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Sunday, September 27, 2026
3:00 PM - 6:00 PM
East Coast USA Time
Registration and Help Desk Open
3:00 PM - 6:00 PM
East Coast USA Time
Registration and Help Desk Open
5:00 PM - 7:00 PM
East Coast USA Time
Ivans Networking Reception (Pre-Registration Required)
5:00 PM - 7:00 PM
East Coast USA Time
Ivans Networking Reception (Pre-Registration Required)
Monday, September 28, 2026
7:00 AM - 7:00 PM
East Coast USA Time
Registration and Help Desk Open
7:00 AM - 7:00 PM
East Coast USA Time
Registration and Help Desk Open
8:00 AM - 10:00 AM
East Coast USA Time
Additional Insured Endorsements (Additional Fee Required)
8:00 AM - 10:00 AM
East Coast USA Time
(CE1) Additional Insured Endorsements (Additional Fee Required)
8:00 AM - 11:00 AM
East Coast USA Time
Emerging Leaders: Debrief to Win: Building a Culture of Real Accountability (Additional Fee Required)
8:00 AM - 11:00 AM
East Coast USA Time
(EL) Emerging Leaders: Debrief to Win: Building a Culture of Real Accountability (Additional Fee Required)
Facilitator:
Robert "Cujo" Teschner
10:00 AM - 11:00 AM
East Coast USA Time
Culture First: How to Overcome Challenges with Change Management Within an Agency
10:00 AM - 11:00 AM
East Coast USA Time
(2800) Culture First: How to Overcome Challenges with Change Management Within an Agency
Panelist:
Kerrie Koestner (she/her/hers)
– Patriot Growth Insurance Services
Panelist:
Christie Smith (she/her/hers)
– OTIP
Panelist:
Jennifer Patterson
Presenter:
Jenna Etzel
Business Management
10:00 AM - 11:00 AM
East Coast USA Time
AI for Agencies: Working Smarter, Not Harder
10:00 AM - 11:00 AM
East Coast USA Time
(2801) AI for Agencies: Working Smarter, Not Harder
Panelist:
Kerrie Koestner (she/her/hers)
– Patriot Growth Insurance Services
Panelist:
Jake Shock
– American Global
Panelist:
Jenna Silva (she/her/hers)
– C3 Risk & Insurance Services
Business Management
10:00 AM - 11:00 AM
East Coast USA Time
Finders Keepers: How to Hire and Keep Great Talent
10:00 AM - 11:00 AM
East Coast USA Time
(2802) Finders Keepers: How to Hire and Keep Great Talent
Panelist:
Teresa Cator (she/her/hers)
– Rue Insurance
Panelist:
Pamela M. Kelly
– AXiA Insurance Services Inc.
Panelist:
Cally Lever (she/her/hers)
– CRS Insurance Brokerage, Inc.
Panelist:
Julie Levine (she/her/hers)
– Harry Levine Insurance
Business Management
10:00 AM - 12:00 PM
East Coast USA Time
Employment Practices Liability Insurance (Additional Fee Required)
10:00 AM - 12:00 PM
East Coast USA Time
(CE2) Employment Practices Liability Insurance (Additional Fee Required)
10:00 AM - 12:00 PM
East Coast USA Time
Ivans Keynote and Product Update
10:00 AM - 12:00 PM
East Coast USA Time
Ivans Keynote and Product Update
Location: Cherry Blossom
Applied Presenter:
Michael Streit
– Applied Systems
11:00 AM - 12:00 PM
East Coast USA Time
Advanced Proposals Configuration
11:00 AM - 12:00 PM
East Coast USA Time
(2624) Advanced Proposals Configuration
Location: National Harbor 2
Presenter:
Ingrid Smith, ANFI, ACSR (she/her/hers)
– Authur J Gallagher
Applied Representative:
Karine Poirier’ (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience
11:00 AM - 12:00 PM
East Coast USA Time
(2790) Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience
Location: Woodrow Wilson A
Applied Presenter:
Laura Amedeo
– Applied Systems
Applied Presenter:
James Ramsey
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Applied Representative:
Bhuvi Srinivasa Subramanian (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
Applied Epic Accounting Tips and Tricks
11:00 AM - 12:00 PM
East Coast USA Time
(2731) Applied Epic Accounting Tips and Tricks
Location: National Harbor 3
Applied Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Applied Epic Accounting: Cleaning Up and Balancing Premium Payables
11:00 AM - 12:00 PM
East Coast USA Time
(2723) Applied Epic Accounting: Cleaning Up and Balancing Premium Payables
Location: Maryland D
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Applied Representative:
Joy Jack
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Applied Epic System Performance: Foundational Infrastructure Best Practices
11:00 AM - 12:00 PM
East Coast USA Time
(2645) Applied Epic System Performance: Foundational Infrastructure Best Practices
Location: National Harbor 11
Applied Presenter:
Brandon Carter
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
George Lochner
– Applied Systems Inc.
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model
11:00 AM - 12:00 PM
East Coast USA Time
(2806) Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model
Location: Woodrow Wilson B
Presenter:
Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his)
– The Hartwell Corporation
Business Management
11:00 AM - 12:00 PM
East Coast USA Time
Browser Change Management: Stay Ahead of Disruptions in Your Agency
11:00 AM - 12:00 PM
East Coast USA Time
(2633) Browser Change Management: Stay Ahead of Disruptions in Your Agency
Location: Chesapeake 12
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Presenter:
Scott Folstein
– Insurance One Group, Inc.
Applied Representative:
Laura Jermyn
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality
11:00 AM - 12:00 PM
East Coast USA Time
(2712) EZLynx Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality
Location: Riverview 1
Applied Presenter:
Raquel Velez (she/her/hers)
– EZLynx
Applied Representative:
Awad Alnawayseh
– EZLynx
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx: What's New in EZLynx Accounting
11:00 AM - 12:00 PM
East Coast USA Time
(2705) EZLynx: What's New in EZLynx Accounting
Location: Riverview 3
Applied Presenter:
Cecily Blandford
– Applied Systems
Applied Representative:
Brandon Tompkins
– EZLynx
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx: What's New in Reporting
11:00 AM - 12:00 PM
East Coast USA Time
(2707) EZLynx: What's New in Reporting
Location: Riverview 5
Applied Presenter:
Mel R. Alsabrook (she/they)
– EZLynx
Applied Representative:
Aaron Rainey
– Applied Systems
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
Getting Started with Epic Dashboards Asset Builder
11:00 AM - 12:00 PM
East Coast USA Time
(2799) Getting Started with Epic Dashboards Asset Builder
Location: Maryland B
Applied Presenter:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Jesse B. Gomez (he/him/his)
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
11:00 AM - 12:00 PM
East Coast USA Time
(2669) Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
Location: Chesapeake 6
Applied Presenter:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Joe Leonardis
– Applied Systems
Applied Representative:
Sagar Warghade
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation
11:00 AM - 12:00 PM
East Coast USA Time
(2670) Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation
Location: Chesapeake G
Applied Presenter:
Brian Polston
– Applied Systems
Applied Representative:
Linda Bendele
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Applied Representative:
Jackie Hacala (she/her/hers)
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates
11:00 AM - 12:00 PM
East Coast USA Time
(2760) Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates
Location: Chesapeake D
Applied Presenter:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Applied Representative:
Patrick Ward (he/him/his)
– Applied Systems
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal Lines
11:00 AM - 12:00 PM
East Coast USA Time
Reusable Utilities in Applied Epic
11:00 AM - 12:00 PM
East Coast USA Time
(2783) Reusable Utilities in Applied Epic
Location: Maryland A
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Representative:
Michell Skaare (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Streamlining Canada Commercial Lines Servicing with Applied Epic Forms and Indio
11:00 AM - 12:00 PM
East Coast USA Time
(2653) Streamlining Canada Commercial Lines Servicing with Applied Epic Forms and Indio
Location: National Harbor 12
Applied Presenter:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
The Future of Learning in a Distracted World
11:00 AM - 12:00 PM
East Coast USA Time
(2822) The Future of Learning in a Distracted World
Location: National Harbor 10
Presenter:
Justin Goodman
– Total CSR
Professional Development
11:00 AM - 12:00 PM
East Coast USA Time
The Power of Process: Creating Documented Workflows That Drive Consistency and Growth
11:00 AM - 12:00 PM
East Coast USA Time
(2814) The Power of Process: Creating Documented Workflows That Drive Consistency and Growth
Location: Chesapeake 3
Presenter:
Stacie Freeman
– Blue Ridge Risk Partners
Business Management
11:00 AM - 12:00 PM
East Coast USA Time
Unlock Retention Wins with Reports and Dashboards
11:00 AM - 12:00 PM
East Coast USA Time
(2779) Unlock Retention Wins with Reports and Dashboards
Location: National Harbor 5
Presenter:
Jenny Honican
– Kite Technology Group
Presenter:
Lauren Tippett
– Kite Technology Group
Applied Representative:
Med Frezghi
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Applied API Suite: Roadmap to Innovation
1:00 PM - 2:00 PM
East Coast USA Time
(2787) Applied API Suite: Roadmap to Innovation
Location: National Harbor 11
Applied Presenter:
Frank Smith
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Representative:
Soumya Dixit (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Ask Me Anything - Open session with Ivans and Cytora Product Leaders
1:00 PM - 2:00 PM
East Coast USA Time
(2602) Ask Me Anything - Open session with Ivans and Cytora Product Leaders
Location: National Harbor 3
Applied Moderator:
Christen Kelley (she/her/hers)
– Ivans
Applied Panelist:
Heather Prabish (she/her/hers)
– Ivans
Applied Panelist:
Ryan Lapp
– Ivans
Applied Panelist:
Thorsten Camp
Applied Panelist:
Ravish Gandhi
– Applied Systems
Carrier Workflows and Connectivity
1:00 PM - 2:00 PM
East Coast USA Time
Embedded Premium Finance Processing – Meet the AFCO Team
1:00 PM - 2:00 PM
East Coast USA Time
(2736) Embedded Premium Finance Processing – Meet the AFCO Team
Location: Chesapeake 3
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Presenter:
Heather Shockley (she/her/hers)
– Applied Systems
Financial Management
1:00 PM - 2:00 PM
East Coast USA Time
Expert Panel: Emerging Technology Trends for the Modern Agency, 2026 Edition
1:00 PM - 2:00 PM
East Coast USA Time
(2808) Expert Panel: Emerging Technology Trends for the Modern Agency, 2026 Edition
Location: Chesapeake J
Panelist:
Jeff Kite, Kite Tech Group
– Kite Tech Group
Panelist:
Jason Gobbel, Kite Technology Group
– Kite Technology Group
Panelist:
Jason Call
– Blue Ridge Risk Partners, LLC
Applied Moderator:
Charles Frumerie (he/him/his)
– Applied Systems
Business Management
1:00 PM - 2:00 PM
East Coast USA Time
Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic
1:00 PM - 2:00 PM
East Coast USA Time
(2752) Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic
Location: Woodrow Wilson D
Panelist:
Suzanne Odell
– OneDigital
Panelist:
Deb Welsh
– OneDigital
Panelist:
Lisa Hamm
– Clyde Paul Agency, Inc.
