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Monday, September 28, 2026
7:00 AM - 7:00 PM
East Coast USA Time
Registration and Help Desk Open
7:00 AM - 7:00 PM
East Coast USA Time
Registration and Help Desk Open
8:00 AM - 10:00 AM
East Coast USA Time
Additional Insured Endorsements (Additional Fee Required)
8:00 AM - 10:00 AM
East Coast USA Time
(CE1) Additional Insured Endorsements (Additional Fee Required)
8:00 AM - 11:00 AM
East Coast USA Time
Emerging Leaders: Debrief to Win: Building a Culture of Real Accountability (Additional Fee Required)
8:00 AM - 11:00 AM
East Coast USA Time
(EL) Emerging Leaders: Debrief to Win: Building a Culture of Real Accountability (Additional Fee Required)
Facilitator:
Robert "Cujo" Teschner
10:00 AM - 11:00 AM
East Coast USA Time
Culture First: How to Overcome Challenges with Change Management Within an Agency
10:00 AM - 11:00 AM
East Coast USA Time
(2800) Culture First: How to Overcome Challenges with Change Management Within an Agency
Panelist:
Kerrie Koestner (she/her/hers)
– Patriot Growth Insurance Services
Panelist:
Christie Smith (she/her/hers)
– OTIP
Panelist:
Jennifer Patterson
Presenter:
Jenna Etzel
Business Management
10:00 AM - 11:00 AM
East Coast USA Time
AI for Agencies: Working Smarter, Not Harder
10:00 AM - 11:00 AM
East Coast USA Time
(2801) AI for Agencies: Working Smarter, Not Harder
Panelist:
Kerrie Koestner (she/her/hers)
– Patriot Growth Insurance Services
Panelist:
Jake Shock
– American Global
Panelist:
Jenna Silva (she/her/hers)
– C3 Risk & Insurance Services
Business Management
10:00 AM - 11:00 AM
East Coast USA Time
Finders Keepers: How to Hire and Keep Great Talent
10:00 AM - 11:00 AM
East Coast USA Time
(2802) Finders Keepers: How to Hire and Keep Great Talent
Panelist:
Teresa Cator (she/her/hers)
– Rue Insurance
Panelist:
Pamela M. Kelly
– AXiA Insurance Services Inc.
Panelist:
Cally Lever (she/her/hers)
– CRS Insurance Brokerage, Inc.
Panelist:
Julie Levine (she/her/hers)
– Harry Levine Insurance
Business Management
10:00 AM - 12:00 PM
East Coast USA Time
Employment Practices Liability Insurance (Additional Fee Required)
10:00 AM - 12:00 PM
East Coast USA Time
(CE2) Employment Practices Liability Insurance (Additional Fee Required)
10:00 AM - 12:00 PM
East Coast USA Time
Ivans Keynote and Product Update
10:00 AM - 12:00 PM
East Coast USA Time
Ivans Keynote and Product Update
Location: Cherry Blossom
Applied Presenter:
Michael Streit
– Applied Systems
11:00 AM - 12:00 PM
East Coast USA Time
Advanced Proposals Configuration
11:00 AM - 12:00 PM
East Coast USA Time
(2624) Advanced Proposals Configuration
Location: National Harbor 2
Presenter:
Ingrid Smith, ANFI, ACSR (she/her/hers)
– Authur J Gallagher
Applied Representative:
Karine Poirier’ (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience
11:00 AM - 12:00 PM
East Coast USA Time
(2790) Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience
Location: Woodrow Wilson A
Applied Presenter:
Laura Amedeo
– Applied Systems
Applied Presenter:
James Ramsey
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Applied Representative:
Bhuvi Srinivasa Subramanian (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
Applied Epic Accounting Tips and Tricks
11:00 AM - 12:00 PM
East Coast USA Time
(2731) Applied Epic Accounting Tips and Tricks
Location: National Harbor 3
Applied Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Applied Epic Accounting: Cleaning Up and Balancing Premium Payables
11:00 AM - 12:00 PM
East Coast USA Time
(2723) Applied Epic Accounting: Cleaning Up and Balancing Premium Payables
Location: Maryland D
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Applied Representative:
Joy Jack
– Applied Systems
Financial Management
11:00 AM - 12:00 PM
East Coast USA Time
Applied Epic System Performance: Foundational Infrastructure Best Practices
11:00 AM - 12:00 PM
East Coast USA Time
(2645) Applied Epic System Performance: Foundational Infrastructure Best Practices
Location: National Harbor 11
Applied Presenter:
Brandon Carter
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Presenter:
George Lochner
– Applied Systems Inc.
