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Wednesday, October 8, 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 - 12:00 PM
PT
Registration Open
7:00 AM - 12:00 PM
PT
Registration Open
Location: Mariposa Lobby
7:00 AM - 6:00 PM
PT
Help Desk Open
7:00 AM - 6:00 PM
PT
Help Desk Open
Location: Mariposa Lobby
8:00 AM - 9:30 AM
PT
Keynote Sessions
8:00 AM - 9:30 AM
PT
Keynote Sessions
Location: Dolby Live in Park MGM
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
(2748) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Mariposa Ballroom 6
Professional Development
10:15 AM - 11:15 AM
PT
Learning Lounge - Accountant & Finance Personnel
10:15 AM - 11:15 AM
PT
(102) Learning Lounge - Accountant & Finance Personnel
Location: Ironwood Alcove
Learning Lounge Facilitator:
David Sturgeon
– Stapleton Insurance
10:15 AM - 11:15 AM
PT
Learning Lounge - Client Facing Services - Commercial Lines
10:15 AM - 11:15 AM
PT
(104) Learning Lounge - Client Facing Services - Commercial Lines
Location: Willow Lounge
Learning Lounge Facilitator:
Jill Arnold
– E K McConkey & Co Inc d/b/a McConkey Insurance & Benefits
10:15 AM - 11:15 AM
PT
Learning Lounge - IT/System Admins
10:15 AM - 11:15 AM
PT
(110) Learning Lounge - IT/System Admins
Location: Primrose Foyer
Learning Lounge Facilitator:
Jenna Silva (she/her/hers)
– C3 Risk & Insurance Services
10:15 AM - 11:15 AM
PT
Learning Lounge - Marketing Manager/Specialist
10:15 AM - 11:15 AM
PT
(112) Learning Lounge - Marketing Manager/Specialist
Location: Pinyon Alcove
Learning Lounge Facilitator:
Donna Whittenburg
– Trimble-Batjer an Alera Group Company
10:15 AM - 11:15 AM
PT
Managing Commercial Lines Renewals Across Applied Products
10:15 AM - 11:15 AM
PT
(2516) Managing Commercial Lines Renewals Across Applied Products
Location: Juniper 1
Applied Presenter:
Heather Rahman
– Applied Systems
Applied Representative:
Chase Diwik
– Applied Systems
Applied Representative:
Ryan Lapp
– Ivans
Personal & Commercial Servicing - Quoting (US)
10:15 AM - 11:15 AM
PT
Expert Panel: Catching and Resolving Applied Epic Accounting Errors
10:15 AM - 11:15 AM
PT
(2526) Expert Panel: Catching and Resolving Applied Epic Accounting Errors
Location: Mariposa Ballroom 8
Applied Moderator:
Janice Sierra (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:
Denise Kinman (she/her/hers)
– Specialty Risk Insurance & White Oak Exchange
Applied Representative:
Kayla Marx (she/her/hers)
– Applied Systems
Payments & Accounting
10:15 AM - 11:15 AM
PT
Automate Premium Financing with Applied Pay and Imperial PFS
10:15 AM - 11:15 AM
PT
(2534) Automate Premium Financing with Applied Pay and Imperial PFS
Location: Orovada Ballroom 5
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Presenter:
Dave Stevens (he/him/his)
– Applied Systems
Payments & Accounting
10:15 AM - 11:15 AM
PT
Mastering Direct Bill Commission Download in Applied Epic
10:15 AM - 11:15 AM
PT
(2539) Mastering Direct Bill Commission Download in Applied Epic
Location: Starvine 6
Applied Presenter:
Robert D. Maedgen, III
– Applied Systems
Applied Presenter:
Jeff Newman
– Applied Systems
Applied Representative:
Brian Marable
– Ivans
Payments & Accounting
10:15 AM - 11:15 AM
PT
Transforming Benefits Commission Recording with AI-Powered Automated Statements
10:15 AM - 11:15 AM
PT
(2546) Transforming Benefits Commission Recording with AI-Powered Automated Statements
Location: Primrose Ballroom 4
Applied Presenter:
Nash Qadri (he/him/his)
– Applied Systems
Applied Presenter:
Chase Petrey
– Applied Systems
Applied Representative:
Toolkia Kashyap (she/her/hers)
– Applied Systems
Applied Representative:
Scott Ingram
– Applied Systems
Payments & Accounting
Employee Benefits
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
(2552) Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates
Location: Joshua 1
Applied Presenter:
Jordan Trapp (she/her/hers)
– Applied Systems
Presenter:
Jonathon Garcia Rosales
Presenter:
Lori Rummelt (she/her/hers)
– LaPorte Consulting, LLC
Applied Representative:
Adam Hendry
– Applied Systems
Applied Representative:
Burt Tower (he/him/his)
– Applied Systems
Personal & Commercial Servicing - General
10:15 AM - 11:15 AM
PT
Applied Epic Bridge: Meet the New Outlook Add-In
10:15 AM - 11:15 AM
PT
(2558) Applied Epic Bridge: Meet the New Outlook Add-In
Location: Joshua 5
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens
– Applied Systems
Personal & Commercial Servicing - General
10:15 AM - 11:15 AM
PT
Applied Epic New Features and Future Roadmap
10:15 AM - 11:15 AM
PT
(2559) Applied Epic New Features and Future Roadmap
Location: Juniper 2
Applied Presenter:
Matt Lane
– Applied Systems
Applied Presenter:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
Catherine Shertenlieb (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
10:15 AM - 11:15 AM
PT
Client Contracts in Applied Epic
10:15 AM - 11:15 AM
PT
(2575) Client Contracts in Applied Epic
Location: Joshua 3
Presenter:
Brenda C. Nevil, AAI-AIS-ITP (she/her/hers)
– Alliant Insurance Services, Inc.
