Full Schedule

1:30 PM – 4:30 PM CST

(AUG) AUGIE Meeting (Pre-Registration Required)

Location: Canal A

3:00 PM – 6:00 PM CST

Registration and Help Desk Open

Location: Delta Lobby

5:00 PM – 7:00 PM CST

Ivans Connect Welcome Reception (additional registration required)

Location: Waters Edge

Ivans Connect

7:00 AM – 7:00 PM CST

Registration and Help Desk Open

Location: Delta Lobby

8:30 AM – 10:30 AM CST

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

Location: Bayou E

Pre-Conference Program

9:00 AM – 9:45 AM CST

Ivans Connect: Keynote Address

Location: Presidential Ballroom D

Ivans Connect

9:00 AM – 12:00 PM CST

(EML) Pre-Conference: Emerging Leaders Program

Location: Bayou A

Pre-Conference Program

9:45 AM – 10:15 AM CST

Ivans Connect: Product Update

Location: Presidential Ballroom D

Ivans Connect

10:30 AM – 11:30 AM CST

Ivans Connect: The Rise of Generative AI Solutions in Insurance

Location: Presidential Ballroom D

Ivans Connect

10:30 AM – 12:30 PM CST

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

Location: Bayou E

Pre-Conference Program

11:30 AM – 11:45 AM CST

Ivans Connect: Client Spotlights

Location: Presidential Ballroom D

Ivans Connect

11:45 AM – 12:00 PM CST

Ivans Connect: Ivans Spark Awards Ceremony

Location: Presidential Ballroom D

Ivans Connect

1:00 PM – 2:00 PM CST

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

Location: Presidential Ballroom D

Ivans Connect

1:00 PM – 2:00 PM CST

Ivans Connect: Revolutionizing Commercial Insurance Breakout

Location: Presidential Ballroom B

Ivans Connect

1:00 PM – 2:00 PM CST

(2426) Applied Epic Configuration Roundtable

Location: Bayou A

Presenter: – Wrangler Insurance

Presenter: – NBT Insurance Agency

Applied Systems Representative: – Applied Systems

Applied Systems Representative: – Ivans

Insurer Connectivity

1:00 PM – 2:00 PM CST

(2427) How to Use Download in Your EZLynx Workflows

Location: Canal E

Applied Systems Presenter: – EZLynx

Insurer Connectivity

1:00 PM – 2:00 PM CST

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

Location: Ryman Ballroom B

Presenter: – Rollo Insurance

Professional Development

1:00 PM – 2:00 PM CST

(2443) Leading Transformational Conversations

Location: Ryman Ballroom E

Presenter: – Pathfinder Strategies

Professional Development

1:00 PM – 2:00 PM CST

(2450) Creating Accountability Workbooks for Your Team

Location: Tennessee Ballroom C

Presenter: – FBinsure

Business Management

1:00 PM – 2:00 PM CST

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

Location: Ryman Studio L

Presenter: – Acrisure

Business Management

1:00 PM – 2:00 PM CST

(2501) Streamline Shared Inboxes with Applied Epic Email Monitoring

Location: Ryman Studio O

Applied Systems Presenter: – Applied Systems

System Administration and Configuration

1:00 PM – 2:00 PM CST

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

Location: Tennessee Ballroom D

Moderator: – Kite Tech Group

Panelist: – Blue Ridge Risk Partners

Panelist: – Kite Technology Group

Panelist: – RLS Consulting

Applied Systems Panelist: – Applied Systems

Personal & Commercial Servicing - Mobile

1:00 PM – 2:00 PM CST

(2529) EZLynx: Winning New Personal Lines Business

Location: Canal A

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

Applied Systems Representative: – EZLynx

EZLynx

1:00 PM – 2:00 PM CST

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

Location: Canal C

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

EZLynx

1:00 PM – 2:00 PM CST

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

Location: Ryman Studio P

Presenter: – Maureen Boeing Consulting

Payments and Accounting

1:00 PM – 2:00 PM CST

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

Location: Ryman Ballroom F

Applied Systems Presenter: – Applied Systems

Payments and Accounting

1:00 PM – 2:00 PM CST

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

Location: Ryman Ballroom C

Presenter: – Alliant Insurance Services, Inc.

Personal & Commercial Servicing - General

1:00 PM – 2:00 PM CST

(2610) Client Contracts in Applied Epic

Location: Ryman Studio A

Presenter: – Alliant Insurance Services, Inc.

Applied Systems Representative: – Applied Systems

Presenter: – Alliant Insurance

Personal & Commercial Servicing - General

1:00 PM – 2:00 PM CST

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

Location: Tennessee Ballroom B

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - General

1:00 PM – 2:00 PM CST

(2632) Making the Applied Epic Marketing Module Work for You

Location: Ryman Studio D

Presenter: – Sihle Insurance Group

Presenter: – Darr Schackow Insurance Agency

Presenter: – John M Glover Agency

Applied Systems Representative: – Applied Systems

Sales and Marketing

1:00 PM – 4:00 PM CST

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

Location: Bayou E

Pre-Conference Program

2:15 PM – 3:15 PM CST

Ivans Connect: Agent’s Council for Technology Roundtable

Location: Presidential Ballroom B

Ivans Connect

2:30 PM – 3:30 PM CST

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

Location: Ryman Ballroom E

Presenter: – blueC 802 Inc

Sponsored Sessions

2:30 PM – 3:30 PM CST

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

Location: Ryman Ballroom C

Moderator: – Insuredmine

Panelist: – Rollo Insurance

Panelist: – High Street Insurance Partners

Sponsored Sessions

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio P

Presenter: – WAHVE

Sponsored Sessions

2:30 PM – 3:30 PM CST

(2655) Leveraging AI to Enhance the Policy Checking Experience

Location: Ryman Studio O

Presenter: – Patra Corporation

Sponsored Sessions

2:30 PM – 3:30 PM CST

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

Location: Tennessee Ballroom B

Presenter: – Comulate

Sponsored Sessions

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio L

Presenter: – Edge

Sponsored Sessions

2:30 PM – 3:30 PM CST

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

Location: Ryman Ballroom F

Presenter: – Exdion Insurance

Sponsored Sessions

2:30 PM – 3:30 PM CST

(2659) Applied Epic Integration with IPFS

Location: Ryman Ballroom B

Presenter: – Imperial PFS

Sponsored Sessions

2:30 PM – 3:30 PM CST

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

Location: Tennessee Ballroom D

Presenter: – Quandri

Presenter:

Panelist:

Sponsored Sessions

2:30 PM – 3:30 PM CST

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

Location: Tennessee Ballroom C

Presenter: – Total CSR

Sponsored Sessions

3:15 PM – 3:30 PM CST

Ivans Connect: Meet Ivans

Location: Presidential Ballroom D

Ivans Connect

4:00 PM – 5:00 PM CST

Networking Roundtables

Location: Governor's Ballroom

5:00 PM – 7:00 PM CST

Welcome Reception in the Applied Net Exchange

Location: Ryman Hall

7:00 AM – 7:45 AM CST

Breakfast

Location: Ryman Hall

7:00 AM – 6:00 PM CST

Registration and Help Desk Open

Location: Delta Lobby

8:00 AM – 10:00 AM CST

Opening Session and Keynote Addresses

Location: Delta Ballroom

Presenter: – Applied Systems

10:30 AM – 11:30 AM CST

Learning Lounge - Accountants & Finance Personnel

Location: Presidential Lobby

Learning Lounge Facilitator: – Hotaling Insurance Services

Learning Lounge Facilitator: – Sterling Thompson Company

Learning Lounge

10:30 AM – 11:30 AM CST

Learning Lounge - HR Managers

Location: Ryman Hall Foyer

Learning Lounge Facilitator: – The Insurance Market

Learning Lounge

10:30 AM – 11:30 AM CST

Learning Lounge – Owners/Principals

Location: Bayou/Canal Overlook

Learning Lounge Facilitator:

Learning Lounge

10:30 AM – 11:30 AM CST

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

Location: Ryman Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

10:30 AM – 11:30 AM CST

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

Location: Ryman Studio P

Applied Systems Moderator: – Applied Systems

Panelist: – Cowan Insurance Group

Panelist: – EHD Insurance

Panelist: – Connor & Gallagher OneSource

Applied Systems Representative: – Applied Systems

Employee Benefits

10:30 AM – 11:30 AM CST

(2421) Hands-On Lab: Ivans 101

Location: Ryman Studio J

Applied Systems Presenter: – Ivans

Applied Systems Representative: – Ivans

Applied Systems Representative: – Applied Systems

Insurer Connectivity

10:30 AM – 11:30 AM CST

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

Location: Governor's Ballroom C

Applied Systems Moderator: – Applied Systems

Panelist: – Highstreet Insurance Partners

Panelist: – Perspective Insurance

Panelist: – Highstreet insurance & Financial Services

Applied Systems Representative: – Applied Systems

Insurer Connectivity

10:30 AM – 11:30 AM CST

(2432) Configuring Download in Applied Epic

Location: Presidential Ballroom C

Applied Systems Presenter: – Applied Systems

Insurer Connectivity

10:30 AM – 11:30 AM CST

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

Location: Ryman Ballroom E

Applied Systems Presenter: – Applied Systems

Professional Development

10:30 AM – 11:30 AM CST

(2451) How to Lead Your Employees Through an Acquisition

Location: Canal E

Presenter: – Highstreet Insurance & Financial Services

Business Management

10:30 AM – 11:30 AM CST

(2461) Inclusive Workplace: Creating ERGs and Councils

Location: Canal A

Applied Systems Presenter: – Applied Systems

Presenter: – Alliant Insurance Services

Applied Systems Presenter: – Applied Systems

Business Management

10:30 AM – 11:30 AM CST

(2468) Getting Started with Applied API Suite

Location: Ryman Ballroom C

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

10:30 AM – 11:30 AM CST

(2471) Epic Dashboards Overview

Location: Bayou C

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

10:30 AM – 11:30 AM CST

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

Location: Governor's Ballroom A

Presenter: – Acrisure, LLC.

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

10:30 AM – 11:30 AM CST

(2484) How to Successfully Harness Data in Your Organization

Location: Canal C

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

10:30 AM – 11:30 AM CST

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

Location: Ryman Studio A

Applied Systems Presenter: – Applied Systems

System Administration and Configuration

10:30 AM – 11:30 AM CST

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

Location: Ryman Studio L

Presenter: – AB Solutions Inc.

System Administration and Configuration

10:30 AM – 11:30 AM CST

(2511) Applied Epic Tips and Tricks – Administration

Location: Tennessee Ballroom C

Presenter: – Oakbridge Insurance Agency

Presenter: – Maureen Boeing Consulting

System Administration and Configuration

10:30 AM – 11:30 AM CST

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

Location: Tennessee Ballroom D

Panelist: – Jack Bradley Agency

Panelist: – Commercial Insurance Associates

Panelist: – Foundation Risk Partners

Panelist: – OneDigital/RiskSOURCE

Applied Systems Moderator: – Applied Systems

System Administration and Configuration

10:30 AM – 11:30 AM CST

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

Location: Ryman Studio D

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

10:30 AM – 11:30 AM CST

(2541) EZLynx Keynote

Location: Presidential Ballroom D

Applied Systems Presenter: – Applied Systems

Applied Systems Presenter: – EZLynx

EZLynx

10:30 AM – 11:30 AM CST

(2548) Agency Billing in Applied Epic – Part 1

Location: Tennessee Ballroom B

Presenter: – Kite Technology Group

Payments and Accounting

10:30 AM – 11:30 AM CST

(2553) Roundtable: Applied Epic Accounting Chat

Location: Bayou A

Presenter: – IAAB

Applied Systems Representative: – Applied Systems

Payments and Accounting

10:30 AM – 11:30 AM CST

(2560) Applied Pay Roadmap

Location: Governor's Ballroom B

Applied Systems Presenter: – Applied Systems

Payments and Accounting

10:30 AM – 11:30 AM CST

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

Location: Ryman Studio O

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

10:30 AM – 11:30 AM CST

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

Location: Bayou E

Panelist: – RiskSOURCE/OneDigital

Panelist: – Ball-Martin Insurance Agency, Inc.

Panelist: – Blue Ridge Risk Partners

Panelist: – The Gibraltar Group - Insurance Services

Applied Systems Moderator: – Applied Systems

Personal & Commercial Servicing - Quoting

10:30 AM – 11:30 AM CST

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

Location: Ryman Studio I

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

10:30 AM – 11:30 AM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Indio

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

10:30 AM – 11:30 AM CST

(2622) Applied Epic New Features and Future Roadmap

Location: Presidential Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

10:30 AM – 11:30 AM CST

(2629) Getting Acquainted with Applied Marketing Automation

Location: Ryman Ballroom F

Applied Systems Presenter: – Applied Systems

Sales and Marketing

11:30 AM – 1:00 PM CST

Lunch & Applied Net Exchange Open

Location: Ryman Hall

1:00 PM – 2:00 PM CST

Learning Lounge - Employee Benefits Brokers

Location: Ryman Hall Foyer

Learning Lounge Facilitator: – EHD Insurance

Learning Lounge Facilitator:

Learning Lounge Facilitator: – Morris & Garritano Insurance

Learning Lounge

1:00 PM – 2:00 PM CST

Learning Lounge - Large Organizations

Location: Presidential Lobby

Learning Lounge Facilitator: – Frost Insurance Agency, Inc.