Panelist:
Laura Syrenne (she/her/hers)
– Axis Insurance Managers, Inc
Applied Moderator:
Cristine Sellers (she/her/hers)
– Applied Systems, Inc
Personal Lines
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx: Before You Call Support | Mastering EZLynx Fixes You Can Handle Yourself
1:00 PM - 2:00 PM
East Coast USA Time
(2715) EZLynx: Before You Call Support | Mastering EZLynx Fixes You Can Handle Yourself
Location: Riverview 3
Applied Presenter:
Nicole Leibee
– EZLynx
Applied Representative:
Kimberly Rodriguez
– EZLynx
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx: Launch Your Customer Portal | An EZLynx Client Center Setup Guide
1:00 PM - 2:00 PM
East Coast USA Time
(2694) EZLynx: Launch Your Customer Portal | An EZLynx Client Center Setup Guide
Location: Riverview 1
Presenter:
Jake N. Ferrara
– StreetSmart Insurance
Presenter:
Carlo Ferrara
– StreetSmart
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx: Taking the Guesswork Out of Commercial Applications and Submissions
1:00 PM - 2:00 PM
East Coast USA Time
(2702) EZLynx: Taking the Guesswork Out of Commercial Applications and Submissions
Location: Riverview 5
Applied Presenter:
Michael Rabinowitz
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2639) Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
Location: Chesapeake D
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Applied Presenter:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2643) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
Location: Chesapeake G
Applied Presenter:
Glenn Wharton
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2754) Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
Location: Chesapeake 6
Applied Presenter:
Mercy Ruiz (she/her/hers)
– Applied Systems
Applied Representative:
Linda Bendele
– Applied Systems
Applied Representative:
Brian Polston
– Applied Systems
Personal Lines
1:00 PM - 2:00 PM
East Coast USA Time
How to Get More Done in a Day: Time Management Techniques That Are Proven to Work
1:00 PM - 2:00 PM
East Coast USA Time
(2812) How to Get More Done in a Day: Time Management Techniques That Are Proven to Work
Location: Woodrow Wilson B
Presenter:
Nancy A. Nicklow, CPCU, AAI (she/her/hers)
– Huff Insurance
Business Management
1:00 PM - 2:00 PM
East Coast USA Time
Leveraging New Applied Epic Forms in the Benefits Ecosystem
1:00 PM - 2:00 PM
East Coast USA Time
(2680) Leveraging New Applied Epic Forms in the Benefits Ecosystem
Location: Chesapeake 12
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
1:00 PM - 2:00 PM
East Coast USA Time
Maitrise d'Applied Epic Bridge : intégration complète des courriels, nouvelle fonctionnalité et feuille de route
1:00 PM - 2:00 PM
East Coast USA Time
(2851) Maitrise d'Applied Epic Bridge : intégration complète des courriels, nouvelle fonctionnalité et feuille de route
Location: Maryland B
Applied Presenter:
Jackie Hacala (she/her/hers)
– Applied Systems
Applied Presenter:
Karine Poirier’ (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Making Applied Epic Activities Work for You
1:00 PM - 2:00 PM
East Coast USA Time
(2647) Making Applied Epic Activities Work for You
Location: Anapolis 3
Presenter:
Michele R. Callihan, VP
– Alliant Insurance Services
Applied Representative:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Commercial Lines
1:00 PM - 2:00 PM
East Coast USA Time
Microsoft Excel Tips and Tricks for the Intermediate User
1:00 PM - 2:00 PM
East Coast USA Time
(2820) Microsoft Excel Tips and Tricks for the Intermediate User
Location: Maryland D
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Professional Development
1:00 PM - 2:00 PM
East Coast USA Time
Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients
1:00 PM - 2:00 PM
East Coast USA Time
(2844) Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients
Location: National Harbor 12
Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Professional Development
1:00 PM - 2:00 PM
East Coast USA Time
Revenue Status on Policies Is Here! What It Is and How to Use It
1:00 PM - 2:00 PM
East Coast USA Time
(2741) Revenue Status on Policies Is Here! What It Is and How to Use It
Location: Cherry Blossom
Applied Presenter:
John Hartigan (he/him/his)
– Applied Systems
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Larry Klutzke CPA
– Applied Systems
Financial Management
1:00 PM - 2:00 PM
East Coast USA Time
Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance
1:00 PM - 2:00 PM
East Coast USA Time
(2617) Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance
Location: Maryland A
Presenter:
Edin Omerdic (he/him/his)
– Topline Insurance
Applied Representative:
Mario Solis
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
User Security in Applied Epic: Configuration Best Practices
1:00 PM - 2:00 PM
East Coast USA Time
(2642) User Security in Applied Epic: Configuration Best Practices
Location: National Harbor 10
Presenter:
Daniel Horn
– Rollo Insurance Group
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
What's New and What's Next in Epic Dashboards
1:00 PM - 2:00 PM
East Coast USA Time
(2788) What's New and What's Next in Epic Dashboards
Location: National Harbor 2
Applied Presenter:
Laura Amedeo
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows
1:00 PM - 2:00 PM
East Coast USA Time
(2672) Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows
Location: National Harbor 5
Presenter:
Amy Wood (she/her/hers)
– Kraus-Anderson Insurance Agency, Inc.
Applied Representative:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Commercial Lines
1:00 PM - 2:00 PM
East Coast USA Time
Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation
1:00 PM - 2:00 PM
East Coast USA Time
(2657) Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation
Location: Woodrow Wilson A
Applied Presenter:
Matt Duggan
– Applied Systems
Applied Representative:
Jennifer Grayson
– Applied Systems
Commercial Lines
1:00 PM - 3:00 PM
East Coast USA Time
ACT Ecosystem Exchange: The Conversations Every Insurance Technology Leader Should Be Hearing
1:00 PM - 3:00 PM
East Coast USA Time
(ACT) ACT Ecosystem Exchange: The Conversations Every Insurance Technology Leader Should Be Hearing
Location: Maryland C
Presenter:
Kasey Conners
1:00 PM - 4:00 PM
East Coast USA Time
Cyber Exposures and Coverage (Additional Fee Required)
1:00 PM - 4:00 PM
East Coast USA Time
(CE3) Cyber Exposures and Coverage (Additional Fee Required)
2:30 PM - 3:30 PM
East Coast USA Time
Agentic Process Management Orchestration: Connecting Data, AI Agents, and Workflows for Operational Results - Brought to you by ReSource Pro
2:30 PM - 3:30 PM
East Coast USA Time
(2845) Agentic Process Management Orchestration: Connecting Data, AI Agents, and Workflows for Operational Results - Brought to you by ReSource Pro
Location: National Harbor 5
Presenter:
Su-Ting Fu
Presenter:
Zach Hansen
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
Auditing and Optimizing Your Epic Database for Epic Dashboards - Brought to you by Milliken
2:30 PM - 3:30 PM
East Coast USA Time
(2849) Auditing and Optimizing Your Epic Database for Epic Dashboards - Brought to you by Milliken
Presenter:
Gary Milliken
– Milliken Agency Services
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale
2:30 PM - 3:30 PM
East Coast USA Time
(2805) Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale
Location: National Harbor 3
Panelist:
Jordan Smith
– The Hartwell Corporation
Panelist:
Kimberly Champion Carter
– Cross Financial Corp
Panelist:
Kari Montes (she/her/hers)
– Axis Insurance Managers Inc.
Panelist:
Linda J. Van Vark
– Alliant Insurance Services
Applied Moderator:
Adam Hendry
– Applied Systems
Business Management
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Becoming an Agency Preferred Carrier
2:30 PM - 3:30 PM
East Coast USA Time
(2600) Expert Panel: Becoming an Agency Preferred Carrier
Location: Woodrow Wilson D
Applied Moderator:
Valerie Stratton
– Applied Systems
Panelist:
Amanda M. Edlin
– Sterling G Thompson Co
Panelist:
Jake N. Ferrara
– StreetSmart Insurance
Panelist:
Kathy Bova
– ASNOA
Panelist:
Ia Bater
Carrier Workflows and Connectivity
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx Expert Panel: Creating SOPs That Drive Results
2:30 PM - 3:30 PM
East Coast USA Time
(2699) EZLynx Expert Panel: Creating SOPs That Drive Results
Location: Riverview 5
Panelist:
Carlo Ferrara
– StreetSmart
Applied Moderator:
Ryan Beukema
– EZLynx
Panelist:
Tiffany Blanchard
– Insurance & Financial Services Inc.
Panelist:
Mandi Braun
– Western Insurance Associates
Panelist:
George Robertson (he/him/his)
– Robertson Consulting, LLC
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx Hands-On Lab: Creating Powerful Commercial Proposals
2:30 PM - 3:30 PM
East Coast USA Time
(2714) EZLynx Hands-On Lab: Creating Powerful Commercial Proposals
Location: Riverview 1
Applied Presenter:
Stacey Eickhorst
– EZLynx
Applied Representative:
Michael Rabinowitz
– EZLynx
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx: Simplifying Commissions Accounting (Plus a Sneak Peek at EVA Recon)
2:30 PM - 3:30 PM
East Coast USA Time
(2706) EZLynx: Simplifying Commissions Accounting (Plus a Sneak Peek at EVA Recon)
Location: Riverview 3
Applied Presenter:
Cecily Blandford
– Applied Systems
Applied Representative:
Brandon Tompkins
– EZLynx
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
From Change Management to Organizational Capability: The Shift from Conformity to Coherence
2:30 PM - 3:30 PM
East Coast USA Time
(2810) From Change Management to Organizational Capability: The Shift from Conformity to Coherence
Location: National Harbor 11
Presenter:
Deborah Mohr, CRM, CIC, ACC, CISR (she/her/hers)
– CalNonprofits Insurance Services
Presenter:
Colleen Lazanich, CIC CRM (she/her/hers)
– CalNonprofits Insurance Services
Business Management
2:30 PM - 3:30 PM
East Coast USA Time
From Quote to Bind: A Deep Dive in Agency Bill
2:30 PM - 3:30 PM
East Coast USA Time
(2745) From Quote to Bind: A Deep Dive in Agency Bill
Location: Chesapeake J
Applied Presenter:
Cody Stroup
– Applied Systems
Applied Representative:
Jeff Newman
– Applied Systems
Financial Management
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: Epic AutoFill for Benefits (Repeat)
2:30 PM - 3:30 PM
East Coast USA Time
(2691) Hands-On Lab: Epic AutoFill for Benefits (Repeat)
Location: Chesapeake G
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Paul Milano (he/him/his)
– Applied Systems
Applied Representative:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Employee Benefits
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation
2:30 PM - 3:30 PM
East Coast USA Time
(2685) Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation
Location: Chesapeake D
Applied Presenter:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Representative:
Brian Polston
– Applied Systems
Applied Representative:
Mario Solis
– Applied Systems
Applied Representative:
Jackie Hacala (she/her/hers)
– Applied Systems
Employee Benefits
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
2:30 PM - 3:30 PM
East Coast USA Time
(2658) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
Location: Chesapeake 6
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Michael J. Bruns
– Connected Commercial Lines & Indio
Applied Representative:
Micah J. Bean
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Commercial Lines
2:30 PM - 3:30 PM
East Coast USA Time
Maximize Your Core Payments Experience with Applied Pay
2:30 PM - 3:30 PM
East Coast USA Time
(2730) Maximize Your Core Payments Experience with Applied Pay
Location: Woodrow Wilson A
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Representative:
Heather Shockley (she/her/hers)
– Applied Systems
Financial Management
2:30 PM - 3:30 PM
East Coast USA Time
The Agentic Operating Platform: What Insurance Operations Looks Like When AI Does the Heavy Lifting - Brought to you by Patra
2:30 PM - 3:30 PM
East Coast USA Time
(2840) The Agentic Operating Platform: What Insurance Operations Looks Like When AI Does the Heavy Lifting - Brought to you by Patra
Location: Maryland A
Presenter:
Brett Cleveringa
– Patra Corporation
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
The Autonomous Agency Has Arrived: Advanced Automation & Agentic AI for Applied EPIC - Brought to you by Cemiar
2:30 PM - 3:30 PM
East Coast USA Time
(2848) The Autonomous Agency Has Arrived: Advanced Automation & Agentic AI for Applied EPIC - Brought to you by Cemiar
Location: National Harbor 10
Presenter:
Samuel Belanger-Lamoureux
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
The Future-Ready Agency: Workforce Strategies for Growth, Efficiency, and Resilience - Brought to you by WAHVE
2:30 PM - 3:30 PM
East Coast USA Time
(2847) The Future-Ready Agency: Workforce Strategies for Growth, Efficiency, and Resilience - Brought to you by WAHVE
Location: National Harbor 2
Presenter:
Rick Morgan
– WAHVE
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
The Priority Filter: Build the Short List That Actually Gets Done - Brought to you by TotalCSR
2:30 PM - 3:30 PM
East Coast USA Time
(2841) The Priority Filter: Build the Short List That Actually Gets Done - Brought to you by TotalCSR
Location: National Harbor 12
Presenter:
Justin Goodman
– Total CSR
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights
2:30 PM - 3:30 PM
East Coast USA Time
(2761) Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights
Location: Woodrow Wilson B
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Personal Lines
4:00 PM - 5:00 PM
East Coast USA Time
Networking Roundtables
4:00 PM - 5:00 PM
East Coast USA Time
Networking Roundtables
5:00 PM - 7:00 PM
East Coast USA Time
Welcome Reception in the Applied Net Exchange
5:00 PM - 7:00 PM
East Coast USA Time
Welcome Reception in the Applied Net Exchange
Tuesday, September 29, 2026
7:00 AM - 7:45 AM
East Coast USA Time
Breakfast
7:00 AM - 7:45 AM
East Coast USA Time
Breakfast
7:00 AM - 6:00 PM
East Coast USA Time
Registration and Help Desk Open
7:00 AM - 6:00 PM
East Coast USA Time
Registration and Help Desk Open
8:00 AM - 10:00 AM
East Coast USA Time
Opening Keynote
8:00 AM - 10:00 AM
East Coast USA Time
Opening Keynote
Location: Potomac Ballroom
Presenter:
Taylor Rhodes
– Applied Systems
Presenter:
Graham Blackwell
10:30 AM - 11:30 AM
East Coast USA Time
Applied API Suite: Use Case Spotlight
10:30 AM - 11:30 AM
East Coast USA Time
(2785) Applied API Suite: Use Case Spotlight
Location: National Harbor 2
Applied Presenter:
Frank Smith
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:30 AM - 11:30 AM
East Coast USA Time
Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms
10:30 AM - 11:30 AM
East Coast USA Time
(2654) Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms
Location: Woodrow Wilson B
Applied Presenter:
Joshua Moore (he/him/his)
– Applied Systems
Applied Representative:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Commercial Lines
10:30 AM - 11:30 AM
East Coast USA Time
Expert Panel: Getting Started with Applied Epic Bridge
10:30 AM - 11:30 AM
East Coast USA Time
(2630) Expert Panel: Getting Started with Applied Epic Bridge
Location: National Harbor 3
Panelist:
Debra L. Alt (she/her/hers)
– Foundation Risk Partners/Applied Net
Panelist:
Natalia Collura
– Holden & Co. Insurance
Panelist:
Kimberly Champion Carter
– Cross Financial Corp
Panelist:
Betsy Cook
– NBT Insurance Agency
Applied Moderator:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
10:30 AM - 11:30 AM
East Coast USA Time
Expert Panel: Practical Strategies and Users' Perspectives with Applied Book Builder for Commercial Lines
10:30 AM - 11:30 AM
East Coast USA Time
(2668) Expert Panel: Practical Strategies and Users' Perspectives with Applied Book Builder for Commercial Lines
Location: Woodrow Wilson D
Panelist:
Christie Lacijan (she/her/hers)
– HMS Agency, Inc.