Presenter:
Kristin Arano
– Alliant Insurance Services, Inc.
Applied Representative:
Micah J. Bean
– Applied Systems
Personal & Commercial Servicing - General
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
(2580) Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025?
Location: Primrose Ballroom 3
Presenter:
Steven Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Applied Representative:
Laura Jermyn
– Applied Systems
Personal & Commercial Servicing - General
10:15 AM - 11:15 AM
PT
ABCs of Applied Benefits Designer
10:15 AM - 11:15 AM
PT
(2594) ABCs of Applied Benefits Designer
Location: Orovada Ballroom 1
Applied Presenter:
Victoria Weise (she/her/hers)
– Applied Systems
Applied Representative:
Dan Morrill
– Applied Systems
Employee Benefits
10:15 AM - 11:15 AM
PT
Managing Benefits Carriers in Applied Epic
10:15 AM - 11:15 AM
PT
(2598) Managing Benefits Carriers in Applied Epic
Location: Orovada Ballroom 6
Presenter:
Laura Airis (she/her/hers)
– McClone
Presenter:
Emily Poeschl (she/her/hers)
– McClone Agency, Inc.
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
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
(2603) Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines
Location: Starvine 3
Presenter:
Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers)
– OTIP Group of Companies
Presenter:
Christine Thompson
– OTIP Group of Companies
Presenter:
Lynn Covey
– TRICOR Insurance
Applied Representative:
Alessia Filutze
– Applied Systems
Personal & Commercial Servicing - Mobile
10:15 AM - 11:15 AM
PT
Insights Into Current and Future Offerings for Applied Data Lake
10:15 AM - 11:15 AM
PT
(2619) Insights Into Current and Future Offerings for Applied Data Lake
Location: Orovada Ballroom 4
Applied Presenter:
Laura Amedeo
– Applied Systems
Applied Representative:
Adaeze Ajoku
– Applied Systems
Reporting, Dashboards, and Data Analytics
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
(2631) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
Location: Joshua 10
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jim Zell
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Applied Representative:
Allison Haag
– Applied Systems
Applied Representative:
James Ramsey
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:15 AM - 11:15 AM
PT
Expert Panel: Essentials of Cybersecurity and Regulatory Compliance
10:15 AM - 11:15 AM
PT
(2646) Expert Panel: Essentials of Cybersecurity and Regulatory Compliance
Location: Orovada Ballroom 3
Panelist:
Jeff Kite, Kite Tech Group
– Kite Tech Group
Panelist:
Jason Gobbel, Kite Technology Group
– Kite Technology Group
Applied Moderator:
Lauren Kingston
– Applied Systems
Systems Administration
Business Management
10:15 AM - 11:15 AM
PT
Best Practices to Prepare for Employee Attrition
10:15 AM - 11:15 AM
PT
(2666) Best Practices to Prepare for Employee Attrition
Location: Joshua 8
Presenter:
Aaron C. Glass (he/him/his)
– Glenwood Insurance
Professional Development
10:15 AM - 11:15 AM
PT
Enhancing Your Business Continuity During Critical Downtime
10:15 AM - 11:15 AM
PT
(2672) Enhancing Your Business Continuity During Critical Downtime
Location: Primrose Ballroom 6
Presenter:
Milaney A. Dunn Garwood, CERTCII. MBA,FCCA,Bsc(Hons)
– Cayman Insurance Centre
Business Management
10:15 AM - 11:15 AM
PT
Microsoft Excel Tips and Tricks for the Intermediate User
10:15 AM - 11:15 AM
PT
(2675) Microsoft Excel Tips and Tricks for the Intermediate User
Location: Juniper 4
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Professional Development
10:15 AM - 11:15 AM
PT
Expert Panel: How to Source and Hire Great Producers
10:15 AM - 11:15 AM
PT
(2683) Expert Panel: How to Source and Hire Great Producers
Location: Mariposa Ballroom 4
Panelist:
Devon Neely (she/her/hers)
– The Gibraltar Group - Insurance Services
Panelist:
Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers)
– CalNonProfits Insurance Services
Panelist:
Quincy Atwood
Applied Moderator:
Ro Olguin
– Applied Systems
Sales and Marketing
Business Management
10:15 AM - 11:15 AM
PT
Integrating Applied Book Builder Into Your Agency Workflows
10:15 AM - 11:15 AM
PT
(2686) Integrating Applied Book Builder Into Your Agency Workflows
Location: Primrose Ballroom 1
Applied Presenter:
Guy Brahms (he/him/his)
– Applied Systems (Planck)
Applied Presenter:
Shir Shavit
– Applied Systems
Applied Representative:
Joy Jack
– Applied Systems
Applied Representative:
Charles Frumerie (he/him/his)
– Applied Systems
Sales and Marketing
10:15 AM - 11:15 AM
PT
EZLynx: Game-Changing EZLynx Features You Should Be Using
10:15 AM - 11:15 AM
PT
(2696) EZLynx: Game-Changing EZLynx Features You Should Be Using
Location: Starvine 12
Presenter:
Amanda Crawford (she/her/hers)
– Compass Insurance Group
Presenter:
Beaux Pilgrim, CIC
– Reed Insurance / ia Blueprint Remote Staffing
Applied Representative:
Saurabh Hooda
– Applied Systems
EZLynx
10:15 AM - 11:15 AM
PT
EZLynx Hands-On Lab: Getting the Most from EZLynx Reporting
10:15 AM - 11:15 AM
PT
(2703) EZLynx Hands-On Lab: Getting the Most from EZLynx Reporting
Location: Starvine 11
Applied Presenter:
Mel R. Alsabrook (she/they)
– EZLynx
Applied Representative:
Aaron Rainey
– Applied Systems
Applied Representative:
Ryan Beukema
– EZLynx
EZLynx
10:15 AM - 11:15 AM
PT
EZLynx: Unveiling the New Email Campaigns
10:15 AM - 11:15 AM
PT
(2704) EZLynx: Unveiling the New Email Campaigns
Location: Starvine 1
Applied Presenter:
Raquel Velez (she/her/hers)
– EZLynx
Applied Representative:
Awad Alnawayseh
– EZLynx
Applied Representative:
Vijay Rengarajan
– Applied Systems
EZLynx
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
(2724) Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat)
Location: Joshua 9
Presenter:
Courtney Anderson (she/her/hers)
– Acrisure LLC
Applied Presenter:
Matt Duggan
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Tom Ives
– Applied Systems
Personal & Commercial Servicing - Mobile
10:15 AM - 11:15 AM
PT
Soumission des lignes commerciales canadiennes avec Applied Epic
10:15 AM - 11:15 AM
PT
(2750) Soumission des lignes commerciales canadiennes avec Applied Epic
Location: Orovada Ballroom 8
Applied Presenter:
Karine Poirier
– Applied Systems
Applied Representative:
Jackie Hacala
– Applied Systems
Personal & Commercial Servicing - Quoting (CA)
11:15 AM - 12:45 PM
PT
Lunch & Applied Net Exchange Open
11:15 AM - 12:45 PM
PT
Lunch & Applied Net Exchange Open
Location: Pinyon and Ironwood Ballrooms
12:45 PM - 1:45 PM
PT
Becoming an Exceptional Workplace: The Impact of Employee Voice
12:45 PM - 1:45 PM
PT
(2753) Becoming an Exceptional Workplace: The Impact of Employee Voice
Location: Juniper 2
Applied Presenter:
Michelle Hebert (she/her/hers)
– Applied Systems
Applied Presenter:
Tarra Seawright (she/her/hers)
– Applied Systems
Business Management
12:45 PM - 1:45 PM
PT
Learning Lounge - Canada
12:45 PM - 1:45 PM
PT
(103) Learning Lounge - Canada
Location: Primrose Foyer
Learning Lounge Facilitator:
Jessica Traynor (she/her/hers)
– PLATFORM Insurance Management Inc.
12:45 PM - 1:45 PM
PT
Learning Lounge - EZLynx
12:45 PM - 1:45 PM
PT
(107) Learning Lounge - EZLynx
Learning Lounge Facilitator:
Amanda Crawford (she/her/hers)
– Compass Insurance Group
12:45 PM - 1:45 PM
PT
Learning Lounge - HR Manager
12:45 PM - 1:45 PM
PT
(108) Learning Lounge - HR Manager
Location: Pinyon Alcove
Learning Lounge Facilitator:
Sara R. Kepley, SPHR, SHRM-SCP
– ProValue Insurance
12:45 PM - 1:45 PM
PT
Learning Lounge - Office Manager/Operations Manager
12:45 PM - 1:45 PM
PT
(113) Learning Lounge - Office Manager/Operations Manager
Location: Willow Lounge
Learning Lounge Facilitator:
Samantha Smith (she/her/hers)
– Frost Insurance Agency, Inc.