Learning Lounge Facilitator: – Morris & Garritano Insurance

Learning Lounge Facilitator: – NBT Insurance Agency

Learning Lounge

1:00 PM – 2:00 PM CST

Learning Lounge - Small Organizations

Location: Bayou/Canal Overlook

Learning Lounge Facilitator: – The Harbin Agency

Learning Lounge

1:00 PM – 2:00 PM CST

(2410) ABCs of Applied Benefits Designer

Location: Ryman Studio A

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

1:00 PM – 2:00 PM CST

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

Location: Ryman Ballroom F

Applied Systems Presenter: – Applied Systems

Presenter: – Patriot Growth Insurance Services

Employee Benefits

1:00 PM – 2:00 PM CST

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

Location: Governor's Ballroom B

Presenter: – Arthur J Gallagher Risk Mgmt Services

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Insurer Connectivity

1:00 PM – 2:00 PM CST

(2458) Leveraging Best Practices to Maximize Agency Valuation

Location: Bayou C

Presenter: – Reagan Consulting

Business Management

1:00 PM – 2:00 PM CST

(2467) Applied API Suite: Roadmap to Innovation

Location: Ryman Studio L

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

1:00 PM – 2:00 PM CST

(2470) Epic Dashboards Roadmap

Location: Governor's Ballroom A

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

1:00 PM – 2:00 PM CST

(2487) Introduction to Accounting Reports

Location: Tennessee Ballroom C

Presenter: – SIAA - Glenwood Insurance

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

1:00 PM – 2:00 PM CST

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

Location: Tennessee Ballroom D

Applied Systems Moderator: – Applied Systems

Panelist: – Acera Insurance Services Ltd.

Panelist: – The Daniel and Henry Co.

Panelist: – OneDigital

Panelist: – AssuredPartners

Applied Systems Representative: – Applied Systems

System Administration and Configuration

1:00 PM – 2:00 PM CST

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

Location: Presidential Ballroom D

Presenter: – Sihle Insurance Group

Presenter: – John M Glover Agency

Presenter: – Darr Schackow Insurance Agency

System Administration and Configuration

1:00 PM – 2:00 PM CST

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

Location: Bayou E

Panelist: – OVD Insurance

Applied Systems Moderator: – Applied Systems

Panelist: – Huestis Insurance Group

Applied Systems Panelist:

System Administration and Configuration

1:00 PM – 2:00 PM CST

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

Location: Canal A

Presenter: – StreetSmart Insurance

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

EZLynx

1:00 PM – 2:00 PM CST

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

Location: Canal C

Applied Systems Representative: – Applied Systems

Applied Systems Presenter: – Applied Systems

EZLynx

1:00 PM – 2:00 PM CST

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

Location: Ryman Studio J

Presenter: – Reed Insurance

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

1:00 PM – 2:00 PM CST

(2549) Agency Billing in Applied Epic – Part 2

Location: Tennessee Ballroom B

Presenter: – Kite Technology Group

Payments and Accounting

1:00 PM – 2:00 PM CST

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

Location: Bayou A

Presenter: – Forth Insurance, LLC

Applied Systems Representative: – Applied Systems

Payments and Accounting

1:00 PM – 2:00 PM CST

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

Location: Ryman Studio P

Panelist: – The Dowd Agencies

Panelist: – Cornerstone Insurance Group

Panelist: – Legacy Risk Solutions, LLC

Applied Systems Moderator: – Applied Systems

Payments and Accounting

1:00 PM – 2:00 PM CST

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

Location: Ryman Ballroom B

Applied Systems Presenter: – Applied Systems

Presenter: – AFCO Direct

Applied Systems Representative: – Applied Systems

Applied Systems Representative: – Applied Pay

Payments and Accounting

1:00 PM – 2:00 PM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

1:00 PM – 2:00 PM CST

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

Location: Ryman Studio O

Presenter: – Rollo Insurance Group

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - Mobile

1:00 PM – 2:00 PM CST

(2590) Introduction to Ask Kodiak for Agents

Location: Ryman Studio D

Applied Systems Presenter: – Ivans

Applied Systems Presenter: – Ivans / Ask Kodiak

Personal & Commercial Servicing - Quoting

1:00 PM – 2:00 PM CST

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

Location: Presidential Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

1:00 PM – 2:00 PM CST

(2600) What’s New in Canadian Personal Lines

Location: Presidential Ballroom C

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

1:00 PM – 2:00 PM CST

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

Location: Ryman Ballroom C

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

1:00 PM – 2:00 PM CST

(2613) Expert Panel: Renewals Manager and Activities Maintenance

Location: Governor's Ballroom C

Panelist: – Morrow Insurance Agency, Inc.

Panelist: – Union City Insurance

Panelist: – Assured Partners

Applied Systems Moderator: – Applied Systems

Personal & Commercial Servicing - General

1:00 PM – 2:00 PM CST

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

Location: Ryman Studio I

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

1:00 PM – 2:00 PM CST

(2628) Introduction and Overview of Applied Epic for Salesforce

Location: Ryman Ballroom E

Applied Systems Presenter: – Applied Systems

Sales and Marketing

1:00 PM – 2:00 PM CST

(2630) Employing Wellness Programs to Boost Employee Retention and Productivity While Reducing Costs

Location: Canal E

Applied Systems Presenter: – Applied Systems

Sales and Marketing

2:30 PM – 3:30 PM CST

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

Location: Ryman Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

2:30 PM – 3:30 PM CST

(2415) Applied Epic Download Suspense Assignment Tips and Tricks

Location: Bayou E

Presenter: – TRICOR, LLC

Applied Systems Presenter: – Applied Systems

Insurer Connectivity

2:30 PM – 3:30 PM CST

(2424) Ivans Exchange – Past, Present and Future

Location: Ryman Ballroom E

Applied Systems Presenter: – Ivans

Insurer Connectivity

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio D

Presenter: – Alliant Insurance Services, Inc.

Presenter: – Alliant Insurance Services

Professional Development

2:30 PM – 3:30 PM CST

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

Location: Bayou A

Presenter: – The Liberty Company Insurance Brokers

Applied Systems Moderator: – Applied Systems

Business Management

2:30 PM – 3:30 PM CST

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

Location: Ryman Ballroom F

Presenter: – Acrisure LLC

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio J

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:30 PM – 3:30 PM CST

(2483) Demystifying Applied Data and Analytics Products

Location: Presidential Ballroom D

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:30 PM – 3:30 PM CST

(2497) Planning a Successful Move to Applied Epic Browser

Location: Tennessee Ballroom B

Presenter: – OneDigital

Applied Systems Presenter: – Applied Systems

System Administration and Configuration

2:30 PM – 3:30 PM CST

(2504) The Power of the Pivot Table

Location: Ryman Studio O

Presenter: – Alexant Systems Corporation

System Administration and Configuration

2:30 PM – 3:30 PM CST

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

Location: Governor's Ballroom A

Presenter: – AB Solutions Inc.

