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Full Schedule

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Full Schedule

  • Sunday, October 5, 2025
  • 3:00 PM - 6:00 PM PT
    Registration and Help Desk Open
  • 5:00 PM - 7:00 PM PT
    Ivans Connect Welcome Reception (Pre-registration required)
  • Monday, October 6, 2025
  • 7:00 AM - 7:00 PM PT
    Registration and Help Desk Open
  • 8:00 AM - 3:30 PM PT
    Ivans Connect (Pre-Registration Required)
  • 8:30 AM - 10:30 AM PT
    Personal Umbrella and Excess Liability (2 CE hours)
  • 8:30 AM - 3:30 PM PT
    Pre-Conference: Preparing for Epic Accounting
  • 9:00 AM - 12:00 PM PT
    Pre-Conference: Emerging Leaders Program
  • 10:30 AM - 12:30 PM PT
    A Problem-and-Solution Approach to Homeowners Insurance (2 CE hours)
  • 1:00 PM - 2:00 PM PT
    Applied Epic and Microsoft Word: Advanced Features for Custom Templates and Proposals
  • 1:00 PM - 2:00 PM PT
    Woah! Discover the Power of Customer Research
  • 1:00 PM - 2:00 PM PT
    Beyond the Basics: Exploring Indio’s Lesser-Known Features
  • 1:00 PM - 2:00 PM PT
    Using Epic Dashboards to Enhance Master Marketing Submissions
  • 1:00 PM - 2:00 PM PT
    White-Glove Custom Forms and PolicyWorks Conversion for Canadian Commercial Lines Brokers
  • 1:00 PM - 2:00 PM PT
    The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
  • 1:00 PM - 2:00 PM PT
    Keep Applied Epic in Your Pocket with Applied Mobile
  • 1:00 PM - 2:00 PM PT
    Reusable Utilities in Applied Epic
  • 1:00 PM - 2:00 PM PT
    Expert Panel: Agencies’ Success Stories Using Epic Dashboards
  • 1:00 PM - 2:00 PM PT
    Auditing Employees Using Applied Epic Reports
  • 1:00 PM - 2:00 PM PT
    Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles?
  • 1:00 PM - 2:00 PM PT
    Maintaining and Communicating Process Change in the Agency
  • 1:00 PM - 2:00 PM PT
    How, When, and Why to Deploy an Admin Operations Team
  • 1:00 PM - 2:00 PM PT
    Expert Panel: Emerging Technology Trends for the Modern Agency
  • 1:00 PM - 2:00 PM PT
    Boosting Your Social Presence: How to Build Strong Customer Relationships with Social Media
  • 1:00 PM - 2:00 PM PT
    EZLynx: Managing the Personal Lines Experience from Quote to Bind
  • 1:00 PM - 2:00 PM PT
    EZLynx: Understanding the Basics of Accounting in EZLynx
  • 1:00 PM - 2:00 PM PT
    EZLynx: Modern Tools for Modern Insurance Shoppers
  • 1:00 PM - 4:00 PM PT
    Personal Lines and the Business Exposure (3 CE hours)
  • 2:00 PM - 3:00 PM PT
    Turning the Page: What’s Next for Data, Connectivity & AI in Our Channel
  • 2:30 PM - 3:30 PM PT
    blueButler Certified Epic Integration and AI Documentation Roadmap - Brought to you by blueC
  • 2:30 PM - 3:30 PM PT
    Insurance AI in Action: Solutions Driving Results Today- Brought to you by Patra
  • 2:30 PM - 3:30 PM PT
    Is Your Epic Database Optimized? - Lessons Learned from Hundreds of Epic Evaluations - Brought to you by Milliken
  • 2:30 PM - 3:30 PM PT
    Leveraging AI to Elevate Client Experience- Brought to you by Coverflow
  • 2:30 PM - 3:30 PM PT
    Navigating the Future of Staffing: AI, Skills-Based Hiring, and Workforce Flexibility - Brought to you by WAHVE
  • 2:30 PM - 3:30 PM PT
    Transforming Teams into Problem-Solving Powerhouses - Brought to you by Total CSR