12:45 PM - 1:45 PM
PT
What's New in Canadian Personal Lines
12:45 PM - 1:45 PM
PT
(2505) What's New in Canadian Personal Lines
Location: Starvine 3
Applied Presenter:
Deidre Kopitonchuk
– Applied Systems
Applied Presenter:
Lindsay Stradeski (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting (CA)
12:45 PM - 1:45 PM
PT
Indio and Applied Epic: Bringing the Systems Closer Together
12:45 PM - 1:45 PM
PT
(2513) Indio and Applied Epic: Bringing the Systems Closer Together
Location: Orovada Ballroom 1
Applied Presenter:
Michael J. Bruns
– Connected Commercial Lines & Indio
Applied Representative:
Chase Diwik
– Applied Systems
Applied Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
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
(2514) What's New and What's Next in Personal Lines Rating
Location: Joshua 8
Applied Presenter:
Rachel Naylor
– Applied Systems
Applied Representative:
Ashok Reddy
– Applied Systems
Applied Representative:
Steve Jentzsch (he/him/his)
– EZLynx
Personal & Commercial Servicing - Quoting (US)
12:45 PM - 1:45 PM
PT
Hands-On Lab: How Applied Pay Makes Life Easier
12:45 PM - 1:45 PM
PT
(2544) Hands-On Lab: How Applied Pay Makes Life Easier
Location: Joshua 1
Applied Presenter:
Amy Dermody
– Applied Systems
Applied Representative:
Jeff Newman
– Applied Systems
Applied Representative:
Robert D. Maedgen, III
– Applied Systems
Applied Representative:
Heather Shockley
– Applied Systems
Payments & Accounting
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
(2547) Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements
Location: Orovada Ballroom 4
Applied Presenter:
Nash Qadri (he/him/his)
– Applied Systems
Applied Presenter:
Chase Petrey
– Applied Systems
Applied Representative:
Scott Ingram
– Applied Systems
Payments & Accounting
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
(2553) Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration
Location: Orovada Ballroom 8
Presenter:
Amy Boudinot
Applied Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Applied Representative:
Jennifer Grayson
– Applied Systems
Personal & Commercial Servicing - General
12:45 PM - 1:45 PM
PT
Hands-On Lab: Ivans Exchange Wizardry
12:45 PM - 1:45 PM
PT
(2555) Hands-On Lab: Ivans Exchange Wizardry
Location: Joshua 10
Applied Presenter:
Lynnette Vogelsang
– Ivans
Applied Presenter:
Brian Marable
– Ivans
Applied Representative:
Bryanna Matte (she/her/hers)
– Ivans
Applied Representative:
Ashwini Velhankar (she/her/hers)
– Ivans
Personal & Commercial Servicing - General
12:45 PM - 1:45 PM
PT
Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring
12:45 PM - 1:45 PM
PT
(2557) Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring
Location: Joshua 5
Applied Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
12:45 PM - 1:45 PM
PT
Applied Epic New Features and Future Roadmap (Repeat)
12:45 PM - 1:45 PM
PT
(2560) Applied Epic New Features and Future Roadmap (Repeat)
Location: Primrose Ballroom 4
Applied Presenter:
Matt Lane
– Applied Systems
Applied Presenter:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
Catherine Shertenlieb (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
12:45 PM - 1:45 PM
PT
Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing
12:45 PM - 1:45 PM
PT
(2567) Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing
Location: Starvine 6
Applied Presenter:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Applied Representative:
Jackie Hacala
– Applied Systems
Personal & Commercial Servicing - General
12:45 PM - 1:45 PM
PT
Improving Your Agency’s Efficiency and Retention Using Activities
12:45 PM - 1:45 PM
PT
(2581) Improving Your Agency’s Efficiency and Retention Using Activities
Location: Primrose Ballroom 1
Presenter:
Kathryn E. Lerch
– Darr Schackow Insurance Agency
Presenter:
Julie Levine (she/her/hers)
– Harry Levine Insurance
Presenter:
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
12:45 PM - 1:45 PM
PT
Hands-On Lab: Creating a Benefits Guide – Part 2
12:45 PM - 1:45 PM
PT
(2589) Hands-On Lab: Creating a Benefits Guide – Part 2
Location: Joshua 9
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Representative:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Tom Lind
– Applied Systems
Employee Benefits
12:45 PM - 1:45 PM
PT
Expert Panel: Managing Changes to Benefits Workflows
12:45 PM - 1:45 PM
PT
(2597) Expert Panel: Managing Changes to Benefits Workflows
Location: Orovada Ballroom 3
Panelist:
Ashley Bentham (she/her/hers)
– Cowan Insurance Group
Panelist:
Kaye Peloquin
– EHD Insurance
Panelist:
Jenna Silva (she/her/hers)
– C3 Risk & Insurance Services
Applied Moderator:
Jennifer Duggan (she/her/hers)
– Applied Systems
Employee Benefits
12:45 PM - 1:45 PM
PT
Advanced Certificate Processing in Applied CSR24
12:45 PM - 1:45 PM
PT
(2610) Advanced Certificate Processing in Applied CSR24
Location: Orovada Ballroom 5
Applied Presenter:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Alessia Filutze
– Applied Systems
Personal & Commercial Servicing - Mobile
12:45 PM - 1:45 PM
PT
Expert Panel: Connecting Applied Data Lake to Business Outcomes
12:45 PM - 1:45 PM
PT
(2620) Expert Panel: Connecting Applied Data Lake to Business Outcomes
Location: Mariposa Ballroom 8
Applied Moderator:
Garrett Gupton
– Applied Systems
Panelist:
Andre Costa
– American Global
Panelist:
Christopher J. Hichborn
– American Global LLC
Panelist:
Pramod Misra (he/him/his)
– Snellings Walters Insurance Agency
Applied Representative:
Adaeze Ajoku
– Applied Systems
Reporting, Dashboards, and Data Analytics
12:45 PM - 1:45 PM
PT
Epic Dashboards for Accountants
12:45 PM - 1:45 PM
PT
(2624) Epic Dashboards for Accountants
Location: Juniper 1
Applied Presenter:
Jim Zell
– Applied Systems
Applied Representative:
Joy Jack
– Applied Systems
Reporting, Dashboards, and Data Analytics
12:45 PM - 1:45 PM
PT
Epic Dashboards for Sales Managers and Producers
12:45 PM - 1:45 PM
PT
(2625) Epic Dashboards for Sales Managers and Producers
Location: Primrose Ballroom 3
Applied Presenter:
James Ramsey
– Applied Systems
Applied Representative:
Shir Shavit
– Applied Systems
Reporting, Dashboards, and Data Analytics
12:45 PM - 1:45 PM
PT
Epic Dashboards Roadmap
12:45 PM - 1:45 PM
PT
(2627) Epic Dashboards Roadmap
Location: Juniper 4
Applied Presenter:
Sreekanth Kannepalli
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Reporting, Dashboards, and Data Analytics
12:45 PM - 1:45 PM
PT
Expert Panel: You Must Work to Have a Winning Culture
12:45 PM - 1:45 PM
PT
(2667) Expert Panel: You Must Work to Have a Winning Culture
Location: Mariposa Ballroom 4
Panelist:
Kerrie Koestner (she/her/hers)
– FBinsure - Patriot Insurance Growth Services
Panelist:
Jayme L. Moreno, AVP
– Alliant Insurance Services, Inc.