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model
11:00 AM - 12:00 PM
East Coast USA Time
(2806) Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model
Location: Woodrow Wilson B
Presenter:
Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his)
– The Hartwell Corporation
Business Management
11:00 AM - 12:00 PM
East Coast USA Time
Browser Change Management: Stay Ahead of Disruptions in Your Agency
11:00 AM - 12:00 PM
East Coast USA Time
(2633) Browser Change Management: Stay Ahead of Disruptions in Your Agency
Location: Chesapeake 12
Applied Presenter:
Maggie Essex (she/her/hers)
– Applied Systems
Presenter:
Scott Folstein
– Insurance One Group, Inc.
Applied Representative:
Laura Jermyn
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality
11:00 AM - 12:00 PM
East Coast USA Time
(2712) EZLynx Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality
Location: Riverview 1
Applied Presenter:
Raquel Velez (she/her/hers)
– EZLynx
Applied Representative:
Awad Alnawayseh
– EZLynx
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx: What's New in EZLynx Accounting
11:00 AM - 12:00 PM
East Coast USA Time
(2705) EZLynx: What's New in EZLynx Accounting
Location: Riverview 3
Applied Presenter:
Cecily Blandford
– Applied Systems
Applied Representative:
Brandon Tompkins
– EZLynx
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
EZLynx: What's New in Reporting
11:00 AM - 12:00 PM
East Coast USA Time
(2707) EZLynx: What's New in Reporting
Location: Riverview 5
Applied Presenter:
Mel R. Alsabrook (she/they)
– EZLynx
Applied Representative:
Aaron Rainey
– Applied Systems
EZLynx
11:00 AM - 12:00 PM
East Coast USA Time
Getting Started with Epic Dashboards Asset Builder
11:00 AM - 12:00 PM
East Coast USA Time
(2799) Getting Started with Epic Dashboards Asset Builder
Location: Maryland B
Applied Presenter:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Jesse B. Gomez (he/him/his)
– Applied Systems
Reporting, Dashboards, and Data Analytics
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
11:00 AM - 12:00 PM
East Coast USA Time
(2669) Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
Location: Chesapeake 6
Applied Presenter:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Joe Leonardis
– Applied Systems
Applied Representative:
Sagar Warghade
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation
11:00 AM - 12:00 PM
East Coast USA Time
(2670) Hands-On Lab: Streamlining Agency Outreach for Commercial Lines Accounts with Applied Marketing Automation
Location: Chesapeake G
Applied Presenter:
Brian Polston
– Applied Systems
Applied Representative:
Linda Bendele
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Applied Representative:
Jackie Hacala (she/her/hers)
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates
11:00 AM - 12:00 PM
East Coast USA Time
(2760) Hands-On Lab: Transforming Communications with Dynamic Applied Epic Templates
Location: Chesapeake D
Applied Presenter:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Applied Representative:
Patrick Ward (he/him/his)
– Applied Systems
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal Lines
11:00 AM - 12:00 PM
East Coast USA Time
Reusable Utilities in Applied Epic
11:00 AM - 12:00 PM
East Coast USA Time
(2783) Reusable Utilities in Applied Epic
Location: Maryland A
Presenter:
Kevin Sindelar
– Acrisure LLC
Applied Representative:
Michell Skaare (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