  • 2:30 PM - 3:30 PM PT
    Save the Keyboards! Create Efficiencies in Agency Bill and Pre-Fi Workflows - Brought to you by AFCO Direct
  • 2:30 PM - 3:30 PM PT
    Get Work Done in Seconds, Spend Time Closing - Brought to you by Fulcrum
  • 2:30 PM - 3:30 PM PT
    Embedded Premium Finance & Real Time - Brought to you by IPFS
  • 2:30 PM - 3:30 PM PT
    Back to the Future: Revolutionizing the Personal Lines Experience with AI - Brought to you by Quandri
  • 4:00 PM - 5:00 PM PT
    Networking Roundtables
  • 5:00 PM - 7:00 PM PT
    Welcome Reception in the Applied Net Exchange
  • 8:00 PM - 3:30 PM PT
    Ivans Connect Main Program (additional registration required)
  • Tuesday, October 7, 2025
  • 7:00 AM - 7:45 AM PT
    Breakfast
  • 7:00 AM - 6:00 PM PT
    Registration and Help Desk Open
  • 8:00 AM - 10:00 AM PT
    Keynote Sessions
  • 10:45 AM - 11:45 AM PT
    EZLynx Keynote
  • 10:45 AM - 11:45 AM PT
    Learning Lounge - Accountant & Finance Personnel
  • 10:45 AM - 11:45 AM PT
    Learning Lounge - Client Facing Services - Personal & Commercial Lines
  • 10:45 AM - 11:45 AM PT
    Learning Lounge - Employee Benefits - Account Manager
  • 10:45 AM - 11:45 AM PT
    Learning Lounge - Large Agents
  • 10:45 AM - 11:45 AM PT
    Streamlining Agency-Carrier Book Transfer Collaboration with Ivans Bookroll
  • 10:45 AM - 11:45 AM PT
    Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines
  • 10:45 AM - 11:45 AM PT
    Automate Premium Financing with Applied Pay and AFCO Direct
  • 10:45 AM - 11:45 AM PT
    Hands-On Lab: Discover the Configure Accounting Area in Applied Epic
  • 10:45 AM - 11:45 AM PT
    Expert Panel: Unveiling the Power of E-Servicing Real-Time Transactions for Enhancing Team Efficiencies
  • 10:45 AM - 11:45 AM PT
    Best Practices for Enhancing Accuracy in Applied Epic Reporting and Dashboards
  • 10:45 AM - 11:45 AM PT
    A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
  • 10:45 AM - 11:45 AM PT
    Creating and Converting to the New Epic Benefits Forms for U.S. Agencies
  • 10:45 AM - 11:45 AM PT
    Expert Panel: Cross-Functional Collaboration Across Your Benefits Team
  • 10:45 AM - 11:45 AM PT
    Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service
  • 10:45 AM - 11:45 AM PT
    Applied API Suite: Use Case Spotlight
  • 10:45 AM - 11:45 AM PT
    Getting the Most Out of the Book of Business Import Tool in Applied Epic
  • 10:45 AM - 11:45 AM PT
    Epic Dashboards Overview
  • 10:45 AM - 11:45 AM PT
    Expert Panel: Strategies for Maintaining and Managing Data Quality
  • 10:45 AM - 11:45 AM PT
    Expert Panel: How to Audit and Optimize Your Service Processes
  • 10:45 AM - 11:45 AM PT
    Change Management, Inclusive Leadership, and Building an Emotionally Resilient Team
  • 10:45 AM - 11:45 AM PT
    Navigating the Emotional and Strategic Challenges of Acquisitions: A Leadership Guide to Seamless Transitions
  • 10:45 AM - 11:45 AM PT
    Small Agency Roundtable: Navigating Challenges and Sharing Solutions
  • 10:45 AM - 11:45 AM PT
    Time Management and Block Scheduling
  • 10:45 AM - 11:45 AM PT
    Building a Customer Communication Journey Across Applied Epic and Applied Marketing Automation
  • 10:45 AM - 11:45 AM PT
    Introduction and Overview of Applied Epic for Salesforce
  • 10:45 AM - 11:45 AM PT