Panelist:
Nabih A.E. Elsoud
– Nour Insurance
Panelist:
Jackeline Short
– Holden & Company Insurance
Moderator:
Casheika C. Moses (she/her/hers)
– The Baldwin Group
Business Management
12:45 PM - 1:45 PM
PT
Office Vibes: Elevating Everyday Spaces into Places Employees Love
12:45 PM - 1:45 PM
PT
(2670) Office Vibes: Elevating Everyday Spaces into Places Employees Love
Location: Primrose Ballroom 6
Presenter:
Hayley M. Taylor, CIC, CISR (she/her/hers)
– Construction Casualty Insurance
Business Management
12:45 PM - 1:45 PM
PT
Using Indio to Drive Renewals and Win New Business
12:45 PM - 1:45 PM
PT
(2682) Using Indio to Drive Renewals and Win New Business
Location: Orovada Ballroom 6
Presenter:
Erika Roys (she/her/hers)
– Inszone Insurance Services
Applied Representative:
Linda Bendele
– Applied Systems
Sales and Marketing
12:45 PM - 1:45 PM
PT
EZLynx: Your Agency's Renewal and Retention Workflow
12:45 PM - 1:45 PM
PT
(2701) EZLynx: Your Agency's Renewal and Retention Workflow
Location: Starvine 12
Applied Representative:
Ryan Beukema
– EZLynx
Presenter:
George Robertson (he/him/his)
– Robertson Consulting, LLC
Presenter:
Brandon Hill, CIC
– Stockton-Hill Insurance
EZLynx
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
(2709) EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications
Location: Starvine 11
Applied Presenter:
Michael Rabinowitz
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
Applied Representative:
Stacey Eickhorst
– EZLynx
EZLynx
12:45 PM - 1:45 PM
PT
EZLynx: We Make Commissions Easy
12:45 PM - 1:45 PM
PT
(2719) EZLynx: We Make Commissions Easy
Location: Starvine 1
Presenter:
Beaux Pilgrim, CIC
– Reed Insurance / ia Blueprint Remote Staffing
Applied Presenter:
Cody Lightfoot
– Applied Systems
Applied Presenter:
Chuck Keeley
– Applied Systems
Applied Representative:
Vijay Rengarajan
– Applied Systems
EZLynx
12:45 PM - 1:45 PM
PT
Expert Panel: The Future of Insurance: Technology, Transformation, and the Road Ahead
12:45 PM - 1:45 PM
PT
(2761) Expert Panel: The Future of Insurance: Technology, Transformation, and the Road Ahead
Location: Joshua 3
Moderator:
Jeff Kite, Kite Tech Group
– Kite Tech Group
Panelist:
Francisco Lopes
Panelist:
Arjun Mangla
Panelist:
Mark Rogers
– vBots
Sponsored Sessions
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
(2754) Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity
Location: Starvine 6
Applied Presenter:
Charles Frumerie (he/him/his)
– Applied Systems
Applied Presenter:
Sajjad Ahmed
– Applied Systems
Applied Representative:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Jennifer Polignoni, CIC (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
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
(2504) Using Applied Epic's Internationalization Feature to Serve Clients in English and French
Location: Starvine 3
Presenter:
Marie Habib (she/her/hers)
– LMBF Insurance
Applied Presenter:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Applied Representative:
Jackie Hacala
– Applied Systems
Personal & Commercial Servicing - Quoting (CA)
2:15 PM - 3:15 PM
PT
Unlocking Insights: Commercial Lines Carrier Submissions Discussion
2:15 PM - 3:15 PM
PT
(2519) Unlocking Insights: Commercial Lines Carrier Submissions Discussion
Location: Primrose Ballroom 6
Applied Presenter:
Michael J. Bruns
– Connected Commercial Lines & Indio
Applied Presenter:
Chase Diwik
– Applied Systems
Applied Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Representative:
Ryan Lapp
– Ivans
Applied Representative:
Michael Rabinowitz
– EZLynx
Applied Representative:
Ephie Risho (he/him/his)
– Applied Systems
Applied Representative:
Andrew Shapiro
Personal & Commercial Servicing - Quoting (US)
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
(2528) What's New and What's Next for Financial Management with Applied
Location: Juniper 1
Applied Presenter:
Nash Qadri (he/him/his)
– Applied Systems
Applied Representative:
Amy Dermody
– Applied Systems
Applied Representative:
Scott Ingram
– Applied Systems
Payments & Accounting
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
(2538) Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat)
Location: Orovada Ballroom 5
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
2:15 PM - 3:15 PM
PT
Applied Epic Accounting Tips and Tricks
2:15 PM - 3:15 PM
PT
(2542) Applied Epic Accounting Tips and Tricks
Location: Juniper 2
Applied Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
Applied Representative:
Janice Sierra (she/her/hers)
– Applied Systems
Payments & Accounting
2:15 PM - 3:15 PM
PT
Cleaning Up and Balancing Premium Payable in Applied Epic
2:15 PM - 3:15 PM
PT
(2551) Cleaning Up and Balancing Premium Payable in Applied Epic
Location: Orovada Ballroom 4
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Payments & Accounting
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
(2554) Discover the Power of Client Contracts in Boosting Your Organization's Success
Location: Orovada Ballroom 3
Presenter:
Emily Ashbee (she/her/hers)
– Acera Insurance Services Ltd.
