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Full Schedule

Full Schedule

  • Wednesday, September 11, 2024
  • 7:00 AM – 7:45 AM CST
    Breakfast
  • 7:00 AM – 12:00 PM CST
    Registration Open
  • 7:00 AM – 6:00 PM CST
    Help Desk Open
  • 8:00 AM – 9:30 PM CST
    Keynote Addresses
  • 10:00 AM – 11:00 AM CST
    Learning Lounge - Canadian Brokers
  • 10:00 AM – 11:00 AM CST
    Learning Lounge - Client Facing Services - Personal Lines
  • 10:00 AM – 11:00 AM CST
    Learning Lounge - EZLynx Users
  • 10:00 AM – 11:00 AM CST
    Expert Panel: Best Practices for U.S. Agencies Managing Employee Benefits in Applied Epic
  • 10:00 AM – 11:00 AM CST
    Best Practices for Canadian Brokerages Managing Group Benefits in Applied Epic
  • 10:00 AM – 11:00 AM CST
    Expert Panel: Applied Epic Download Tips
  • 10:00 AM – 11:00 AM CST
    Roundtable: Tools to Help Your Small Agency Get More Done with Less
  • 10:00 AM – 11:00 AM CST
    The P&C Distribution Landscape
  • 10:00 AM – 11:00 AM CST
    Neurodiversity in the Workplace - Working with Our Neurodiverse Colleagues and Clients
  • 10:00 AM – 11:00 AM CST
    Unlock the Power of Applied Data Lake: A Deep Dive Into Features and Best Practices
  • 10:00 AM – 11:00 AM CST
    Navigating Advanced Features of Applied Epic Layout Builder for Comprehensive Reporting
  • 10:00 AM – 11:00 AM CST
    How One Agency Is Benefiting from Data Visualization
  • 10:00 AM – 11:00 AM CST
    Expert Panel: Preparing for the Move to Applied Epic Browser from an IT Perspective
  • 10:00 AM – 11:00 AM CST
    Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser
  • 10:00 AM – 11:00 AM CST
    Customize Security and Employee Settings for Success
  • 10:00 AM – 11:00 AM CST
    Getting the Most Out of Applied Epic (Session Facilitated in French) Tirer le Meilleur Parti d’Applied Epic
  • 10:00 AM – 11:00 AM CST
    EZLynx: Winning New Commercial Lines Business – Part 2
  • 10:00 AM – 11:00 AM CST
    EZLynx Hands-On Lab: Get More Done with AI
  • 10:00 AM – 11:00 AM CST
    EZLynx: Processing Commissions
  • 10:00 AM – 11:00 AM CST
    Cleaning Up and Balancing Premium Payables in Applied Epic
  • 10:00 AM – 11:00 AM CST
    Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle
  • 10:00 AM – 11:00 AM CST
    Why Applied Pay Is the Right Digital Payments Platform for You
  • 10:00 AM – 11:00 AM CST
    The Latest Applied CSR24 Configuration Tips
  • 10:00 AM – 11:00 AM CST
    Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
  • 10:00 AM – 11:00 AM CST
    What’s New in Indio
  • 10:00 AM – 11:00 AM CST
    Expert Panel: How Your Peers Moved Their Agency to the Renewals Manager
  • 10:00 AM – 11:00 AM CST
    Conquer with Clicks: Simple Drip Campaign Tactics That Drive Results
  • 10:00 AM – 11:00 AM CST
    Introducing the Applied AI Lab
  • 10:00 AM – 11:00 AM CST
    Hands-On Lab: Get Up and Running with Epic Quotes Commercial Lines (Repeat)
  • 11:30 AM – 12:30 PM CST
    Delighting Your Benefits Clients with Applied Marketing Automation Email Campaigns
  • 11:30 AM – 12:30 PM CST
    Shifting Commission Accountability to Producers
  • 11:30 AM – 12:30 PM CST
    Peer Insights on Adopting Commercial Lines Download
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Applied Epic Download Tips for Large Agencies
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Creating a Training Program for Your Team
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Thriving in Uncertainty: Emerging Threats and Hidden Opportunities
  • 11:30 AM – 12:30 PM CST
    Getting Started with Epic Dashboards Asset Builder
  • 11:30 AM – 12:30 PM CST