    Introduction and Overview of Applied Marketing Automation
  • 10:45 AM - 11:45 AM PT
    Utilisation de la fonction d'internationalisation d'Applied Epic pour servir les clients en anglais et en français
  • 11:45 AM - 1:00 PM PT
    Lunch & Applied Net Exchange Open
  • 1:15 PM - 2:15 PM PT
    Learning Lounge - Client Facing Services - Personal Lines
  • 1:15 PM - 2:15 PM PT
    Learning Lounge - IT/System Admins
  • 1:15 PM - 2:15 PM PT
    Learning Lounge - Owner/Principal
  • 1:15 PM - 2:15 PM PT
    Learning Lounge - Small Agencies/Brokerages
  • 1:15 PM - 2:15 PM PT
    Expert Panel: Agency and Carrier Experiences Using Comparative Raters for Small Commercial Business
  • 1:15 PM - 2:15 PM PT
    Hands-On Lab: How to Set Your Team Up for Success with Epic Quotes Personal Lines
  • 1:15 PM - 2:15 PM PT
    I Want It That Way: Customizing Epic Reports, Invoices, and Statement Layouts
  • 1:15 PM - 2:15 PM PT
    Unlocking the Value of Applied Pay for Your Agency and Insureds
  • 1:15 PM - 2:15 PM PT
    Expert Panel: Applied Pay Best Practices
  • 1:15 PM - 2:15 PM PT
    Financial Mastery: Streamlining Month-End Processing for Perfection
  • 1:15 PM - 2:15 PM PT
    Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates
  • 1:15 PM - 2:15 PM PT
    What's New and What's Next in Applied Epic Forms for Canadian Brokers
  • 1:15 PM - 2:15 PM PT
    Maximizing Efficiency in Applied Epic
  • 1:15 PM - 2:15 PM PT
    Expert Panel: Download Tips for Applied Epic
  • 1:15 PM - 2:15 PM PT
    Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1
  • 1:15 PM - 2:15 PM PT
    Exploring the Updated Applied Epic Employee Benefits Experience
  • 1:15 PM - 2:15 PM PT
    An Account Manager's Use of Applied Products to Streamline Renewals
  • 1:15 PM - 2:15 PM PT
    The Basics of Internal Certificate Management in Applied CSR24
  • 1:15 PM - 2:15 PM PT
    Applied API Suite: Roadmap to Innovation
  • 1:15 PM - 2:15 PM PT
    Introduction to Accounting Reports
  • 1:15 PM - 2:15 PM PT
    Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards
  • 1:15 PM - 2:15 PM PT
    Hands-on Lab: Expanding Your SET Command Skills in Microsoft Word
  • 1:15 PM - 2:15 PM PT
    Strategizing for a Successful Move to Applied Epic Browser
  • 1:15 PM - 2:15 PM PT
    Applied Book Builder: Unlock Account Rounding Revenue with AI
  • 1:15 PM - 2:15 PM PT
    Beyond Basics: Advancing Your Marketing Strategy with Automated Content and Campaigns
  • 1:15 PM - 2:15 PM PT
    EZLynx: Evolve and Adapt to Your Agency's Growth with Support from ACN
  • 1:15 PM - 2:15 PM PT
    EZLynx: Unveiling the New Commercial Lines Submission Workflow
  • 1:15 PM - 2:15 PM PT
    EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency
  • 1:15 PM - 2:15 PM PT
    The Future of P&C Insurance: A View of Agents, MGAs, and Carriers
  • 2:45 PM - 3:45 PM PT
    Digitizing Commercial Risk Appetite Communication Between Agencies and Carriers
  • 2:45 PM - 3:45 PM PT
    How to Effectively Use Tarmika
  • 2:45 PM - 3:45 PM PT
    Expert Panel: How Agencies Use Epic Quotes to Win Personal Lines Business
  • 2:45 PM - 3:45 PM PT
    Expert Panel: Ask the Indio Experts
  • 2:45 PM - 3:45 PM PT
    Expert Panel: Closing the Gap on Closing the Month
  • 2:45 PM - 3:45 PM PT