Applied Presenter:
Micah J. Bean
– Applied Systems
Personal & Commercial Servicing - General
2:15 PM - 3:15 PM
PT
Mastering Y-Account Grouping: A Step Towards Enhanced Download Management
2:15 PM - 3:15 PM
PT
(2565) Mastering Y-Account Grouping: A Step Towards Enhanced Download Management
Location: Joshua 8
Presenter:
Kerry J. Webb (she/her/hers)
– Blue Ridge Risk Partners
Applied Presenter:
Brian Marable
– Ivans
Applied Presenter:
Lynnette Vogelsang
– Ivans
Applied Representative:
Ashwini Velhankar (she/her/hers)
– Ivans
Personal & Commercial Servicing - General
2:15 PM - 3:15 PM
PT
I Have Attached It, Now Where Is It?
2:15 PM - 3:15 PM
PT
(2579) I Have Attached It, Now Where Is It?
Location: Mariposa Ballroom 6
Presenter:
Steven Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Applied Representative:
Laura Jermyn
– Applied Systems
Personal & Commercial Servicing - General
2:15 PM - 3:15 PM
PT
Enhancing Efficiency with Renewals Manager for Employee Benefits
2:15 PM - 3:15 PM
PT
(2587) Enhancing Efficiency with Renewals Manager for Employee Benefits
Location: Orovada Ballroom 6
Presenter:
Melissa A. Schultz, RHU, GBA (she/her/hers)
– Hausmann Group
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
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
(2599) Best Practices for Managing Benefits Servicing Workflows in Epic
Location: Orovada Ballroom 1
Presenter:
Katie Dugan
– Hylant
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Tom Lind
– Applied Systems
Employee Benefits
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
(2605) What's New and What's Next in Applied CSR24 and Applied Mobile
Location: Orovada Ballroom 8
Applied Presenter:
Tom Ives
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Personal & Commercial Servicing - Mobile
2:15 PM - 3:15 PM
PT
The Policyholder's Digital Roundtrip in Action
2:15 PM - 3:15 PM
PT
(2613) The Policyholder's Digital Roundtrip in Action
Location: Juniper 4
Applied Presenter:
Jennifer A. Raymond (she/her/hers)
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Mobile
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
(2614) Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement
Location: Mariposa Ballroom 8
Panelist:
Deb Alt (she/her/hers)
– Foundation Risk Partners
Panelist:
David Graham (he/him/his)
– CH Insurance
Panelist:
Becky Lehpamer (she/her/hers)
– OneDigital
Panelist:
Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers)
– OTIP Group of Companies
Applied Moderator:
Alessia Filutze
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Personal & Commercial Servicing - Mobile
2:15 PM - 3:15 PM
PT
Hands-On Lab: Advanced Epic Dashboards Asset Builder
2:15 PM - 3:15 PM
PT
(2632) Hands-On Lab: Advanced Epic Dashboards Asset Builder
Location: Joshua 9
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jim Zell
– Applied Systems
Applied Representative:
Allison Haag
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Applied Representative:
James Ramsey
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:15 PM - 3:15 PM
PT
Tactical Strategies for Data Excellence in Applied Epic
2:15 PM - 3:15 PM
PT
(2635) Tactical Strategies for Data Excellence in Applied Epic
Location: Primrose Ballroom 3
Presenter:
Lauren Calhoun (she/her/hers)
– Heffernan Insurance Brokers
Presenter:
Kelly Sprague (she/her/hers)
– Heffernan Group
Applied Representative:
Joy Jack
– Applied Systems
Reporting, Dashboards, and Data Analytics
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
(2640) Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation
Location: Primrose Ballroom 1
Presenter:
Aaron C. Glass (he/him/his)
– Glenwood Insurance
Applied Representative:
Ro Olguin
– Applied Systems
Reporting, Dashboards, and Data Analytics
Payments & Accounting
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
(2649) Maximizing Efficiency with Applied Epic Configuration: A Guide to Smart System Administration
Location: Primrose Ballroom 4
Presenter:
Amy Wood (she/her/hers)
– Kraus-Anderson Insurance Agency, Inc.
