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Tuesday, September 10, 2024
7:00 AM – 7:45 AM
CST
Breakfast
7:00 AM – 7:45 AM
CST
Breakfast
Location: Ryman Hall
7:00 AM – 6:00 PM
CST
Registration and Help Desk Open
7:00 AM – 6:00 PM
CST
Registration and Help Desk Open
Location: Delta Lobby
8:00 AM – 10:00 AM
CST
Opening Session and Keynote Addresses
8:00 AM – 10:00 AM
CST
Opening Session and Keynote Addresses
Location: Delta Ballroom
Presenter:
Taylor Rhodes
– Applied Systems
10:30 AM – 11:30 AM
CST
Learning Lounge - Accountants & Finance Personnel
10:30 AM – 11:30 AM
CST
Learning Lounge - Accountants & Finance Personnel
Location: Presidential Lobby
Learning Lounge Facilitator:
Jennifer Raymond
– Hotaling Insurance Services
Learning Lounge Facilitator:
Samantha Wilson
– Sterling Thompson Company
Learning Lounge
10:30 AM – 11:30 AM
CST
Learning Lounge - HR Managers
10:30 AM – 11:30 AM
CST
Learning Lounge - HR Managers
Location: Ryman Hall Foyer
Learning Lounge Facilitator:
Heather Parsons (she/her/hers)
– The Insurance Market
Learning Lounge
10:30 AM – 11:30 AM
CST
Learning Lounge – Owners/Principals
10:30 AM – 11:30 AM
CST
Learning Lounge – Owners/Principals
Location: Bayou/Canal Overlook
Learning Lounge Facilitator:
Dominic Piccirillo
Learning Lounge
10:30 AM – 11:30 AM
CST
Integrating with Employee Navigator to Complete the Quote-to-Enrollment Benefits Lifecycle
10:30 AM – 11:30 AM
CST
(2405) Integrating with Employee Navigator to Complete the Quote-to-Enrollment Benefits Lifecycle
Location: Ryman Ballroom B
Applied Systems Presenter:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Systems Representative:
Dan Morrill (he/him/his)
– Applied Systems
Employee Benefits
10:30 AM – 11:30 AM
CST
Expert Panel: Easing Employee Benefits Team Transitions with Applied Epic
10:30 AM – 11:30 AM
CST
(2413) Expert Panel: Easing Employee Benefits Team Transitions with Applied Epic
Location: Ryman Studio P
Applied Systems Moderator:
Janice Sierra (she/her/hers)
– Applied Systems
Panelist:
Ashley Bentham (she/her/hers)
– Cowan Insurance Group
Panelist:
Kaye Peloquin (she/her/hers)
– EHD Insurance
Panelist:
Joe DiPirro
– Connor & Gallagher OneSource
Applied Systems Representative:
Tom Lind
– Applied Systems
Employee Benefits
10:30 AM – 11:30 AM
CST
Hands-On Lab: Ivans 101
10:30 AM – 11:30 AM
CST
(2421) Hands-On Lab: Ivans 101
Location: Ryman Studio J
Applied Systems Presenter:
Cal Durland, CPCU
– Ivans
Applied Systems Representative:
Robyn Orndorf
– Ivans
Applied Systems Representative:
Heather Prabish (she/her/hers)
– Ivans
Applied Systems Representative:
Bela Campello
– Applied Systems
Insurer Connectivity
10:30 AM – 11:30 AM
CST
Expert Panel: Download Best Practices After an Acquisition
10:30 AM – 11:30 AM
CST
(2422) Expert Panel: Download Best Practices After an Acquisition
Location: Governor's Ballroom C
Applied Systems Moderator:
Beverly Anderson (she/her/hers)
– Applied Systems
Panelist:
Shaun T. Lopez
– Highstreet Insurance Partners
Panelist:
Jessica Mulder
– Perspective Insurance
Panelist:
Carmela Whaley
– Highstreet insurance & Financial Services
Applied Systems Representative:
Debbie Kurd (she/her/hers)
– Applied Systems
Insurer Connectivity
10:30 AM – 11:30 AM
CST
Configuring Download in Applied Epic
10:30 AM – 11:30 AM
CST
(2432) Configuring Download in Applied Epic
Location: Presidential Ballroom C
Applied Systems Presenter:
Marshall Ford
– Applied Systems
Insurer Connectivity
10:30 AM – 11:30 AM
CST
Building a High-Quality Culture in the Insurance Industry
10:30 AM – 11:30 AM
CST
(2439) Building a High-Quality Culture in the Insurance Industry
Location: Ryman Ballroom E
Applied Systems Presenter:
Bridget Penney
– Applied Systems
Professional Development
10:30 AM – 11:30 AM
CST
How to Lead Your Employees Through an Acquisition
10:30 AM – 11:30 AM
CST
(2451) How to Lead Your Employees Through an Acquisition
Location: Canal E
Presenter:
Jeff Searles, CIC
– Highstreet Insurance & Financial Services
Business Management
10:30 AM – 11:30 AM
CST
Inclusive Workplace: Creating ERGs and Councils
10:30 AM – 11:30 AM
CST
(2461) Inclusive Workplace: Creating ERGs and Councils
Location: Canal A
Applied Systems Presenter:
Tarra Seawright (she/her/hers)
– Applied Systems
Applied Systems Presenter:
Marissa Rutkowski (she/her/hers)
– Applied Systems
Presenter:
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Applied Systems Presenter:
Michelle Hebert (she/her/hers)
– Applied Systems
Business Management
10:30 AM – 11:30 AM
CST
Getting Started with Applied API Suite
10:30 AM – 11:30 AM
CST
(2468) Getting Started with Applied API Suite
Location: Ryman Ballroom C
Applied Systems Presenter:
Frank Smith
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:30 AM – 11:30 AM
CST
Epic Dashboards Overview
10:30 AM – 11:30 AM
CST
(2471) Epic Dashboards Overview
Location: Bayou C
Applied Systems Presenter:
Jim Zell
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:30 AM – 11:30 AM
CST
Applied Epic Reports: Overcoming the Fear of Layouts
10:30 AM – 11:30 AM
CST
(2475) Applied Epic Reports: Overcoming the Fear of Layouts
Location: Governor's Ballroom A
Presenter:
Jim Stubblefield, CIC
– Acrisure, LLC.