    Agency Billing for Non-Accountants: Deep Dive on Policy-Level Transactions - Part 2
  • 2:45 PM - 3:45 PM PT
    Canadian Marketplace Update
  • 2:45 PM - 3:45 PM PT
    Empowering Commercial Lines: Harnessing the Power of Applied Products
  • 2:45 PM - 3:45 PM PT
    Expert Panel: Optimizing Your Service Workflows from Bottlenecks to Breakthroughs
  • 2:45 PM - 3:45 PM PT
    Generating Benefits Templates and Proposals in Applied Epic – Part 1
  • 2:45 PM - 3:45 PM PT
    Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow
  • 2:45 PM - 3:45 PM PT
    Configurations for a User-Friendly Applied Epic and Applied CSR24
  • 2:45 PM - 3:45 PM PT
    Transitioning Certificate Processing from Applied Epic to Applied CSR24
  • 2:45 PM - 3:45 PM PT
    Getting Started with Applied Data Lake and Google Cloud
  • 2:45 PM - 3:45 PM PT
    Epic Dashboards for Department Managers and Account Managers
  • 2:45 PM - 3:45 PM PT
    Getting Started with Epic Dashboards Asset Builder
  • 2:45 PM - 3:45 PM PT
    Expert Panel: Navigating AI in the Insurance Industry
  • 2:45 PM - 3:45 PM PT
    How to Build and Manage a Successful Subject Matter Expert Team
  • 2:45 PM - 3:45 PM PT
    Microsoft Excel Pivot Tables
  • 2:45 PM - 3:45 PM PT
    Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder
  • 2:45 PM - 3:45 PM PT
    EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding
  • 2:45 PM - 3:45 PM PT
    EZLynx: The Power of a Successfully Implemented Self-Servicing Portal
  • 2:45 PM - 3:45 PM PT
    EZLynx: What's New in Reporting
  • 2:45 PM - 3:45 PM PT
    Accelerating Your Growth with Applied Benefits Solutions
  • 2:45 PM - 3:45 PM PT
    The Top Performer's Playbook
  • 7:00 PM - 8:30 PM PT
    Michael Jackson ONE by Cirque du Soleil (Show #1)
  • 9:30 PM - 11:00 PM PT
    Michael Jackson ONE by Cirque du Soleil (Show #2)
  • Wednesday, October 8, 2025
  • 7:00 AM - 7:45 AM PT
    Breakfast
  • 7:00 AM - 12:00 PM PT
    Registration Open
  • 7:00 AM - 6:00 PM PT
    Help Desk Open
  • 8:00 AM - 9:30 AM PT
    Keynote Sessions
  • 10:15 AM - 11:15 AM PT
    How to Make the Most of Your ACN (Applied Client Network) Membership
  • 10:15 AM - 11:15 AM PT
    Learning Lounge - Accountant & Finance Personnel
  • 10:15 AM - 11:15 AM PT
    Learning Lounge - Client Facing Services - Commercial Lines
  • 10:15 AM - 11:15 AM PT
    Learning Lounge - IT/System Admins
  • 10:15 AM - 11:15 AM PT
    Learning Lounge - Marketing Manager/Specialist
  • 10:15 AM - 11:15 AM PT
    Managing Commercial Lines Renewals Across Applied Products
  • 10:15 AM - 11:15 AM PT
    Expert Panel: Catching and Resolving Applied Epic Accounting Errors
  • 10:15 AM - 11:15 AM PT
    Automate Premium Financing with Applied Pay and Imperial PFS
  • 10:15 AM - 11:15 AM PT
    Mastering Direct Bill Commission Download in Applied Epic
  • 10:15 AM - 11:15 AM PT
    Transforming Benefits Commission Recording with AI-Powered Automated Statements
  • 10:15 AM - 11:15 AM PT
    Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates
  • 10:15 AM - 11:15 AM PT
    Applied Epic Bridge: Meet the New Outlook Add-In
  • 10:15 AM - 11:15 AM PT
    Applied Epic New Features and Future Roadmap
  • 10:15 AM - 11:15 AM PT
    Client Contracts in Applied Epic
  • 10:15 AM - 11:15 AM PT
    Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?