Panelist:
Markell Kunigus
– The Hartman Group
Panelist:
Faith Pezzulo
– Tate Insurance Group
Applied Moderator:
Rebecca Adelizzi
– Applied Systems
Commercial Lines
10:30 AM - 11:30 AM
East Coast USA Time
Expert Panel: Real-World Cybersecurity Practices That Actually Work
10:30 AM - 11:30 AM
East Coast USA Time
(2640) Expert Panel: Real-World Cybersecurity Practices That Actually Work
Location: National Harbor 10
Applied Moderator:
Shane Lonneman
– Applied Systems
Core Platform, Automation, and AI
10:30 AM - 11:30 AM
East Coast USA Time
EZLynx Keynote
10:30 AM - 11:30 AM
East Coast USA Time
(2720) EZLynx Keynote
Location: Cherry Blossom
Applied Moderator:
Ryan Beukema
– EZLynx
Applied Presenter:
Rob Bourne
Applied Presenter:
Brenna Johnson
– EZLynx
EZLynx
10:30 AM - 11:30 AM
East Coast USA Time
Growing Your Business with Ivans Bookroll
10:30 AM - 11:30 AM
East Coast USA Time
(2612) Growing Your Business with Ivans Bookroll
Location: Chesapeake 3
Applied Presenter:
Heather Prabish (she/her/hers)
– Ivans
Applied Presenter:
Bryanna Matte (she/her/hers)
– Ivans
Carrier Workflows and Connectivity
10:30 AM - 11:30 AM
East Coast USA Time
Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
10:30 AM - 11:30 AM
East Coast USA Time
(2738) Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
Location: Chesapeake G
Applied Presenter:
Cody Stroup
– Applied Systems
Applied Representative:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Financial Management
10:30 AM - 11:30 AM
East Coast USA Time
Hands-On Lab: Using the New Compliance Fields in Applied Epic
10:30 AM - 11:30 AM
East Coast USA Time
(2693) Hands-On Lab: Using the New Compliance Fields in Applied Epic
Location: Chesapeake D
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Micah J. Bean
– Applied Systems
Applied Representative:
Tom Lind
– Applied Systems
Employee Benefits
10:30 AM - 11:30 AM
East Coast USA Time
How Private Brokers Win: Top Growth Strategies in Today’s Market
10:30 AM - 11:30 AM
East Coast USA Time
(2854) How Private Brokers Win: Top Growth Strategies in Today’s Market
Location: Woodrow Wilson A
Presenter:
Harrison Brooks
– Reagan Consulting
Business Management
10:30 AM - 11:30 AM
East Coast USA Time
Improving Your Agency’s Efficiency and Retention Using Activities
10:30 AM - 11:30 AM
East Coast USA Time
(2748) Improving Your Agency’s Efficiency and Retention Using Activities
Location: Anapolis 1
Presenter:
Julie Levine (she/her/hers)
– Harry Levine Insurance
Applied Representative:
Linda Bendele
– Applied Systems
Personal Lines
10:30 AM - 11:30 AM
East Coast USA Time
Introduction to Applied Data Lake, Google Cloud and Databricks
10:30 AM - 11:30 AM
East Coast USA Time
(2781) Introduction to Applied Data Lake, Google Cloud and Databricks
Location: Maryland B
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Representative:
Adaeze Ajoku
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:30 AM - 11:30 AM
East Coast USA Time
Search Smarter: Find Anything in Epic, Instantly (Repeat)
10:30 AM - 11:30 AM
East Coast USA Time
(2826) Search Smarter: Find Anything in Epic, Instantly (Repeat)
Location: Maryland A
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
Chris Cavin
– Applied Systems
Core Platform, Automation, and AI
10:30 AM - 11:30 AM
East Coast USA Time
Streamlining the Applied Epic Month-End Process
10:30 AM - 11:30 AM
East Coast USA Time
(2743) Streamlining the Applied Epic Month-End Process
Location: National Harbor 5
Applied Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
Applied Representative:
Larry Klutzke CPA
– Applied Systems
Financial Management
10:30 AM - 11:30 AM
East Coast USA Time
The Agentic Edge: Why Carrier Automation Maturity Is the New Battleground for Broker Loyalty
10:30 AM - 11:30 AM
East Coast USA Time
(2604) The Agentic Edge: Why Carrier Automation Maturity Is the New Battleground for Broker Loyalty
Location: Chesapeake 9
Applied Presenter:
Sam Lewis
Applied Presenter:
Katarina Pregelj
Carrier Workflows and Connectivity
10:30 AM - 11:30 AM
East Coast USA Time
The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters
10:30 AM - 11:30 AM
East Coast USA Time
(2679) The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters
Location: Chesapeake A
Applied Presenter:
Tammi Shapiro (she/her/hers)
– Applied Systems
Applied Presenter:
Kelly Knight
– Applied Systems
Applied Presenter:
Toolika Kashyap (she/her/hers)
– Applied Systems
Employee Benefits
10:30 AM - 11:30 AM
East Coast USA Time
The Evolution of Applied Recon
10:30 AM - 11:30 AM
East Coast USA Time
(2732) The Evolution of Applied Recon
Location: Maryland D
Applied Presenter:
Dave Stevens (he/him/his)
– Applied Systems
Applied Representative:
Jeff Newman
– Applied Systems
Financial Management
10:30 AM - 11:30 AM
East Coast USA Time
What's New and What's Next in Applied Book Builder
10:30 AM - 11:30 AM
East Coast USA Time
(2666) What's New and What's Next in Applied Book Builder
Location: National Harbor 12
Applied Presenter:
Sagar Warghade
– Applied Systems
Applied Representative:
Joe Leonardis
– Applied Systems
Commercial Lines
10:30 AM - 11:30 AM
East Coast USA Time
What's New and What's Next in U.S. Personal Lines
10:30 AM - 11:30 AM
East Coast USA Time
(2759) What's New and What's Next in U.S. Personal Lines
Location: Maryland C
Applied Presenter:
Rachel Naylor
– Applied Systems
Applied Representative:
Ashok Reddy
– EZLynx
Personal Lines
10:30 AM - 11:30 AM
East Coast USA Time
What's New and What's Next with Small Commercial Quoting in Epic
10:30 AM - 11:30 AM
East Coast USA Time
(2673) What's New and What's Next with Small Commercial Quoting in Epic
Location: National Harbor 11
Applied Presenter:
Chad Jochum
– Applied Systems
Applied Presenter:
Richard Barbosa
Commercial Lines
10:30 AM - 11:30 AM
East Coast USA Time
Your Source of Truth: Powering Appetite Internally and Across Distribution Channels
10:30 AM - 11:30 AM
East Coast USA Time
(2606) Your Source of Truth: Powering Appetite Internally and Across Distribution Channels
Location: Chesapeake 12
Applied Presenter:
Katy Joseph (she/her/hers)
– Ivans
Presenter:
Tennille Byrd (she/her/hers)
– Grange Insurance
Carrier Workflows and Connectivity
10:30 AM - 11:30 AM
East Coast USA Time
Expert Panel: Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service - Part 1
10:30 AM - 11:30 AM
East Coast USA Time
(2763) Expert Panel: Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service - Part 1
Location: Chesapeake J
Panelist:
Randi Beaudoin
– OneDigital
Panelist:
Kaira Mercer-Jones (she/her/hers)
– The Gibraltar Group Insurance Services
Applied Moderator:
Maggie Essex (she/her/hers)
– Applied Systems
Panelist:
Lynn E. Hudson
– Turner Agency, Inc.
Personal Lines
10:30 AM - 11:30 AM
East Coast USA Time
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
10:30 AM - 11:30 AM
East Coast USA Time
(2792) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
Location: Chesapeake 6
Applied Presenter:
Jim Zell
– Applied Systems
User Representative:
Danielle DuFour (she/her/hers)
– NBT Insurance Agency
Applied Representative:
Med Frezghi
– Applied Systems
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jordan Trapp (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:30 AM - 11:30 AM
East Coast USA Time
Epic Dashboards by Job Role: Roundtable Discussions
10:30 AM - 11:30 AM
East Coast USA Time
(2795) Epic Dashboards by Job Role: Roundtable Discussions
Location: Anapolis 3
Facilitator:
Katie Hermreck
– Elliott Group
Facilitator:
Jules Mauer (she/her/hers)
– TRICOR Insurance
Applied Facilitator:
Su Potti
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:30 AM - 1:00 PM
East Coast USA Time
Applied Net Exchange Open
11:30 AM - 1:00 PM
East Coast USA Time
Applied Net Exchange Open
11:30 AM - 1:00 PM
East Coast USA Time
Lunch
11:30 AM - 1:00 PM
East Coast USA Time
Lunch
1:00 PM - 2:00 PM
East Coast USA Time
Achieving a Better Commercial Lines Submission Process
1:00 PM - 2:00 PM
East Coast USA Time
(2603) Achieving a Better Commercial Lines Submission Process
Location: Maryland A
Applied Facilitator:
Ryan Lapp
– Ivans
Applied Facilitator:
Andrew Shapiro
– Applied Systems
Carrier Workflows and Connectivity
1:00 PM - 2:00 PM
East Coast USA Time
An Agency's Journey on Data Quality and Transformation
1:00 PM - 2:00 PM
East Coast USA Time
(2772) An Agency's Journey on Data Quality and Transformation
Location: Woodrow Wilson B
Presenter:
Sondra Stein
– Hylant
Applied Representative:
Jesse B. Gomez (he/him/his)
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Applied Epic Tips and Tricks – Servicing
1:00 PM - 2:00 PM
East Coast USA Time
(2628) Applied Epic Tips and Tricks – Servicing
Location: National Harbor 2
Presenter:
Maureen Boenig, CIC, CISR (she/her/hers)
– Maureen Boeing Consulting LLC
Presenter:
Kristen Finley (she/her/hers)
– Sterling Seacrest Pritchard
Presenter:
Susan McClure (she/her/hers)
– Sterling Seacrest Pritchard
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
1:00 PM - 2:00 PM
East Coast USA Time
(2755) Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
Location: Chesapeake J
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal Lines
1:00 PM - 2:00 PM
East Coast USA Time
Canadian Personal Lines Power Hour: Peer Roundtable Discussion
1:00 PM - 2:00 PM
East Coast USA Time
(2769) Canadian Personal Lines Power Hour: Peer Roundtable Discussion
Location: Anapolis 3
Applied Facilitator:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Personal Lines
1:00 PM - 2:00 PM
East Coast USA Time
Developing Advanced Dashboards to Better Measure and Balance CSR Workloads and Producer Performance Across an Agency
1:00 PM - 2:00 PM
East Coast USA Time
(2778) Developing Advanced Dashboards to Better Measure and Balance CSR Workloads and Producer Performance Across an Agency
Location: National Harbor 3
Presenter:
Matt Priddle
– Wells Insurance
Presenter:
Ed Taggart
– The Insurance Center
Applied Representative:
Allison Haag
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever
1:00 PM - 2:00 PM
East Coast USA Time
(2671) Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever
Location: Woodrow Wilson D
Panelist:
Debra L. Alt (she/her/hers)
– Foundation Risk Partners/Applied Net
Panelist:
Lisa Anthofer
– Skogman Insurance
Panelist:
Randi Beaudoin
– OneDigital
Panelist:
Ashley Volk (she/her/hers)
– Christensen Group Insurance
Applied Moderator:
Glenn Wharton
– Applied Systems
Commercial Lines
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx Expert Panel: How Top Agencies Approach Remarketing and Retention
1:00 PM - 2:00 PM
East Coast USA Time
(2698) EZLynx Expert Panel: How Top Agencies Approach Remarketing and Retention
Location: Riverview 5
Applied Moderator:
Ryan Beukema
– EZLynx
Panelist:
Brandon Hill, CIC
– Stockton-Hill Insurance
Panelist:
Kayleigh Spradlin
– Legacy Bridge Advisors
Panelist:
Elizabeth Spence
Panelist:
Jamie Cox
– SIAA/ Agents United
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx for Carriers: What's New and What's Next
1:00 PM - 2:00 PM
East Coast USA Time
(2609) EZLynx for Carriers: What's New and What's Next
Location: Chesapeake 9
Applied Presenter:
Scott Niebuhr
Carrier Workflows and Connectivity
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx Hands-On Lab: Elevating Client Experiences with EZLynx Automation Center
1:00 PM - 2:00 PM
East Coast USA Time
(2697) EZLynx Hands-On Lab: Elevating Client Experiences with EZLynx Automation Center
Location: Riverview 1
Presenter:
Beaux Pilgrim, CIC (he/him/his)
– Reed Insurance / ia Blueprint Remote Staffing
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx: Exploring the Features of EZLynx Submission Center
1:00 PM - 2:00 PM
East Coast USA Time
(2703) EZLynx: Exploring the Features of EZLynx Submission Center
Location: Riverview 3
Applied Presenter:
Michael Rabinowitz
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
First Look: Policy Check and Quote Comparison in Applied Epic
1:00 PM - 2:00 PM
East Coast USA Time
(2856) First Look: Policy Check and Quote Comparison in Applied Epic
Location: National Harbor 5
Applied Presenter:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
Personal Lines
Commercial Lines
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2830) Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
Location: Chesapeake G
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Applied Presenter:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users
1:00 PM - 2:00 PM
East Coast USA Time
(2793) Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users
Location: Chesapeake 6
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
User Representative:
Danielle DuFour (she/her/hers)
– NBT Insurance Agency
Applied Representative:
Med Frezghi
– Applied Systems
Applied Representative:
Jim Zell
– Applied Systems
Applied Representative:
Jordan Trapp (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2734) Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
Location: Chesapeake D
Applied Presenter:
Stacey Tipton Gelyon
– Applied Systems, Inc.
