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Tuesday, October 7, 2025
7:00 AM - 7:45 AM
PT
Breakfast
7:00 AM - 7:45 AM
PT
Breakfast
Location: Dolby Live in Park MGM
7:00 AM - 6:00 PM
PT
Registration and Help Desk Open
7:00 AM - 6:00 PM
PT
Registration and Help Desk Open
Location: Mariposa Lobby
8:00 AM - 10:00 AM
PT
Keynote Sessions
8:00 AM - 10:00 AM
PT
Keynote Sessions
Location: Dolby Live in Park MGM
10:45 AM - 11:45 AM
PT
EZLynx Keynote
10:45 AM - 11:45 AM
PT
(2746) EZLynx Keynote
Location: Primrose Ballroom 4
Applied Presenter:
Ryan Beukema
– EZLynx
Applied Presenter:
Brenna Johnson
– EZLynx
Applied Presenter:
Michael Streit
– Applied Systems
EZLynx
10:45 AM - 11:45 AM
PT
Learning Lounge - Accountant & Finance Personnel
10:45 AM - 11:45 AM
PT
(10) Learning Lounge - Accountant & Finance Personnel
Location: Ironwood Alcove
Learning Lounge Facilitator:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Learning Lounge Facilitator:
Kelly Scheib
– Commercial Insurance Associates, LLC
10:45 AM - 11:45 AM
PT
Learning Lounge - Client Facing Services - Personal & Commercial Lines
10:45 AM - 11:45 AM
PT
(105) Learning Lounge - Client Facing Services - Personal & Commercial Lines
Location: Willow Lounge
Learning Lounge Facilitator:
Jayne Bahneman
– SF Insurance Group
10:45 AM - 11:45 AM
PT
Learning Lounge - Employee Benefits - Account Manager
10:45 AM - 11:45 AM
PT
(100) Learning Lounge - Employee Benefits - Account Manager
Location: Pinyon Alcove
Learning Lounge Facilitator:
Kaye Peloquin
– EHD Insurance
10:45 AM - 11:45 AM
PT
Learning Lounge - Large Agents
10:45 AM - 11:45 AM
PT
(111) Learning Lounge - Large Agents
Location: Primrose Foyer
Learning Lounge Facilitator:
Danielle B. DuFour (she/her/hers)
– NBT Insurance Agency
Learning Lounge Facilitator:
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
10:45 AM - 11:45 AM
PT
Streamlining Agency-Carrier Book Transfer Collaboration with Ivans Bookroll
10:45 AM - 11:45 AM
PT
(2743) Streamlining Agency-Carrier Book Transfer Collaboration with Ivans Bookroll
Location: Joshua 5
Applied Representative:
Heather Prabish (she/her/hers)
– Ivans
Presenter:
Erin Cummings
– Norfolk & Dedham
Presenter:
Kendra Logie
– Deland, Gibson Insurance Associates, Inc.
Personal & Commercial Servicing - Quoting (US)
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
(2517) Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines
Location: Joshua 1
Applied Presenter:
Alessia Filutze
– Applied Systems
Applied Representative:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Ryan Lapp
– Ivans
Applied Representative:
Maggie Mulligan
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
10:45 AM - 11:45 AM
PT
Automate Premium Financing with Applied Pay and AFCO Direct
10:45 AM - 11:45 AM
PT
(2533) Automate Premium Financing with Applied Pay and AFCO Direct
Location: Primrose Ballroom 1
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Presenter:
Dave Stevens (he/him/his)
– Applied Systems
Applied Representative:
Nash Qadri (he/him/his)
– Applied Systems
Payments & Accounting
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
(2541) Hands-On Lab: Discover the Configure Accounting Area in Applied Epic
Location: Joshua 9
Applied Presenter:
Jeff Newman
– Applied Systems
Applied Presenter:
Robert D. Maedgen, III
– Applied Systems
Applied Representative:
Larry Klutzke CPA CIC
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Payments & Accounting
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
(2556) Expert Panel: Unveiling the Power of E-Servicing Real-Time Transactions for Enhancing Team Efficiencies
Location: Mariposa Ballroom 4
Applied Moderator:
Bryanna Matte (she/her/hers)
– Ivans
Panelist:
Ed Alberico (he/him/his)
– JMG Insurance
Panelist:
Christina Kubes (she/her/hers)
– Alliant Insurance Services, Inc.
