal Certificate Management in Applied CSR24
  • 10:30 AM – 11:30 AM CST
    Expert Panel: How Agencies Are Using Epic Quotes to Win Personal Lines Business
  • 10:30 AM – 11:30 AM CST
    Hands-On Lab: Get Up and Running with the New Epic Quotes Commercial Lines
  • 10:30 AM – 11:30 AM CST
    Hands-On Lab: A Walk Through of Indio for Admins
  • 10:30 AM – 11:30 AM CST
    Applied Epic New Features and Future Roadmap
  • 10:30 AM – 11:30 AM CST
    Getting Acquainted with Applied Marketing Automation
  • 11:30 AM – 1:00 PM CST
    Lunch & Applied Net Exchange Open
  • 1:00 PM – 2:00 PM CST
    Learning Lounge - Employee Benefits Brokers
  • 1:00 PM – 2:00 PM CST
    Learning Lounge - Large Organizations
  • 1:00 PM – 2:00 PM CST
    Learning Lounge - Small Organizations
  • 1:00 PM – 2:00 PM CST
    ABCs of Applied Benefits Designer
  • 1:00 PM – 2:00 PM CST
    Sharing Applied Epic Between Your Benefits and P&C Business
  • 1:00 PM – 2:00 PM CST
    Download 101: What It Is and How It Works
  • 1:00 PM – 2:00 PM CST
    Ivans Exchange – Past, Present and Future
  • 1:00 PM – 2:00 PM CST
    Leveraging Best Practices to Maximize Agency Valuation
  • 1:00 PM – 2:00 PM CST
    Applied API Suite: Roadmap to Innovation
  • 1:00 PM – 2:00 PM CST
    Epic Dashboards Roadmap
  • 1:00 PM – 2:00 PM CST
    Introduction to Accounting Reports
  • 1:00 PM – 2:00 PM CST
    Expert Panel: Navigating the Transition to Applied Epic Browser
  • 1:00 PM – 2:00 PM CST
    Improving Your Agency’s Efficiency and Retention Using Applied Epic Activities
  • 1:00 PM – 2:00 PM CST
    Expert Panel: Agencies' Experiences with Identity Management
  • 1:00 PM – 2:00 PM CST
    EZLynx: Establishing Your Commercial Lines Business – Part 1
  • 1:00 PM – 2:00 PM CST
    EZLynx: Taking Your Accounting Experience to the Next Level
  • 1:00 PM – 2:00 PM CST
    EZLynx Hands-On Lab: Everything You Want to Know About Automation Center
  • 1:00 PM – 2:00 PM CST
    Agency Billing in Applied Epic – Part 2
  • 1:00 PM – 2:00 PM CST
    Roundtable: Communicating and Correcting Errors Affecting Applied Epic Accounting
  • 1:00 PM – 2:00 PM CST
    Expert Panel: Month-End Is More than Just Generating Journal Entries
  • 1:00 PM – 2:00 PM CST
    Automating the Premium Finance Process with Applied Pay and AFCO Direct
  • 1:00 PM – 2:00 PM CST
    Hands-On Lab: Advanced Certificate Processing in Applied CSR24
  • 1:00 PM – 2:00 PM CST
    Keep Applied Epic in Your Pocket with Applied Mobile
  • 1:00 PM – 2:00 PM CST
    Introduction to Ask Kodiak for Agents
  • 1:00 PM – 2:00 PM CST
    Introducing the New and Improved Epic Quotes Commercial Lines
  • 1:00 PM – 2:00 PM CST
    What’s New in Canadian Personal Lines
  • 1:00 PM – 2:00 PM CST
    Expert Panel: Renewals Manager and Activities Maintenance
  • 1:00 PM – 2:00 PM CST
    Hands-On Lab: Power Up Your Applied Epic Browser User Experience
  • 1:00 PM – 2:00 PM CST
    Introduction and Overview of Applied Epic for Salesforce
  • 1:00 PM – 2:00 PM CST
    Employing Wellness Programs to Boost Employee Retention and Productivity While Reducing Costs
  • 2:30 PM – 3:30 PM CST
    What’s New and What’s Next in Applied Benefits Solutions
  • 2:30 PM – 3:30 PM CST
    Applied Epic Download Suspense Assignment Tips and Tricks
  • 2:30 PM – 3:30 PM CST
    Roundtable: Applied Epic Training: New Hires and Agency Conversions
  • 2:30 PM – 3:30 PM CST
    Getting Started with Applied Data Lake and Google Cloud
  • 2:30 PM – 3:30 PM CST
    Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
  • 2:30 PM – 3:30 PM CST
    Demystifying Applied Data and Analytics Products
  • 2:30 PM – 3:30 PM CST
    Planning a Successful Move to Applied Epic Browser
  • 2:30 PM – 3:30 PM CST
    The Power of thePivot Table
  • 2:30 PM – 3:30 PM CST
    Deep Dive Into Applied Epic Activities and System Events
  • 2:30 PM – 3:30 PM CST
    Canadian Marketplace Session
  • 2:30 PM – 3:30 PM CST
    EZLynx: How to Handle Your Renewals in the Hard Market
  • 2:30 PM – 3:30 PM CST
    EZLynx: Make Online Self-Service a Core Strength of Your Agency
  • 2:30 PM – 3:30 PM CST
    EZLynx: Keeping Track of Agency Health
  • 2:30 PM – 3:30 PM CST
    Balancing Dollars and Sense: Exploring General Ledger Budget Tools in Applied Epic
  • 2:30 PM – 3:30 PM CST
    Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices and Statements
  • 2:30 PM – 3:30 PM CST
    Expert Panel: What Agencies Think About Applied Pay
  • 2:30 PM – 3:30 PM CST
    What's New and What's Next for Applied Mobile and Applied CSR24
  • 2:30 PM – 3:30 PM CST
    What’s New and What’s Next for Epic Quotes Personal Lines
  • 2:30 PM – 3:30 PM CST
    Expert Panel: The Benefits of Using a Comparative Rater to Quote Simple Commercial Business
  • 2:30 PM – 3:30 PM CST
    Expert Panel: The Future of Commercial Distribution at Applied
  • 2:30 PM – 3:30 PM CST
    Using the New Applied Epic Policy Forms for Canada Commercial Lines
  • 2:30 PM – 3:30 PM CST
    Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic
  • 2:30 PM – 3:30 PM CST
    Maximizing Applied Marketing Automation in the First 90 Days
  • 2:30 PM – 3:30 PM CST
    Maximize Your Digital Footprint to Drive Small Commercial Business Growth
  • 2:30 PM – 3:30 PM CST
    Automating the Premium Finance Process with Applied Pay and First Insurance Funding
  • 3:30 PM – 5:30 PM CST
    Networking Reception in the Applied Net Exchange
  • 7:00 PM – 10:00 PM CST
    A Night Out in Nashville
  • Wednesday, September 11, 2024
  • 7:00 AM – 7:45 AM CST
    Breakfast
  • 7:00 AM – 12:00 PM CST
    Registration Open
  • 7:00 AM – 6:00 PM CST
    Help Desk Open
  • 8:00 AM – 9:30 PM CST
    Keynote Addresses
  • 10:00 AM – 11:00 AM CST
    Learning Lounge - Canadian Brokers
  • 10:00 AM – 11:00 AM CST
    Learning Lounge - Client Facing Services - Personal Lines
  • 10:00 AM – 11:00 AM CST
    Learning Lounge - EZLynx Users
  • 10:00 AM – 11:00 AM CST
    Expert Panel: Best Practices for U.S. Agencies Managing Employee Benefits in Applied Epic
  • 10:00 AM – 11:00 AM CST
    Best Practices for Canadian Brokerages Managing Group Benefits in Applied Epic
  • 10:00 AM – 11:00 AM CST
    Expert Panel: Applied Epic Download Tips
  • 10:00 AM – 11:00 AM CST
    Roundtable: Tools to Help Your Small Agency Get More Done with Less
  • 10:00 AM – 11:00 AM CST
    The P&C Distribution Landscape
  • 10:00 AM – 11:00 AM CST
    Neurodiversity in the Workplace - Working with Our Neurodiverse Colleagues and Clients
  • 10:00 AM – 11:00 AM CST
    Unlock the Power of Applied Data Lake: A Deep Dive Into Features and Best Practices
  • 10:00 AM – 11:00 AM CST
    Navigating Advanced Features of Applied Epic Layout Builder for Comprehensive Reporting
  • 10:00 AM – 11:00 AM CST
    How One Agency Is Benefiting from Data Visualization
  • 10:00 AM – 11:00 AM CST
    Expert Panel: Preparing for the Move to Applied Epic Browser from an IT Perspective
  • 10:00 AM – 11:00 AM CST
    Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser
  • 10:00 AM – 11:00 AM CST
    Customize Security and Employee Settings for Success
  • 10:00 AM – 11:00 AM CST
    Getting the Most Out of Applied Epic (Session Facilitated in French) Tirer le Meilleur Parti d’Applied Epic
  • 10:00 AM – 11:00 AM CST
    EZLynx: Winning New Commercial Lines Business – Part 2
  • 10:00 AM – 11:00 AM CST
    EZLynx Hands-On Lab: Get More Done with AI
  • 10:00 AM – 11:00 AM CST
    EZLynx: Processing Commissions
  • 10:00 AM – 11:00 AM CST
    Cleaning Up and Balancing Premium Payables in Applied Epic
  • 10:00 AM – 11:00 AM CST
    Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle
  • 10:00 AM – 11:00 AM CST
    Why Applied Pay Is the Right Digital Payments Platform for You
  • 10:00 AM – 11:00 AM CST
    The Latest Applied CSR24 Configuration Tips
  • 10:00 AM – 11:00 AM CST
    Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
  • 10:00 AM – 11:00 AM CST
    Introduction to Canadian Commercial Lines Quoting in Applied Epic
  • 10:00 AM – 11:00 AM CST
    What’s New in Indio
  • 10:00 AM – 11:00 AM CST
    Expert Panel: How Your Peers Moved Their Agency to the Renewals Manager
  • 10:00 AM – 11:00 AM CST
    Conquer with Clicks: Simple Drip Campaign Tactics That Drive Results
  • 10:00 AM – 11:00 AM CST
    Introducing the Applied AI Lab
  • 10:00 AM – 11:00 AM CST
    Hands-On Lab: Get Up and Running with Epic Quotes Commercial Lines (Repeat)
  • 11:30 AM – 12:30 PM CST
    Delighting Your Benefits Clients with Applied Marketing Automation Email Campaigns
  • 11:30 AM – 12:30 PM CST
    Shifting Commission Accountability to Producers
  • 11:30 AM – 12:30 PM CST
    Peer Insights on Adopting Commercial Lines Download
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Applied Epic Download Tips for Large Agencies
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Creating a Training Program for Your Team
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Insights in the Industry Landscape
  • 11:30 AM – 12:30 PM CST
    Getting Started with Epic Dashboards Asset Builder
  • 11:30 AM – 12:30 PM CST
    Auditing Employees Using Epic Reports
  • 11:30 AM – 12:30 PM CST
    Epic Dashboards for Servicing Team Members
  • 11:30 AM – 12:30 PM CST
    Epic Dashboards for Principals and Accountants
  • 11:30 AM – 12:30 PM CST
    Maintaining Consistent Branding Through Microsoft Word Templates in Applied Epic
  • 11:30 AM – 12:30 PM CST
    Get to Know the Applied CSR24 Self-Service Portal and App (Session Facilitated in French) Apprenez à connaître le portail et l'application libre-service Applied CSR24
  • 11:30 AM – 12:30 PM CST
    EZLynx: Supercharge Your Agency’s Internal Collaboration
  • 11:30 AM – 12:30 PM CST
    EZLynx Hands-On Lab: Building a Custom Reporting Dashboard to Better Analyze Your Data
  • 11:30 AM – 12:30 PM CST
    EZLynx: Getting Started with Your Agency's Client Portal
  • 11:30 AM – 12:30 PM CST
    Producer Commissions Agreements: Setup, Use, and Updates
  • 11:30 AM – 12:30 PM CST
    Making Your Self-Service Portal and App Attractive to Customers
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Applied Solutions That Can Enhance Your Client Experience
  • 11:30 AM – 12:30 PM CST
    An Overview of Tarmika and What It Can Do for Your Agency
  • 11:30 AM – 12:30 PM CST
    Applied Epic Tips and Tricks – Servicing
  • 11:30 AM – 12:30 PM CST
    Roundtable: Handling Small Business Policies Efficiently and Profitably
  • 11:30 AM – 12:30 PM CST