Applied Representative:
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Applied Representative:
Jeff Newman
– Applied Systems
Applied Representative:
Janice Sierra (she/her/hers)
– Applied Systems
Applied Representative:
Kelly Abrams
– Applied Systems
Financial Management
1:00 PM - 2:00 PM
East Coast USA Time
How to Make the Most of Your ACN (Applied Client Network) Membership
1:00 PM - 2:00 PM
East Coast USA Time
(2857) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Woodrow Wilson A
Professional Development
1:00 PM - 2:00 PM
East Coast USA Time
Inside the Applied Data Lake Roadmap: What's Next and Why It Matters
1:00 PM - 2:00 PM
East Coast USA Time
(2789) Inside the Applied Data Lake Roadmap: What's Next and Why It Matters
Location: Cherry Blossom
Applied Presenter:
Laura Amedeo
– Applied Systems
Applied Representative:
Adaeze Ajoku
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Microsoft Excel Pivot Tables
1:00 PM - 2:00 PM
East Coast USA Time
(2821) Microsoft Excel Pivot Tables
Location: Maryland B
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Professional Development
1:00 PM - 2:00 PM
East Coast USA Time
New Compliance Fields in Applied Epic for Servicing
1:00 PM - 2:00 PM
East Coast USA Time
(2684) New Compliance Fields in Applied Epic for Servicing
Location: Chesapeake A
Presenter:
Spencer Smithersen
– The Hartwell Corporation
Applied Presenter:
Jennifer Duggan (she/her/hers)
– Applied Systems
Applied Representative:
Brian Polston
– Applied Systems
Employee Benefits
1:00 PM - 2:00 PM
East Coast USA Time
Optimisation des services de l’assurance des entreprises au Canada grâce aux formulaires Epic et à Indio
1:00 PM - 2:00 PM
East Coast USA Time
(2852) Optimisation des services de l’assurance des entreprises au Canada grâce aux formulaires Epic et à Indio
Location: National Harbor 12
Applied Presenter:
Karine Poirier’ (she/her/hers)
– Applied Systems
Applied Presenter:
Jackie Hacala (she/her/hers)
– Applied Systems
Commercial Lines
1:00 PM - 2:00 PM
East Coast USA Time
Practical Growth Strategies for Small Agencies
1:00 PM - 2:00 PM
East Coast USA Time
(2843) Practical Growth Strategies for Small Agencies
Location: Chesapeake 12
Presenter:
Jon Lumbra
– The Dowd Agencies
Presenter:
Everett Shaw
Business Management
1:00 PM - 2:00 PM
East Coast USA Time
Template Letter Configuration and Automation Magic
1:00 PM - 2:00 PM
East Coast USA Time
(2625) Template Letter Configuration and Automation Magic
Location: Anapolis 1
Presenter:
Ingrid Smith, ANFI, ACSR (she/her/hers)
– Authur J Gallagher
Applied Representative:
Jennifer Grayson
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
The Four Levers of Influence: Credibility, Framing, Timing, Allies - Brought to you by TotalCSR
1:00 PM - 2:00 PM
East Coast USA Time
(2842) The Four Levers of Influence: Credibility, Framing, Timing, Allies - Brought to you by TotalCSR
Location: Maryland C
Presenter:
Justin Goodman
– Total CSR
Sponsored Sessions
1:00 PM - 2:00 PM
East Coast USA Time
Transforming Benefits Data Into Actionable Intelligence
1:00 PM - 2:00 PM
East Coast USA Time
(2688) Transforming Benefits Data Into Actionable Intelligence
Location: Chesapeake 3
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
1:00 PM - 2:00 PM
East Coast USA Time
What's New and What's Next for Automated Marketing Campaigns in Applied Epic
1:00 PM - 2:00 PM
East Coast USA Time
(2855) What's New and What's Next for Automated Marketing Campaigns in Applied Epic
Location: National Harbor 11
Applied Presenter:
Naren Singh
– Applied Systems
Core Platform, Automation, and AI
Personal Lines
Commercial Lines
Employee Benefits
1:00 PM - 2:00 PM
East Coast USA Time
What's New and What's Next for Financial Management in Applied Epic
1:00 PM - 2:00 PM
East Coast USA Time
(2727) What's New and What's Next for Financial Management in Applied Epic
Location: Maryland D
Applied Presenter:
Nash Qadri (he/him/his)
– Applied Systems
Applied Representative:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Financial Management
1:00 PM - 2:00 PM
East Coast USA Time
Expert Panel: Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency
1:00 PM - 2:00 PM
East Coast USA Time
(2665) Expert Panel: Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency
Location: National Harbor 10
Panelist:
Carlo Ferrara
– StreetSmart
Applied Moderator:
Richard Barbosa
Applied Representative:
Chad Jochum
– Applied Systems
Commercial Lines
2:30 PM - 3:30 PM
East Coast USA Time
AI at Every Stage: A Tour of Applied AI Across Epic
2:30 PM - 3:30 PM
East Coast USA Time
(2638) AI at Every Stage: A Tour of Applied AI Across Epic
Location: Anapolis 1
Applied Presenter:
Matt Lane
– Applied Systems
Applied Presenter:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Tara Butler
– Applied Systems
Core Platform, Automation, and AI
2:30 PM - 3:30 PM
East Coast USA Time
Applied Book Builder Essentials
2:30 PM - 3:30 PM
East Coast USA Time
(2667) Applied Book Builder Essentials
Location: National Harbor 2
Applied Presenter:
Rebecca Adelizzi
– Applied Systems
Applied Presenter:
Joe Leonardis
– Applied Systems
Commercial Lines
2:30 PM - 3:30 PM
East Coast USA Time
Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud
2:30 PM - 3:30 PM
East Coast USA Time
(2791) Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud
Location: National Harbor 5
Applied Presenter:
Laura Amedeo
– Applied Systems
Applied Presenter:
Bala Acharya V. Kanumuri (he/him/his)
– Applied Systems
Applied Representative:
Soumya Dixit (she/her/hers)
– Applied Systems
Applied Representative:
Frank Smith
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:30 PM - 3:30 PM
East Coast USA Time
Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap
2:30 PM - 3:30 PM
East Coast USA Time
(2636) Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap
Location: Maryland D
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Presenter:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
2:30 PM - 3:30 PM
East Coast USA Time
Building a Better Renewal Process with Applied Epic Tools
2:30 PM - 3:30 PM
East Coast USA Time
(2674) Building a Better Renewal Process with Applied Epic Tools
Location: National Harbor 12
Presenter:
Debra L. Alt (she/her/hers)
– Foundation Risk Partners/Applied Net
Applied Representative:
Glenn Wharton
– Applied Systems
Commercial Lines
2:30 PM - 3:30 PM
East Coast USA Time
Epic Readiness for M&A and Succession: Protecting Valuation, Speed, and Stability - Brought to you by Milliken
2:30 PM - 3:30 PM
East Coast USA Time
(2850) Epic Readiness for M&A and Succession: Protecting Valuation, Speed, and Stability - Brought to you by Milliken
Location: Maryland C
Presenter:
Matt Milliken
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)
2:30 PM - 3:30 PM
East Coast USA Time
(2683) Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)
Location: Chesapeake J
Panelist:
Spencer Smithersen
– The Hartwell Corporation
Panelist:
Melissa A. Schultz, RHU, GBA (she/her/hers)
– Hausmann Group
Panelist:
Holly Roberts (she/her/hers)
– Sterling Thompson Company
Applied Moderator:
Ro Olguin
– Applied Systems
Employee Benefits
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Catching and Resolving Applied Epic Accounting Errors
2:30 PM - 3:30 PM
East Coast USA Time
(2729) Expert Panel: Catching and Resolving Applied Epic Accounting Errors
Location: Woodrow Wilson D
Panelist:
Theresa Clayton (she/her/hers)
– One Digital
Panelist:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Applied Moderator:
Janice Sierra (she/her/hers)
– Applied Systems
Financial Management
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Download Smarter: Applied Epic Tips, Tools and Q&A
2:30 PM - 3:30 PM
East Coast USA Time
(2749) Expert Panel: Download Smarter: Applied Epic Tips, Tools and Q&A
Location: Maryland A
Panelist:
Christina Kubes (she/her/hers)
– Alliant Insurance Services, Inc.
Panelist:
Randi Beaudoin
– OneDigital
Panelist:
Jena Lautenschlager-Stroud (she/her/hers)
– Adams Insurance Advisors
Panelist:
Christie Smith (she/her/hers)
– OTIP
Applied Moderator:
Kayla Marx (she/her/hers)
– Applied Systems
Personal Lines
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Supporting the Digital Roundtrip of Insurance, a Carrier's Point of View
2:30 PM - 3:30 PM
East Coast USA Time
(2601) Expert Panel: Supporting the Digital Roundtrip of Insurance, a Carrier's Point of View
Location: Chesapeake 12
Applied Moderator:
NIkki Wood (she/her/hers)
– Cytora
Panelist:
Tim Lewis (he/him/his)
– Travelers Insurance
Panelist:
Henry Rogan
Carrier Workflows and Connectivity
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality
2:30 PM - 3:30 PM
East Coast USA Time
(2621) Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality
Location: National Harbor 10
Panelist:
Orquidia Carrion, P&C Licensed (she/her/hers)
– Foundation Risk Partners
Panelist:
Julie Levine (she/her/hers)
– Harry Levine Insurance
Panelist:
Alysha Phillips (she/her/hers)
– The Mahoney Group
Panelist:
Dawn Stark (she/her/hers)
– The Gibraltar Group - Insurance Services
Applied Moderator:
Patrick Ward (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption
2:30 PM - 3:30 PM
East Coast USA Time
(2775) Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption
Location: National Harbor 3
Panelist:
Sondra Stein
– Hylant
Panelist:
Lisa Anthofer
– Skogman Insurance
Panelist:
Betsy Cook
– NBT Insurance Agency
Panelist:
Scott Folstein
– Insurance One Group, Inc.
Applied Moderator:
Allison Haag
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx Hands-On Lab: Building Insightful Reports
2:30 PM - 3:30 PM
East Coast USA Time
(2713) EZLynx Hands-On Lab: Building Insightful Reports
Location: Riverview 1
Applied Presenter:
Mel R. Alsabrook (she/they)
– EZLynx
Applied Representative:
Aaron Rainey
– Applied Systems
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx: ACN Blueprint for Success - Part 1
2:30 PM - 3:30 PM
East Coast USA Time
(2716) EZLynx: ACN Blueprint for Success - Part 1
Location: Riverview 5
Applied Representative:
Ryan Beukema
– EZLynx
Presenter:
George Robertson (he/him/his)
– Robertson Consulting, LLC
Presenter:
Amanda Crawford (she/her/hers)
– Compass Insurance Group
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx: Automating the Customer Journey from Welcome to Retention
2:30 PM - 3:30 PM
East Coast USA Time
(2696) EZLynx: Automating the Customer Journey from Welcome to Retention
Location: Riverview 3
Presenter:
Beaux Pilgrim, CIC (he/him/his)
– Reed Insurance / ia Blueprint Remote Staffing
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation
2:30 PM - 3:30 PM
East Coast USA Time
(2751) From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation
Location: Woodrow Wilson B
Presenter:
Angelina Spinelli (she/her/hers)
– Hilton Head Insurance & Brokerage
Presenter:
Lauren Albrecht
– Hilton Head Insurance & Brokerage
Applied Representative:
Mario Solis
– Applied Systems
Personal Lines
2:30 PM - 3:30 PM
East Coast USA Time
Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice
2:30 PM - 3:30 PM
East Coast USA Time
(2794) Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice
Location: Chesapeake 6
Applied Presenter:
Med Frezghi
– Applied Systems
Applied Representative:
Jim Zell
– Applied Systems
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jordan Trapp (she/her/hers)
– Applied Systems
Applied Representative:
Jesse B. Gomez (he/him/his)
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
2:30 PM - 3:30 PM
East Coast USA Time
(2733) Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
Location: Chesapeake D
Applied Presenter:
Jeff Newman
– Applied Systems
Applied Representative:
Stacey Tipton Gelyon
– Applied Systems, Inc.