Applied Systems Representative:
Jennifer Tindall
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:30 AM – 11:30 AM
CST
How to Successfully Harness Data in Your Organization
10:30 AM – 11:30 AM
CST
(2484) How to Successfully Harness Data in Your Organization
Location: Canal C
Applied Systems Presenter:
Jack Bergersen (he/him/his)
– Applied Systems
Reporting, Dashboards, and Data Analytics
10:30 AM – 11:30 AM
CST
The Importance of Data Security and How Cloud-Based Solutions Can Help
10:30 AM – 11:30 AM
CST
(2490) The Importance of Data Security and How Cloud-Based Solutions Can Help
Location: Ryman Studio A
Applied Systems Presenter:
Shane Lonneman
– Applied Systems
System Administration and Configuration
10:30 AM – 11:30 AM
CST
Creating Custom Templates and Proposals Using Microsoft Word Tools
10:30 AM – 11:30 AM
CST
(2505) Creating Custom Templates and Proposals Using Microsoft Word Tools
Location: Ryman Studio L
Presenter:
Renee Foo
– AB Solutions Inc.
System Administration and Configuration
10:30 AM – 11:30 AM
CST
Applied Epic Tips and Tricks – Administration
10:30 AM – 11:30 AM
CST
(2511) Applied Epic Tips and Tricks – Administration
Location: Tennessee Ballroom C
Presenter:
Sherry Burrell (she/her/hers)
– Oakbridge Insurance Agency
Presenter:
Maureen Boeing (she/her/hers)
– Maureen Boeing Consulting
System Administration and Configuration
10:30 AM – 11:30 AM
CST
Expert Panel: Managing Workflows When Outsourcing Processing Work
10:30 AM – 11:30 AM
CST
(2513) Expert Panel: Managing Workflows When Outsourcing Processing Work
Location: Tennessee Ballroom D
Panelist:
Kelley Herrin
– Jack Bradley Agency
Panelist:
Beth Martin
– Commercial Insurance Associates
Panelist:
Deb Alt
– Foundation Risk Partners
Panelist:
Diedre Carter
– OneDigital/RiskSOURCE
Applied Systems Moderator:
Jennifer Smith
– Applied Systems
System Administration and Configuration
10:30 AM – 11:30 AM
CST
Epic Dashboards Orientation (Session Facilitated in French) Orientation sur les tableaux de bord Epic
10:30 AM – 11:30 AM
CST
(2520) Epic Dashboards Orientation (Session Facilitated in French) Orientation sur les tableaux de bord Epic
Location: Ryman Studio D
Applied Systems Presenter:
Jackie Hacala
– Applied Systems
Applied Systems Representative:
Karine Poirier
– Applied Systems
Personal & Commercial Servicing - General
10:30 AM – 11:30 AM
CST
EZLynx Keynote
10:30 AM – 11:30 AM
CST
(2541) EZLynx Keynote
Location: Presidential Ballroom D
Applied Systems Presenter:
Michael Streit
– Applied Systems
Applied Systems Presenter:
Brenna Johnson
– EZLynx
Applied Systems Presenter:
Ryan Beukema
– EZLynx
EZLynx
10:30 AM – 11:30 AM
CST
Agency Billing in Applied Epic – Part 1
10:30 AM – 11:30 AM
CST
(2548) Agency Billing in Applied Epic – Part 1
Location: Tennessee Ballroom B
Presenter:
Kellie Halfpap
– Kite Technology Group
Presenter:
Lauren Roberts
– Kite Technology Group
Payments and Accounting
10:30 AM – 11:30 AM
CST
Roundtable: Applied Epic Accounting Chat
10:30 AM – 11:30 AM
CST
(2553) Roundtable: Applied Epic Accounting Chat
Location: Bayou A
Presenter:
Josh Delekta (he/him/his)
– IAAB
Presenter:
Brenda DiCarlo (she/her/hers)
– IAAB
Applied Systems Representative:
John Hartigan (he/him/his)
– Applied Systems
Applied Systems Representative:
Danielle Graefnitz
– Applied Systems
Payments and Accounting
10:30 AM – 11:30 AM
CST
Applied Pay Roadmap
10:30 AM – 11:30 AM
CST
(2560) Applied Pay Roadmap
Location: Governor's Ballroom B
Applied Systems Presenter:
Amy Dermody
– Applied Systems
Applied Systems Presenter:
Nash Qadri (he/him/his)
– Applied Systems
Payments and Accounting
10:30 AM – 11:30 AM
CST
The Basics of Internal Certificate Management in Applied CSR24
10:30 AM – 11:30 AM
CST
(2579) The Basics of Internal Certificate Management in Applied CSR24
Location: Ryman Studio O
Applied Systems Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Systems Representative:
Linda Bendele
– Applied Systems
Personal & Commercial Servicing - Mobile
10:30 AM – 11:30 AM
CST
Expert Panel: How Agencies Are Using Epic Quotes to Win Personal Lines Business
10:30 AM – 11:30 AM
CST
(2587) Expert Panel: How Agencies Are Using Epic Quotes to Win Personal Lines Business
Location: Bayou E
Panelist:
Jenny Miller
– RiskSOURCE/OneDigital
Panelist:
Kathy Ball (she/her/hers)
– Ball-Martin Insurance Agency, Inc.