    Using Marketing Options Within Applied Epic Reports
  • 11:30 AM – 12:30 PM CST
    Your Agency's 360-Degree Digital Footprint
  • 11:30 AM – 12:30 PM CST
    Applied Epic New Features and Future Roadmap (Repeat)
  • 11:30 AM – 12:30 PM CST
    Automating the Premium Finance Process with Applied Pay and Imperial PFS
  • 11:30 AM – 12:30 PM CST
    Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic (Repeat)
  • 11:30 AM – 12:30 PM CST
    Hands-On Lab: A Walk Through of Indio for Admins (Repeat)
  • 12:30 PM – 2:00 PM CST
    Lunch & Applied Net Exchange Open
  • 2:00 PM – 3:00 PM CST
    Learning Lounge - Client Facing Services - Commercial Lines
  • 2:00 PM – 3:00 PM CST
    Learning Lounge - IT/Operations Managers
  • 2:00 PM – 3:00 PM CST
    Learning Lounge - Marketing Managers/Specialists
  • 2:00 PM – 3:00 PM CST
    Total CSR Demo
  • 2:00 PM – 3:00 PM CST
    Whether to Package or Not Package Benefits Policies
  • 2:00 PM – 3:00 PM CST
    Hands-On Lab: Building New Applied Epic Benefits Forms from Scratch
  • 2:00 PM – 3:00 PM CST
    Expert Panel: How to Navigate Through Difficult Client Conversations About the State of Today’s Insurance Market
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Best Practices to Maximize the Annual Review Process
  • 2:00 PM – 3:00 PM CST
    Insights Into Current and Future Offerings for Applied Data Lake
  • 2:00 PM – 3:00 PM CST
    Enhancing Reporting and Reconciliation by Combining Excel with Applied Epic
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Strategies for Maintaining and Managing Data Quality
  • 2:00 PM – 3:00 PM CST
    Epic Dashboards for IT/Operations Roles
  • 2:00 PM – 3:00 PM CST
    Epic Dashboards for Sales Managers and Producers
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Preparing for the Move to Applied Epic Browser from an Operations Perspective
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Lessons Learned from Undergoing an Acquisition
  • 2:00 PM – 3:00 PM CST
    Microsoft Excel Tips and Tricks for Intermediate Users
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Managing Remote Employees
  • 2:00 PM – 3:00 PM CST
    Roundtable: Digital Brokerage Adoption (Session Facilitated in French) Ronde : Adoption du Courtage Numérique
  • 2:00 PM – 3:00 PM CST
    EZLynx: Keeping Your Commercial Lines Clients Serviced – Part 3
  • 2:00 PM – 3:00 PM CST
    EZLynx: How to Stay Connected with Your Customer in the Digital Age – Part 1
  • 2:00 PM – 3:00 PM CST
    EZLynx: Managing Your Personal Lines Servicing to be a Trusted Agent
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Introducing Applied CSR24 to Employees and Insureds
  • 2:00 PM – 3:00 PM CST
    Save Time and Money with Improved Holder Management in Applied CSR24
  • 2:00 PM – 3:00 PM CST
    The Future of Commercial Lines Renewals at Applied
  • 2:00 PM – 3:00 PM CST
    Attachments in Applied Epic
  • 2:00 PM – 3:00 PM CST
    Expert Panel: How Your Peers Use Indio for More Than Just Submissions
  • 2:00 PM – 3:00 PM CST
    Hands-On Lab: How to Target the Right Leads with List Criteria
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Applied Epic for Salesforce Deployment and Adoption
  • 2:00 PM – 3:00 PM CST
    Hands-On Lab: Ivans 101 (Repeat)
  • 3:15 PM – 4:15 PM CST
    Supporting an Employee Benefits Compliance Workflow with Applied Epic
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Better Book Consolidations and Transfers
  • 3:15 PM – 4:15 PM CST
