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Monday, October 6, 2025
7:00 AM - 7:00 PM
PT
Registration and Help Desk Open
7:00 AM - 7:00 PM
PT
Registration and Help Desk Open
Location: Mariposa Lobby
8:00 AM - 3:30 PM
PT
Ivans Connect (Pre-Registration Required)
8:00 AM - 3:30 PM
PT
(IC) Ivans Connect (Pre-Registration Required)
Location: Primrose Ballroom
Pre-Conference Program
8:30 AM - 10:30 AM
PT
Personal Umbrella and Excess Liability (2 CE hours)
8:30 AM - 10:30 AM
PT
(CE1) Personal Umbrella and Excess Liability (2 CE hours)
Location: Joshua 5
Pre-Conference Program
8:30 AM - 3:30 PM
PT
Pre-Conference: Preparing for Epic Accounting
8:30 AM - 3:30 PM
PT
(PEA) Pre-Conference: Preparing for Epic Accounting (Additional Registration and Fee Required)
Location: Joshua 3
Applied Presenter:
Robert D. Maedgen, III
– Applied Systems
Applied Presenter:
Ro Olguin
– Applied Systems
Applied Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Applied Moderator:
Kayla Marx (she/her/hers)
– Applied Systems
Pre-Conference Program
9:00 AM - 12:00 PM
PT
Pre-Conference: Emerging Leaders Program
9:00 AM - 12:00 PM
PT
(EML) Pre-Conference: Emerging Leaders Program
Location: Juniper 1
Presenter:
Melissa Majors
10:30 AM - 12:30 PM
PT
A Problem-and-Solution Approach to Homeowners Insurance (2 CE hours)
10:30 AM - 12:30 PM
PT
(CE2) A Problem-and-Solution Approach to Homeowners Insurance (2 CE hours)
Location: Joshua 5
Pre-Conference Program
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
(2644) Applied Epic and Microsoft Word: Advanced Features for Custom Templates and Proposals
Location: Orovada Ballroom 6
Applied Presenter:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Systems Administration
1:00 PM - 2:00 PM
PT
Woah! Discover the Power of Customer Research
1:00 PM - 2:00 PM
PT
(2759) Woah! Discover the Power of Customer Research
Location: Joshua 8
Presenter:
Mackenzie Wilson
– Aartrijk
Presenter:
Peter van Aartrijk
– Aartrijk
Business Management
1:00 PM - 2:00 PM
PT
Beyond the Basics: Exploring Indio’s Lesser-Known Features
1:00 PM - 2:00 PM
PT
(2511) Beyond the Basics: Exploring Indio’s Lesser-Known Features
Location: Orovada Ballroom 3
Applied Presenter:
Steve So
– Applied Systems
Applied Representative:
Michael J. Bruns
– Connected Commercial Lines & Indio
Personal & Commercial Servicing - Quoting (US)
1:00 PM - 2:00 PM
PT
Using Epic Dashboards to Enhance Master Marketing Submissions
1:00 PM - 2:00 PM
PT
(2521) Using Epic Dashboards to Enhance Master Marketing Submissions
Location: Juniper 1
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
Reporting, Dashboards, and Data Analytics
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
(2564) White-Glove Custom Forms and PolicyWorks Conversion for Canadian Commercial Lines Brokers
Location: Starvine 3
Applied Presenter:
Debbie Kurd (she/her/hers)
– Applied Systems
Applied Presenter:
Josh Moore (he/him/his)
– Applied Systems
Applied Representative:
Michael Cronin (he/him/his)
– Applied Systems
Applied Representative:
Chase Diwik
– Applied Systems
Applied Representative:
Danielle Fiola Robles (she/her/hers)
– Applied Systems
Applied Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Representative:
Bala Acharya V. Kanumuri
– Applied Systems
Personal & Commercial Servicing - General
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
(2577) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
Location: Primrose Ballroom 1
Presenter:
Jayme L. Moreno, AVP
– Alliant Insurance Services, Inc.
Presenter:
Cj Webberley
– Alliant Insurance Services, Inc.