  • 10:15 AM - 11:15 AM PT
    ABCs of Applied Benefits Designer
  • 10:15 AM - 11:15 AM PT
    Managing Benefits Carriers in Applied Epic
  • 10:15 AM - 11:15 AM PT
    Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines
  • 10:15 AM - 11:15 AM PT
    Insights Into Current and Future Offerings for Applied Data Lake
  • 10:15 AM - 11:15 AM PT
    Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
  • 10:15 AM - 11:15 AM PT
    Expert Panel: Essentials of Cybersecurity and Regulatory Compliance
  • 10:15 AM - 11:15 AM PT
    Best Practices to Prepare for Employee Attrition
  • 10:15 AM - 11:15 AM PT
    Enhancing Your Business Continuity During Critical Downtime
  • 10:15 AM - 11:15 AM PT
    Microsoft Excel Tips and Tricks for the Intermediate User
  • 10:15 AM - 11:15 AM PT
    Expert Panel: How to Source and Hire Great Producers
  • 10:15 AM - 11:15 AM PT
    Integrating Applied Book Builder Into Your Agency Workflows
  • 10:15 AM - 11:15 AM PT
    EZLynx: Game-Changing EZLynx Features You Should Be Using
  • 10:15 AM - 11:15 AM PT
    EZLynx Hands-On Lab: Getting the Most from EZLynx Reporting
  • 10:15 AM - 11:15 AM PT
    EZLynx: Unveiling the New Email Campaigns
  • 10:15 AM - 11:15 AM PT
    Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat)
  • 10:15 AM - 11:15 AM PT
    Soumission des lignes commerciales canadiennes avec Applied Epic
  • 11:15 AM - 12:45 PM PT
    Lunch & Applied Net Exchange Open
  • 12:45 PM - 1:45 PM PT
    Becoming an Exceptional Workplace: The Impact of Employee Voice
  • 12:45 PM - 1:45 PM PT
    Learning Lounge - Canada
  • 12:45 PM - 1:45 PM PT
    Learning Lounge - EZLynx
  • 12:45 PM - 1:45 PM PT
    Learning Lounge - HR Manager
  • 12:45 PM - 1:45 PM PT
    Learning Lounge - Office Manager/Operations Manager
  • 12:45 PM - 1:45 PM PT
    What's New in Canadian Personal Lines
  • 12:45 PM - 1:45 PM PT
    Indio and Applied Epic: Bringing the Systems Closer Together
  • 12:45 PM - 1:45 PM PT
    What's New and What's Next in Personal Lines Rating
  • 12:45 PM - 1:45 PM PT
    Hands-On Lab: How Applied Pay Makes Life Easier
  • 12:45 PM - 1:45 PM PT
    Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements
  • 12:45 PM - 1:45 PM PT
    Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration
  • 12:45 PM - 1:45 PM PT
    Hands-On Lab: Ivans Exchange Wizardry
  • 12:45 PM - 1:45 PM PT
    Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring
  • 12:45 PM - 1:45 PM PT
    Applied Epic New Features and Future Roadmap (Repeat)
  • 12:45 PM - 1:45 PM PT
    Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing
  • 12:45 PM - 1:45 PM PT
    Improving Your Agency’s Efficiency and Retention Using Activities
  • 12:45 PM - 1:45 PM PT
    Hands-On Lab: Creating a Benefits Guide – Part 2
  • 12:45 PM - 1:45 PM PT
    Expert Panel: Managing Changes to Benefits Workflows
  • 12:45 PM - 1:45 PM PT
    Advanced Certificate Processing in Applied CSR24
  • 12:45 PM - 1:45 PM PT
    Expert Panel: Connecting Applied Data Lake to Business Outcomes
  • 12:45 PM - 1:45 PM PT
    Epic Dashboards for Accountants
  • 12:45 PM - 1:45 PM PT
    Epic Dashboards for Sales Managers and Producers
  • 12:45 PM - 1:45 PM PT
    Epic Dashboards Roadmap
  • 12:45 PM - 1:45 PM PT
    Expert Panel: You Must Work to Have a Winning Culture
  • 12:45 PM - 1:45 PM PT
    Office Vibes: Elevating Everyday Spaces into Places Employees Love
  • 12:45 PM - 1:45 PM PT
    Using Indio to Drive Renewals and Win New Business
  • 12:45 PM - 1:45 PM PT
    EZLynx: Your Agency's Renewal and Retention Workflow
  • 12:45 PM - 1:45 PM PT
    EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications
  • 12:45 PM - 1:45 PM PT
    EZLynx: We Make Commissions Easy
  • 12:45 PM - 1:45 PM PT
    Expert Panel: The Future of Insurance: Technology, Transformation, and the Road Ahead
  • 2:15 PM - 3:15 PM PT
    Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity
  • 2:15 PM - 3:15 PM PT
    Using Applied Epic's Internationalization Feature to Serve Clients in English and French
  • 2:15 PM - 3:15 PM PT
    Unlocking Insights: Commercial Lines Carrier Submissions Discussion
  • 2:15 PM - 3:15 PM PT
    What's New and What's Next for Financial Management with Applied
  • 2:15 PM - 3:15 PM PT
    Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat)
  • 2:15 PM - 3:15 PM PT
    Applied Epic Accounting Tips and Tricks
  • 2:15 PM - 3:15 PM PT
    Cleaning Up and Balancing Premium Payable in Applied Epic
  • 2:15 PM - 3:15 PM PT
    Discover the Power of Client Contracts in Boosting Your Organization's Success
  • 2:15 PM - 3:15 PM PT
    Mastering Y-Account Grouping: A Step Towards Enhanced Download Management
  • 2:15 PM - 3:15 PM PT
    I Have Attached It, Now Where Is It?