Panelist:
Tia Viglianco (she/her/hers)
– Blue Ridge Risk Partners
Panelist:
Dawn Stark (she/her/hers)
– The Gibraltar Group - Insurance Services
Applied Systems Moderator:
Joshua Moore (he/him/his)
– Applied Systems
Personal & Commercial Servicing - Quoting
10:30 AM – 11:30 AM
CST
Hands-On Lab: Get Up and Running with the New Epic Quotes Commercial Lines
10:30 AM – 11:30 AM
CST
(2589) Hands-On Lab: Get Up and Running with the New Epic Quotes Commercial Lines
Location: Ryman Studio I
Applied Systems Presenter:
Lauren Emmons
– Applied Systems
Applied Systems Representative:
Lea Elaine Denio
– Applied Systems
Applied Systems Representative:
Bethany Rockney (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting
10:30 AM – 11:30 AM
CST
Hands-On Lab: A Walk Through of Indio for Admins
10:30 AM – 11:30 AM
CST
(2604) Hands-On Lab: A Walk Through of Indio for Admins
Location: Ryman Studio F
Applied Systems Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Systems Representative:
Michael J. Bruns
– Indio
Applied Systems Representative:
Steve So
– Applied Systems
Applied Systems Representative:
Chase Diwik
– Applied Systems
Personal & Commercial Servicing - Quoting
10:30 AM – 11:30 AM
CST
Applied Epic New Features and Future Roadmap
10:30 AM – 11:30 AM
CST
(2622) Applied Epic New Features and Future Roadmap
Location: Presidential Ballroom B
Applied Systems Presenter:
Sajjad Ahmed
– Applied Systems
Applied Systems Presenter:
Matt Lane
– Applied Systems
Applied Systems Representative:
Catherine "Cap" Shertenlieb
– Applied Systems
Applied Systems Representative:
Mark Scott (he/him/his)
– Applied Systems
Applied Systems Representative:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Systems Representative:
Dana Stasiak
– Applied Systems
Applied Systems Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
10:30 AM – 11:30 AM
CST
Getting Acquainted with Applied Marketing Automation
10:30 AM – 11:30 AM
CST
(2629) Getting Acquainted with Applied Marketing Automation
Location: Ryman Ballroom F
Applied Systems Presenter:
Lisa Muvich (she/her/hers)
– Applied Systems
Applied Systems Presenter:
Jen Carsen (she/her/hers)
– Applied Systems
Sales and Marketing
11:30 AM – 1:00 PM
CST
Lunch & Applied Net Exchange Open
11:30 AM – 1:00 PM
CST
Lunch & Applied Net Exchange Open
Location: Ryman Hall
1:00 PM – 2:00 PM
CST
Learning Lounge - Employee Benefits Brokers
1:00 PM – 2:00 PM
CST
Learning Lounge - Employee Benefits Brokers
Location: Ryman Hall Foyer
Learning Lounge Facilitator:
Kaye Peloquin (she/her/hers)
– EHD Insurance
Learning Lounge Facilitator:
Ashley Underwood
Learning Lounge Facilitator:
Meghan Sommers (she/her/hers)
– Morris & Garritano Insurance
Learning Lounge
1:00 PM – 2:00 PM
CST
Learning Lounge - Large Organizations
1:00 PM – 2:00 PM
CST
Learning Lounge - Large Organizations
Location: Presidential Lobby
Learning Lounge Facilitator:
Samantha Smith (she/her/hers)
– Frost Insurance Agency, Inc.