Panelist:
Erin Meade (she/her/hers)
– NBT Insurance Agency
Panelist:
Lori Rummelt (she/her/hers)
– LaPorte Consulting, LLC
Personal & Commercial Servicing - General
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
(2561) Best Practices for Enhancing Accuracy in Applied Epic Reporting and Dashboards
Location: Juniper 2
Applied Presenter:
Jim Zell
– Applied Systems
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
Reporting, Dashboards, and Data Analytics
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
(2573) A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
Location: Joshua 3
Presenter:
George Vakalopoulos
– Alliant Insurance Services, Inc.
Applied Representative:
Kayla Marx (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
Payments & Accounting
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
(2592) Creating and Converting to the New Epic Benefits Forms for U.S. Agencies
Location: Orovada Ballroom 1
Presenter:
Laura Airis (she/her/hers)
– McClone
Applied Presenter:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Representative:
Bala Acharya V. Kanumuri
– Applied Systems
Employee Benefits
10:45 AM - 11:45 AM
PT
Expert Panel: Cross-Functional Collaboration Across Your Benefits Team
10:45 AM - 11:45 AM
PT
(2595) Expert Panel: Cross-Functional Collaboration Across Your Benefits Team
Location: Orovada Ballroom 3
Applied Moderator:
Ro Olguin
– Applied Systems
Panelist:
Melissa A. Schultz, RHU, GBA (she/her/hers)
– Hausmann Group
Panelist:
Michael Seeling
– Aparicio, Walker & Seeling inc
Panelist:
Ashley Underwood (she/her/hers)
– NBT Insurance Agency, LLC
Applied Representative:
JC Mahan (he/him/his)
– Applied Systems
Employee Benefits
Sales and Marketing
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
(2615) Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service
Location: Joshua 10
Presenter:
Courtney Anderson (she/her/hers)
– Acrisure LLC
Applied Presenter:
Matt Duggan
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Tom Ives
– Applied Systems
Personal & Commercial Servicing - Mobile
10:45 AM - 11:45 AM
PT
Applied API Suite: Use Case Spotlight
10:45 AM - 11:45 AM
PT
(2617) Applied API Suite: Use Case Spotlight
Location: Orovada Ballroom 4
Applied Presenter:
Frank Smith
– Applied Systems
Reporting, Dashboards, and Data Analytics
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
(2618) Getting the Most Out of the Book of Business Import Tool in Applied Epic
Location: Joshua 8
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Representative:
Michell Skaare (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:45 AM - 11:45 AM
PT
Epic Dashboards Overview
10:45 AM - 11:45 AM
PT
(2633) Epic Dashboards Overview
Location: Juniper 1
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Shir Shavit
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:45 AM - 11:45 AM
PT
Expert Panel: Strategies for Maintaining and Managing Data Quality
10:45 AM - 11:45 AM
PT
(2634) Expert Panel: Strategies for Maintaining and Managing Data Quality
Location: Juniper 4
Panelist:
Amy Boudinot
Panelist:
Jason Hoeppner
– NavSav
Panelist:
Dana Krebs
– Hylant
Panelist:
Dawn Stark (she/her/hers)
– The Gibraltar Group - Insurance Services
Applied Moderator:
Janice Sierra (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:45 AM - 11:45 AM
PT
Expert Panel: How to Audit and Optimize Your Service Processes
10:45 AM - 11:45 AM
PT
(2661) Expert Panel: How to Audit and Optimize Your Service Processes
Location: Mariposa Ballroom 8
Panelist:
Rachel Johnson
– CRS Insurance Brokerage
Panelist:
Jarrod Schleusner
– ALKEME Insurance
Panelist:
Nabih A.E. Elsoud
– Nour Insurance
Professional Development
10:45 AM - 11:45 AM
PT
Change Management, Inclusive Leadership, and Building an Emotionally Resilient Team
10:45 AM - 11:45 AM
PT
(2664) Change Management, Inclusive Leadership, and Building an Emotionally Resilient Team
Location: Starvine 3
Presenter:
Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers)
– CalNonProfits Insurance Services
Presenter:
Colleen Lazanich, CIC CRM (she/her/hers)
– CalNonprofits Insurance Services
Business Management
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
(2665) Navigating the Emotional and Strategic Challenges of Acquisitions: A Leadership Guide to Seamless Transitions
Location: Primrose Ballroom 3
Presenter:
Kerrie Koestner (she/her/hers)
– FBinsure - Patriot Insurance Growth Services
Business Management
10:45 AM - 11:45 AM
PT
Small Agency Roundtable: Navigating Challenges and Sharing Solutions
10:45 AM - 11:45 AM
PT
(2671) Small Agency Roundtable: Navigating Challenges and Sharing Solutions
Location: Primrose Ballroom 6
Facilitator:
Natalie J. Thompson
– The Harbin Agency
Panelist:
Paulla Groover (she/her/hers)
– The Harbin Agency, Inc.