  • 2:15 PM - 3:15 PM PT
    Enhancing Efficiency with Renewals Manager for Employee Benefits
  • 2:15 PM - 3:15 PM PT
    Best Practices for Managing Benefits Servicing Workflows in Epic
  • 2:15 PM - 3:15 PM PT
    What's New and What's Next in Applied CSR24 and Applied Mobile
  • 2:15 PM - 3:15 PM PT
    The Policyholder's Digital Roundtrip in Action
  • 2:15 PM - 3:15 PM PT
    Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement
  • 2:15 PM - 3:15 PM PT
    Hands-On Lab: Advanced Epic Dashboards Asset Builder
  • 2:15 PM - 3:15 PM PT
    Tactical Strategies for Data Excellence in Applied Epic
  • 2:15 PM - 3:15 PM PT
    Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation
  • 2:15 PM - 3:15 PM PT
    Maximizing Efficiency with Applied Epic Configuration: A Guide to Smart System Administration
  • 2:15 PM - 3:15 PM PT
    Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience
  • 2:15 PM - 3:15 PM PT
    Expert Panel: Women in Executive Positions
  • 2:15 PM - 3:15 PM PT
    Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts
  • 2:15 PM - 3:15 PM PT
    EZLynx: Automating Texts and Emails to Win Business
  • 2:15 PM - 3:15 PM PT
    EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns
  • 2:15 PM - 3:15 PM PT
    EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive
  • 2:15 PM - 3:15 PM PT
    Step into the Future of Insurance Training with Total CSR
  • 2:15 PM - 3:15 PM PT
    Future Proof Your Workforce: Recruiting and Retaining Emerging Talent
  • 3:45 PM - 4:45 PM PT
    Expert Panel: Interact with Applied AI Specialists
  • 3:45 PM - 4:45 PM PT
    EZLynx: Customer Feedback Roundtable
  • 3:45 PM - 4:45 PM PT
    What's New and What's Next for Epic Quotes Commercial Lines in Canada
  • 3:45 PM - 4:45 PM PT
    Using the Budget Tool in Applied Epic
  • 3:45 PM - 4:45 PM PT
    Automate Premium Financing with Applied Pay and FIRST Insurance Funding
  • 3:45 PM - 4:45 PM PT
    Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability
  • 3:45 PM - 4:45 PM PT
    Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements
  • 3:45 PM - 4:45 PM PT
    Understanding and Balancing Financial Reports
  • 3:45 PM - 4:45 PM PT
    Empowering Personal Lines: Harnessing the Power of Applied Products
  • 3:45 PM - 4:45 PM PT
    Applied Epic Invoicing: It's More than Just a One-Time Premium
  • 3:45 PM - 4:45 PM PT
    What’s New and What’s Next in Applied Benefits Solutions
  • 3:45 PM - 4:45 PM PT
    Hands-On Lab: Certificate Holder Management in Applied CSR24
  • 3:45 PM - 4:45 PM PT
    Epic Dashboards for Principals and IT/Operations Staff
  • 3:45 PM - 4:45 PM PT
    Epic Dashboards Tips and Tricks
  • 3:45 PM - 4:45 PM PT
    An Agency's Journey on Data Quality and Transformation
  • 3:45 PM - 4:45 PM PT
    Using Marketing Options Within Applied Epic Reports
  • 3:45 PM - 4:45 PM PT
    Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective
  • 3:45 PM - 4:45 PM PT
    Expert Panel: Peer Insights on Secure Digital Communications
  • 3:45 PM - 4:45 PM PT
    What's New and What's Next in Sales and Marketing
  • 3:45 PM - 4:45 PM PT
    Driving Producer Workflows with Applied Epic Sales Automation
  • 3:45 PM - 4:45 PM PT
    Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat)
  • 3:45 PM - 4:45 PM PT
    Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat)
  • 3:45 PM - 4:45 PM PT
    Run effective teams - Human + AI in action - Brought to you by Fulcrum
  • 7:30 PM - 10:30 PM PT
    KAOS Nightclub at The Palms
  • Thursday, October 9, 2025
  • 7:00 AM - 7:45 AM PT
    Breakfast
  • 8:00 AM - 9:00 AM PT
    Building a Meaningful Community Involvement Program: Strategies That Drive Engagement and Impact
  • 8:00 AM - 9:00 AM PT