Learning Lounge Facilitator:
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Learning Lounge Facilitator:
Danielle B. DuFour (she/her/hers)
– NBT Insurance Agency
Learning Lounge
1:00 PM – 2:00 PM
CST
Learning Lounge - Small Organizations
1:00 PM – 2:00 PM
CST
Learning Lounge - Small Organizations
Location: Bayou/Canal Overlook
Learning Lounge Facilitator:
Natalie J. Thompson
– The Harbin Agency
Learning Lounge
1:00 PM – 2:00 PM
CST
ABCs of Applied Benefits Designer
1:00 PM – 2:00 PM
CST
(2410) ABCs of Applied Benefits Designer
Location: Ryman Studio A
Applied Systems Presenter:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Systems Representative:
Dan Morrill (he/him/his)
– Applied Systems
Employee Benefits
1:00 PM – 2:00 PM
CST
Sharing Applied Epic Between Your Benefits and P&C Business
1:00 PM – 2:00 PM
CST
(2414) Sharing Applied Epic Between Your Benefits and P&C Business
Location: Ryman Ballroom F
Applied Systems Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Systems Presenter:
Tom Lind
– Applied Systems
Applied Systems Presenter:
Larry Klutzke CPA
– Applied Systems
Presenter:
Kat Boehl (she/her/hers)
– Patriot Growth Insurance Services
Employee Benefits
1:00 PM – 2:00 PM
CST
Download 101: What It Is and How It Works
1:00 PM – 2:00 PM
CST
(2418) Download 101: What It Is and How It Works
Location: Governor's Ballroom B
Presenter:
Jacki M. Fraggis
– Arthur J Gallagher Risk Mgmt Services
Applied Systems Presenter:
Scott Ingram
– Applied Systems
Applied Systems Representative:
Barbie Porter
– Applied Systems
Insurer Connectivity
1:00 PM – 2:00 PM
CST
Leveraging Best Practices to Maximize Agency Valuation
1:00 PM – 2:00 PM
CST
(2458) Leveraging Best Practices to Maximize Agency Valuation
Location: Bayou C
Presenter:
Harrison Brooks
– Reagan Consulting
Business Management
1:00 PM – 2:00 PM
CST
Applied API Suite: Roadmap to Innovation
1:00 PM – 2:00 PM
CST
(2467) Applied API Suite: Roadmap to Innovation
Location: Ryman Studio L
Applied Systems Presenter:
Sreekanth Kannepalli
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM – 2:00 PM
CST
Epic Dashboards Roadmap
1:00 PM – 2:00 PM
CST
(2470) Epic Dashboards Roadmap
Location: Governor's Ballroom A
Applied Systems Presenter:
Jeff Krzeminski
– Applied Systems
Applied Systems Representative:
AKASH Salian (he/him/his)
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM – 2:00 PM
CST
Introduction to Accounting Reports
1:00 PM – 2:00 PM
CST
(2487) Introduction to Accounting Reports
Location: Tennessee Ballroom C
Presenter:
Aaron C. Glass (he/him/his)
– SIAA - Glenwood Insurance
Applied Systems Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM – 2:00 PM
CST
Expert Panel: Navigating the Transition to Applied Epic Browser
1:00 PM – 2:00 PM
CST
(2493) Expert Panel: Navigating the Transition to Applied Epic Browser
Location: Tennessee Ballroom D
Applied Systems Moderator:
Linda Bendele
– Applied Systems
Panelist:
Allyson Brisebois (she/her/hers)
– Acera Insurance Services Ltd.
Panelist:
Christine Forbes (she/her/hers)
– The Daniel and Henry Co.
Panelist:
Deb Welsh
– OneDigital
Panelist:
Ashley Westmoreland
– AssuredPartners
Applied Systems Representative:
Sajjad Ahmed
– Applied Systems
System Administration and Configuration
1:00 PM – 2:00 PM
CST
Improving Your Agency’s Efficiency and Retention Using Applied Epic Activities
1:00 PM – 2:00 PM
CST
(2507) Improving Your Agency’s Efficiency and Retention Using Applied Epic Activities
Location: Presidential Ballroom D
Presenter:
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Presenter:
Melissa Mallozzi
– John M Glover Agency
Presenter:
Kathryn E. Lerch
– Darr Schackow Insurance Agency
System Administration and Configuration
1:00 PM – 2:00 PM
CST
Expert Panel: Agencies' Experiences with Identity Management
1:00 PM – 2:00 PM
CST
(2514) Expert Panel: Agencies' Experiences with Identity Management
Location: Bayou E
Panelist:
Ann Satovich (she/her/hers)
– OVD Insurance
Applied Systems Moderator:
Frank Smith
– Applied Systems
Panelist:
Joshua Lapointe (he/him/his)
– Huestis Insurance Group
Applied Systems Panelist:
Julia Broadwell
System Administration and Configuration
1:00 PM – 2:00 PM
CST
EZLynx: Establishing Your Commercial Lines Business – Part 1