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Systems 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
(2655) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience
Location: Joshua 1
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Abby Larson (she/her/hers)
– Applied Systems
Applied Representative:
Brandon Carter
– Applied Systems
Applied Representative:
Sheila Brown (she/her/hers)
– Applied Systems
Systems Administration
2:15 PM - 3:15 PM
PT
Expert Panel: Women in Executive Positions
2:15 PM - 3:15 PM
PT
(2680) Expert Panel: Women in Executive Positions
Location: Mariposa Ballroom 4
Moderator:
Jennifer Nielsen (she/her/hers)
– Triangle Risk Advisors
Panelist:
Stacy Johansen
– Downeast Insurance, LLC
Panelist:
Jena Lautenschlager-Stroud (she/her/hers)
– Adams Insurance Advisors
Panelist:
Kaira Mercer-Jones (she/her/hers)
– The Gibraltar Group Insurance Services
Professional Development
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
(2695) Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts
Location: Joshua 10
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Rose Plewa (she/her/hers)
– Applied Systems
Sales and Marketing
Reporting, Dashboards, and Data Analytics
2:15 PM - 3:15 PM
PT
EZLynx: Automating Texts and Emails to Win Business
2:15 PM - 3:15 PM
PT
(2699) EZLynx: Automating Texts and Emails to Win Business
Location: Starvine 1
Presenter:
Jake N. Ferrara
– StreetSmart Insurance
Applied Representative:
Anoop Bargur
– EZLynx
Presenter:
Carlo Ferrara
– StreetSmart Insurance
EZLynx
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
(2705) EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns
Location: Starvine 11
Applied Presenter:
Raquel Velez (she/her/hers)
– EZLynx
Applied Representative:
Awad Alnawayseh
– EZLynx
Applied Representative:
Vijay Rengarajan
– Applied Systems
EZLynx
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
(2711) EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive
Location: Starvine 12
Panelist:
Brandon Hill, CIC
– Stockton-Hill Insurance
Panelist:
Kayleigh Spradlin
– Legacy Insurance Group
Panelist:
Hailey Fort, CISR, CIC
– Claremont Insurance Agency
Applied Moderator:
Stacey Eickhorst
– EZLynx
EZLynx
2:15 PM - 3:15 PM
PT
Step into the Future of Insurance Training with Total CSR
2:15 PM - 3:15 PM
PT
(2732) Step into the Future of Insurance Training with Total CSR
Location: Joshua 3
Presenter:
Ashton Volk
– Total CSR
Sponsored Sessions
2:15 PM - 3:15 PM
PT
Future Proof Your Workforce: Recruiting and Retaining Emerging Talent
2:15 PM - 3:15 PM
PT
(2757) Future Proof Your Workforce: Recruiting and Retaining Emerging Talent
Location: Joshua 5
Presenter:
Whitnee Dillard
– The National Invest Program
Business Management
3:45 PM - 4:45 PM
PT
Expert Panel: Interact with Applied AI Specialists
3:45 PM - 4:45 PM
PT
(2742) Expert Panel: Interact with Applied AI Specialists
Location: Juniper 4
Applied Presenter:
Guy Brahms (he/him/his)
– Applied Systems (Planck)
Applied Presenter:
Don Thomas
– Applied Systems
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens
– Applied Systems
Applied Moderator:
Charles Frumerie (he/him/his)
– Applied Systems
Personal & Commercial Servicing - General
Sales and Marketing
Payments & Accounting
3:45 PM - 4:45 PM
PT
EZLynx: Customer Feedback Roundtable
3:45 PM - 4:45 PM
PT
(2745) EZLynx: Customer Feedback Roundtable
Location: Starvine 1, 11, 12
Applied Moderator:
Ryan Beukema
– EZLynx
Applied Moderator:
Vijay Rengarajan
– Applied Systems
EZLynx
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
(2506) What's New and What's Next for Epic Quotes Commercial Lines in Canada
Location: Starvine 3
Applied Presenter:
Danielle Fiola Robles (she/her/hers)
– Applied Systems
Applied Representative:
William Ma
– Applied Systems
Personal & Commercial Servicing - Quoting (CA)
3:45 PM - 4:45 PM
PT
Using the Budget Tool in Applied Epic
3:45 PM - 4:45 PM
PT
(2531) Using the Budget Tool in Applied Epic
Location: Orovada Ballroom 3
Applied Presenter:
Larry Klutzke CPA CIC
– Applied Systems
Applied Representative:
Laura Jermyn
– Applied Systems
Payments & Accounting
3:45 PM - 4:45 PM
PT
Automate Premium Financing with Applied Pay and FIRST Insurance Funding
3:45 PM - 4:45 PM
PT
(2535) Automate Premium Financing with Applied Pay and FIRST Insurance Funding
Location: Primrose Ballroom 3
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Presenter:
Dave Stevens (he/him/his)
– Applied Systems
Payments & Accounting
3:45 PM - 4:45 PM
PT
Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability
3:45 PM - 4:45 PM
PT
(2536) Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability
Location: Joshua 5
Applied Presenter:
Amy Dermody
– Applied Systems
Applied Representative:
Nash Qadri (he/him/his)
– Applied Systems
Payments & Accounting
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
(2540) Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements
Location: Orovada Ballroom 1
Applied Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
Applied Representative:
Robert D. Maedgen, III
– Applied Systems
Payments & Accounting
3:45 PM - 4:45 PM
PT
Understanding and Balancing Financial Reports
3:45 PM - 4:45 PM
PT
(2550) Understanding and Balancing Financial Reports
Location: Joshua 8
Presenter:
Maureen Boeing, Maureen Boeing Consulting (she/her/hers)
– Maureen Boeing Consulting
Applied Representative:
Jennifer Grayson
– Applied Systems
Payments & Accounting
3:45 PM - 4:45 PM
PT
Empowering Personal Lines: Harnessing the Power of Applied Products
3:45 PM - 4:45 PM
PT