    Deep Dive Into Download Configurations in Applied Epic
  • 3:15 PM – 4:15 PM CST
    Elevating Communication: Enhancing Your Verbal, Written and Presentation Skills
  • 3:15 PM – 4:15 PM CST
    How to Build and Manage a Successful Subject Matter Expert Team
  • 3:15 PM – 4:15 PM CST
    How to Make the Most of Your ACN (Applied Client Network) Membership
  • 3:15 PM – 4:15 PM CST
    How to Create a Bonus Structure to Motivate Your Team
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Creating and Integrating Support for Applied Products at Large Organizations
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Agencies’ Success Stories Using Epic Dashboards
  • 3:15 PM – 4:15 PM CST
    Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Essentials of Cybersecurity and Client Privacy
  • 3:15 PM – 4:15 PM CST
    Cyber and Regulatory Compliance 101
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Improving the Acquisition Process from an Operations Lens
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Impactful Configuration Decisions for Beginners
  • 3:15 PM – 4:15 PM CST
    EZLynx: Customer Feedback Roundtable
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Get Answers to Your Questions About Receipts Accounting
  • 3:15 PM – 4:15 PM CST
    Direct Bill Cash on Account: Let Applied Epic Post Your Commissions Income
  • 3:15 PM – 4:15 PM CST
    Tips for Onboarding Clients and Staff to Applied CSR24 to Maximize Engagement
  • 3:15 PM – 4:15 PM CST
    Hands-On Lab: Extend the Possibilities of Your Self-Service Portal with the Applied CSR24 Form Designer
  • 3:15 PM – 4:15 PM CST
    Peer Insights on the Benefits of Using Epic Quotes for Personal Lines
  • 3:15 PM – 4:15 PM CST
    Managing Commercial Lines Renewals Across Applied Products
  • 3:15 PM – 4:15 PM CST
    Entering Policies in Applied Epic for Efficiency and Reporting
  • 3:15 PM – 4:15 PM CST
    Roundtable: Solutions in Applied Epic for the High Net Worth Personal Lines Agency
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Benefits of Issuing Certificates of Insurance in Applied CSR24
  • 3:15 PM – 4:15 PM CST
    Expert Panel: The Power and Potential of AI for the Independent Insurance Agency
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Sales and Marketing Automation Best Practices
  • 3:15 PM – 4:15 PM CST
    Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices, and Statements (Repeat)
  • 4:15 PM – 6:00 PM CST
    Networking Reception in the Applied Net Exchange
  • 7:30 PM – 9:30 PM CST
    Exclusive Show at the Grand Ole Opry House
  • Thursday, September 12, 2024
  • 7:00 AM – 8:00 AM CST
    Breakfast
  • 7:00 AM – 11:00 AM CST
    Help Desk Open
  • 8:15 AM – 9:15 AM CST
    Consulting with Applied Benefit Designer
  • 8:15 AM – 9:15 AM CST
    Managing Value-Added Employee Benefits Services in Applied Epic
  • 8:15 AM – 9:15 AM CST
    Boost Your Customer Service by Using Download in EZLynx
  • 8:15 AM – 9:15 AM CST
    Moving Beyond Policy Download
  • 8:15 AM – 9:15 AM CST
    Building a High-Quality Culture in the Insurance Industry
  • 8:15 AM – 9:15 AM CST
    Crafting the Employee Experience for New Industry and M&A Hires
  • 8:15 AM – 9:15 AM CST
    Microsoft 365: One Cloud, Endless Possibilities
  • 8:15 AM – 9:15 AM CST
    Expert Panel: Parenting a Child with Disabilities
  • 8:15 AM – 9:15 AM CST
    Epic Dashboards Tips and Tricks
  • 8:15 AM – 9:15 AM CST
    Expanding Your SET Command Skills in Microsoft Word