Applied Representative:
Glenn Wharton
– Applied Systems
Personal & Commercial Servicing - General
Personal & Commercial Servicing - Quoting (US)
1:00 PM - 2:00 PM
PT
Keep Applied Epic in Your Pocket with Applied Mobile
1:00 PM - 2:00 PM
PT
(2606) Keep Applied Epic in Your Pocket with Applied Mobile
Location: Orovada Ballroom 5
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Alessia Filutze
– Applied Systems
Personal & Commercial Servicing - Mobile
1:00 PM - 2:00 PM
PT
Reusable Utilities in Applied Epic
1:00 PM - 2:00 PM
PT
(2622) Reusable Utilities in Applied Epic
Location: Orovada Ballroom 4
Presenter:
Kevin Sindelar
– Acrisure LLC
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
PT
Expert Panel: Agencies’ Success Stories Using Epic Dashboards
1:00 PM - 2:00 PM
PT
(2629) Expert Panel: Agencies’ Success Stories Using Epic Dashboards
Location: Juniper 4
Panelist:
Lisa Anthofer
– Skogman Insurance
Panelist:
Jason Hoeppner
– NavSav
Panelist:
Jackeline Short
– Holden & Company Insurance
Panelist:
Amy Wood (she/her/hers)
– Kraus-Anderson Insurance Agency, Inc.
Applied Moderator:
Shir Shavit
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
PT
Auditing Employees Using Applied Epic Reports
1:00 PM - 2:00 PM
PT
(2639) Auditing Employees Using Applied Epic Reports
Location: Juniper 2
Presenter:
Natalie J. Thompson
– The Harbin Agency
Applied Representative:
James Ramsey
– Applied Systems
Reporting, Dashboards, and Data Analytics
Business Management
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
(2659) Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles?
Location: Mariposa Ballroom 6
Presenter:
Kerrie Koestner (she/her/hers)
– FBinsure - Patriot Insurance Growth Services
Business Management
1:00 PM - 2:00 PM
PT
Maintaining and Communicating Process Change in the Agency
1:00 PM - 2:00 PM
PT
(2662) Maintaining and Communicating Process Change in the Agency
Location: Starvine 6
Presenter:
Jarrod Schleusner
– ALKEME Insurance
Presenter:
Amber Ruiz
– Alkeme Insurance Services Inc.
Business Management
1:00 PM - 2:00 PM
PT
How, When, and Why to Deploy an Admin Operations Team
1:00 PM - 2:00 PM
PT
(2663) How, When, and Why to Deploy an Admin Operations Team
Location: Primrose Ballroom 3
Presenter:
Jeff Searles, CIC
– Highstreet Insurance & Financial Services
Business Management
1:00 PM - 2:00 PM
PT
Expert Panel: Emerging Technology Trends for the Modern Agency
1:00 PM - 2:00 PM
PT
(2668) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Mariposa Ballroom 4
Moderator:
Jeff Kite, Kite Tech Group
– Kite Tech Group
Panelist:
Jason Gobbel, Kite Technology Group
– Kite Technology Group
Panelist:
Jason Call
– Blue Ridge Risk Partners, LLC
Panelist:
Adam Atwell, Microsoft MVP
– Kite Technology Group
Business Management
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
(2684) Boosting Your Social Presence: How to Build Strong Customer Relationships with Social Media
Location: Orovada Ballroom 1
Presenter:
Manny Barbosa, Carrier
– Liberty Mutual Insurance | Safeco Insurance
Applied Presenter:
Jen Carsen (she/her/hers)
– Applied Systems
Applied Presenter:
Snehal Belgaumkar
– Applied Systems
Sales and Marketing
Business Management
1:00 PM - 2:00 PM
PT
EZLynx: Managing the Personal Lines Experience from Quote to Bind
1:00 PM - 2:00 PM
PT
(2706) EZLynx: Managing the Personal Lines Experience from Quote to Bind
Location: Starvine 11
Applied Presenter:
Steve Jentzsch (he/him/his)
– EZLynx
Applied Representative:
Ashok Reddy
– Applied Systems
Applied Representative:
Ryan Beukema
– EZLynx
EZLynx
1:00 PM - 2:00 PM
PT
EZLynx: Understanding the Basics of Accounting in EZLynx
1:00 PM - 2:00 PM
PT
(2714) EZLynx: Understanding the Basics of Accounting in EZLynx
Location: Starvine 1
Applied Presenter:
Niki Vela
– Applied Systems
Applied Representative:
Brandon Tompkins
– Applied Systems
EZLynx
1:00 PM - 2:00 PM
PT