1:00 PM – 2:00 PM
CST
(2523) EZLynx: Establishing Your Commercial Lines Business – Part 1
Location: Canal A
Presenter:
Jake N. Ferrara
– StreetSmart Insurance
Applied Systems Presenter:
Michael Rabinowitz
– EZLynx
Applied Systems Representative:
Janie Turner, CIC, CISR, ACSR
– EZLynx
EZLynx
1:00 PM – 2:00 PM
CST
EZLynx: Taking Your Accounting Experience to the Next Level
1:00 PM – 2:00 PM
CST
(2533) EZLynx: Taking Your Accounting Experience to the Next Level
Location: Canal C
Applied Systems Representative:
Brandon Tompkins
– Applied Systems
Applied Systems Presenter:
Cecily Blandford
– Applied Systems
EZLynx
1:00 PM – 2:00 PM
CST
EZLynx Hands-On Lab: Everything You Want to Know About Automation Center
1:00 PM – 2:00 PM
CST
(2543) EZLynx Hands-On Lab: Everything You Want to Know About Automation Center
Location: Ryman Studio J
Presenter:
Beaux Pilgrim (he/him/his)
– Reed Insurance
Applied Systems Presenter:
Shilpy Gupta (he/him/his)
– EZLynx
Applied Systems Representative:
Vijay Rengarajan
– Applied Systems
EZLynx
1:00 PM – 2:00 PM
CST
Agency Billing in Applied Epic – Part 2
1:00 PM – 2:00 PM
CST
(2549) Agency Billing in Applied Epic – Part 2
Location: Tennessee Ballroom B
Presenter:
Kellie Halfpap
– Kite Technology Group
Presenter:
Lauren Roberts
– Kite Technology Group
Payments and Accounting
1:00 PM – 2:00 PM
CST
Roundtable: Communicating and Correcting Errors Affecting Applied Epic Accounting
1:00 PM – 2:00 PM
CST
(2555) Roundtable: Communicating and Correcting Errors Affecting Applied Epic Accounting
Location: Bayou A
Presenter:
Tracy L. Peaker (she/her/hers)
– Forth Insurance, LLC
Applied Systems Representative:
Kayla Marx (she/her/hers)
– Applied Systems
Payments and Accounting
1:00 PM – 2:00 PM
CST
Expert Panel: Month-End Is More than Just Generating Journal Entries
1:00 PM – 2:00 PM
CST
(2558) Expert Panel: Month-End Is More than Just Generating Journal Entries
Location: Ryman Studio P
Panelist:
Jon Lumbra
– The Dowd Agencies
Panelist:
Janelle Medinger
– Cornerstone Insurance Group
Panelist:
Stephanie Sims
– Legacy Risk Solutions, LLC
Applied Systems Moderator:
Susan A. Weiner (she/her/hers)
– Applied Systems
Payments and Accounting
1:00 PM – 2:00 PM
CST
Automating the Premium Finance Process with Applied Pay and AFCO Direct
1:00 PM – 2:00 PM
CST
(2571) Automating the Premium Finance Process with Applied Pay and AFCO Direct
Location: Ryman Ballroom B
Applied Systems Presenter:
Chase Petrey
– Applied Systems
Presenter:
Tom Marien
– AFCO Direct
Applied Systems Representative:
Nash Qadri (he/him/his)
– Applied Systems
Applied Systems Representative:
Danielle Graefnitz
– Applied Systems
Applied Systems Representative:
Prasidh Bhajiawala (he/him/his)
– Applied Pay
Payments and Accounting
1:00 PM – 2:00 PM
CST
Hands-On Lab: Advanced Certificate Processing in Applied CSR24
1:00 PM – 2:00 PM
CST
(2581) Hands-On Lab: Advanced Certificate Processing in Applied CSR24
Location: Ryman Studio F
Applied Systems Presenter:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Systems Presenter:
Rebecca Adelizzi
– Applied Systems
Applied Systems Representative:
Nathan Hoar
– Applied Systems
Personal & Commercial Servicing - Mobile
1:00 PM – 2:00 PM
CST
Keep Applied Epic in Your Pocket with Applied Mobile
1:00 PM – 2:00 PM
CST
(2583) Keep Applied Epic in Your Pocket with Applied Mobile
Location: Ryman Studio O
Presenter:
Daniel Horn
– Rollo Insurance Group
Applied Systems Presenter:
Paul Warga
– Applied Systems
Applied Systems Presenter:
Tom Ives
– Applied Systems
Personal & Commercial Servicing - Mobile
1:00 PM – 2:00 PM
CST
Introduction to Ask Kodiak for Agents
1:00 PM – 2:00 PM
CST
(2590) Introduction to Ask Kodiak for Agents
Location: Ryman Studio D
Applied Systems Presenter:
Natalie Tetler
– Ivans
Applied Systems Presenter:
Jody Pinnock (he/him/his)
– Ivans / Ask Kodiak
Personal & Commercial Servicing - Quoting
1:00 PM – 2:00 PM
CST
Introducing the New and Improved Epic Quotes Commercial Lines
1:00 PM – 2:00 PM
CST
(2594) Introducing the New and Improved Epic Quotes Commercial Lines
Location: Presidential Ballroom B
Applied Systems Presenter:
Lauren Emmons
– Applied Systems
Applied Systems Representative:
Bethany Rockney (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting
1:00 PM – 2:00 PM
CST
What’s New in Canadian Personal Lines
1:00 PM – 2:00 PM
CST
(2600) What’s New in Canadian Personal Lines
Location: Presidential Ballroom C
Applied Systems Presenter:
Lindsay Stradeski (she/her/hers)
– Applied Systems
Applied Systems Representative:
Deidre Kopitonchuk
– Applied Systems
Applied Systems Representative:
William Ma
– Applied Systems
Personal & Commercial Servicing - Quoting
1:00 PM – 2:00 PM
CST
Using the New Applied Epic Policy Forms for Canada Commercial Lines
1:00 PM – 2:00 PM
CST
(2603) Using the New Applied Epic Policy Forms for Canada Commercial Lines
Location: Ryman Ballroom C
Applied Systems Presenter:
Bala Acharya V. Kanumuri
– Applied Systems
Applied Systems Representative:
Chase Diwik
– Applied Systems
Applied Systems Representative:
Michael Cronin (he/him/his)
– Applied Systems
Applied Systems Representative:
Danielle Fiola Robles
– Applied Systems
Applied Systems Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Applied Systems Representative:
Sarah Caruso (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting
1:00 PM – 2:00 PM
CST
Expert Panel: Renewals Manager and Activities Maintenance
1:00 PM – 2:00 PM
CST
(2613) Expert Panel: Renewals Manager and Activities Maintenance
Location: Governor's Ballroom C
Panelist:
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Panelist:
Rebecca Jones
– Union City Insurance
Panelist:
Ingrid Smith (she/her/hers)
– Assured Partners
Applied Systems Moderator:
Jim Zell
– Applied Systems
Personal & Commercial Servicing - General
1:00 PM – 2:00 PM
CST
Hands-On Lab: Power Up Your Applied Epic Browser User Experience
1:00 PM – 2:00 PM
CST
(2620) Hands-On Lab: Power Up Your Applied Epic Browser User Experience
Location: Ryman Studio I
Applied Systems Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Systems Representative:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Systems Representative:
Nick Sindt
– Applied Systems
Applied Systems Representative:
Dana Stasiak
– Applied Systems
Personal & Commercial Servicing - General
1:00 PM – 2:00 PM
CST
Introduction and Overview of Applied Epic for Salesforce
1:00 PM – 2:00 PM
CST
(2628) Introduction and Overview of Applied Epic for Salesforce
Location: Ryman Ballroom E
Applied Systems Presenter:
Arshig Mesdjian (she/her/hers)
– Applied Systems
Applied Systems Presenter:
Bo Brown
– Applied Systems
Applied Systems Presenter:
Victoria Weise (she/her/hers)
– Applied Systems
Sales and Marketing
1:00 PM – 2:00 PM
CST
Employing Wellness Programs to Boost Employee Retention and Productivity While Reducing Costs
1:00 PM – 2:00 PM
CST
(2630) Employing Wellness Programs to Boost Employee Retention and Productivity While Reducing Costs
Location: Canal E
Applied Systems Presenter:
Jen Carsen (she/her/hers)
– Applied Systems
Applied Systems Presenter:
Lisa Muvich (she/her/hers)
– Applied Systems
Sales and Marketing
2:30 PM – 3:30 PM
CST
What’s New and What’s Next in Applied Benefits Solutions
2:30 PM – 3:30 PM
CST
(2406) What’s New and What’s Next in Applied Benefits Solutions
Location: Ryman Ballroom B
Applied Systems Presenter:
Tom Lind
– Applied Systems
Applied Systems Presenter:
Dan Morrill (he/him/his)
– Applied Systems
Applied Systems Presenter:
Toolkia Kashyap (she/her/hers)
– Applied Systems
Applied Systems Representative:
Nick Sindt
– Applied Systems
Employee Benefits
2:30 PM – 3:30 PM
CST
Applied Epic Download Suspense Assignment Tips and Tricks
2:30 PM – 3:30 PM
CST
(2415) Applied Epic Download Suspense Assignment Tips and Tricks
Location: Bayou E
Presenter:
Tamie J. Weydert (she/her/hers)
– TRICOR, LLC
Applied Systems Presenter:
Beverly Anderson (she/her/hers)
– Applied Systems
Insurer Connectivity
2:30 PM – 3:30 PM
CST
Ivans Exchange – Past, Present and Future
2:30 PM – 3:30 PM
CST
(2424) Ivans Exchange – Past, Present and Future
Location: Ryman Ballroom E
Applied Systems Presenter:
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
2:30 PM – 3:30 PM
CST
How to Build and Manage a Successful Subject Matter Expert Team
2:30 PM – 3:30 PM
CST
(2442) How to Build and Manage a Successful Subject Matter Expert Team
Location: Ryman Studio D
Presenter:
George Vakalopoulos
– Alliant Insurance Services, Inc.