System Administration and Configuration

2:30 PM – 3:30 PM CST

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

Location: Canal A

Applied Systems Presenter: – EZLynx

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – EZLynx

EZLynx

2:30 PM – 3:30 PM CST

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

Location: Canal C

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

2:30 PM – 3:30 PM CST

(2536) EZLynx: Keeping Track of Agency Health

Location: Canal E

Presenter: – Compass Insurance Group, LLC

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio A

Applied Systems Presenter: – Applied Systems

Payments and Accounting

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Payments and Accounting

2:30 PM – 3:30 PM CST

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

Location: Governor's Ballroom C

Panelist: – Wilkinson Insurance Agency

Panelist: – Commercial Insurance Associates, LLC

Panelist: – Heffernan Group

Panelist: – Snellings Walters Insurance Agency

Applied Systems Moderator: – Applied Systems

Applied Systems Representative: – Applied Systems

Payments and Accounting

2:30 PM – 3:30 PM CST

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

Location: Tennessee Ballroom C

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

2:30 PM – 3:30 PM CST

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

Location: Presidential Ballroom B

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - Quoting

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio P

Applied Systems Moderator: – Applied Systems

Panelist: – AssuredPartners

Panelist: – Rollo Insurance Group Inc.

Personal & Commercial Servicing - Quoting

2:30 PM – 3:30 PM CST

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

Location: Tennessee Ballroom D

Applied Systems Moderator: – Ivans

Panelist: – Selective Insurance

Panelist: – Chubb

Panelist: – Coterie

Applied Systems Representative:

Personal & Commercial Servicing - Quoting

2:30 PM – 3:30 PM CST

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

Location: Ryman Studio I

Presenter: – Higginbotham

Presenter: – LMBF Insurance

Presenter: – Kite Technology Group

Presenter: – Trimble-Batjer an Alera Group Company

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - General

2:30 PM – 3:30 PM CST

(2627) Maximizing Applied Marketing Automation in the First 90 Days

Location: Governor's Ballroom B

Applied Systems Representative: – Applied Systems

Applied Systems Presenter: – Applied Systems

Sales and Marketing

2:30 PM – 3:30 PM CST

(2636) Maximize Your Digital Footprint to Drive Small Commercial Business Growth

Location: Ryman Studio L

Presenter: – Liberty Mutual Insurance | Safeco Insurance

Applied Systems Representative: – Applied Systems

Sales and Marketing

2:30 PM – 3:30 PM CST

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

Location: Ryman Ballroom C

Applied Systems Presenter: – Applied Systems

Presenter: – FIRST Insurance Funding

Presenter:

Presenter: – FIRST Insurance Funding

Applied Systems Representative: – Applied Systems

Applied Systems Representative: – Applied Pay

Payments and Accounting

2:40 PM – 3:20 PM CST

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

Location: Bayou C

Presenter: – Aartrijk

Business Management

2:45 PM – 4:00 PM CST

(2516) Canadian Marketplace Session

Location: Presidential Ballroom C

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - General

3:30 PM – 5:30 PM CST

Networking Reception in the Applied Net Exchange

Location: Ryman Hall

7:00 PM – 10:00 PM CST

A Night Out in Nashville

7:00 AM – 7:45 AM CST

Breakfast

Location: Ryman Hall

7:00 AM – 12:00 PM CST

Registration Open

Location: Delta Lobby

7:00 AM – 6:00 PM CST

Help Desk Open

Location: Delta Lobby

8:00 AM – 9:30 AM CST

Keynote Addresses

Location: Delta Ballroom

10:00 AM – 11:00 AM CST

Learning Lounge - Canadian Brokers

Location: Ryman Hall Foyer

Learning Lounge Facilitator: – OTIP Group of Companies

Learning Lounge Facilitator: – PLATFORM Insurance Management Inc.

Learning Lounge Facilitator: – Huestis Insurance Group

Learning Lounge Facilitator: – OTIP Group of Companies

Learning Lounge

10:00 AM – 11:00 AM CST

Learning Lounge - Client Facing Services - Personal Lines

Location: Presidential Lobby

Learning Lounge Facilitator: – Darr Schackow Insurance Agency

Learning Lounge

10:00 AM – 11:00 AM CST

Learning Lounge - EZLynx Users

Location: Bayou/Canal Overlook

Learning Lounge Facilitator: – Compass Insurance Group, LLC

Learning Lounge Facilitator: – StreetSmart Insurance

Learning Lounge Facilitator: – Western Insurance Associates

Learning Lounge Facilitator:

Learning Lounge

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio P

Panelist: – The Accel Group, LLC

Panelist: – Hausmann Group

Panelist: – The Hartwell Corporation

Applied Systems Moderator: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio L