Applied Presenter:
Kelly Abrams
– Applied Systems
Applied Representative:
Jackie Hacala (she/her/hers)
– Applied Systems
Financial Management
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
2:30 PM - 3:30 PM
East Coast USA Time
(2838) Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
Location: Chesapeake G
Applied Presenter:
Mercy Ruiz (she/her/hers)
– Applied Systems
Applied Representative:
Linda Bendele
– Applied Systems
Applied Representative:
Brian Polston
– Applied Systems
Personal Lines
2:30 PM - 3:30 PM
East Coast USA Time
How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes
2:30 PM - 3:30 PM
East Coast USA Time
(2782) How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes
Location: National Harbor 11
Presenter:
Pramod Misra (he/him/his)
– Snellings Walters Insurance Agency
Applied Representative:
Adaeze Ajoku
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:30 PM - 3:30 PM
East Coast USA Time
Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them
2:30 PM - 3:30 PM
East Coast USA Time
(2768) Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them
Location: Anapolis 3
Applied Facilitator:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Personal Lines
2:30 PM - 3:30 PM
East Coast USA Time
Just What Is a Broker within Applied Epic Accounting?
2:30 PM - 3:30 PM
East Coast USA Time
(2744) Just What Is a Broker within Applied Epic Accounting?
Location: Chesapeake A
Applied Presenter:
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Applied Representative:
Larry Klutzke CPA
– Applied Systems
Financial Management
2:30 PM - 3:30 PM
East Coast USA Time
Real Insights That Made a Difference: A Small Agency Case Study
2:30 PM - 3:30 PM
East Coast USA Time
(2813) Real Insights That Made a Difference: A Small Agency Case Study
Location: Chesapeake 3
Presenter:
Natalie J. Thompson, CIC
– Harbin Insurance
Presenter:
Paulla Groover (she/her/hers)
– Harbin Insurance
Business Management
2:30 PM - 3:30 PM
East Coast USA Time
Using Real-World Bound Policy Data to Sharpen Carrier Personal Lines Product Strategy
2:30 PM - 3:30 PM
East Coast USA Time
(2613) Using Real-World Bound Policy Data to Sharpen Carrier Personal Lines Product Strategy
Location: Chesapeake 9
Applied Representative:
Thorsten Camp
Applied Presenter:
Rohan Edwin
– Ivans
Carrier Workflows and Connectivity
2:30 PM - 3:30 PM
East Coast USA Time
Your Benefits Agency, Supercharged with AI
2:30 PM - 3:30 PM
East Coast USA Time
(2682) Your Benefits Agency, Supercharged with AI
Location: Maryland B
Applied Presenter:
Toolika Kashyap (she/her/hers)
– Applied Systems
Applied Presenter:
Tammi Shapiro (she/her/hers)
– Applied Systems
Employee Benefits
2:30 PM - 3:30 PM
East Coast USA Time
Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat)
2:30 PM - 3:30 PM
East Coast USA Time
(2829) Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat)
Location: Woodrow Wilson A
Presenter:
Deb Welsh
– OneDigital
Applied Representative:
Jennifer Grayson
– Applied Systems
Reporting, Dashboards, and Data Analytics
3:30 PM - 5:30 PM
East Coast USA Time
Networking Reception in the Applied Net Exchange
3:30 PM - 5:30 PM
East Coast USA Time
Networking Reception in the Applied Net Exchange
7:00 PM - 10:00 PM
East Coast USA Time
A Night at Two Smithsonian Museums
7:00 PM - 10:00 PM
East Coast USA Time
A Night at Two Smithsonian Museums
Wednesday, September 30, 2026
7:00 AM - 7:45 AM
East Coast USA Time
Breakfast
7:00 AM - 7:45 AM
East Coast USA Time
Breakfast
7:00 AM - 12:00 PM
East Coast USA Time
Registration Open
7:00 AM - 12:00 PM
East Coast USA Time
Registration Open
7:00 AM - 6:00 PM
East Coast USA Time
Help Desk Open
7:00 AM - 6:00 PM
East Coast USA Time
Help Desk Open
8:00 AM - 9:00 AM
East Coast USA Time
Morning Keynote
8:00 AM - 9:00 AM
East Coast USA Time
Morning Keynote
Location: Potomac Ballroom
9:30 AM - 10:30 AM
East Coast USA Time
Agentic AI in Epic: From Today's Capabilities to Tomorrow's Autonomous Workflows
9:30 AM - 10:30 AM
East Coast USA Time
(2846) Agentic AI in Epic: From Today's Capabilities to Tomorrow's Autonomous Workflows
Location: National Harbor 5
Applied Presenter:
Rajat Kongovi
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
Applied Epic Accounting and the Bank-Owned Agency
9:30 AM - 10:30 AM
East Coast USA Time
(2739) Applied Epic Accounting and the Bank-Owned Agency
Location: Anapolis 3
Applied Facilitator:
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Financial Management
9:30 AM - 10:30 AM
East Coast USA Time
Applied Epic Tips and Tricks – Administration
9:30 AM - 10:30 AM
East Coast USA Time
(2627) Applied Epic Tips and Tricks – Administration
Location: Maryland D
Presenter:
Maureen Boenig, CIC, CISR (she/her/hers)
– Maureen Boeing Consulting LLC
Presenter:
Kristen Finley (she/her/hers)
– Sterling Seacrest Pritchard
Presenter:
Susan McClure (she/her/hers)
– Sterling Seacrest Pritchard
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24
9:30 AM - 10:30 AM
East Coast USA Time
(2656) Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24
Location: Chesapeake 12
Applied Presenter:
Jennifer Grayson
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Commercial Lines
9:30 AM - 10:30 AM
East Coast USA Time
Canada Commercial Lines: What’s New and What’s Next
9:30 AM - 10:30 AM
East Coast USA Time
(2661) Canada Commercial Lines: What’s New and What’s Next
Location: Woodrow Wilson B
Applied Presenter:
Danielle Fiola Robles (she/her/hers)
– Applied Systems
Applied Representative:
Karine Poirier’ (she/her/hers)
– Applied Systems
Commercial Lines
9:30 AM - 10:30 AM
East Coast USA Time
Canadian‑Specific Forms: When, Why, and How to Use Them
9:30 AM - 10:30 AM
East Coast USA Time
(2692) Canadian‑Specific Forms: When, Why, and How to Use Them
Location: Chesapeake 3
Applied Presenter:
Lindsay Stradeski (she/her/hers)
– Applied Systems
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Employee Benefits
9:30 AM - 10:30 AM
East Coast USA Time
Embedded Premium Finance Processing – Meet the First Insurance Funding Team
9:30 AM - 10:30 AM
East Coast USA Time
(2737) Embedded Premium Finance Processing – Meet the First Insurance Funding Team
Location: Maryland B
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Presenter:
Dave Stevens (he/him/his)
– Applied Systems
Financial Management
9:30 AM - 10:30 AM
East Coast USA Time
Employee Productivity Scorecard: Data-Driven Impact
9:30 AM - 10:30 AM
East Coast USA Time
(2774) Employee Productivity Scorecard: Data-Driven Impact
Location: Maryland A
Presenter:
Jordan Lindley (he/him/his)
– Dwight Rudd Insurance
Presenter:
Elliot Targum (he/him/his)
– Dwight Rudd Insurance
Applied Representative:
James Ramsey
– Applied Systems
Reporting, Dashboards, and Data Analytics
9:30 AM - 10:30 AM
East Coast USA Time
Entering Policies in Applied Epic for Reporting Efficiency
9:30 AM - 10:30 AM
East Coast USA Time
(2650) Entering Policies in Applied Epic for Reporting Efficiency
Location: Cherry Blossom
Presenter:
Brenda C. Nevil, AAI-AIS-ITP (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Representative:
Laura Jermyn
– Applied Systems
Commercial Lines
9:30 AM - 10:30 AM
East Coast USA Time
Expert Panel: How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows
9:30 AM - 10:30 AM
East Coast USA Time
(2611) Expert Panel: How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows
Location: National Harbor 3
Applied Moderator:
Katarina Pregelj
Carrier Workflows and Connectivity
9:30 AM - 10:30 AM
East Coast USA Time
Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations
9:30 AM - 10:30 AM
East Coast USA Time
(2765) Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations
Location: Chesapeake J
Panelist:
Nancy A. Nicklow, CPCU, AAI (she/her/hers)
– Huff Insurance
Panelist:
Kelly Urban (she/her/hers)
– Harry Levine Insurance
Panelist:
Randi Beaudoin
– OneDigital
Panelist:
Brian Gleize
– Scott Agency Inc / Keystone
Applied Moderator:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal Lines
9:30 AM - 10:30 AM
East Coast USA Time
Expert Panel: Women in Leadership
9:30 AM - 10:30 AM
East Coast USA Time
(2823) Expert Panel: Women in Leadership
Location: Woodrow Wilson D
Panelist:
Jennifer Nielsen, CPRIA, IA-MBA, CISR (she/her/hers)
– Triangle Risk Advisors
Panelist:
Stacy Johansen
– Downeast Insurance, LLC
Panelist:
Kerrie Koestner (she/her/hers)
– Patriot Growth Insurance Services
Panelist:
Kari Montes (she/her/hers)
– Axis Insurance Managers Inc.