    Streamlining Client Collaboration with Indio and Applied Epic for Canada Commercial Lines
  • 8:00 AM - 9:00 AM PT
    Becoming More Efficient with Applied Epic Master Marketing Submissions
  • 8:00 AM - 9:00 AM PT
    Driving Efficiency and Automation with CSIO's New eDocs Standards
  • 8:00 AM - 9:00 AM PT
    How to Successfully Use Downloads in Applied Epic
  • 8:00 AM - 9:00 AM PT
    How to Optimize Commercial Lines Download in Applied Epic
  • 8:00 AM - 9:00 AM PT
    Transforming Benefits Data Into Actionable Intelligence
  • 8:00 AM - 9:00 AM PT
    Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages
  • 8:00 AM - 9:00 AM PT
    Enabling the Named Insured Feature in Applied CSR24
  • 8:00 AM - 9:00 AM PT
    Advanced Certificate Processing in Applied CSR24 (Repeat)
  • 8:00 AM - 9:00 AM PT
    Employee Productivity Scorecard: Data-Driven Impact
  • 8:00 AM - 9:00 AM PT
    Expert Panel: Mastering Carrier Appointments and Acquisitions
  • 8:00 AM - 9:00 AM PT
    Expert Panel: Tools and Policies to Build a Cybersecurity Culture
  • 8:00 AM - 9:00 AM PT
    Be a Better Boss! How You Manage Your Agency Matters
  • 8:00 AM - 9:00 AM PT
    Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients
  • 8:00 AM - 9:00 AM PT
    EZLynx: Servicing Your Commercial Lines Customers
  • 8:00 AM - 9:00 AM PT
    EZLynx: Accelerating Your Sales Pipeline
  • 8:00 AM - 9:00 AM PT
    EZLynx: Leveraging Downloads to Make Your Agency More Efficient
  • 8:00 AM - 9:00 AM PT
    Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (Repeat)
  • 8:00 AM - 9:00 AM PT
    Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
  • 8:00 AM - 9:00 AM PT
    Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder (Repeat)
  • 8:00 AM - 9:00 AM PT
    Real Talk with a Microsoft MVP: Microsoft 365's AI, Copilot
  • 9:30 AM - 10:30 AM PT
    Tips and Tricks for Using Applied Rating Services
  • 9:30 AM - 10:30 AM PT
    What's New and What's Next for Financial Management with Applied (Repeat)
  • 9:30 AM - 10:30 AM PT
    Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain"
  • 9:30 AM - 10:30 AM PT
    Entering Policies in Applied Epic for Efficiency and Reporting
  • 9:30 AM - 10:30 AM PT
    Optimizing Renewals Manager
  • 9:30 AM - 10:30 AM PT
    Workflow Wizardry: Mastering Activities and Tasks in Applied Epic
  • 9:30 AM - 10:30 AM PT
    Unlocking Insights: Benefits Roundtable Discussion
  • 9:30 AM - 10:30 AM PT
    Best Practices for Configuring Applied Epic Security for Mid to Large-Sized Agencies
  • 9:30 AM - 10:30 AM PT
    Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser
  • 9:30 AM - 10:30 AM PT
    Preparing to Leverage Applied Epic Modernization from an IT Perspective
  • 9:30 AM - 10:30 AM PT
    Developing an Effective and Streamlined Process to Guide New Employees Through Orientation
  • 9:30 AM - 10:30 AM PT
    Strategies to Enhance Cybersecurity in Your Agency
  • 9:30 AM - 10:30 AM PT
    Expert Panel: Sales and Marketing Automation Best Practices
  • 9:30 AM - 10:30 AM PT
    Beyond the Quote: Mastering Sales in a Digital Era
  • 9:30 AM - 10:30 AM PT
    EZLynx: Unveiling the New Commercial Lines Submission Workflow
  • 9:30 AM - 10:30 AM PT
    EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx
  • 9:30 AM - 10:30 AM PT
    EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews
  • 9:30 AM - 10:30 AM PT
    Hands-On Lab: Certificate Holder Management in Applied CSR24 (Repeat)
  • 9:30 AM - 10:30 AM PT
    Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
  • 9:30 AM - 10:30 AM PT
    Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (Repeat)
  • 9:30 AM - 10:30 AM PT
    Utilisation des formulaires d’Applied Epic pour rationaliser les services d'assurance commerciale au Canada