(2568) Empowering Personal Lines: Harnessing the Power of Applied Products
Location: Primrose Ballroom 6
Facilitator:
Erin Meade (she/her/hers)
– NBT Insurance Agency
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
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
(2576) Applied Epic Invoicing: It's More than Just a One-Time Premium
Location: Primrose Ballroom 4
Presenter:
Brenda C. Nevil, AAI-AIS-ITP (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Representative:
Dave Younker
– Applied Systems
Personal & Commercial Servicing - General
Payments & Accounting
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
(2591) What’s New and What’s Next in Applied Benefits Solutions
Location: Orovada Ballroom 4
Applied Presenter:
Dan Morrill
– Applied Systems
Applied Presenter:
Tom Lind
– Applied Systems
Applied Presenter:
Toolkia Kashyap (she/her/hers)
– Applied Systems
Applied Presenter:
Tammi Shapiro
– Applied Systems
Employee Benefits
3:45 PM - 4:45 PM
PT
Hands-On Lab: Certificate Holder Management in Applied CSR24
3:45 PM - 4:45 PM
PT
(2612) Hands-On Lab: Certificate Holder Management in Applied CSR24
Location: Joshua 10
Applied Presenter:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Applied Representative:
Tom Ives
– Applied Systems
Personal & Commercial Servicing - Mobile
3:45 PM - 4:45 PM
PT
Epic Dashboards for Principals and IT/Operations Staff
3:45 PM - 4:45 PM
PT
(2623) Epic Dashboards for Principals and IT/Operations Staff
Location: Primrose Ballroom 1
Applied Presenter:
Jim Zell
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Reporting, Dashboards, and Data Analytics
3:45 PM - 4:45 PM
PT
Epic Dashboards Tips and Tricks
3:45 PM - 4:45 PM
PT
(2628) Epic Dashboards Tips and Tricks
Location: Juniper 1
Applied Presenter:
Allison Haag
– Applied Systems
Applied Presenter:
James Ramsey
– Applied Systems
Applied Representative:
Jennifer Tindall (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
3:45 PM - 4:45 PM
PT
An Agency's Journey on Data Quality and Transformation
3:45 PM - 4:45 PM
PT
(2636) An Agency's Journey on Data Quality and Transformation
Location: Juniper 2
Presenter:
Katie Dugan
– Hylant
Presenter:
Debbie Fischer
– Hylant
Presenter:
Sondra Stein
– Hylant
Presenter:
Britton Witter (she/her/hers)
– Hylant
Applied Representative:
Joy Jack
– Applied Systems
Reporting, Dashboards, and Data Analytics
3:45 PM - 4:45 PM
PT
Using Marketing Options Within Applied Epic Reports
3:45 PM - 4:45 PM
PT
(2643) Using Marketing Options Within Applied Epic Reports
Location: Orovada Ballroom 8
Presenter:
Kathryn E. Lerch
– Darr Schackow Insurance Agency
Presenter:
Julie Levine (she/her/hers)
– Harry Levine Insurance
Presenter:
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Applied Representative:
Glenn Wharton
– Applied Systems
Reporting, Dashboards, and Data Analytics
Sales and Marketing
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
(2652) Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective
Location: Mariposa Ballroom 4
Panelist:
Jodi Cherewyk
– Acera Insurance
Panelist:
David Graham (he/him/his)
– CH Insurance
Panelist:
Kaira Mercer-Jones (she/her/hers)
– The Gibraltar Group Insurance Services
Panelist:
Danielle B. DuFour (she/her/hers)
– NBT Insurance Agency
Applied Moderator:
Chris Borgmeyer
– Applied Systems
Applied Representative:
Sheila Brown (she/her/hers)
– Applied Systems
Systems Administration
3:45 PM - 4:45 PM
PT
Expert Panel: Peer Insights on Secure Digital Communications
3:45 PM - 4:45 PM
PT
(2658) Expert Panel: Peer Insights on Secure Digital Communications
Location: Mariposa Ballroom 8
Applied Moderator:
Shane Lonneman
– Applied Systems
Panelist:
Jordan Smith
– The Hartwell Corporation
Panelist:
Jason Gobbel, Kite Technology Group
– Kite Technology Group
Systems Administration
Business Management
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
(2693) What's New and What's Next in Sales and Marketing
Location: Starvine 6
Applied Presenter:
Matt Lane
– Applied Systems
Applied Representative:
Jen Carsen (she/her/hers)
– Applied Systems
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
(2694) Driving Producer Workflows with Applied Epic Sales Automation
Location: Orovada Ballroom 6
Applied Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Presenter:
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Applied Representative:
Linda Bendele
– Applied Systems
Sales and Marketing
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
(2720) Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat)
Location: Joshua 1
Applied Representative:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Ryan Lapp
– Ivans
Applied Presenter:
Alessia Filutze
– Applied Systems
Applied Representative:
Maggie Mulligan
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
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
(2721) Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat)
Location: Joshua 9
Applied Presenter:
Jordan Trapp (she/her/hers)
– Applied Systems
Presenter:
Jonathon Garcia Rosales
Presenter:
Lori Rummelt (she/her/hers)
– LaPorte Consulting, LLC
Applied Representative:
Adam Hendry
– Applied Systems
Applied Representative:
Burt Tower (he/him/his)
– Applied Systems
Personal & Commercial Servicing - General
3:45 PM - 4:45 PM
PT
Run effective teams - Human + AI in action - Brought to you by Fulcrum
3:45 PM - 4:45 PM
PT
(2760) Run effective teams - Human + AI in action - Brought to you by Fulcrum
Location: Joshua 3
Presenter:
Arjun Mangla
Sponsored Sessions
7:30 PM - 10:30 PM
PT
KAOS Nightclub at The Palms
7:30 PM - 10:30 PM
PT
KAOS Nightclub at The Palms