11:00 AM - 12:00 PM
East Coast USA Time
Streamlining Canada Commercial Lines Servicing with Applied Epic Forms and Indio
11:00 AM - 12:00 PM
East Coast USA Time
(2653) Streamlining Canada Commercial Lines Servicing with Applied Epic Forms and Indio
Location: National Harbor 12
Applied Presenter:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Commercial Lines
11:00 AM - 12:00 PM
East Coast USA Time
The Future of Learning in a Distracted World
11:00 AM - 12:00 PM
East Coast USA Time
(2822) The Future of Learning in a Distracted World
Location: National Harbor 10
Presenter:
Justin Goodman
– Total CSR
Professional Development
11:00 AM - 12:00 PM
East Coast USA Time
The Power of Process: Creating Documented Workflows That Drive Consistency and Growth
11:00 AM - 12:00 PM
East Coast USA Time
(2814) The Power of Process: Creating Documented Workflows That Drive Consistency and Growth
Location: Chesapeake 3
Presenter:
Stacie Freeman
– Blue Ridge Risk Partners
Business Management
11:00 AM - 12:00 PM
East Coast USA Time
Unlock Retention Wins with Reports and Dashboards
11:00 AM - 12:00 PM
East Coast USA Time
(2779) Unlock Retention Wins with Reports and Dashboards
Location: National Harbor 5
Presenter:
Jenny Honican
– Kite Technology Group
Presenter:
Lauren Tippett
– Kite Technology Group
Applied Representative:
Med Frezghi
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Applied API Suite: Roadmap to Innovation
1:00 PM - 2:00 PM
East Coast USA Time
(2787) Applied API Suite: Roadmap to Innovation
Location: National Harbor 11
Applied Presenter:
Frank Smith
– Applied Systems
Applied Representative:
Sajjad Ahmed
– Applied Systems
Applied Representative:
Soumya Dixit (she/her/hers)
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Ask Me Anything - Open session with Ivans and Cytora Product Leaders
1:00 PM - 2:00 PM
East Coast USA Time
(2602) Ask Me Anything - Open session with Ivans and Cytora Product Leaders
Location: National Harbor 3
Applied Moderator:
Christen Kelley (she/her/hers)
– Ivans
Applied Panelist:
Heather Prabish (she/her/hers)
– Ivans
Applied Panelist:
Ryan Lapp
– Ivans
Applied Panelist:
Thorsten Camp
Applied Panelist:
Ravish Gandhi
– Applied Systems
Carrier Workflows and Connectivity
1:00 PM - 2:00 PM
East Coast USA Time
Embedded Premium Finance Processing – Meet the AFCO Team
1:00 PM - 2:00 PM
East Coast USA Time
(2736) Embedded Premium Finance Processing – Meet the AFCO Team
Location: Chesapeake 3
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Presenter:
Heather Shockley (she/her/hers)
– Applied Systems
Financial Management
1:00 PM - 2:00 PM
East Coast USA Time
Expert Panel: Emerging Technology Trends for the Modern Agency, 2026 Edition
1:00 PM - 2:00 PM
East Coast USA Time
(2808) Expert Panel: Emerging Technology Trends for the Modern Agency, 2026 Edition
Location: Chesapeake J
Panelist:
Jeff Kite, Kite Tech Group
– Kite Tech Group
Panelist:
Jason Gobbel, Kite Technology Group
– Kite Technology Group
Panelist:
Jason Call
– Blue Ridge Risk Partners, LLC
Applied Moderator:
Charles Frumerie (he/him/his)
– Applied Systems
Business Management
1:00 PM - 2:00 PM
East Coast USA Time
Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic
1:00 PM - 2:00 PM
East Coast USA Time
(2752) Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic
Location: Woodrow Wilson D
Panelist:
Suzanne Odell
– OneDigital
Panelist:
Deb Welsh
– OneDigital
Panelist:
Lisa Hamm
– Clyde Paul Agency, Inc.