Business Management
10:45 AM - 11:45 AM
PT
Time Management and Block Scheduling
10:45 AM - 11:45 AM
PT
(2679) Time Management and Block Scheduling
Location: Starvine 6
Presenter:
Karadee Dunbar, CISR
– Alliant Insurance Services, Inc.
Presenter:
Nancy A. Nicklow, CPCU, AAI (she/her/hers)
– Huff insurance
Professional Development
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
(2681) Building a Customer Communication Journey Across Applied Epic and Applied Marketing Automation
Location: Orovada Ballroom 6
Presenter:
Billie J. Galle
– TRICOR Insurance
Applied Representative:
Linda Bendele
– Applied Systems
Sales and Marketing
10:45 AM - 11:45 AM
PT
Introduction and Overview of Applied Epic for Salesforce
10:45 AM - 11:45 AM
PT
(2688) Introduction and Overview of Applied Epic for Salesforce
Location: Orovada Ballroom 8
Presenter:
Joey Bedell
– Applied Epic User
Applied Presenter:
Scott Bolens
– Applied Systems
Sales and Marketing
10:45 AM - 11:45 AM
PT
Introduction and Overview of Applied Marketing Automation
10:45 AM - 11:45 AM
PT
(2690) Introduction and Overview of Applied Marketing Automation
Location: Orovada Ballroom 5
Applied Presenter:
Jennifer Grayson
– Applied Systems
Applied Representative:
Glenn Wharton
– Applied Systems
Sales and Marketing
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
10:45 AM - 11:45 AM
PT
(2749) Utilisation de la fonction d'internationalisation d'Applied Epic pour servir les clients en anglais et en français
Location: Mariposa Ballroom 6
Applied Presenter:
Karine Poirier
– Applied Systems
Applied Representative:
Jackie Hacala
– Applied Systems
Personal & Commercial Servicing - Quoting (CA)
11:45 AM - 1:00 PM
PT
Lunch & Applied Net Exchange Open
11:45 AM - 1:00 PM
PT
Lunch & Applied Net Exchange Open
Location: Pinyon and Ironwood Ballrooms
1:15 PM - 2:15 PM
PT
Learning Lounge - Client Facing Services - Personal Lines
1:15 PM - 2:15 PM
PT
(106) Learning Lounge - Client Facing Services - Personal Lines
Location: Willow Lounge
Learning Lounge Facilitator:
Beverly Moore
– Rollo Insurance Group, Inc
Learning Lounge Facilitator:
Sue Bernard
– HSM Insurance
1:15 PM - 2:15 PM
PT
Learning Lounge - IT/System Admins
1:15 PM - 2:15 PM
PT
(109) Learning Lounge - IT/System Admins
Location: Primrose Foyer
Learning Lounge Facilitator:
Danielle Lardeo (she/her/hers)
– Barnes-Bollinger Insurance Services, Inc.