Presenter: – Cowan Insurance Group

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

10:00 AM – 11:00 AM CST

(2416) Expert Panel: Applied Epic Download Tips

Location: Governor's Ballroom C

Applied Systems Moderator: – Applied Systems

Panelist: – Acrisure LLC

Panelist: – Jack Bradley Agency

Panelist: – OTIP Group of Companies

Applied Systems Representative: – Applied Systems

Insurer Connectivity

10:00 AM – 11:00 AM CST

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

Location: Bayou A

Presenter: – The Harbin Agency

Business Management

10:00 AM – 11:00 AM CST

(2460) The P&C Distribution Landscape

Location: Bayou C

Presenter: – ReSource Pro

Business Management

10:00 AM – 11:00 AM CST

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

Location: Tennessee Ballroom C

Applied Systems Presenter: – Applied Systems

Business Management

10:00 AM – 11:00 AM CST

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

Location: Ryman Ballroom E

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio O

Presenter: – Wedgwood Insurance

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

10:00 AM – 11:00 AM CST

(2488) How One Agency Is Benefiting from Data Visualization

Location: Presidential Ballroom D

Applied Systems Representative: – Applied Systems

Presenter: – Panorama Insurance Associates, Inc

Reporting, Dashboards, and Data Analytics

10:00 AM – 11:00 AM CST

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

Location: Bayou E

Applied Systems Moderator: – Applied Systems

Panelist: – Foundation Risk Partners

Panelist: – LMBF Insurance

Panelist: – Rollo Insurance Group

Panelist: – Wilkinson Insurance Agency

Applied Systems Representative: – Applied Systems

System Administration and Configuration

10:00 AM – 11:00 AM CST

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

Location: Presidential Ballroom C

Panelist: – Downeast Insurance, LLC

Panelist: – OneDigital/RiskSOURCE

Panelist: – Sunstar Insurance Group

Applied Systems Moderator: – Applied Systems

Panelist: – AssuredPartners

System Administration and Configuration

10:00 AM – 11:00 AM CST

(2500) Customize Security and Employee Settings for Success

Location: Ryman Ballroom C

Presenter: – Kapnick

Applied Systems Presenter: – Applied Systems

System Administration and Configuration

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio D

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

10:00 AM – 11:00 AM CST

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

Location: Canal A

Panelist: – StreetSmart Insurance

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

EZLynx

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio J

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

Applied Systems Representative: – EZLynx

EZLynx

10:00 AM – 11:00 AM CST

(2545) EZLynx: Processing Commissions

Location: Canal C

Presenter: – Reed Insurance

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

EZLynx

10:00 AM – 11:00 AM CST

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

Location: Governor's Ballroom A

Presenter: – Alexant Systems Corporation

Payments and Accounting

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Payments and Accounting

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio A

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Payments and Accounting

10:00 AM – 11:00 AM CST

(2580) The Latest Applied CSR24 Configuration Tips

Location: Tennessee Ballroom B

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - Mobile

10:00 AM – 11:00 AM CST

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

Location: Governor's Ballroom B

Presenter: – Kraus-Anderson Insurance Agency, Inc.

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

10:00 AM – 11:00 AM CST

(2593) What’s New in Indio

Location: Ryman Ballroom B

Applied Systems Presenter: – Indio

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

10:00 AM – 11:00 AM CST

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

Location: Tennessee Ballroom D

Panelist: – Carroll Insurance Agency, LTD

Panelist: – Skogman Insurance

Panelist: – CCI, LLC.

Applied Systems Moderator: – Applied Systems

Personal & Commercial Servicing - General

10:00 AM – 11:00 AM CST

(2631) Conquer with Clicks: Simple Drip Campaign Tactics That Drive Results

Location: Ryman Ballroom F

Presenter: – Bravera Insurance, Inc.

Applied Systems Representative: – Applied Systems

Applied Systems Presenter: – Applied Systems

Sales and Marketing

10:00 AM – 11:00 AM CST

(2640) Introducing the Applied AI Lab

Location: Presidential Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

10:00 AM – 11:00 AM CST

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

Location: Ryman Studio I

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

11:30 AM – 12:30 PM CST

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

Location: Ryman Studio O

Presenter: – Kraus-Anderson Insurance Agency, Inc.

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

11:30 AM – 12:30 PM CST

(2409) Shifting Commission Accountability to Producers

Location: Ryman Ballroom C

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

11:30 AM – 12:30 PM CST

(2417) Peer Insights on Adopting Commercial Lines Download

Location: Bayou C

Presenter: – Carroll Insurance Agency, LTD

Applied Systems Representative: – Applied Systems

Insurer Connectivity

11:30 AM – 12:30 PM CST

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

Location: Governor's Ballroom C

Panelist: – Foundation Risk Partners

Panelist: – Hylant

Panelist: – Liberty Company Insurance Brokers LLC

Panelist: – OTIP Group of Companies

Applied Systems Moderator: – Applied Systems

Applied Systems Representative: – Applied Systems

Insurer Connectivity

11:30 AM – 12:30 PM CST

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

Location: Bayou E

Panelist: – Box Insurance Agency

Panelist: – The Gibraltar Group - Insurance Services

Panelist: – Acera Insurance Services Ltd.

Panelist: – The Baldwin Group

Panelist: – TRICOR Insurance

Applied Systems Moderator: – Applied Systems

Business Management

11:30 AM – 12:30 PM CST

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

Location: Ryman Studio P

Moderator: – Kite Tech Group

Panelist: – Total CSR

Panelist: – Comulate

Panelist: – Inteveo EcoLink LLC

Business Management

11:30 AM – 12:30 PM CST

(2465) Getting Started with Epic Dashboards Asset Builder

Location: Tennessee Ballroom C

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

11:30 AM – 12:30 PM CST

(2472) Auditing Employees Using Epic Reports

Location: Governor's Ballroom B

Presenter: – The Harbin Agency

Presenter: – Hotaling Insurance Services

Reporting, Dashboards, and Data Analytics

11:30 AM – 12:30 PM CST

(2477) Epic Dashboards for Servicing Team Members

Location: Tennessee Ballroom B

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

11:30 AM – 12:30 PM CST

(2478) Epic Dashboards for Principals and Accountants

Location: Presidential Ballroom C

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

11:30 AM – 12:30 PM CST

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

Location: Ryman Ballroom E

Presenter: – Franconia Insurance & Financial Services

System Administration and Configuration

11:30 AM – 12:30 PM CST

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

Location: Ryman Studio D

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

11:30 AM – 12:30 PM CST

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

Location: Canal A

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

EZLynx

11:30 AM – 12:30 PM CST

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

Location: Ryman Studio J

Presenter: – Compass Insurance Group, LLC

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

11:30 AM – 12:30 PM CST

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

Location: Canal C

Panelist: – StreetSmart Insurance

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

11:30 AM – 12:30 PM CST

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

Location: Governor's Ballroom A

Applied Systems Presenter: – Applied Systems

Payments and Accounting

11:30 AM – 12:30 PM CST

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

Location: Ryman Ballroom B

Presenter: – Rollo Insurance Group

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

11:30 AM – 12:30 PM CST

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

Location: Tennessee Ballroom D

Panelist: – Blue Ridge Risk Partners

Panelist: – The Accel Group

Applied Systems Moderator: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

11:30 AM – 12:30 PM CST

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

Location: Ryman Ballroom F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

11:30 AM – 12:30 PM CST

(2608) Applied Epic Tips and Tricks – Servicing

Location: Presidential Ballroom D

Presenter: – Oakbridge Insurance Agency

Presenter: – Maureen Boeing Consulting

Personal & Commercial Servicing - General

11:30 AM – 12:30 PM CST

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

Location: Bayou A

Presenter: – Clark Insurance

Presenter: – Peoples First Insurance

Presenter: – Rollo Insurance Group Inc.