  • 8:15 AM – 9:15 AM CST
    Setting Up and Managing Attachment Folders in Applied Epic
  • 8:15 AM – 9:15 AM CST
    EZLynx: How to Stay Connected with Your Customer in the Digital Age – Part 2
  • 8:15 AM – 9:15 AM CST
    EZLynx: Using Your Customer Portal as a One-Stop Shop for Customer Payments
  • 8:15 AM – 9:15 AM CST
    EZLynx Hands-On Lab: Unveiling the New Personal Lines Interactive Proposals
  • 8:15 AM – 9:15 AM CST
    How Your Role Impacts Accounting
  • 8:15 AM – 9:15 AM CST
    Save Time with Accounting-Based Import Templates
  • 8:15 AM – 9:15 AM CST
    Applied Epic Configurations for a User-Friendly Applied CSR24
  • 8:15 AM – 9:15 AM CST
    Expert Panel: Ask the Applied CSR24 and Applied Mobile Experts
  • 8:15 AM – 9:15 AM CST
    Tech to Help Canadian Brokers Maximize Commercial Lines Workflows
  • 8:15 AM – 9:15 AM CST
    Expert Panel: How Indio Is Helping Agencies Be More Efficient
  • 8:15 AM – 9:15 AM CST
    Applied Epic Activities and Tasks
  • 8:15 AM – 9:15 AM CST
    Unlocking the Power of Digital in Your Agency
  • 8:15 AM – 9:15 AM CST
    Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle (Repeat)
  • 8:15 AM – 9:15 AM CST
    Hands-On Lab: Power Up Your Applied Epic Browser User Experience (Repeat)
  • 9:45 AM – 10:45 AM CST
    Expert Panel: Ask Applied Your Employee Benefits Questions
  • 9:45 AM – 10:45 AM CST
    Maximizing Efficiency Using Commercial Lines Download
  • 9:45 AM – 10:45 AM CST
    Roundtable: Ask the Applied Epic Interface Team
  • 9:45 AM – 10:45 AM CST
    Configuring Download in Applied Epic (Repeat)
  • 9:45 AM – 10:45 AM CST
    Time Management Strategies for Increasing Productivity
  • 9:45 AM – 10:45 AM CST
    Transforming How You Manage Mental Health in the Workplace
  • 9:45 AM – 10:45 AM CST
    The Leadership Glow Up You’ve Been Searching For
  • 9:45 AM – 10:45 AM CST
    How to Break Away from a Traditional Account Manager Role and Create a More Efficient Service Model
  • 9:45 AM – 10:45 AM CST
    Transform Your Commercial Lines Application and Renewal Process with Indio (Session Facilitated in French) Transformez votre processus de demande et de renouvellement d'assurance
  • 9:45 AM – 10:45 AM CST
    EZLynx: Commercial Lines Remarketing and Renewal Strategies – Part 4
  • 9:45 AM – 10:45 AM CST
    EZLynx: How to Automate Customer Service
  • 9:45 AM – 10:45 AM CST
    EZLynx: Win More Business with an Effective CRM
  • 9:45 AM – 10:45 AM CST
    Understanding Month-End Journal Entry and How Applied Epic Moves Your Money
  • 9:45 AM – 10:45 AM CST
    Expert Panel: What Your Applied Epic Financials Tell You About Your Agency
  • 9:45 AM – 10:45 AM CST
    Unlocking the Power of Applied Epic to Streamline Accounting Workflows
  • 9:45 AM – 10:45 AM CST
    Journal Entries: Internal Controls for Entry, Review and Approval
  • 9:45 AM – 10:45 AM CST
    Exploring Transaction Codes: Are Your Transactions Performing As Expected?
  • 9:45 AM – 10:45 AM CST
    How to Complete a Personal Lines Account Review in Applied Epic
  • 9:45 AM – 10:45 AM CST
    A Deep Dive Into Applied Epic Renewals Manager
  • 9:45 AM – 10:45 AM CST
    How to Attract and Retain the Next Generation of Insurance Consumers
  • 9:45 AM – 10:45 AM CST
    Hands-On Lab: Advanced Certificate Processing in Applied CSR24 (Repeat)
  • 9:45 AM – 10:45 AM CST
    What’s New in Indio (Repeat)
  • 9:45 AM – 10:45 AM CST
    Hands-On Lab: How to Target the Right Leads with List Criteria (Repeat)