EZLynx: Modern Tools for Modern Insurance Shoppers
1:00 PM - 2:00 PM
PT
(2718) EZLynx: Modern Tools for Modern Insurance Shoppers
Location: Starvine 12
Applied Presenter:
Raquel Velez (she/her/hers)
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
Applied Representative:
Anoop Bargur
– EZLynx
EZLynx
1:00 PM - 4:00 PM
PT
Personal Lines and the Business Exposure (3 CE hours)
1:00 PM - 4:00 PM
PT
(CE3) Personal Lines and the Business Exposure (3 CE hours)
Location: Joshua 5
Pre-Conference Program
2:00 PM - 3:00 PM
PT
Turning the Page: What’s Next for Data, Connectivity & AI in Our Channel
2:00 PM - 3:00 PM
PT
(ACT) Turning the Page: What’s Next for Data, Connectivity & AI in Our Channel
Presenter:
Kasey Conners
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
(2735) blueButler Certified Epic Integration and AI Documentation Roadmap - Brought to you by blueC
Location: Orovada Ballroom 3
Presenter:
John McDonald
– blueC 802 Inc
Sponsored Sessions
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
(2731) Insurance AI in Action: Solutions Driving Results Today- Brought to you by Patra
Location: Orovada Ballroom 6
Presenter:
Brett Cleveringa
– Patra Corporation
Presenter:
Brian Smith
– Patra Corporation
Sponsored Sessions
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
(2730) Is Your Epic Database Optimized? - Lessons Learned from Hundreds of Epic Evaluations - Brought to you by Milliken
Location: Mariposa Ballroom 8
Presenter:
Matt Milliken
Presenter:
Gary Milliken
Sponsored Sessions
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
(2741) Leveraging AI to Elevate Client Experience- Brought to you by Coverflow
Location: Mariposa Ballroom 6
Presenter:
Matthew Fastow
Presenter:
Zo Mendez
– Coverflow
Sponsored Sessions
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
(2734) Navigating the Future of Staffing: AI, Skills-Based Hiring, and Workforce Flexibility - Brought to you by WAHVE
Location: Orovada Ballroom 1
Presenter:
Rick Morgan
– WAHVE
Sponsored Sessions
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
(2758) Transforming Teams into Problem-Solving Powerhouses - Brought to you by Total CSR
Location: Mariposa Ballroom 4
Presenter:
Justin Goodman
– Total CSR
Sponsored Sessions
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
(2729) Save the Keyboards! Create Efficiencies in Agency Bill and Pre-Fi Workflows - Brought to you by AFCO Direct
Location: Orovada Ballroom 5
Presenter:
Mark Bogen
– AFCO Direct
Presenter:
Justin Sepcsik
Presenter:
Peter Murphy
– AFCO Direct
Presenter:
Sandy Ruehman
Sponsored Sessions
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
(2736) Get Work Done in Seconds, Spend Time Closing - Brought to you by Fulcrum
Location: Primrose Ballroom 1
Presenter:
Arjun Mangla
Sponsored Sessions
2:30 PM - 3:30 PM
PT
Embedded Premium Finance & Real Time - Brought to you by IPFS
2:30 PM - 3:30 PM
PT
(2737) Embedded Premium Finance & Real Time - Brought to you by IPFS
Location: Primrose Ballroom 3
Presenter:
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Sessions
2:30 PM - 3:30 PM
PT
Back to the Future: Revolutionizing the Personal Lines Experience with AI - Brought to you by Quandri
2:30 PM - 3:30 PM
PT
(2739) Back to the Future: Revolutionizing the Personal Lines Experience with AI - Brought to you by Quandri
Location: Orovada Ballroom 4
Presenter:
Jackson Fregeau
– Quandri
Presenter:
Jamieson Fregeau
Sponsored Sessions
4:00 PM - 5:00 PM
PT
Networking Roundtables
4:00 PM - 5:00 PM
PT
(NR) Networking Roundtables
Location: Juniper 1, 2, 4
5:00 PM - 7:00 PM
PT
Welcome Reception in the Applied Net Exchange
5:00 PM - 7:00 PM
PT
Welcome Reception in the Applied Net Exchange
Location: Juniper Ballroom
8:00 PM - 3:30 PM
PT
Ivans Connect Main Program (additional registration required)
8:00 PM - 3:30 PM
PT
Ivans Connect Main Program (additional registration required)