Panelist:
Laura Syrenne (she/her/hers)
– Axis Insurance Managers, Inc
Applied Moderator:
Cristine Sellers (she/her/hers)
– Applied Systems, Inc
Personal Lines
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx: Before You Call Support | Mastering EZLynx Fixes You Can Handle Yourself
1:00 PM - 2:00 PM
East Coast USA Time
(2715) EZLynx: Before You Call Support | Mastering EZLynx Fixes You Can Handle Yourself
Location: Riverview 3
Applied Presenter:
Nicole Leibee
– EZLynx
Applied Representative:
Kimberly Rodriguez
– EZLynx
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx: Launch Your Customer Portal | An EZLynx Client Center Setup Guide
1:00 PM - 2:00 PM
East Coast USA Time
(2694) EZLynx: Launch Your Customer Portal | An EZLynx Client Center Setup Guide
Location: Riverview 1
Presenter:
Jake N. Ferrara
– StreetSmart Insurance
Presenter:
Carlo Ferrara
– StreetSmart
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
EZLynx: Taking the Guesswork Out of Commercial Applications and Submissions
1:00 PM - 2:00 PM
East Coast USA Time
(2702) EZLynx: Taking the Guesswork Out of Commercial Applications and Submissions
Location: Riverview 5
Applied Presenter:
Michael Rabinowitz
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2639) Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
Location: Chesapeake D
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens (she/her/hers)
– Applied Systems
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Applied Presenter:
John Rush (he/him/his)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2643) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
Location: Chesapeake G
Applied Presenter:
Glenn Wharton
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
1:00 PM - 2:00 PM
East Coast USA Time
(2754) Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
Location: Chesapeake 6
Applied Presenter:
Mercy Ruiz (she/her/hers)
– Applied Systems
Applied Representative:
Linda Bendele
– Applied Systems
Applied Representative:
Brian Polston
– Applied Systems
Personal Lines
1:00 PM - 2:00 PM
East Coast USA Time
How to Get More Done in a Day: Time Management Techniques That Are Proven to Work
1:00 PM - 2:00 PM
East Coast USA Time
(2812) How to Get More Done in a Day: Time Management Techniques That Are Proven to Work
Location: Woodrow Wilson B
Presenter:
Nancy A. Nicklow, CPCU, AAI (she/her/hers)
– Huff Insurance
Business Management
1:00 PM - 2:00 PM
East Coast USA Time
Leveraging New Applied Epic Forms in the Benefits Ecosystem
1:00 PM - 2:00 PM
East Coast USA Time
(2680) Leveraging New Applied Epic Forms in the Benefits Ecosystem
Location: Chesapeake 12
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
1:00 PM - 2:00 PM
East Coast USA Time
Maitrise d'Applied Epic Bridge : intégration complète des courriels, nouvelle fonctionnalité et feuille de route
1:00 PM - 2:00 PM
East Coast USA Time
(2851) Maitrise d'Applied Epic Bridge : intégration complète des courriels, nouvelle fonctionnalité et feuille de route
Location: Maryland B
Applied Presenter:
Jackie Hacala (she/her/hers)
– Applied Systems
Applied Presenter:
Karine Poirier’ (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
Making Applied Epic Activities Work for You
1:00 PM - 2:00 PM
East Coast USA Time
(2647) Making Applied Epic Activities Work for You
Location: Anapolis 3
Presenter:
Michele R. Callihan, VP
– Alliant Insurance Services
Applied Representative:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Commercial Lines
1:00 PM - 2:00 PM
East Coast USA Time
Microsoft Excel Tips and Tricks for the Intermediate User
1:00 PM - 2:00 PM
East Coast USA Time
(2820) Microsoft Excel Tips and Tricks for the Intermediate User
Location: Maryland D
Presenter:
Sue Good (she/her/hers)
– Alexant Systems Corporation
Professional Development
1:00 PM - 2:00 PM
East Coast USA Time
Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients
1:00 PM - 2:00 PM
East Coast USA Time
(2844) Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients
Location: National Harbor 12
Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Professional Development
1:00 PM - 2:00 PM
East Coast USA Time
Revenue Status on Policies Is Here! What It Is and How to Use It
1:00 PM - 2:00 PM
East Coast USA Time
(2741) Revenue Status on Policies Is Here! What It Is and How to Use It
Location: Cherry Blossom
Applied Presenter:
John Hartigan (he/him/his)
– Applied Systems
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Larry Klutzke CPA
– Applied Systems
Financial Management
1:00 PM - 2:00 PM
East Coast USA Time
Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance
1:00 PM - 2:00 PM
East Coast USA Time
(2617) Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance
Location: Maryland A
Presenter:
Edin Omerdic (he/him/his)
– Topline Insurance
Applied Representative:
Mario Solis
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
User Security in Applied Epic: Configuration Best Practices
1:00 PM - 2:00 PM
East Coast USA Time
(2642) User Security in Applied Epic: Configuration Best Practices
Location: National Harbor 10
Presenter:
Daniel Horn
– Rollo Insurance Group
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Core Platform, Automation, and AI
1:00 PM - 2:00 PM
East Coast USA Time
What's New and What's Next in Epic Dashboards
1:00 PM - 2:00 PM
East Coast USA Time
(2788) What's New and What's Next in Epic Dashboards
Location: National Harbor 2
Applied Presenter:
Laura Amedeo
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Reporting, Dashboards, and Data Analytics
1:00 PM - 2:00 PM
East Coast USA Time
Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows
1:00 PM - 2:00 PM
East Coast USA Time
(2672) Work Smarter, Not Harder: Using Applied Epic Activities and Marketing Reports to Automate Workflows
Location: National Harbor 5
Presenter:
Amy Wood (she/her/hers)
– Kraus-Anderson Insurance Agency, Inc.