1:15 PM - 2:15 PM
PT
Learning Lounge - Owner/Principal
1:15 PM - 2:15 PM
PT
(114) Learning Lounge - Owner/Principal
Location: Ironwood Alcove
Learning Lounge Facilitator:
Aaron C. Glass (he/him/his)
– Glenwood Insurance
1:15 PM - 2:15 PM
PT
Learning Lounge - Small Agencies/Brokerages
1:15 PM - 2:15 PM
PT
(115) Learning Lounge - Small Agencies/Brokerages
Location: Pinyon Alcove
Learning Lounge Facilitator:
Stacy Johansen
– Downeast Insurance, LLC
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
(2515) Expert Panel: Agency and Carrier Experiences Using Comparative Raters for Small Commercial Business
Location: Mariposa Ballroom 8
Panelist:
Tatum Fish
– Chubb
Panelist:
Scott Weer
– Weer Insurance Group
Panelist:
Amanda M. Edlin (she/her/hers)
– Sterling G Thompson Co
Panelist:
Brian D. Bartosh
– Spire America Holdings, Inc.
Applied Moderator:
Liesel Pollvogt
– Applied Systems
Applied Representative:
Ryan Lapp
– Ivans
Personal & Commercial Servicing - Quoting (US)
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
(2520) Hands-On Lab: How to Set Your Team Up for Success with Epic Quotes Personal Lines
Location: Joshua 10
Applied Presenter:
Jennifer Grayson
– Applied Systems
Applied Representative:
Rachel Naylor
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
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
(2532) I Want It That Way: Customizing Epic Reports, Invoices, and Statement Layouts
Location: Juniper 1
Applied Presenter:
Dave Younker
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Payments & Accounting
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
(2537) Unlocking the Value of Applied Pay for Your Agency and Insureds
Location: Juniper 2
Applied Presenter:
Chase Petrey
– Applied Systems
Applied Presenter:
Dave Stevens (he/him/his)
– Applied Systems
Applied Representative:
Robert D. Maedgen, III
– Applied Systems
Applied Representative:
Jeff Newman
– Applied Systems
Payments & Accounting
1:15 PM - 2:15 PM
PT
Expert Panel: Applied Pay Best Practices
1:15 PM - 2:15 PM
PT
(2545) Expert Panel: Applied Pay Best Practices
Location: Orovada Ballroom 3
Applied Moderator:
Heather Shockley
– Applied Systems
Panelist:
Patti Schmidt
Panelist:
Mark Carrick
– The Baldwin Group
Panelist:
Heather Tolbert
Panelist:
William Laubach
– Emery & Webb, Inc.
Applied Representative:
Amy Dermody
– Applied Systems
Applied Representative:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Payments & Accounting
1:15 PM - 2:15 PM
PT
Financial Mastery: Streamlining Month-End Processing for Perfection
1:15 PM - 2:15 PM
PT
(2548) Financial Mastery: Streamlining Month-End Processing for Perfection
Location: Orovada Ballroom 6
Applied Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
Applied Representative:
Larry Klutzke CPA CIC
– Applied Systems
Payments & Accounting
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
(2562) Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates
Location: Joshua 1
Applied Presenter:
Mercy Ruiz (she/her/hers)
– Applied Systems
Applied Representative:
Allison Haag
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
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
(2563) What's New and What's Next in Applied Epic Forms for Canadian Brokers
Location: Starvine 3
Applied Presenter:
Bala Acharya V. Kanumuri
– Applied Systems
Applied Presenter:
Michael Cronin (he/him/his)
– Applied Systems
Applied Representative:
Debbie Kurd (she/her/hers)
– Applied Systems
Applied Representative:
Danielle Fiola Robles (she/her/hers)
– Applied Systems
Applied Representative:
Chase Diwik
– Applied Systems
Applied Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Representative:
Josh Moore (he/him/his)
– Applied Systems
Personal & Commercial Servicing - General
1:15 PM - 2:15 PM
PT
Maximizing Efficiency in Applied Epic
1:15 PM - 2:15 PM
PT
(2571) Maximizing Efficiency in Applied Epic
Location: Primrose Ballroom 6
Submitter:
Nancy A. Nicklow, CPCU, AAI (she/her/hers)
– Huff insurance
Personal & Commercial Servicing - General
1:15 PM - 2:15 PM
PT
Expert Panel: Download Tips for Applied Epic
1:15 PM - 2:15 PM
PT
(2583) Expert Panel: Download Tips for Applied Epic
Location: Mariposa Ballroom 4
Applied Moderator:
Jordan Trapp (she/her/hers)
– Applied Systems
Panelist:
Deb Alt (she/her/hers)
– Foundation Risk Partners
Panelist:
Lisa Anthofer
– Skogman Insurance
Panelist:
Maureen Boeing, Maureen Boeing Consulting (she/her/hers)
– Maureen Boeing Consulting
Panelist:
Lisa M. Sheely
– Acrisure LLC
Personal & Commercial Servicing - General
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
(2586) Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1
Location: Primrose Ballroom 3
Presenter:
Lauren Roberts
– Kite Technology Group
Presenter:
Buffy Johnson
– Kite Technology Group
Applied Representative:
Jim Zell
– Applied Systems
Personal & Commercial Servicing - General
Payments & Accounting
1:15 PM - 2:15 PM
PT
Exploring the Updated Applied Epic Employee Benefits Experience
1:15 PM - 2:15 PM
PT
(2596) Exploring the Updated Applied Epic Employee Benefits Experience
Location: Orovada Ballroom 4
Applied Presenter:
Tom Lind
– Applied Systems
Applied Presenter:
Toolkia Kashyap (she/her/hers)
– Applied Systems
Applied Representative:
JC Mahan (he/him/his)
– Applied Systems
Employee Benefits
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
(2607) An Account Manager's Use of Applied Products to Streamline Renewals
Location: Orovada Ballroom 1
Applied Presenter:
Jennifer A. Raymond (she/her/hers)
– Applied Systems
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Mobile
Personal & Commercial Servicing - Quoting (US)
1:15 PM - 2:15 PM
PT
The Basics of Internal Certificate Management in Applied CSR24
1:15 PM - 2:15 PM
PT
(2609) The Basics of Internal Certificate Management in Applied CSR24
Location: Primrose Ballroom 4
Applied Presenter:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Personal & Commercial Servicing - Mobile
1:15 PM - 2:15 PM
PT
Applied API Suite: Roadmap to Innovation
1:15 PM - 2:15 PM
PT
(2616) Applied API Suite: Roadmap to Innovation
Location: Starvine 6
Applied Presenter:
Sreekanth Kannepalli
– Applied Systems
Applied Presenter:
Sajjad Ahmed
– Applied Systems
Applied Representative:
Frank Smith
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:15 PM - 2:15 PM
PT
Introduction to Accounting Reports
1:15 PM - 2:15 PM
PT
(2637) Introduction to Accounting Reports
Location: Joshua 8
Applied Presenter:
Ro Olguin
– Applied Systems
Applied Representative:
Laura Jermyn
– Applied Systems
Reporting, Dashboards, and Data Analytics
Payments & Accounting
1:15 PM - 2:15 PM
PT
Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards
1:15 PM - 2:15 PM
PT
(2638) Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards
Location: Juniper 4
Applied Moderator:
Joy Jack
– Applied Systems
Panelist:
Danielle B. DuFour (she/her/hers)
– NBT Insurance Agency
Panelist:
Jennifer Gill
– WSR Insurance Services
Panelist:
Mitchell Reatini
– BHS Insurance
Panelist:
Erinn Smith (she/her/hers)
– Carroll Insurance Agency
Reporting, Dashboards, and Data Analytics
Business Management
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
(2654) Hands-on Lab: Expanding Your SET Command Skills in Microsoft Word
Location: Joshua 9
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Systems Administration
1:15 PM - 2:15 PM
PT
Strategizing for a Successful Move to Applied Epic Browser
1:15 PM - 2:15 PM
PT
(2656) Strategizing for a Successful Move to Applied Epic Browser
Location: Primrose Ballroom 1
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Systems Administration
1:15 PM - 2:15 PM
PT
Applied Book Builder: Unlock Account Rounding Revenue with AI
1:15 PM - 2:15 PM
PT
(2685) Applied Book Builder: Unlock Account Rounding Revenue with AI
Location: Orovada Ballroom 8
Applied Presenter:
Guy Brahms (he/him/his)
– Applied Systems (Planck)
Applied Presenter:
Shir Shavit
– Applied Systems
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Representative:
James Ramsey
– Applied Systems
Sales and Marketing
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
(2689) Beyond Basics: Advancing Your Marketing Strategy with Automated Content and Campaigns
Location: Joshua 3
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Jen Carsen (she/her/hers)
– Applied Systems
Sales and Marketing
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
(2697) EZLynx: Evolve and Adapt to Your Agency's Growth with Support from ACN
Location: Starvine 1
Presenter:
Amanda Crawford (she/her/hers)
– Compass Insurance Group
Presenter:
George Robertson (he/him/his)
– Robertson Consulting, LLC
Applied Representative:
Samantha Lawson
– EZLynx
EZLynx
1:15 PM - 2:15 PM
PT
EZLynx: Unveiling the New Commercial Lines Submission Workflow
1:15 PM - 2:15 PM
PT
(2707) EZLynx: Unveiling the New Commercial Lines Submission Workflow
Location: Starvine 12
Applied Presenter:
Michael Rabinowitz
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
Applied Representative:
Stacey Eickhorst
– EZLynx
EZLynx
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
(2715) EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency
Location: Starvine 11
Applied Presenter:
Waji Khan (he/him/his)
– EZLynx
Applied Representative:
Anoop Bargur
– EZLynx
Applied Representative:
Saurabh Hooda
– Applied Systems
EZLynx
1:15 PM - 2:15 PM
PT
The Future of P&C Insurance: A View of Agents, MGAs, and Carriers
1:15 PM - 2:15 PM
PT
(2756) The Future of P&C Insurance: A View of Agents, MGAs, and Carriers
Location: Joshua 5
Presenter:
Mark Breading
– ReSource Pro
Business Management
2:45 PM - 3:45 PM
PT
Digitizing Commercial Risk Appetite Communication Between Agencies and Carriers
2:45 PM - 3:45 PM
PT
(2744) Digitizing Commercial Risk Appetite Communication Between Agencies and Carriers
Location: Orovada Ballroom 6
Applied Presenter:
Katy Joseph
– Ivans
Applied Presenter:
Sarah MacKinnon (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
2:45 PM - 3:45 PM
PT
How to Effectively Use Tarmika
2:45 PM - 3:45 PM
PT
(2518) How to Effectively Use Tarmika
Location: Starvine 6
Applied Presenter:
Liesel Pollvogt
– Applied Systems
Applied Presenter:
Maggie Mulligan
– Applied Systems
Applied Representative:
Ryan Lapp
– Ivans
Personal & Commercial Servicing - Quoting (US)
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
(2523) Expert Panel: How Agencies Use Epic Quotes to Win Personal Lines Business
Location: Mariposa Ballroom 8
Applied Moderator:
Jennifer Grayson
– Applied Systems
Panelist:
Lynn Covey
– TRICOR Insurance
Panelist:
Dawn Stark (she/her/hers)
– The Gibraltar Group - Insurance Services
Panelist:
Katie Hermreck
– Elliott Group
Panelist:
Britney Grutkowski
– Stockman Insurance
Personal & Commercial Servicing - Quoting (US)
2:45 PM - 3:45 PM
PT
Expert Panel: Ask the Indio Experts
2:45 PM - 3:45 PM
PT
(2525) Expert Panel: Ask the Indio Experts
Location: Starvine 3
Applied Moderator:
Chase Diwik
– Applied Systems
Panelist:
Jessica Attebury (she/her/hers)
– Acrisure LLC
Panelist:
Jillian Rouleau (she/her/hers)
– Acrisure, LLC
Panelist:
Becky Lehpamer (she/her/hers)
– OneDigital
Panelist:
Jackeline Short
– Holden & Company Insurance
Applied Representative:
Michael J. Bruns
– Connected Commercial Lines & Indio
Applied Representative:
Steve So
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
2:45 PM - 3:45 PM
PT
Expert Panel: Closing the Gap on Closing the Month
2:45 PM - 3:45 PM
PT
(2527) Expert Panel: Closing the Gap on Closing the Month
Location: Orovada Ballroom 3
Applied Moderator:
Kayla Marx (she/her/hers)
– Applied Systems
Panelist:
Maureen Boeing, Maureen Boeing Consulting (she/her/hers)
– Maureen Boeing Consulting
Panelist:
Loni J. Gawey (she/her/hers)
– Levitt-Fuirst Associates, Ltd.