    Auditing Employees Using Epic Reports
  • 11:30 AM – 12:30 PM CST
    Epic Dashboards for Servicing Team Members
  • 11:30 AM – 12:30 PM CST
    Epic Dashboards for Principals and Accountants
  • 11:30 AM – 12:30 PM CST
    Maintaining Consistent Branding Through Microsoft Word Templates in Applied Epic
  • 11:30 AM – 12:30 PM CST
    Get to Know the Applied CSR24 Self-Service Portal and App (Session Facilitated in French) Apprenez à connaître le portail et l'application libre-service Applied CSR24
  • 11:30 AM – 12:30 PM CST
    EZLynx: Supercharge Your Agency’s Internal Collaboration
  • 11:30 AM – 12:30 PM CST
    EZLynx Hands-On Lab: Building a Custom Reporting Dashboard to Better Analyze Your Data
  • 11:30 AM – 12:30 PM CST
    EZLynx: Getting Started with Your Agency's Client Portal
  • 11:30 AM – 12:30 PM CST
    Producer Commissions Agreements: Setup, Use, and Updates
  • 11:30 AM – 12:30 PM CST
    Making Your Self-Service Portal and App Attractive to Customers
  • 11:30 AM – 12:30 PM CST
    Expert Panel: Applied Solutions That Can Enhance Your Client Experience
  • 11:30 AM – 12:30 PM CST
    An Overview of Tarmika and What It Can Do for Your Agency
  • 11:30 AM – 12:30 PM CST
    Applied Epic Tips and Tricks – Servicing
  • 11:30 AM – 12:30 PM CST
    Roundtable: Handling Small Business Policies Efficiently and Profitably
  • 11:30 AM – 12:30 PM CST
    Using Marketing Options Within Applied Epic Reports
  • 11:30 AM – 12:30 PM CST
    Your Agency's 360-Degree Digital Footprint
  • 11:30 AM – 12:30 PM CST
    Applied Epic New Features and Future Roadmap (Repeat)
  • 11:30 AM – 12:30 PM CST
    Automating the Premium Finance Process with Applied Pay and Imperial PFS
  • 11:30 AM – 12:30 PM CST
    Hands-On Lab: Maximizing Productivity with Email Templates and Branding in Applied Epic (Repeat)
  • 11:30 AM – 12:30 PM CST
    Hands-On Lab: A Walk Through of Indio for Admins (Repeat)
  • 12:30 PM – 2:00 PM CST
    Lunch & Applied Net Exchange Open
  • 2:00 PM – 3:00 PM CST
    Whether to Package or Not Package Benefits Policies
  • 2:00 PM – 3:00 PM CST
    Hands-On Lab: Building New Applied Epic Benefits Forms from Scratch
  • 2:00 PM – 3:00 PM CST
    Expert Panel: How to Navigate Through Difficult Client Conversations About the State of Today’s Insurance Market
  • 2:00 PM – 3:00 PM CST
    How to Make the Most of Your ACN (Applied Client Network) Membership
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Best Practices to Maximize the Annual Review Process
  • 2:00 PM – 3:00 PM CST
    Insights Into Current and Future Offerings for Applied Data Lake
  • 2:00 PM – 3:00 PM CST
    Enhancing Reporting and Reconciliation by Combining Excel with Applied Epic
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Strategies for Maintaining and Managing Data Quality
  • 2:00 PM – 3:00 PM CST
    Epic Dashboards for IT/Operations Roles
  • 2:00 PM – 3:00 PM CST
    Epic Dashboards for Sales Managers and Producers
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Preparing for the Move to Applied Epic Browser from an Operations Perspective
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Lessons Learned from Undergoing an Acquisition
  • 2:00 PM – 3:00 PM CST
    Microsoft Excel Tips and Tricks for Intermediate Users
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Managing Remote Employees
  • 2:00 PM – 3:00 PM CST
    Roundtable: Digital Brokerage Adoption (Session Facilitated in French) Ronde : Adoption du Courtage Numérique
  • 2:00 PM – 3:00 PM CST
    EZLynx: Keeping Your Commercial Lines Clients Serviced – Part 3
  • 2:00 PM – 3:00 PM CST
    EZLynx: How to Stay Connected with Your Customer in the Digital Age – Part 1