Applied Representative:
Sandra Hogan (she/her/hers)
– Applied Systems, Inc.
Commercial Lines
1:00 PM - 2:00 PM
East Coast USA Time
Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation
1:00 PM - 2:00 PM
East Coast USA Time
(2657) Work Smarter, Reach Farther: Engaging Insureds with Applied CSR24 and Applied Marketing Automation
Location: Woodrow Wilson A
Applied Presenter:
Matt Duggan
– Applied Systems
Applied Representative:
Jennifer Grayson
– Applied Systems
Commercial Lines
1:00 PM - 3:00 PM
East Coast USA Time
ACT Ecosystem Exchange: The Conversations Every Insurance Technology Leader Should Be Hearing
1:00 PM - 3:00 PM
East Coast USA Time
(ACT) ACT Ecosystem Exchange: The Conversations Every Insurance Technology Leader Should Be Hearing
Location: Maryland C
Presenter:
Kasey Conners
1:00 PM - 4:00 PM
East Coast USA Time
Cyber Exposures and Coverage (Additional Fee Required)
1:00 PM - 4:00 PM
East Coast USA Time
(CE3) Cyber Exposures and Coverage (Additional Fee Required)
2:30 PM - 3:30 PM
East Coast USA Time
Agentic Process Management Orchestration: Connecting Data, AI Agents, and Workflows for Operational Results - Brought to you by ReSource Pro
2:30 PM - 3:30 PM
East Coast USA Time
(2845) Agentic Process Management Orchestration: Connecting Data, AI Agents, and Workflows for Operational Results - Brought to you by ReSource Pro
Location: National Harbor 5
Presenter:
Su-Ting Fu
Presenter:
Zach Hansen
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
Auditing and Optimizing Your Epic Database for Epic Dashboards - Brought to you by Milliken
2:30 PM - 3:30 PM
East Coast USA Time
(2849) Auditing and Optimizing Your Epic Database for Epic Dashboards - Brought to you by Milliken
Presenter:
Gary Milliken
– Milliken Agency Services
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale
2:30 PM - 3:30 PM
East Coast USA Time
(2805) Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale
Location: National Harbor 3
Panelist:
Jordan Smith
– The Hartwell Corporation
Panelist:
Kimberly Champion Carter
– Cross Financial Corp
Panelist:
Kari Montes (she/her/hers)
– Axis Insurance Managers Inc.
Panelist:
Linda J. Van Vark
– Alliant Insurance Services
Applied Moderator:
Adam Hendry
– Applied Systems
Business Management
2:30 PM - 3:30 PM
East Coast USA Time
Expert Panel: Becoming an Agency Preferred Carrier
2:30 PM - 3:30 PM
East Coast USA Time
(2600) Expert Panel: Becoming an Agency Preferred Carrier
Location: Woodrow Wilson D
Applied Moderator:
Valerie Stratton
– Applied Systems
Panelist:
Amanda M. Edlin
– Sterling G Thompson Co
Panelist:
Jake N. Ferrara
– StreetSmart Insurance
Panelist:
Kathy Bova
– ASNOA
Panelist:
Ia Bater
Carrier Workflows and Connectivity
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx Expert Panel: Creating SOPs That Drive Results
2:30 PM - 3:30 PM
East Coast USA Time
(2699) EZLynx Expert Panel: Creating SOPs That Drive Results
Location: Riverview 5
Panelist:
Carlo Ferrara
– StreetSmart
Applied Moderator:
Ryan Beukema
– EZLynx
Panelist:
Tiffany Blanchard
– Insurance & Financial Services Inc.