Presenter:
Jayme Moreno
– Alliant Insurance Services
Professional Development
2:30 PM – 3:30 PM
CST
Roundtable: Applied Epic Training: New Hires and Agency Conversions
2:30 PM – 3:30 PM
CST
(2455) Roundtable: Applied Epic Training: New Hires and Agency Conversions
Location: Bayou A
Presenter:
Heather Brown
– The Liberty Company Insurance Brokers
Applied Systems Moderator:
Debbie Kurd (she/her/hers)
– Applied Systems
Business Management
2:30 PM – 3:30 PM
CST
Getting Started with Applied Data Lake and Google Cloud
2:30 PM – 3:30 PM
CST
(2473) Getting Started with Applied Data Lake and Google Cloud
Location: Ryman Ballroom F
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Systems Representative:
Garrett Gupton
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:30 PM – 3:30 PM
CST
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
2:30 PM – 3:30 PM
CST
(2482) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder
Location: Ryman Studio J
Applied Systems Presenter:
Jack Bergersen (he/him/his)
– Applied Systems
Applied Systems Representative:
Allison Haag
– Applied Systems
Applied Systems Representative:
AKASH Salian (he/him/his)
– Applied Systems
Applied Systems Representative:
Janice Sierra (she/her/hers)
– Applied Systems
Applied Systems Representative:
Jennifer Tindall
– Applied Systems
Applied Systems Representative:
Jim Zell
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:30 PM – 3:30 PM
CST
Demystifying Applied Data and Analytics Products
2:30 PM – 3:30 PM
CST
(2483) Demystifying Applied Data and Analytics Products
Location: Presidential Ballroom D
Applied Systems Presenter:
Jeff Krzeminski
– Applied Systems
Applied Systems Representative:
Sreekanth Kannepalli
– Applied Systems
Applied Systems Representative:
Su Potti
– Applied Systems
Reporting, Dashboards, and Data Analytics
2:30 PM – 3:30 PM
CST
Planning a Successful Move to Applied Epic Browser
2:30 PM – 3:30 PM
CST
(2497) Planning a Successful Move to Applied Epic Browser
Location: Tennessee Ballroom B
Presenter:
Deb Welsh
– OneDigital
Applied Systems Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
System Administration and Configuration
2:30 PM – 3:30 PM
CST
The Power of the Pivot Table
2:30 PM – 3:30 PM
CST
(2504) The Power of the Pivot Table
Location: Ryman Studio O
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
System Administration and Configuration
2:30 PM – 3:30 PM
CST
Deep Dive Into Applied Epic Activities and System Events
2:30 PM – 3:30 PM
CST
(2508) Deep Dive Into Applied Epic Activities and System Events
Location: Governor's Ballroom A
Presenter:
Renee Foo
– AB Solutions Inc.
System Administration and Configuration
2:30 PM – 3:30 PM
CST
EZLynx: How to Handle Your Renewals in the Hard Market
2:30 PM – 3:30 PM
CST
(2527) EZLynx: How to Handle Your Renewals in the Hard Market
Location: Canal A
Applied Systems Presenter:
Michael Rabinowitz
– EZLynx
Applied Systems Presenter:
Mike Spano
– Applied Systems
Applied Systems Representative:
Awad Alnawayseh
– EZLynx
EZLynx
2:30 PM – 3:30 PM
CST
EZLynx: Make Online Self-Service a Core Strength of Your Agency
2:30 PM – 3:30 PM
CST
(2528) EZLynx: Make Online Self-Service a Core Strength of Your Agency
Location: Canal C
Applied Systems Presenter:
Wajahat Khan (he/him/his)
– EZLynx
Applied Systems Representative:
Vijay Rengarajan
– Applied Systems
EZLynx
2:30 PM – 3:30 PM
CST
EZLynx: Keeping Track of Agency Health
2:30 PM – 3:30 PM
CST
(2536) EZLynx: Keeping Track of Agency Health
Location: Canal E
Presenter:
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Applied Systems Presenter:
Mel R. Alsabrook (she/they)
– EZLynx
Applied Systems Representative:
Aaron Rainey
– Applied Systems
EZLynx
2:30 PM – 3:30 PM
CST
Balancing Dollars and Sense: Exploring General Ledger Budget Tools in Applied Epic
2:30 PM – 3:30 PM
CST
(2564) Balancing Dollars and Sense: Exploring General Ledger Budget Tools in Applied Epic
Location: Ryman Studio A
Applied Systems Presenter:
Chris Pakeltis
– Applied Systems
Payments and Accounting
2:30 PM – 3:30 PM
CST
Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices and Statements
2:30 PM – 3:30 PM
CST
(2567) Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices and Statements
Location: Ryman Studio F
Applied Systems Presenter:
Dave Younker
– Applied Systems
Applied Systems Representative:
John Hartigan (he/him/his)
– Applied Systems
Payments and Accounting
2:30 PM – 3:30 PM
CST
Expert Panel: What Agencies Think About Applied Pay
2:30 PM – 3:30 PM
CST
(2569) Expert Panel: What Agencies Think About Applied Pay
Location: Governor's Ballroom C
Panelist:
Samantha Stubblefield
– Wilkinson Insurance Agency
Panelist:
Kelly Scheib
– Commercial Insurance Associates, LLC
Panelist:
Kelly Sprague (she/her/hers)
– Heffernan Group
Panelist:
Shannon Brown (she/her/hers)
– Snellings Walters Insurance Agency
Applied Systems Moderator:
Dave Stevens (he/him/his)
– Applied Systems
Applied Systems Representative:
Danielle Graefnitz
– Applied Systems
Payments and Accounting
2:30 PM – 3:30 PM
CST
What's New and What's Next for Applied Mobile and Applied CSR24
2:30 PM – 3:30 PM
CST
(2582) What's New and What's Next for Applied Mobile and Applied CSR24
Location: Tennessee Ballroom C
Applied Systems Presenter:
Tom Ives
– Applied Systems
Applied Systems Representative:
Nathan Hoar
– Applied Systems
Applied Systems Representative:
Ephie Risho
– Applied Systems
Personal & Commercial Servicing - Mobile
2:30 PM – 3:30 PM
CST
What’s New and What’s Next for Epic Quotes Personal Lines
2:30 PM – 3:30 PM
CST
(2596) What’s New and What’s Next for Epic Quotes Personal Lines
Location: Presidential Ballroom B
Applied Systems Presenter:
Joshua Moore (he/him/his)
– Applied Systems
Personal & Commercial Servicing - Quoting
2:30 PM – 3:30 PM
CST
Expert Panel: The Benefits of Using a Comparative Rater to Quote Simple Commercial Business
2:30 PM – 3:30 PM
CST
(2597) Expert Panel: The Benefits of Using a Comparative Rater to Quote Simple Commercial Business
Location: Ryman Studio P
Applied Systems Moderator:
Lauren Emmons
– Applied Systems
Panelist:
Ellie Tegtman (she/her/hers)
– AssuredPartners
Panelist:
Kristin Baker
– Rollo Insurance Group Inc.