Applied Moderator:
Rose Plewa (she/her/hers)
– Applied Systems
Professional Development
9:30 AM - 10:30 AM
East Coast USA Time
EZLynx Hands-On Lab: Using Tasks and Checklists for More Effective Agency Management
9:30 AM - 10:30 AM
East Coast USA Time
(2719) EZLynx Hands-On Lab: Using Tasks and Checklists for More Effective Agency Management
Location: Riverview 1
Presenter:
Brandon Hill, CIC
– Stockton-Hill Insurance
Presenter:
Kayleigh Spradlin
– Legacy Bridge Advisors
EZLynx
9:30 AM - 10:30 AM
East Coast USA Time
EZLynx: ACN Blueprint for Success - Part 2
9:30 AM - 10:30 AM
East Coast USA Time
(2717) EZLynx: ACN Blueprint for Success - Part 2
Location: Riverview 5
Applied Representative:
Ryan Beukema
– EZLynx
Presenter:
Beaux Pilgrim, CIC (he/him/his)
– Reed Insurance / ia Blueprint Remote Staffing
Presenter:
Amanda Crawford (she/her/hers)
– Compass Insurance Group
EZLynx
9:30 AM - 10:30 AM
East Coast USA Time
EZLynx: New! AutoFill
9:30 AM - 10:30 AM
East Coast USA Time
(2700) EZLynx: New! AutoFill
Location: Riverview 3
Applied Presenter:
Raj Jacob
– EZLynx
Applied Representative:
Keyuri Anand
Applied Representative:
Ashok Reddy
– EZLynx
EZLynx
9:30 AM - 10:30 AM
East Coast USA Time
From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows
9:30 AM - 10:30 AM
East Coast USA Time
(2618) From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows
Location: National Harbor 2
Presenter:
Natalie J. Thompson, CIC
– Harbin Insurance
Presenter:
Paulla Groover (she/her/hers)
– Harbin Insurance
Applied Representative:
Micah J. Bean
– Applied Systems
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
From Lead to Carrier: Streamlining New Business with Applied Epic and Indio
9:30 AM - 10:30 AM
East Coast USA Time
(2659) From Lead to Carrier: Streamlining New Business with Applied Epic and Indio
Location: Anapolis 1
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Commercial Lines
9:30 AM - 10:30 AM
East Coast USA Time
Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
9:30 AM - 10:30 AM
East Coast USA Time
(2833) Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
Location: Chesapeake G
Applied Presenter:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Joe Leonardis
– Applied Systems
Applied Representative:
Sagar Warghade
– Applied Systems
Commercial Lines
9:30 AM - 10:30 AM
East Coast USA Time
Hands-On Lab: Epic AutoFill for Benefits (Repeat)
9:30 AM - 10:30 AM
East Coast USA Time
(2834) Hands-On Lab: Epic AutoFill for Benefits (Repeat)
Location: Chesapeake D
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Tom Lind
– Applied Systems
Applied Representative:
Paul Milano (he/him/his)
– Applied Systems
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Employee Benefits
9:30 AM - 10:30 AM
East Coast USA Time
Powering Digital Quoting with Ivans Distribution Platform
9:30 AM - 10:30 AM
East Coast USA Time
(2607) Powering Digital Quoting with Ivans Distribution Platform
Location: National Harbor 10
Applied Presenter:
Ryan Lapp
– Ivans
Presenter:
Mike Hickey
– Pie Insurance
Carrier Workflows and Connectivity
9:30 AM - 10:30 AM
East Coast USA Time
Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
9:30 AM - 10:30 AM
East Coast USA Time
(2764) Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
Location: Chesapeake 9
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Personal Lines
9:30 AM - 10:30 AM
East Coast USA Time
Search Smarter: Find Anything in Epic, Instantly (Repeat)
9:30 AM - 10:30 AM
East Coast USA Time
(2635) Search Smarter: Find Anything in Epic, Instantly (Repeat)
Location: National Harbor 11
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
Chris Cavin
– Applied Systems
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
Time Management and Work Prioritization
9:30 AM - 10:30 AM
East Coast USA Time
(2815) Time Management and Work Prioritization
Location: Chesapeake A
Presenter:
Karadee Dunbar, CISR (she/her/hers)
– Alliant Insurance Services
Presenter:
Jayme L. Moreno, AVP
– Alliant Insurance Services
Business Management
9:30 AM - 10:30 AM
East Coast USA Time
Expert Panel: Connecting the Commercial Lines Client Experience
9:30 AM - 10:30 AM
East Coast USA Time
(2651) Expert Panel: Connecting the Commercial Lines Client Experience
Location: Maryland C
Panelist:
Amanda M. Edlin
– Sterling G Thompson Co
Panelist:
Jessica Koselansky (she/her/hers)
– Acrisure LLC
Panelist:
Jillian Rouleau (she/her/hers)
– Acrisure, LLC
Panelist:
Ashley Volk (she/her/hers)
– Christensen Group Insurance
Applied Moderator:
Kayla Marx (she/her/hers)
– Applied Systems
Commercial Lines
9:30 AM - 10:30 AM
East Coast USA Time
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
9:30 AM - 10:30 AM
East Coast USA Time
(2839) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
Location: Chesapeake 6
Applied Presenter:
Jim Zell
– Applied Systems
Applied Representative:
Med Frezghi
– Applied Systems
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jordan Trapp (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
7 Custom Dashboards You Can Create with Asset Builder
11:00 AM - 12:00 PM
East Coast USA Time
(2771) 7 Custom Dashboards You Can Create with Asset Builder
Location: National Harbor 2
Presenter:
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Applied Representative:
James Ramsey
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
A Case Study on Applied API Suite and Applied Data Lake
11:00 AM - 12:00 PM
East Coast USA Time
(2798) A Case Study on Applied API Suite and Applied Data Lake
Location: National Harbor 5
Presenter:
Barry Schiefelbein (he/him/his)
– FNIC Group, LLC
Applied Representative:
Adaeze Ajoku
– Applied Systems
Applied Representative:
Frank Smith
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
Auditing Employees Using Applied Epic Reports and Epic Dashboards
11:00 AM - 12:00 PM
East Coast USA Time
(2777) Auditing Employees Using Applied Epic Reports and Epic Dashboards
Location: Maryland D
Presenter:
Natalie J. Thompson, CIC
– Harbin Insurance
Presenter:
Paulla Groover (she/her/hers)
– Harbin Insurance
Applied Representative:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24
11:00 AM - 12:00 PM
East Coast USA Time
(2767) Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24
Location: Woodrow Wilson B
Applied Presenter:
Micah J. Bean
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Personal Lines
11:00 AM - 12:00 PM
East Coast USA Time
Chart Your Own Path: Nonlinear Career Growth Strategies for Women in Insurance
11:00 AM - 12:00 PM
East Coast USA Time
(2819) Chart Your Own Path: Nonlinear Career Growth Strategies for Women in Insurance
Location: Anapolis 3
Facilitator:
Shannon Chatman (she/her/hers)
– Liberty Mutual Insurance
Professional Development
11:00 AM - 12:00 PM
East Coast USA Time
Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill
11:00 AM - 12:00 PM
East Coast USA Time
(2655) Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill
Location: Maryland B
Applied Presenter:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Representative:
Danielle Fiola Robles (she/her/hers)
– Applied Systems
Applied Representative:
Michael J. Bruns
– Connected Commercial Lines & Indio
Applied Presenter:
Paul Milano (he/him/his)
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions
11:00 AM - 12:00 PM
East Coast USA Time
(2629) Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions
Location: National Harbor 10
Panelist:
Jordan Smith
– The Hartwell Corporation
Panelist:
Lisa Anthofer
– Skogman Insurance
Applied Moderator:
Jesse B. Gomez (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic
11:00 AM - 12:00 PM
East Coast USA Time
(2726) Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic
Location: Woodrow Wilson D
Panelist:
Aaron C. Glass (he/him/his)
– 104600
Panelist:
Theresa Clayton (she/her/hers)
– One Digital
Applied Moderator:
Heather Shockley (she/her/hers)
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Expert Panel: Mastering Browser Changes: Real-World Strategies from Agency Leaders
11:00 AM - 12:00 PM
East Coast USA Time
(2632) Expert Panel: Mastering Browser Changes: Real-World Strategies from Agency Leaders
Location: Chesapeake J
Panelist:
Daniel Horn
– Rollo Insurance Group
Panelist:
Amy Wood (she/her/hers)
– Kraus-Anderson Insurance Agency, Inc.
Applied Moderator:
Laura Jermyn
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Expert Panel: Strategies for Maintaining and Managing Data Quality
11:00 AM - 12:00 PM
East Coast USA Time
(2776) Expert Panel: Strategies for Maintaining and Managing Data Quality
Location: National Harbor 3
Panelist:
Sondra Stein
– Hylant
Panelist:
Jason Hoeppner
– NavSav
Panelist:
Dawn Stark (she/her/hers)
– The Gibraltar Group - Insurance Services
Applied Moderator:
Med Frezghi
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx: An Inside Look at the Agentic AI Vision
11:00 AM - 12:00 PM
East Coast USA Time
(2718) EZLynx: An Inside Look at the Agentic AI Vision
Location: Riverview 5
Applied Presenter:
Keyuri Anand
Applied Presenter:
Steve Jentzsch (he/him/his)
– EZLynx
Applied Representative:
Raj Jacob
– EZLynx
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx: Turning Commercial Lines Into a Growth Engine for Your Agency
11:00 AM - 12:00 PM
East Coast USA Time
(2695) EZLynx: Turning Commercial Lines Into a Growth Engine for Your Agency
Location: Riverview 1
Presenter:
Jake N. Ferrara
– StreetSmart Insurance
Presenter:
Carlo Ferrara
– StreetSmart
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx: What's New in Certificates
11:00 AM - 12:00 PM
East Coast USA Time
(2701) EZLynx: What's New in Certificates
Location: Riverview 3
Applied Presenter:
Stacey Eickhorst
– EZLynx
Applied Representative:
Jerin Daniel
– EZLynx
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
From Intake to Adjudication: How AI Is Transforming the Claims Journey for Commercial Carriers
11:00 AM - 12:00 PM
East Coast USA Time
(2610) From Intake to Adjudication: How AI Is Transforming the Claims Journey for Commercial Carriers
Location: Chesapeake 9
Applied Presenter:
Vince Relf, Jr.
– Cytora / Applied Systems
Carrier Workflows and Connectivity
11:00 AM - 12:00 PM
East Coast USA Time
Goodbye Manual Receipt Entry: Importing Direct Bill Receipts in Applied Epic
11:00 AM - 12:00 PM
East Coast USA Time
(2746) Goodbye Manual Receipt Entry: Importing Direct Bill Receipts in Applied Epic
Location: Chesapeake A
Applied Presenter:
Nash Qadri (he/him/his)
– Applied Systems
Applied Representative:
Scott Ingram
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
11:00 AM - 12:00 PM
East Coast USA Time
(2837) Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
Location: Chesapeake D
Applied Presenter:
Cody Stroup
– Applied Systems
Applied Representative:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
11:00 AM - 12:00 PM
East Coast USA Time
(2836) Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
Location: Chesapeake 6
Applied Presenter:
Stacey Tipton Gelyon
– Applied Systems, Inc.
Applied Representative:
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Applied Representative:
Jeff Newman
– Applied Systems
Applied Representative:
Janice Sierra (she/her/hers)
– Applied Systems
Applied Representative:
Kelly Abrams
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
11:00 AM - 12:00 PM
East Coast USA Time
(2831) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
Location: Chesapeake G
Applied Presenter:
Glenn Wharton
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Introduction to Ivans Exchange
11:00 AM - 12:00 PM
East Coast USA Time
(2615) Introduction to Ivans Exchange
Location: Woodrow Wilson A
Presenter:
Beverly Moore
– Rollo Insurance Group, Inc
Applied Presenter:
Shawn Francis
– Ivans
Applied Representative:
Brian Marable
– Ivans
Carrier Workflows and Connectivity
11:00 AM - 12:00 PM
East Coast USA Time
Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency
11:00 AM - 12:00 PM
East Coast USA Time
(2742) Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency
Location: Maryland A
Presenter:
Danielle DuFour (she/her/hers)
– NBT Insurance Agency
Applied Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
Applied Representative:
Ro Olguin
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Premiers pas avec le Créateur d’actifs du tableau de bord Epic
11:00 AM - 12:00 PM
East Coast USA Time
(2853) Premiers pas avec le Créateur d’actifs du tableau de bord Epic
Location: National Harbor 12
Applied Presenter:
Karine Poirier’ (she/her/hers)
– Applied Systems
Applied Presenter:
Jackie Hacala (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
Segmenting Personal Lines Clients in Applied Epic Using Profit Centers
11:00 AM - 12:00 PM
East Coast USA Time
(2753) Segmenting Personal Lines Clients in Applied Epic Using Profit Centers
Location: National Harbor 11
Presenter:
Matthew Wood, CPCU, CPRM, CIC
– MetzWood Insurance
Applied Representative:
Jim Zell
– Applied Systems
Personal Lines
11:00 AM - 12:00 PM
East Coast USA Time
The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
11:00 AM - 12:00 PM
East Coast USA Time
(2648) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
Location: Cherry Blossom
Presenter:
Jayme L. Moreno, AVP
– Alliant Insurance Services
Presenter:
Michele R. Callihan, VP
– Alliant Insurance Services
Applied Representative:
Mario Solis
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
What’s New and What’s Next in Applied Benefits Solutions
11:00 AM - 12:00 PM
East Coast USA Time
(2678) What’s New and What’s Next in Applied Benefits Solutions
Location: Chesapeake 3
Applied Presenter:
Tom Lind
– Applied Systems
Applied Presenter:
Toolika Kashyap (she/her/hers)
– Applied Systems
Applied Presenter:
Belinda Gilligan
Employee Benefits
11:00 AM - 12:00 PM
East Coast USA Time
What’s Next for Commercial Lines: A Look at the Reimagined Experience
11:00 AM - 12:00 PM
East Coast USA Time
(2662) What’s Next for Commercial Lines: A Look at the Reimagined Experience
Location: Chesapeake 12
Applied Presenter:
Rajat Kongovi
