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Thursday, October 1, 2026
Applied CSR24-Configuration: Everything You Need to Know
(2646) Applied CSR24-Configuration: Everything You Need to Know
Location: National Harbor 5
Commercial Lines
Applied Epic Events and Activities: Configure for Maximum Automation and Visibility
(2641) Applied Epic Events and Activities: Configure for Maximum Automation and Visibility
Location: Maryland A
Core Platform, Automation, and AI
Best Practices to Prepare for Employee Attrition
(2809) Best Practices to Prepare for Employee Attrition
Location: National Harbor 10
Business Management
Client Contracts in Applied Epic
(2649) Client Contracts in Applied Epic
Location: Cherry Blossom
Commercial Lines
Connecting the Dots: Reports as the Storytellers of Operations
(2770) Connecting the Dots: Reports as the Storytellers of Operations
Location: National Harbor 2
Reporting, Dashboards, and Data Analytics
Consulting with Applied Benefit Designer
(2687) Consulting with Applied Benefit Designer
Location: Chesapeake 3
Employee Benefits
Custom Form Conversion and Enhancing the Benefit Form Templates
(2676) Custom Form Conversion and Enhancing the Benefit Form Templates
Location: Chesapeake 12
Employee Benefits
Delivering Better Risk Appetite Communication to Grow Your Commercial Book
(2605) Delivering Better Risk Appetite Communication to Grow Your Commercial Book
Location: Woodrow Wilson A
Carrier Workflows and Connectivity
Expert Panel: Building Custom Dashboards to Fit Your Agency Needs
(2773) Expert Panel: Building Custom Dashboards to Fit Your Agency Needs
Location: National Harbor 3
Reporting, Dashboards, and Data Analytics
Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic
(2756) Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic
Location: Woodrow Wilson D
Personal Lines
EZLynx: Experience the Difference "Ask EVA" Can Make in Your Agency
(2711) EZLynx: Experience the Difference "Ask EVA" Can Make in Your Agency
Location: Riverview 1
EZLynx
EZLynx: Stop the Revolving Door | How Employee Onboarding Can Make a Difference
(2722) EZLynx: Stop the Revolving Door | How Employee Onboarding Can Make a Difference
Location: Riverview 3
EZLynx
EZLynx: The Tools Behind Exceptional Client Service
(2710) EZLynx: The Tools Behind Exceptional Client Service
Location: Riverview 5
EZLynx
From Identity to Impact: Employer Branding That Fuels Growth
(2818) From Identity to Impact: Employer Branding That Fuels Growth
Location: Anapolis 1
Professional Development
Transforming Agency Operations with SharePoint: Communication, Training and Beyond
(2816) Transforming Agency Operations with SharePoint: Communication, Training and Beyond
Location: Woodrow Wilson B
Business Management
Understanding and Balancing Financial Reports in Applied Epic
(2724) Understanding and Balancing Financial Reports in Applied Epic
Location: Maryland D
Financial Management
Unlock Hidden Power: Advanced SET Commands
(2637) Unlock Hidden Power: Advanced SET Commands
Location: Chesapeake A
Core Platform, Automation, and AI
Expert Panel: The Pressure We Carry: Mental Health at Work
(2803) Expert Panel: The Pressure We Carry: Mental Health at Work
Location: Chesapeake J
Professional Development
Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance
(2762) Beyond Download: Safeguarding Critical Personal Lines Data Through Proactive Maintenance
Location: Chesapeake 9
Personal Lines
Applied Epic Invoicing: It's More than Just a One-Time Premium
(2675) Applied Epic Invoicing: It's More than Just a One-Time Premium
Location: National Harbor 12
Commercial Lines
Applied Epic Premium Fields: What They Are and How to Report on Them
(2728) Applied Epic Premium Fields: What They Are and How to Report on Them
Location: Maryland A
Financial Management
Applied Epic Reports Deep Dive: Advanced Layouts
(2797) Applied Epic Reports Deep Dive: Advanced Layouts
Location: Maryland B
Reporting, Dashboards, and Data Analytics
Building Better Training: What Worked, What Didn't and What Changed
(2807) Building Better Training: What Worked, What Didn't and What Changed
Location: National Harbor 5
Business Management
Clicks That Count: A Real-Time Applied Epic How-To
(2631) Clicks That Count: A Real-Time Applied Epic How-To
Location: Maryland D
Core Platform, Automation, and AI
Design Your Legacy: From Trusted Account Manager to Intentional Leader
(2824) Design Your Legacy: From Trusted Account Manager to Intentional Leader
Location: National Harbor 12
Professional Development
Download Is Our Mail: Building a High-Volume Suspense Playbook
(2622) Download Is Our Mail: Building a High-Volume Suspense Playbook
Location: Chesapeake 3
Core Platform, Automation, and AI
Expert Panel: How Organizations Build a Strong High Net Worth Client Program
(2766) Expert Panel: How Organizations Build a Strong High Net Worth Client Program
Location: Maryland C
Personal Lines
EZLynx: Boosting Sales with an Effective CRM
(2709) EZLynx: Boosting Sales with an Effective CRM
Location: Riverview 5
EZLynx
EZLynx: Quote Personal Lines Faster, Propose Smarter
(2704) EZLynx: Quote Personal Lines Faster, Propose Smarter
Location: Riverview 3
EZLynx
EZLynx: The New and Improved eSignature Workflow
(2708) EZLynx: The New and Improved eSignature Workflow
Location: Riverview 1
EZLynx
From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship
(2811) From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship
Location: Chesapeake 12
Business Management
Implementing Applied Epic Opportunities
(2619) Implementing Applied Epic Opportunities
Location: National Harbor 10
Core Platform, Automation, and AI
Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices
(2623) Mastering Applied Epic Proposal Templates – Tips, Tricks, and Best Practices
Location: National Harbor 11
Core Platform, Automation, and AI
Mastering the Basics of Renewals Manager for Personal Lines
(2757) Mastering the Basics of Renewals Manager for Personal Lines
Location: Chesapeake 9
Personal Lines
Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
(2740) Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
Location: National Harbor 2
Financial Management
Turning Expertise Into Impact: Building Successful SME Programs
(2817) Turning Expertise Into Impact: Building Successful SME Programs
Location: Cherry Blossom
Business Management
Unlocking Insights: Benefits Roundtable Discussion
(2690) Unlocking Insights: Benefits Roundtable Discussion
Location: Anapolis 3
Kelly Knight – Applied Systems
Tom Lind – Applied Systems
Belinda Gilligan
Burt Tower (he/him/his) – Applied Systems
JC Mahan (he/him/his) – Applied Systems
Employee Benefits
Expert Panel: The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter
(2804) Expert Panel: The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter
Location: Chesapeake J
Professional Development