Personal & Commercial Servicing - Quoting
2:30 PM – 3:30 PM
CST
Expert Panel: The Future of Commercial Distribution at Applied
2:30 PM – 3:30 PM
CST
(2598) Expert Panel: The Future of Commercial Distribution at Applied
Location: Tennessee Ballroom D
Applied Systems Moderator:
Natalie Tetler
– Ivans
Panelist:
Colleen Tosti
– Selective Insurance
Panelist:
Aaron Harmon
– Chubb
Panelist:
Bobbie Collies (she/her/hers)
– Coterie
Applied Systems Representative:
Luis Dector
Personal & Commercial Servicing - Quoting
2:30 PM – 3:30 PM
CST
Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic
2:30 PM – 3:30 PM
CST
(2619) Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic
Location: Ryman Studio I
Presenter:
Meagan Hoff
– Higginbotham
Presenter:
Marie Habib (she/her/hers)
– LMBF Insurance
Presenter:
Jenny Honican
– Kite Technology Group
Presenter:
Donna Whittenburg
– Trimble-Batjer an Alera Group Company
Applied Systems Presenter:
Jennifer Grayson
– Applied Systems
Personal & Commercial Servicing - General
2:30 PM – 3:30 PM
CST
Maximizing Applied Marketing Automation in the First 90 Days
2:30 PM – 3:30 PM
CST
(2627) Maximizing Applied Marketing Automation in the First 90 Days
Location: Governor's Ballroom B
Applied Systems Representative:
Lisa Muvich (she/her/hers)
– Applied Systems
Applied Systems Presenter:
Linda Bendele
– Applied Systems
Sales and Marketing
2:30 PM – 3:30 PM
CST
Maximize Your Digital Footprint to Drive Small Commercial Business Growth
2:30 PM – 3:30 PM
CST
(2636) Maximize Your Digital Footprint to Drive Small Commercial Business Growth
Location: Ryman Studio L
Presenter:
Stacie L. Cooper
– Liberty Mutual Insurance | Safeco Insurance
Applied Systems Representative:
Jami Ortegren (she/her/hers)
– Applied Systems
Sales and Marketing
2:30 PM – 3:30 PM
CST
Automating the Premium Finance Process with Applied Pay and First Insurance Funding
2:30 PM – 3:30 PM
CST
(2647) Automating the Premium Finance Process with Applied Pay and First Insurance Funding
Location: Ryman Ballroom C
Applied Systems Presenter:
Chase Petrey
– Applied Systems
Presenter:
Christina Beck
– FIRST Insurance Funding
Presenter:
Justin Berry
Presenter:
Nolan Steenberg
– FIRST Insurance Funding
Applied Systems Representative:
Nash Qadri (he/him/his)
– Applied Systems
Applied Systems Representative:
Prasidh Bhajiawala (he/him/his)
– Applied Pay
Payments and Accounting
2:40 PM – 3:20 PM
CST
Live Recording: On Point Podcast with Guest Taylor Rhodes
2:40 PM – 3:20 PM
CST
(2459) Live Recording: On Point Podcast with Guest Taylor Rhodes
Location: Bayou C
Presenter:
Peter van Aartrijk
– Aartrijk
Business Management
2:45 PM – 4:00 PM
CST
Canadian Marketplace Session
2:45 PM – 4:00 PM
CST
(2516) Canadian Marketplace Session
Location: Presidential Ballroom C
Applied Systems Presenter:
Steve Whitelaw
– Applied Systems
Applied Systems Presenter:
William Ma
– Applied Systems
Personal & Commercial Servicing - General
3:30 PM – 5:30 PM
CST
Networking Reception in the Applied Net Exchange
3:30 PM – 5:30 PM
CST
Networking Reception in the Applied Net Exchange
Location: Ryman Hall
7:00 PM – 10:00 PM
CST
A Night Out in Nashville
7:00 PM – 10:00 PM
CST
A Night Out in Nashville