Applied Presenter:
Katarina Pregelj
Commercial Lines
12:00 PM - 1:30 PM
East Coast USA Time
Applied Net Exchange Open
12:00 PM - 1:30 PM
East Coast USA Time
Applied Net Exchange Open
12:00 PM - 1:30 PM
East Coast USA Time
Lunch
12:00 PM - 1:30 PM
East Coast USA Time
Lunch
1:30 PM - 2:30 PM
East Coast USA Time
Advanced Uses for Applied Data Lake and Google Cloud
1:30 PM - 2:30 PM
East Coast USA Time
(2780) Advanced Uses for Applied Data Lake and Google Cloud
Location: National Harbor 2
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Representative:
Adaeze Ajoku
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:30 PM - 2:30 PM
East Coast USA Time
Applied Benefits Designer Quoting and Renewals
1:30 PM - 2:30 PM
East Coast USA Time
(2686) Applied Benefits Designer Quoting and Renewals
Location: Chesapeake 3
Applied Presenter:
Matt Duggan
– Applied Systems
Applied Representative:
Burt Tower (he/him/his)
– Applied Systems
Employee Benefits
1:30 PM - 2:30 PM
East Coast USA Time
Applied Epic in Action: Mastering Downloads
1:30 PM - 2:30 PM
East Coast USA Time
(2750) Applied Epic in Action: Mastering Downloads
Location: National Harbor 11
Presenter:
Christina Kubes (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Representative:
Kayla Marx (she/her/hers)
– Applied Systems
Presenter:
Sarah Nanos (she/her/hers)
– Alliant Insurance Services, Inc
Presenter:
Jeff Lewis (he/him/his)
– Nationwide Ins
Personal Lines
1:30 PM - 2:30 PM
East Coast USA Time
Applied Epic Training: New Hires and Agency Conversions
1:30 PM - 2:30 PM
East Coast USA Time
(2620) Applied Epic Training: New Hires and Agency Conversions
Location: Anapolis 3
Facilitator:
Heather Brown
– Howden
Facilitator:
Jena Lautenschlager-Stroud (she/her/hers)
– Adams Insurance Advisors
Applied Facilitator:
Jennifer Grayson
– Applied Systems
Core Platform, Automation, and AI
1:30 PM - 2:30 PM
East Coast USA Time
Ask the Experts: Epic Dashboards and Asset Builder Customization
1:30 PM - 2:30 PM
East Coast USA Time
(2784) Ask the Experts: Epic Dashboards and Asset Builder Customization
Location: National Harbor 3
Applied Moderator:
James Ramsey
– Applied Systems
Applied Panelist:
Jim Zell
– Applied Systems
Applied Panelist:
Allison Haag
– Applied Systems
Applied Panelist:
Su Potti
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:30 PM - 2:30 PM
East Coast USA Time
AutoFill in Action: What's New and What's Next
1:30 PM - 2:30 PM
East Coast USA Time
(2644) AutoFill in Action: What's New and What's Next
Location: Maryland D
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Presenter:
Paul Milano (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
1:30 PM - 2:30 PM
East Coast USA Time
Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond
1:30 PM - 2:30 PM
East Coast USA Time
(2660) Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond
Location: Woodrow Wilson B
Applied Presenter:
Brian Polston
– Applied Systems
Applied Presenter:
Joe Leonardis
– Applied Systems
Commercial Lines
1:30 PM - 2:30 PM
East Coast USA Time
Developing and Managing an Applied Epic Enterprise Administration Team
1:30 PM - 2:30 PM
East Coast USA Time
(2626) Developing and Managing an Applied Epic Enterprise Administration Team
Location: Woodrow Wilson A
Presenter:
Linda J. Van Vark
– Alliant Insurance Services
Applied Representative:
Adam Hendry
– Applied Systems
Core Platform, Automation, and AI
1:30 PM - 2:30 PM
East Coast USA Time
Embedded Premium Finance Processing – Meet the IPFS Team
1:30 PM - 2:30 PM
East Coast USA Time
(2735) Embedded Premium Finance Processing – Meet the IPFS Team
Location: Maryland B
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Presenter:
Dave Stevens (he/him/his)
– Applied Systems
Financial Management
1:30 PM - 2:30 PM
East Coast USA Time
Epic Quotes Commercial Lines Canada: A Unified Quoting Experience
1:30 PM - 2:30 PM
East Coast USA Time
(2652) Epic Quotes Commercial Lines Canada: A Unified Quoting Experience
Location: National Harbor 12
Applied Presenter:
Amanda Herlehy (she/her/hers)
– Applied Systems
Applied Representative:
Danielle Fiola Robles (she/her/hers)
– Applied Systems
Commercial Lines
1:30 PM - 2:30 PM
East Coast USA Time
Expert Panel: Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry
1:30 PM - 2:30 PM
East Coast USA Time
(2681) Expert Panel: Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry
Location: Chesapeake A
Applied Moderator:
Kelly Knight
– Applied Systems
Employee Benefits
1:30 PM - 2:30 PM
East Coast USA Time
Expert Panel: Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows
1:30 PM - 2:30 PM
East Coast USA Time
(2634) Expert Panel: Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows
Location: National Harbor 10
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Moderator:
Chris Cavin
– Applied Systems
Core Platform, Automation, and AI
1:30 PM - 2:30 PM
East Coast USA Time
Expert Panel: Managing Changes to Benefits Workflows
1:30 PM - 2:30 PM
East Coast USA Time
(2689) Expert Panel: Managing Changes to Benefits Workflows
Location: Chesapeake J
Applied Moderator:
Jennifer Duggan (she/her/hers)
– Applied Systems
Panelist:
Maggie Boucher
Panelist:
Ariel Peterson
– Moreton & Company
Panelist:
Emily Poeschl (she/her/hers)
– McClone Agency, Inc.
Panelist:
David McKenzie
– First National Insurance Agency
Employee Benefits
1:30 PM - 2:30 PM
East Coast USA Time
EZLynx Product Roundtables
1:30 PM - 2:30 PM
East Coast USA Time
(2721) EZLynx Product Roundtables
Location: Riverview 1, 3, 5
Applied Facilitator:
Ryan Beukema
– EZLynx
EZLynx
1:30 PM - 2:30 PM
East Coast USA Time
From Inbox to Reconciliation: Automatically Gathering Carrier Statements with Applied Recon
1:30 PM - 2:30 PM
East Coast USA Time
(2747) From Inbox to Reconciliation: Automatically Gathering Carrier Statements with Applied Recon
Location: Chesapeake 9
Applied Presenter:
Scott Ingram
– Applied Systems
Applied Representative:
Nash Qadri (he/him/his)
– Applied Systems
Financial Management
1:30 PM - 2:30 PM
East Coast USA Time
Getting the Most from Ivans Distribution Platform: Best Practices for Configuration, Growth, and Insight
1:30 PM - 2:30 PM
East Coast USA Time
(2608) Getting the Most from Ivans Distribution Platform: Best Practices for Configuration, Growth, and Insight
Location: Chesapeake 12
Applied Presenter:
Jamie Taylor (she/her/hers)
– Ivans
Applied Presenter:
Kenny Hendricks
Carrier Workflows and Connectivity
1:30 PM - 2:30 PM
East Coast USA Time
Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
1:30 PM - 2:30 PM
East Coast USA Time
(2835) Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
Location: Chesapeake G
Applied Presenter:
Jeff Newman
– Applied Systems
Applied Representative:
Stacey Tipton Gelyon
– Applied Systems, Inc.
Applied Representative:
Janice Sierra (she/her/hers)
– Applied Systems
Applied Representative:
Kelly Abrams
– Applied Systems
Financial Management
1:30 PM - 2:30 PM
East Coast USA Time
Hands-On Lab: Ivans Exchange
1:30 PM - 2:30 PM
East Coast USA Time
(2616) Hands-On Lab: Ivans Exchange
Location: Chesapeake D
Applied Presenter:
Brian Marable
– Ivans
Applied Presenter:
Jorge Martinez
– Ivans
Applied Representative:
Shawn Francis
– Ivans
Applied Representative:
Heather Prabish (she/her/hers)
– Ivans
Carrier Workflows and Connectivity
1:30 PM - 2:30 PM
East Coast USA Time
Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
1:30 PM - 2:30 PM
East Coast USA Time
(2832) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
Location: Chesapeake 6
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Michael J. Bruns
– Connected Commercial Lines & Indio
Applied Representative:
Micah J. Bean
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Commercial Lines
1:30 PM - 2:30 PM
East Coast USA Time
Journal Entries in Applied Epic
1:30 PM - 2:30 PM
East Coast USA Time
(2725) Journal Entries in Applied Epic
Location: Cherry Blossom
Presenter:
Aaron C. Glass (he/him/his)
– 104600
Applied Representative:
Larry Klutzke CPA
– Applied Systems
Financial Management
1:30 PM - 2:30 PM
East Coast USA Time
Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines
1:30 PM - 2:30 PM
East Coast USA Time
(2758) Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines
Location: Maryland A
Applied Presenter:
Deidre Kopitonchuk
– Applied Systems
Applied Presenter:
Lindsay Stradeski (she/her/hers)
– Applied Systems
Personal Lines
1:30 PM - 2:30 PM
East Coast USA Time
Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing
1:30 PM - 2:30 PM
East Coast USA Time
(2663) Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing
Location: Anapolis 1
Applied Presenter:
Andrew Shapiro
– Applied Systems
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Commercial Lines
1:30 PM - 2:30 PM
East Coast USA Time
The Title Comes Last: How Real Leaders Earn Their Influence
1:30 PM - 2:30 PM
East Coast USA Time
(2825) The Title Comes Last: How Real Leaders Earn Their Influence
Location: National Harbor 5
Presenter:
Justin Goodman
– Total CSR
Professional Development
1:30 PM - 2:30 PM
East Coast USA Time
Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)
1:30 PM - 2:30 PM
East Coast USA Time
(2664) Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)
Location: Woodrow Wilson D
Panelist:
Amanda M. Edlin
– Sterling G Thompson Co
Panelist:
Alysha Phillips (she/her/hers)
– The Mahoney Group
Panelist:
Jenna Silva (she/her/hers)
– C3 Risk & Insurance Services
Panelist:
Ashley Volk (she/her/hers)
– Christensen Group Insurance
Applied Moderator:
Mario Solis
– Applied Systems
Commercial Lines
3:15 PM - 4:15 PM
East Coast USA Time
Guest Keynote: George W. Bush
3:15 PM - 4:15 PM
East Coast USA Time
Guest Keynote: George W. Bush
Location: Potomac Ballroom
4:15 PM - 5:45 PM
East Coast USA Time
Networking Reception in the Applied Net Exchange
4:15 PM - 5:45 PM
East Coast USA Time
Networking Reception in the Applied Net Exchange
7:00 PM - 10:00 PM
East Coast USA Time
Waterfront Block Party at National Harbor
7:00 PM - 10:00 PM
East Coast USA Time
Waterfront Block Party at National Harbor
Thursday, October 1, 2026
7:00 AM - 7:45 AM
East Coast USA Time
Breakfast
7:00 AM - 7:45 AM
East Coast USA Time
Breakfast
7:00 AM - 11:00 AM
East Coast USA Time
Help Desk Open
7:00 AM - 11:00 AM
East Coast USA Time
Help Desk Open
8:00 AM - 9:00 AM
East Coast USA Time
Applied CSR24-Configuration: Everything You Need to Know
8:00 AM - 9:00 AM
East Coast USA Time
(2646) Applied CSR24-Configuration: Everything You Need to Know
Location: National Harbor 5
Presenter:
Melissa Mallozzi
– JMG Insurance
Presenter:
Lindsay Norman (she/her/hers)
– JMG Insurance Corp
Presenter:
John Forlivio, II
– JMG Insurance
Applied Representative:
Matt Duggan
– Applied Systems
Commercial Lines
8:00 AM - 9:00 AM
East Coast USA Time
Applied Epic Events and Activities: Configure for Maximum Automation and Visibility
8:00 AM - 9:00 AM
East Coast USA Time
(2641) Applied Epic Events and Activities: Configure for Maximum Automation and Visibility
Location: Maryland A
Presenter:
Danielle DuFour (she/her/hers)
– NBT Insurance Agency
Applied Representative:
Mario Solis
– Applied Systems
Core Platform, Automation, and AI
8:00 AM - 9:00 AM
East Coast USA Time
Best Practices to Prepare for Employee Attrition
8:00 AM - 9:00 AM
East Coast USA Time
(2809) Best Practices to Prepare for Employee Attrition
Location: National Harbor 10
Presenter:
Aaron C. Glass (he/him/his)
– 104600
Business Management
8:00 AM - 9:00 AM
East Coast USA Time
Client Contracts in Applied Epic
8:00 AM - 9:00 AM
East Coast USA Time
(2649) Client Contracts in Applied Epic
Location: Cherry Blossom
Presenter:
Brenda C. Nevil, AAI-AIS-ITP (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Commercial Lines
8:00 AM - 9:00 AM
East Coast USA Time
Connecting the Dots: Reports as the Storytellers of Operations
8:00 AM - 9:00 AM
East Coast USA Time
(2770) Connecting the Dots: Reports as the Storytellers of Operations
Location: National Harbor 2
Presenter:
Orquidia Carrion, P&C Licensed (she/her/hers)
– Foundation Risk Partners
Applied Representative:
Allison Haag
– Applied Systems
Reporting, Dashboards, and Data Analytics
8:00 AM - 9:00 AM
East Coast USA Time
Consulting with Applied Benefit Designer
8:00 AM - 9:00 AM
East Coast USA Time
(2687) Consulting with Applied Benefit Designer
Location: Chesapeake 3
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Micah J. Bean
– Applied Systems
Employee Benefits
8:00 AM - 9:00 AM
East Coast USA Time
Custom Form Conversion and Enhancing the Benefit Form Templates
8:00 AM - 9:00 AM
East Coast USA Time
(2676) Custom Form Conversion and Enhancing the Benefit Form Templates
Location: Chesapeake 12
Presenter:
Melissa A. Schultz, RHU, GBA (she/her/hers)
– Hausmann Group
Applied Representative:
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
8:00 AM - 9:00 AM
East Coast USA Time
Delivering Better Risk Appetite Communication to Grow Your Commercial Book
8:00 AM - 9:00 AM
East Coast USA Time
(2605) Delivering Better Risk Appetite Communication to Grow Your Commercial Book
Location: Woodrow Wilson A
Applied Presenter:
Katy Joseph (she/her/hers)
– Ivans
Applied Representative:
Ryan Lapp
– Ivans
Carrier Workflows and Connectivity
8:00 AM - 9:00 AM
East Coast USA Time
Expert Panel: Building Custom Dashboards to Fit Your Agency Needs
8:00 AM - 9:00 AM
East Coast USA Time
(2773) Expert Panel: Building Custom Dashboards to Fit Your Agency Needs
Location: National Harbor 3
Panelist:
Rachel Johnson, AAI-M, CIC, CISR (she/her/hers)
– CRS Insurance Brokerage
Panelist:
Natalia Collura
– Holden & Co. Insurance
Panelist:
Georges A.E. Elsoud
– Nour Assurance
Panelist:
Jason Hoeppner
– NavSav
Applied Moderator:
Med Frezghi
– Applied Systems
Reporting, Dashboards, and Data Analytics
8:00 AM - 9:00 AM
East Coast USA Time
Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic
8:00 AM - 9:00 AM
East Coast USA Time
(2756) Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic
Location: Woodrow Wilson D
Panelist:
Pamela M. Kelly
– AXiA Insurance Services Inc.