Panelist:
Natalie J. Thompson
– The Harbin Agency
Payments & Accounting
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
(2549) Agency Billing for Non-Accountants: Deep Dive on Policy-Level Transactions - Part 2
Location: Primrose Ballroom 3
Presenter:
Lauren Roberts
– Kite Technology Group
Presenter:
Buffy Johnson
– Kite Technology Group
Applied Representative:
Jim Zell
– Applied Systems
Payments & Accounting
2:45 PM - 3:45 PM
PT
Canadian Marketplace Update
2:45 PM - 3:45 PM
PT
(2566) Canadian Marketplace Update
Location: Primrose Ballroom 1
Applied Presenter:
Steve Whitelaw
– Applied Systems
Personal & Commercial Servicing - General
2:45 PM - 3:45 PM
PT
Empowering Commercial Lines: Harnessing the Power of Applied Products
2:45 PM - 3:45 PM
PT
(2569) Empowering Commercial Lines: Harnessing the Power of Applied Products
Location: Primrose Ballroom 6
Facilitator:
Casheika C. Moses (she/her/hers)
– The Baldwin Group
Facilitator:
Nancy A. Nicklow, CPCU, AAI (she/her/hers)
– Huff insurance
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
2:45 PM - 3:45 PM
PT
Expert Panel: Optimizing Your Service Workflows from Bottlenecks to Breakthroughs
2:45 PM - 3:45 PM
PT
(2570) Expert Panel: Optimizing Your Service Workflows from Bottlenecks to Breakthroughs
Location: Mariposa Ballroom 4
Panelist:
Jarrod Schleusner
– ALKEME Insurance
Panelist:
Amber Ruiz
– Alkeme Insurance Services Inc.
Panelist:
Jena Lautenschlager-Stroud (she/her/hers)
– Adams Insurance Advisors
Panelist:
Lisa M. Miller (she/her/hers)
– Keystone
Applied Moderator:
Janice Sierra (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
2:45 PM - 3:45 PM
PT
Generating Benefits Templates and Proposals in Applied Epic – Part 1
2:45 PM - 3:45 PM
PT
(2588) Generating Benefits Templates and Proposals in Applied Epic – Part 1
Location: Orovada Ballroom 1
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Micah J. Bean
– Applied Systems
Employee Benefits
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
(2593) Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow
Location: Joshua 9
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Ro Olguin
– Applied Systems
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Employee Benefits
2:45 PM - 3:45 PM
PT
Configurations for a User-Friendly Applied Epic and Applied CSR24
2:45 PM - 3:45 PM
PT
(2602) Configurations for a User-Friendly Applied Epic and Applied CSR24
Location: Orovada Ballroom 8
Presenter:
Karla J. Myers, CIC, CWCA (she/her/hers)
– Franconia Insurance & Financial Services
Applied Representative:
Alessia Filutze
– Applied Systems
Personal & Commercial Servicing - Mobile
2:45 PM - 3:45 PM
PT
Transitioning Certificate Processing from Applied Epic to Applied CSR24
2:45 PM - 3:45 PM
PT
(2608) Transitioning Certificate Processing from Applied Epic to Applied CSR24
Location: Mariposa Ballroom 6
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Personal & Commercial Servicing - Mobile
2:45 PM - 3:45 PM
PT
Getting Started with Applied Data Lake and Google Cloud
2:45 PM - 3:45 PM
PT
(2621) Getting Started with Applied Data Lake and Google Cloud
Location: Joshua 3
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Presenter:
Garrett Gupton
– Applied Systems
Applied Representative:
Adaeze Ajoku
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:45 PM - 3:45 PM
PT
Epic Dashboards for Department Managers and Account Managers
2:45 PM - 3:45 PM
PT
(2626) Epic Dashboards for Department Managers and Account Managers
Location: Juniper 1
Applied Presenter:
Allison Haag
– Applied Systems
Applied Representative:
Shir Shavit
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:45 PM - 3:45 PM
PT
Getting Started with Epic Dashboards Asset Builder
2:45 PM - 3:45 PM
PT
(2630) Getting Started with Epic Dashboards Asset Builder
Location: Primrose Ballroom 4
Applied Presenter:
James Ramsey
– Applied Systems
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:45 PM - 3:45 PM
PT
Expert Panel: Navigating AI in the Insurance Industry
2:45 PM - 3:45 PM
PT
(2650) Expert Panel: Navigating AI in the Insurance Industry
Location: Juniper 4
Panelist:
Lisa Anthofer
– Skogman Insurance
Panelist:
Daniel Horn
– Rollo Insurance Group
Panelist:
Jessica Traynor (she/her/hers)
– PLATFORM Insurance Management Inc.