Applied Systems Moderator: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

11:30 AM – 12:30 PM CST

(2633) Using Marketing Options Within Applied Epic Reports

Location: Ryman Studio A

Presenter: – Sihle Insurance Group

Presenter: – John M Glover Agency

Presenter: – Darr Schackow Insurance Agency

Applied Systems Representative: – Applied Systems

Sales and Marketing

11:30 AM – 12:30 PM CST

(2639) Your Agency's 360-Degree Digital Footprint

Location: Canal E

Presenter: – CH Insurance

Applied Systems Representative: – Applied Systems

Sales and Marketing

11:30 AM – 12:30 PM CST

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

Location: Presidential Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

11:30 AM – 12:30 PM CST

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

Location: Ryman Studio L

Applied Systems Presenter: – Applied Systems

Presenter: – Imperial PFS

Applied Systems Representative: – Applied Pay

Applied Systems Representative: – Applied Systems

Payments and Accounting

11:30 AM – 12:30 PM CST

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

Location: Ryman Studio I

Presenter: – LMBF Insurance

Presenter: – Higginbotham

Presenter: – Kite Technology Group

Presenter: – Trimble-Batjer an Alera Group Company

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - General

11:30 AM – 12:30 PM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Indio

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

12:30 PM – 2:00 PM CST

Lunch & Applied Net Exchange Open

Location: Ryman Hall

2:00 PM – 3:00 PM CST

(2400) Whether to Package or Not Package Benefits Policies

Location: Ryman Studio L

Presenter: – Hausmann Group

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

2:00 PM – 3:00 PM CST

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

Location: Ryman Studio J

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

2:00 PM – 3:00 PM CST

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

Location: Governor's Ballroom C

Applied Systems Moderator: – Applied Systems

Panelist: – Downeast Insurance, LLC

Panelist: – The Baldwin Group

Professional Development

2:00 PM – 3:00 PM CST

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

Location: Ryman Ballroom F

Moderator: – CalNonprofits Insurance Services

Panelist:

Panelist: – Franconia Insurance & Financial Services

Panelist: – Reed Insurance

Panelist: – Cadence Insurance

Professional Development

2:00 PM – 3:00 PM CST

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

Location: Ryman Studio P

Applied Systems Moderator: – Applied Systems

Panelist: – Compass Insurance Group, LLC

Panelist: – Arthur J Gallagher Risk Mgmt Services

Panelist: – Tricor LLC

Business Management

2:00 PM – 3:00 PM CST

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

Location: Ryman Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:00 PM – 3:00 PM CST

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

Location: Ryman Ballroom E

Presenter: – SIAA - Glenwood Insurance

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:00 PM – 3:00 PM CST

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

Location: Presidential Ballroom B

Applied Systems Moderator: – Applied Systems

Panelist: – NBT Insurance Agency

Panelist: – The Standard Insurance Brokers Ltd.

Panelist: – Box Insurance Agency

Panelist: – Hylant

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:00 PM – 3:00 PM CST

(2479) Epic Dashboards for IT/Operations Roles

Location: Tennessee Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:00 PM – 3:00 PM CST

(2480) Epic Dashboards for Sales Managers and Producers

Location: Ryman Studio O

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

2:00 PM – 3:00 PM CST

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

Location: Presidential Ballroom C

Panelist: – Skogman Insurance

Panelist: – Heffernan Group

Panelist: – Sterling Thompson Company

Panelist: – Ball-Martin Insurance Agency, Inc.

Applied Systems Moderator: – Applied Systems

System Administration and Configuration

2:00 PM – 3:00 PM CST

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

Location: Bayou E

Panelist: – Cross Financial Corp

Panelist: – Legacy Risk Solutions, LLC

Panelist: – Highstreet Insurance Partners

Applied Systems Moderator: – Applied Systems

System Administration and Configuration

2:00 PM – 3:00 PM CST

(2503) Microsoft Excel Tips and Tricks for Intermediate Users

Location: Governor's Ballroom B

Presenter: – Alexant Systems Corporation

System Administration and Configuration

2:00 PM – 3:00 PM CST

(2510) Expert Panel: Managing Remote Employees

Location: Presidential Ballroom D

Applied Systems Moderator: – Applied Systems

Panelist: – Kapnick

Panelist: – AXiA Insurance Services Inc.

Panelist: – Commercial Insurance Associates

Panelist: – Inszone Insurance Services

System Administration and Configuration

2:00 PM – 3:00 PM CST

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

Location: Bayou A

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

2:00 PM – 3:00 PM CST

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

Location: Canal C

Panelist: – StreetSmart Insurance

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

EZLynx

2:00 PM – 3:00 PM CST

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

Location: Canal E

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – EZLynx

EZLynx

2:00 PM – 3:00 PM CST

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

Location: Canal A

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

2:00 PM – 3:00 PM CST

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

Location: Tennessee Ballroom D

Panelist: – Sihle Insurance Group

Panelist: – JMG Insurance

Panelist: – John M Glover Agency

Panelist: – Rollo Insurance

Applied Systems Moderator: – Applied Systems

Personal & Commercial Servicing - Mobile

2:00 PM – 3:00 PM CST

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

Location: Ryman Studio A

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

2:00 PM – 3:00 PM CST

(2599) The Future of Commercial Lines Renewals at Applied

Location: Tennessee Ballroom C

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

2:00 PM – 3:00 PM CST

(2611) Attachments in Applied Epic

Location: Governor's Ballroom A

Presenter: – Carroll Insurance Agency, LTD

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

2:00 PM – 3:00 PM CST

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

Location: Ryman Studio D

Panelist: – Peoples First Insurance

Panelist: – Higginbotham

Panelist: – NBT Insurance Agency

Applied Systems Moderator: – Applied Systems

Personal & Commercial Servicing - General

2:00 PM – 3:00 PM CST

(2634) Hands-On Lab: How to Target the Right Leads with List Criteria

Location: Ryman Studio I

Presenter: – Bravera Insurance, Inc.

Presenter: – Kraus-Anderson Insurance Agency, Inc.

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Sales and Marketing

2:00 PM – 3:00 PM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Ivans

Applied Systems Representative: – Ivans

Applied Systems Representative: – Applied Systems

Insurer Connectivity

2:00 PM – 3:00 PM CST

Learning Lounge - Client Facing Services - Commercial Lines

Location: Presidential Lobby

Learning Lounge Facilitator:

Learning Lounge

2:00 PM – 3:00 PM CST

Learning Lounge - IT/Operations Managers

Location: Bayou/Canal Overlook

Learning Lounge Facilitator: – Hotaling Insurance Services

Learning Lounge

2:00 PM – 3:00 PM CST

Learning Lounge - Marketing Managers/Specialists

Location: Ryman Hall Foyer

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

Learning Lounge

2:00 PM – 3:00 PM CST

(2677) Total CSR Demo

Location: Ryman Ballroom C

Presenter: – Total CSR

Sponsored Sessions

3:15 PM – 4:15 PM CST

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

Location: Ryman Studio A

Presenter: – Frost Insurance Agency, Inc.

Applied Systems Representative: – Applied Systems

Presenter: – Frost Insurance Agency, Inc.

Employee Benefits

3:15 PM – 4:15 PM CST

(2425) Expert Panel: Better Book Consolidations and Transfers

Location: Ryman Studio D

Applied Systems Moderator: – Ivans

Panelist: – Gallagher

Panelist: – Liberty Mutual

Insurer Connectivity

3:15 PM – 4:15 PM CST

(2428) Deep Dive Into Download Configurations in Applied Epic

Location: Ryman Studio P

Presenter: – Arthur J Gallagher Risk Mgmt Services

Applied Systems Representative: – Applied Systems

Insurer Connectivity

3:15 PM – 4:15 PM CST

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

Location: Ryman Studio O

Presenter: – CCI, LLC.