Panelist:
Kelly Urban (she/her/hers)
– Harry Levine Insurance
Applied Moderator:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Personal Lines
8:00 AM - 9:00 AM
East Coast USA Time
EZLynx: Experience the Difference "Ask EVA" Can Make in Your Agency
8:00 AM - 9:00 AM
East Coast USA Time
(2711) EZLynx: Experience the Difference "Ask EVA" Can Make in Your Agency
Location: Riverview 1
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
8:00 AM - 9:00 AM
East Coast USA Time
EZLynx: Stop the Revolving Door | How Employee Onboarding Can Make a Difference
8:00 AM - 9:00 AM
East Coast USA Time
(2722) EZLynx: Stop the Revolving Door | How Employee Onboarding Can Make a Difference
Location: Riverview 3
Presenter:
Amanda Crawford (she/her/hers)
– Compass Insurance Group
EZLynx
8:00 AM - 9:00 AM
East Coast USA Time
EZLynx: The Tools Behind Exceptional Client Service
8:00 AM - 9:00 AM
East Coast USA Time
(2710) EZLynx: The Tools Behind Exceptional Client Service
Location: Riverview 5
Applied Presenter:
Stacey Eickhorst
– EZLynx
Applied Representative:
Jerin Daniel
– EZLynx
EZLynx
8:00 AM - 9:00 AM
East Coast USA Time
From Identity to Impact: Employer Branding That Fuels Growth
8:00 AM - 9:00 AM
East Coast USA Time
(2818) From Identity to Impact: Employer Branding That Fuels Growth
Location: Anapolis 1
Presenter:
Samantha Baldridge (she/her/hers)
– Applied Systems
Professional Development
8:00 AM - 9:00 AM
East Coast USA Time
Transforming Agency Operations with SharePoint: Communication, Training and Beyond
8:00 AM - 9:00 AM
East Coast USA Time
(2816) Transforming Agency Operations with SharePoint: Communication, Training and Beyond
Location: Woodrow Wilson B
Presenter:
Karla J. Myers, CIC, CWCA (she/her/hers)
– Franconia Insurance & Financial Services
Business Management
8:00 AM - 9:00 AM
East Coast USA Time
Understanding and Balancing Financial Reports in Applied Epic
8:00 AM - 9:00 AM
East Coast USA Time
(2724) Understanding and Balancing Financial Reports in Applied Epic
Location: Maryland D
Presenter:
Maureen Boenig, CIC, CISR (she/her/hers)
– Maureen Boeing Consulting LLC
Applied Representative:
Jeff Newman
– Applied Systems
Financial Management
8:00 AM - 9:00 AM
East Coast USA Time
Unlock Hidden Power: Advanced SET Commands
8:00 AM - 9:00 AM
East Coast USA Time
(2637) Unlock Hidden Power: Advanced SET Commands
Location: Chesapeake A
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jordan Trapp (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
8:00 AM - 9:00 AM
East Coast USA Time
Expert Panel: The Pressure We Carry: Mental Health at Work
8:00 AM - 9:00 AM
East Coast USA Time
(2803) Expert Panel: The Pressure We Carry: Mental Health at Work
Location: Chesapeake J
Panelist:
James Jenkins
Panelist:
Cally Lever (she/her/hers)
– CRS Insurance Brokerage, Inc.
Panelist:
Kaira Mercer-Jones (she/her/hers)
– The Gibraltar Group Insurance Services
Panelist:
Jenna Silva (she/her/hers)
– C3 Risk & Insurance Services
Applied Moderator:
Janice Sierra (she/her/hers)
– Applied Systems
Professional Development
8:00 AM - 9:00 AM
East Coast USA Time
Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance
8:00 AM - 9:00 AM
East Coast USA Time
(2762) Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance
Location: Chesapeake 9
Presenter:
Jamie Cox
– SIAA/ Agents United
Applied Presenter:
Linda Bendele
– Applied Systems
Personal Lines
9:30 AM - 10:30 AM
East Coast USA Time
Applied Epic Invoicing: It's More than Just a One-Time Premium
9:30 AM - 10:30 AM
East Coast USA Time
(2675) Applied Epic Invoicing: It's More than Just a One-Time Premium
Location: National Harbor 12
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Presenter:
Brenda C. Nevil, AAI-AIS-ITP (she/her/hers)
– Alliant Insurance Services, Inc.
Commercial Lines
9:30 AM - 10:30 AM
East Coast USA Time
Applied Epic Premium Fields: What They Are and How to Report on Them
9:30 AM - 10:30 AM
East Coast USA Time
(2728) Applied Epic Premium Fields: What They Are and How to Report on Them
Location: Maryland A
Applied Presenter:
Ro Olguin
– Applied Systems
Applied Representative:
Allison Haag
– Applied Systems
Financial Management
9:30 AM - 10:30 AM
East Coast USA Time
Applied Epic Reports Deep Dive: Advanced Layouts
9:30 AM - 10:30 AM
East Coast USA Time
(2797) Applied Epic Reports Deep Dive: Advanced Layouts
Location: Maryland B
Applied Presenter:
Jordan Trapp (she/her/hers)
– Applied Systems
Applied Presenter:
Jim Zell
– Applied Systems
Reporting, Dashboards, and Data Analytics
9:30 AM - 10:30 AM
East Coast USA Time
Building Better Training: What Worked, What Didn't and What Changed
9:30 AM - 10:30 AM
East Coast USA Time
(2807) Building Better Training: What Worked, What Didn't and What Changed
Location: National Harbor 5
Presenter:
Heather Brown
– Howden
Business Management
9:30 AM - 10:30 AM
East Coast USA Time
Clicks That Count: A Real-Time Applied Epic How-To
9:30 AM - 10:30 AM
East Coast USA Time
(2631) Clicks That Count: A Real-Time Applied Epic How-To
Location: Maryland D
Presenter:
Christina Kubes (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Representative:
Laura Jermyn
– Applied Systems
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
Design Your Legacy: From Trusted Account Manager to Intentional Leader
9:30 AM - 10:30 AM
East Coast USA Time
(2824) Design Your Legacy: From Trusted Account Manager to Intentional Leader
Location: National Harbor 12
Presenter:
Jennifer Nielsen, CPRIA, IA-MBA, CISR (she/her/hers)
– Triangle Risk Advisors
Professional Development
9:30 AM - 10:30 AM
East Coast USA Time
Download Is Our Mail: Building a High-Volume Suspense Playbook
9:30 AM - 10:30 AM
East Coast USA Time
(2622) Download Is Our Mail: Building a High-Volume Suspense Playbook
Location: Chesapeake 3
Presenter:
Amy Hill (she/her/hers)
– NFP Property & Casualty, an Aon Company
Presenter:
Ashley Westmoreland
– NFP an Aon Company
Applied Representative:
Jennifer Grayson
– Applied Systems
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
Expert Panel: How Organizations Build a Strong High Net Worth Client Program
9:30 AM - 10:30 AM
East Coast USA Time
(2766) Expert Panel: How Organizations Build a Strong High Net Worth Client Program
Location: Maryland C
Panelist:
Lisa Hamm
– Clyde Paul Agency, Inc.
Applied Moderator:
Patrick Ward (he/him/his)
– Applied Systems
Panelist:
Stephanie A. LaChance (she/her/hers)
– JMG Insurance Corp
Panelist:
Lynn E. Hudson
– Turner Agency, Inc.
Personal Lines
9:30 AM - 10:30 AM
East Coast USA Time
EZLynx: Boosting Sales with an Effective CRM
9:30 AM - 10:30 AM
East Coast USA Time
(2709) EZLynx: Boosting Sales with an Effective CRM
Location: Riverview 5
Applied Representative:
Jerin Daniel
– EZLynx
Applied Presenter:
Chip Shaw
EZLynx
9:30 AM - 10:30 AM
East Coast USA Time
EZLynx: Quote Personal Lines Faster, Propose Smarter
9:30 AM - 10:30 AM
East Coast USA Time
(2704) EZLynx: Quote Personal Lines Faster, Propose Smarter
Location: Riverview 3
Applied Presenter:
Raj Jacob
– EZLynx
Applied Representative:
Ashok Reddy
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
9:30 AM - 10:30 AM
East Coast USA Time
EZLynx: The New and Improved eSignature Workflow
9:30 AM - 10:30 AM
East Coast USA Time
(2708) EZLynx: The New and Improved eSignature Workflow
Location: Riverview 1
Applied Presenter:
Raquel Velez (she/her/hers)
– EZLynx
Applied Representative:
Steve Jentzsch (he/him/his)
– EZLynx
EZLynx
9:30 AM - 10:30 AM
East Coast USA Time
From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship
9:30 AM - 10:30 AM
East Coast USA Time
(2811) From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship
Location: Chesapeake 12
Presenter:
Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his)
– The Hartwell Corporation
Business Management
9:30 AM - 10:30 AM
East Coast USA Time
Implementing Applied Epic Opportunities
9:30 AM - 10:30 AM
East Coast USA Time
(2619) Implementing Applied Epic Opportunities
Location: National Harbor 10
Presenter:
Logan Modlin
– Hawkins Harrison Insurance
Applied Representative:
Glenn Wharton
– Applied Systems
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices
9:30 AM - 10:30 AM
East Coast USA Time
(2623) Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices
Location: National Harbor 11
Presenter:
Meagan Kennemer
– Higginbotham
Applied Representative:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Core Platform, Automation, and AI
9:30 AM - 10:30 AM
East Coast USA Time
Mastering the Basics of Renewals Manager for Personal Lines
9:30 AM - 10:30 AM
East Coast USA Time
(2757) Mastering the Basics of Renewals Manager for Personal Lines
Location: Chesapeake 9
Presenter:
Ingrid Smith, ANFI, ACSR (she/her/hers)
– Authur J Gallagher
Applied Representative:
Mario Solis
– Applied Systems
Personal Lines
9:30 AM - 10:30 AM
East Coast USA Time
Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
9:30 AM - 10:30 AM
East Coast USA Time
(2740) Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
Location: National Harbor 2
Applied Presenter:
Larry Klutzke CPA
– Applied Systems
Applied Representative:
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Financial Management
9:30 AM - 10:30 AM
East Coast USA Time
Turning Expertise Into Impact: Building Successful SME Programs
9:30 AM - 10:30 AM
East Coast USA Time
(2817) Turning Expertise Into Impact: Building Successful SME Programs
Location: Cherry Blossom
Presenter:
Karadee Dunbar, CISR (she/her/hers)
– Alliant Insurance Services
Presenter:
Jayme L. Moreno, AVP
– Alliant Insurance Services
Business Management
9:30 AM - 10:30 AM
East Coast USA Time
Unlocking Insights: Benefits Roundtable Discussion
9:30 AM - 10:30 AM
East Coast USA Time
(2690) Unlocking Insights: Benefits Roundtable Discussion
Location: Anapolis 3
Applied Facilitator:
Kelly Knight
– Applied Systems
Applied Facilitator:
Tom Lind
– Applied Systems
Applied Facilitator:
Belinda Gilligan
Applied Facilitator:
Burt Tower (he/him/his)
– Applied Systems
Applied Facilitator:
JC Mahan (he/him/his)
– Applied Systems
Employee Benefits
9:30 AM - 10:30 AM
East Coast USA Time
Expert Panel: The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter
9:30 AM - 10:30 AM
East Coast USA Time
(2804) Expert Panel: The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter
Location: Chesapeake J
Panelist:
James Jenkins
Panelist:
Cally Lever (she/her/hers)
– CRS Insurance Brokerage, Inc.
Panelist:
Jules Mauer (she/her/hers)
– TRICOR Insurance
Applied Moderator:
Adam Hendry
– Applied Systems
Professional Development