Applied Moderator:
Lauren Kingston
– Applied Systems
Applied Representative:
Erica Pickens
– Applied Systems
Systems Administration
Business Management
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
(2669) How to Build and Manage a Successful Subject Matter Expert Team
Location: Joshua 8
Presenter:
Jayme L. Moreno, AVP
– Alliant Insurance Services, Inc.
Presenter:
George Vakalopoulos
– Alliant Insurance Services, Inc.
Business Management
2:45 PM - 3:45 PM
PT
Microsoft Excel Pivot Tables
2:45 PM - 3:45 PM
PT
(2676) Microsoft Excel Pivot Tables
Location: Juniper 2
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Professional Development
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
(2687) Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder
Location: Joshua 1
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Jen Carsen (she/her/hers)
– Applied Systems
Applied Representative:
Laura Jermyn
– Applied Systems
Applied Representative:
Glenn Wharton
– Applied Systems
Sales and Marketing
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
(2698) EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding
Location: Starvine 11
Presenter:
Beaux Pilgrim, CIC
– Reed Insurance / ia Blueprint Remote Staffing
Applied Presenter:
Vijay Rengarajan
– Applied Systems
EZLynx
2:45 PM - 3:45 PM
PT
EZLynx: The Power of a Successfully Implemented Self-Servicing Portal
2:45 PM - 3:45 PM
PT
(2700) EZLynx: The Power of a Successfully Implemented Self-Servicing Portal
Location: Starvine 12
Presenter:
Carlo Ferrara
– StreetSmart Insurance
Presenter:
Jake N. Ferrara
– StreetSmart Insurance
Applied Representative:
Samantha Lawson
– EZLynx
EZLynx
2:45 PM - 3:45 PM
PT
EZLynx: What's New in Reporting
2:45 PM - 3:45 PM
PT
(2702) EZLynx: What's New in Reporting
Location: Starvine 1
Applied Presenter:
Mel R. Alsabrook (she/they)
– EZLynx
Applied Representative:
Aaron Rainey
– Applied Systems
EZLynx
2:45 PM - 3:45 PM
PT
Accelerating Your Growth with Applied Benefits Solutions
2:45 PM - 3:45 PM
PT
(2738) Accelerating Your Growth with Applied Benefits Solutions
Location: Orovada Ballroom 4
Applied Presenter:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Presenter:
Tammi Shapiro
– Applied Systems
Presenter:
John Woods
Employee Benefits
Business Management
2:45 PM - 3:45 PM
PT
The Top Performer's Playbook
2:45 PM - 3:45 PM
PT
(2755) The Top Performer's Playbook
Location: Joshua 5
Presenter:
Harrison Brooks
– Reagan Consulting
Business Management
7:00 PM - 8:30 PM
PT
Michael Jackson ONE by Cirque du Soleil (Show #1)
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)
9:30 PM - 11:00 PM
PT
Michael Jackson ONE by Cirque du Soleil (Show #2)