Professional Development

3:15 PM – 4:15 PM CST

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

Location: Governor's Ballroom C

Applied Systems Moderator: – Applied Systems

Panelist: – Applied Systems

Panelist: – LMBF Insurance

Panelist: – NavSav

Panelist: – Wedgwood Insurance

Business Management

3:15 PM – 4:15 PM CST

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

Location: Presidential Ballroom C

Applied Systems Moderator: – Applied Systems

Panelist: – McClone

Panelist: – Morrow Insurance Agency, Inc.

Panelist: – McClone

Applied Systems Representative: – Applied Systems

Panelist: – Panorama Insurance Associates, Inc

Reporting, Dashboards, and Data Analytics

3:15 PM – 4:15 PM CST

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

Location: Ryman Studio I

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Reporting, Dashboards, and Data Analytics

3:15 PM – 4:15 PM CST

(2492) Cyber and Regulatory Compliance 101

Location: Ryman Ballroom E

Presenter: – Kite Technology Group

Presenter: – RLS Consulting

System Administration and Configuration

3:15 PM – 4:15 PM CST

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

Location: Bayou E

Applied Systems Moderator: – Applied Systems

Panelist: – TRICOR Insurance

Panelist: – INSURICA

Panelist: – Rollo Insurance

Panelist: – SouthGroup Insurance Services

System Administration and Configuration

3:15 PM – 4:15 PM CST

(2515) Expert Panel: Impactful Configuration Decisions for Beginners

Location: Governor's Ballroom A

Applied Systems Moderator: – Applied Systems

Panelist: – Skogman Insurance

Panelist: – Armstrong & Associates Insurance Services

Panelist: – OTIP Group of Companies

System Administration and Configuration

3:15 PM – 4:15 PM CST

(2540) EZLynx: Customer Feedback Roundtable

Location: Canal A, C, E

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

EZLynx

3:15 PM – 4:15 PM CST

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

Location: Tennessee Ballroom D

Panelist: – Forth Insurance, LLC

Panelist: – Legacy Risk Solutions, LLC

Panelist: – Sterling Thompson Company

Panelist: – DGC Accounting Consulting Inc

Applied Systems Moderator: – Applied Systems

Payments and Accounting

3:15 PM – 4:15 PM CST

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

Location: Ryman Studio L

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Payments and Accounting

3:15 PM – 4:15 PM CST

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

Location: Tennessee Ballroom B

Presenter: – Rollo Insurance Group

Presenter: – Knight Insurance Group

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

3:15 PM – 4:15 PM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

3:15 PM – 4:15 PM CST

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

Location: Tennessee Ballroom C

Presenter: – Huff Insurance

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

3:15 PM – 4:15 PM CST

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

Location: Presidential Ballroom B

Applied Systems Presenter: – Applied Systems Canada

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

3:15 PM – 4:15 PM CST

(2605) Managing Commercial Lines Renewals Across Applied Products

Location: Bayou C

Presenter: – Carroll Insurance Agency, LTD

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Ivans

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

3:15 PM – 4:15 PM CST

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

Location: Ryman Ballroom B

Presenter: – Alliant Insurance Services, Inc.

Personal & Commercial Servicing - General

3:15 PM – 4:15 PM CST

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

Location: Bayou A

Presenter: – Alliant

Presenter: – Alliant Private Client

Presenter: – Alliant

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

3:15 PM – 4:15 PM CST

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

Location: Ryman Ballroom F

Panelist: – The Baldwin Group

Panelist: – Inszone Insurance Services

Panelist: – NBT Insurance Agency

Applied Systems Representative: – Applied Systems

Applied Systems Moderator: – Applied Systems

Personal & Commercial Servicing - General

3:15 PM – 4:15 PM CST

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

Location: Governor's Ballroom B

Applied Systems Moderator: – Applied Systems

Applied Systems Panelist:

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

3:15 PM – 4:15 PM CST

(2642) Expert Panel: Sales and Marketing Automation Best Practices

Location: Presidential Ballroom D

Applied Systems Moderator: – Applied Systems

Panelist: – CalNonprofits Insurance Services

Panelist: – TRICOR Insurance

Panelist: – Huff Insurance

Sales and Marketing

3:15 PM – 4:15 PM CST

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

Location: Ryman Studio J

Applied Systems Presenter: – Applied Systems

Payments and Accounting

3:15 PM – 4:15 PM CST

(2658) The Radically Exciting Future of Broker Accounting

Location: Ryman Ballroom C

Presenter: – Comulate

Sponsored Sessions

4:15 PM – 6:00 PM CST

Networking Reception in the Applied Net Exchange

Location: Ryman Hall

7:30 PM – 9:30 PM CST

Exclusive Show at the Grand Ole Opry House

7:00 AM – 8:00 AM CST

Breakfast

Location: Delta Ballroom

7:00 AM – 11:00 AM CST

Help Desk Open

Location: Delta Lobby

8:15 AM – 9:15 AM CST

(2403) Consulting with Applied Benefit Designer

Location: Ryman Ballroom B

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Employee Benefits

8:15 AM – 9:15 AM CST

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

Location: Ryman Studio A

Presenter: – Blue Ridge Risk Partners

Applied Systems Presenter: – Applied Systems

Employee Benefits

8:15 AM – 9:15 AM CST

(2420) Taking Your Download Usage to the Next Level

Location: Ryman Studio D

Applied Systems Presenter: – Applied Systems

Insurer Connectivity

8:15 AM – 9:15 AM CST

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

Location: Canal E

Applied Systems Presenter: – EZLynx

Insurer Connectivity

8:15 AM – 9:15 AM CST

(2430) Moving Beyond Policy Download

Location: Bayou C

Applied Systems Presenter: – Ivans

Insurer Connectivity

8:15 AM – 9:15 AM CST

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

Location: Bayou E

Presenter: – FBinsure

Presenter: – Union City Insurance

Business Management

8:15 AM – 9:15 AM CST

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

Location: Presidential Ballroom D

Presenter: – TRICOR Insurance

Business Management

8:15 AM – 9:15 AM CST

(2457) Microsoft 365: One Cloud, Endless Possibilities

Location: Ryman Studio L

Presenter: – Kite Technology Group

Business Management

8:15 AM – 9:15 AM CST

(2462) Expert Panel: Parenting a Child with Disabilities

Location: Ryman Studio P

Applied Systems Moderator: – Applied Systems

Panelist: – RLS Consulting

Applied Systems Panelist: – Applied Systems

Business Management

8:15 AM – 9:15 AM CST

(2481) Epic Dashboards Tips and Tricks

Location: Presidential Ballroom B

Applied Systems Presenter: – Applied Systems

Reporting, Dashboards, and Data Analytics

8:15 AM – 9:15 AM CST

(2506) Expanding Your SET Command Skills in Microsoft Word

Location: Ryman Studio O

Applied Systems Presenter: – Applied Systems

System Administration and Configuration

8:15 AM – 9:15 AM CST

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

Location: Tennessee Ballroom B

Presenter: – Wrangler Insurance

Applied Systems Presenter: – Applied Systems Canada

System Administration and Configuration

8:15 AM – 9:15 AM CST

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

Location: Canal C

Panelist: – StreetSmart Insurance

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

8:15 AM – 9:15 AM CST

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

Location: Canal A

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

EZLynx

8:15 AM – 9:15 AM CST

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

Location: Ryman Studio J

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

8:15 AM – 9:15 AM CST

(2557) How Your Role Impacts Accounting

Location: Governor's Ballroom A

Presenter: – Assured Partners

Payments and Accounting

8:15 AM – 9:15 AM CST

(2562) Save Time with Accounting-Based Import Templates

Location: Ryman Ballroom F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Payments and Accounting

8:15 AM – 9:15 AM CST

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

Location: Bayou A

Presenter: – Franconia Insurance & Financial Services

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

8:15 AM – 9:15 AM CST

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

Location: Tennessee Ballroom D

Applied Systems Moderator: – Applied Systems

Applied Systems Panelist: – Applied Systems

Personal & Commercial Servicing - Mobile

8:15 AM – 9:15 AM CST

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

Location: Presidential Ballroom C

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - Quoting

8:15 AM – 9:15 AM CST

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

Location: Governor's Ballroom C

Panelist: – Box Insurance Agency

Panelist: – Peoples First Insurance

Panelist: – Heffernan Group

Applied Systems Moderator: – Applied Systems

Applied Systems Representative: – Indio

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

8:15 AM – 9:15 AM CST

(2614) Applied Epic Activities and Tasks

Location: Tennessee Ballroom C

Presenter: – CCI, LLC.

Personal & Commercial Servicing - General

8:15 AM – 9:15 AM CST

(2638) Unlocking the Power of Digital in Your Agency

Location: Governor's Ballroom B

Presenter: – Liberty Mutual Insurance | Safeco Insurance

Presenter: – Liberty Mutual / Safeco Insurance

Applied Systems Representative: – Applied Systems

Sales and Marketing

8:15 AM – 9:15 AM CST

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

Location: Ryman Studio I

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Payments and Accounting

8:15 AM – 9:15 AM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

9:45 AM – 10:45 AM CST

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

Location: Ryman Studio P

Applied Systems Moderator: – Applied Systems

Applied Systems Panelist: – Applied Systems

Employee Benefits

9:45 AM – 10:45 AM CST

(2423) Maximizing Efficiency Using Commercial Lines Download

Location: Presidential Ballroom C

Applied Systems Presenter: – Applied Systems

Insurer Connectivity

9:45 AM – 10:45 AM CST

(2431) Roundtable: Ask the Applied Epic Interface Team

Location: Tennessee Ballroom C

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Applied Systems Presenter: – Applied Systems

Insurer Connectivity

9:45 AM – 10:45 AM CST

(2433) Configuring Download in Applied Epic (Repeat)

Location: Governor's Ballroom C

Applied Systems Presenter: – Applied Systems

Insurer Connectivity

9:45 AM – 10:45 AM CST

(2437) Time Management Strategies for Increasing Productivity

Location: Tennessee Ballroom B

Presenter: – The Insurance Market

Professional Development

9:45 AM – 10:45 AM CST

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

Location: Bayou C

Presenter: – Total CSR

Professional Development

9:45 AM – 10:45 AM CST

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

Location: Governor's Ballroom B

Presenter: – Pathfinder Strategies

Professional Development

9:45 AM – 10:45 AM CST

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

Location: Presidential Ballroom B

Presenter: – FBinsure

Business Management

9:45 AM – 10:45 AM CST

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

Location: Ryman Studio D

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - General

9:45 AM – 10:45 AM CST

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

Location: Canal C

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

EZLynx

9:45 AM – 10:45 AM CST

(2530) EZLynx: How to Automate Customer Service

Location: Canal E

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – EZLynx

Applied Systems Representative: – Applied Systems

EZLynx

9:45 AM – 10:45 AM CST

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

Location: Canal A

Applied Systems Presenter: – EZLynx

Applied Systems Representative: – EZLynx

EZLynx

9:45 AM – 10:45 AM CST

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

Location: Ryman Studio L

Presenter: – Maureen Boeing Consulting

Payments and Accounting

9:45 AM – 10:45 AM CST

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

Location: Tennessee Ballroom D

Panelist: – Forth Insurance, LLC

Panelist: – SIAA - Glenwood Insurance

Panelist: – Sterling Thompson Company

Applied Systems Moderator: – Applied Systems

Payments and Accounting

9:45 AM – 10:45 AM CST

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

Location: Ryman Ballroom F

Applied Systems Presenter: – Applied Systems

Payments and Accounting

9:45 AM – 10:45 AM CST

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

Location: Ryman Ballroom B

Applied Systems Presenter: – Applied Systems

Payments and Accounting

9:45 AM – 10:45 AM CST

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

Location: Ryman Studio O

Applied Systems Presenter: – Applied Systems

Payments and Accounting

9:45 AM – 10:45 AM CST

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

Location: Bayou A

Presenter: – Huff Insurance

Personal & Commercial Servicing - General

9:45 AM – 10:45 AM CST

(2624) A Deep Dive Into Applied Epic Renewals Manager

Location: Governor's Ballroom A

Presenter: – Assured Partners

Applied Systems Presenter: – Applied Systems

Personal & Commercial Servicing - General

9:45 AM – 10:45 AM CST

(2637) How to Attract and Retain the Next Generation of Insurance Consumers

Location: Presidential Ballroom D

Presenter: – Liberty Mutual / Safeco Insurance

Applied Systems Representative: – Applied Systems

Sales and Marketing

9:45 AM – 10:45 AM CST

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

Location: Ryman Studio F

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Mobile

9:45 AM – 10:45 AM CST

(2644) What’s New in Indio (Repeat)

Location: Ryman Studio A

Applied Systems Presenter: – Indio

Applied Systems Representative: – Applied Systems

Personal & Commercial Servicing - Quoting

9:45 AM – 10:45 AM CST

(2670) Hands-On Lab: How to Target the Right Leads with List Criteria (Repeat)

Location: Ryman Studio I

Presenter: – Kraus-Anderson Insurance Agency, Inc.

Presenter: – Bravera Insurance, Inc.

Applied Systems Presenter: – Applied Systems

Applied Systems Representative: – Applied Systems

Sales and Marketing