  • 2:00 PM – 3:00 PM CST
    EZLynx: Managing Your Personal Lines Servicing to be a Trusted Agent
  • 2:00 PM – 3:00 PM CST
    Expert Panel: Introducing Applied CSR24 to Employees and Insureds
  • 2:00 PM – 3:00 PM CST
    Save Time and Money with Improved Holder Management in Applied CSR24
  • 2:00 PM – 3:00 PM CST
    The Future of Commercial Lines Renewals at Applied
  • 2:00 PM – 3:00 PM CST
    Attachments in Applied Epic
  • 2:00 PM – 3:00 PM CST
    Expert Panel: How Your Peers Use Indio for More Than Just Submissions
  • 2:00 PM – 3:00 PM CST
    Hands-On Lab: How to Target the Right Leads with List Criteria
  • 2:00 PM – 3:00 PM CST
    Hands-On Lab: Ivans 101 (Repeat)
  • 2:00 PM – 3:00 PM CST
    Learning Lounge - Client Facing Services - Commercial Lines
  • 2:00 PM – 3:00 PM CST
    Learning Lounge - IT/Operations Managers
  • 2:00 PM – 3:00 PM CST
    Learning Lounge - Marketing Managers/Specialists
  • 2:00 PM – 3:00 PM CST
    Total CSR Demo
  • 3:15 PM – 4:15 PM CST
    Supporting an Employee Benefits Compliance Workflow with Applied Epic
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Better Book Consolidations and Transfers
  • 3:15 PM – 4:15 PM CST
    Deep Dive Into Download Configurations in Applied Epic
  • 3:15 PM – 4:15 PM CST
    Elevating Communication: Enhancing Your Verbal, Written and Presentation Skills
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Creating and Integrating Support for Applied Products at Large Organizations
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Agencies’ Success Stories Using Epic Dashboards
  • 3:15 PM – 4:15 PM CST
    Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
  • 3:15 PM – 4:15 PM CST
    Cyber and Regulatory Compliance 101
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Improving the Acquisition Process from an Operations Lens
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Impactful Configuration Decisions for Beginners
  • 3:15 PM – 4:15 PM CST
    EZLynx: Customer Feedback Roundtable
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Get Answers to Your Questions About Receipts Accounting
  • 3:15 PM – 4:15 PM CST
    Direct Bill Cash on Account: Let Applied Epic Post Your Commissions Income
  • 3:15 PM – 4:15 PM CST
    Tips for Onboarding Clients and Staff to Applied CSR24 to Maximize Engagement
  • 3:15 PM – 4:15 PM CST
    Hands-On Lab: Extend the Possibilities of Your Self-Service Portal with the Applied CSR24 Form Designer
  • 3:15 PM – 4:15 PM CST
    Peer Insights on the Benefits of Using Epic Quotes for Personal Lines
  • 3:15 PM – 4:15 PM CST
    Introduction to Canadian Commercial Lines Quoting in Applied Epic
  • 3:15 PM – 4:15 PM CST
    Managing Commercial Lines Renewals Across Applied Products
  • 3:15 PM – 4:15 PM CST
    Entering Policies in Applied Epic for Efficiency and Reporting
  • 3:15 PM – 4:15 PM CST
    Roundtable: Solutions in Applied Epic for the High Net Worth Personal Lines Agency
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Benefits of Issuing Certificates of Insurance in Applied CSR24
  • 3:15 PM – 4:15 PM CST
    Expert Panel: The Power and Potential of AI for the Independent Insurance Agency
  • 3:15 PM – 4:15 PM CST
    Expert Panel: Sales and Marketing Automation Best Practices
  • 3:15 PM – 4:15 PM CST
    Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices, and Statements (Repeat)
  • 3:15 PM – 4:15 PM CST
    The Radically Exciting Future of Broker Accounting
  • 4:15 PM – 6:00 PM CST
    Networking Reception in the Applied Net Exchange
  • 7:30 PM – 9:30 PM CST
    Exclusive Show at the Grand Ole Opry House