Panelist:
Mandi Braun
– Western Insurance Associates
Panelist:
George Robertson (he/him/his)
– Robertson Consulting, LLC
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx Hands-On Lab: Creating Powerful Commercial Proposals
2:30 PM - 3:30 PM
East Coast USA Time
(2714) EZLynx Hands-On Lab: Creating Powerful Commercial Proposals
Location: Riverview 1
Applied Presenter:
Stacey Eickhorst
– EZLynx
Applied Representative:
Michael Rabinowitz
– EZLynx
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
EZLynx: Simplifying Commissions Accounting (Plus a Sneak Peek at EVA Recon)
2:30 PM - 3:30 PM
East Coast USA Time
(2706) EZLynx: Simplifying Commissions Accounting (Plus a Sneak Peek at EVA Recon)
Location: Riverview 3
Applied Presenter:
Cecily Blandford
– Applied Systems
Applied Representative:
Brandon Tompkins
– EZLynx
EZLynx
2:30 PM - 3:30 PM
East Coast USA Time
From Change Management to Organizational Capability: The Shift from Conformity to Coherence
2:30 PM - 3:30 PM
East Coast USA Time
(2810) From Change Management to Organizational Capability: The Shift from Conformity to Coherence
Location: National Harbor 11
Presenter:
Deborah Mohr, CRM, CIC, ACC, CISR (she/her/hers)
– CalNonprofits Insurance Services
Presenter:
Colleen Lazanich, CIC CRM (she/her/hers)
– CalNonprofits Insurance Services
Business Management
2:30 PM - 3:30 PM
East Coast USA Time
From Quote to Bind: A Deep Dive in Agency Bill
2:30 PM - 3:30 PM
East Coast USA Time
(2745) From Quote to Bind: A Deep Dive in Agency Bill
Location: Chesapeake J
Applied Presenter:
Cody Stroup
– Applied Systems
Applied Representative:
Jeff Newman
– Applied Systems
Financial Management
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: Epic AutoFill for Benefits (Repeat)
2:30 PM - 3:30 PM
East Coast USA Time
(2691) Hands-On Lab: Epic AutoFill for Benefits (Repeat)
Location: Chesapeake G
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Paul Milano (he/him/his)
– Applied Systems
Applied Representative:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Employee Benefits
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation
2:30 PM - 3:30 PM
East Coast USA Time
(2685) Hands-On Lab: Informing Your Benefits Clients with Applied Marketing Automation
Location: Chesapeake D
Applied Presenter:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Representative:
Brian Polston
– Applied Systems
Applied Representative:
Mario Solis
– Applied Systems
Applied Representative:
Jackie Hacala (she/her/hers)
– Applied Systems
Employee Benefits
2:30 PM - 3:30 PM
East Coast USA Time
Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
2:30 PM - 3:30 PM
East Coast USA Time
(2658) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
Location: Chesapeake 6
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Michael J. Bruns
– Connected Commercial Lines & Indio
Applied Representative:
Micah J. Bean
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Commercial Lines
2:30 PM - 3:30 PM
East Coast USA Time
Maximize Your Core Payments Experience with Applied Pay
2:30 PM - 3:30 PM
East Coast USA Time
(2730) Maximize Your Core Payments Experience with Applied Pay
Location: Woodrow Wilson A
Applied Presenter:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Applied Representative:
Heather Shockley (she/her/hers)
– Applied Systems
Financial Management
2:30 PM - 3:30 PM
East Coast USA Time
The Agentic Operating Platform: What Insurance Operations Looks Like When AI Does the Heavy Lifting - Brought to you by Patra
2:30 PM - 3:30 PM
East Coast USA Time
(2840) The Agentic Operating Platform: What Insurance Operations Looks Like When AI Does the Heavy Lifting - Brought to you by Patra
Location: Maryland A
Presenter:
Brett Cleveringa
– Patra Corporation
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
The Autonomous Agency Has Arrived: Advanced Automation & Agentic AI for Applied EPIC - Brought to you by Cemiar
2:30 PM - 3:30 PM
East Coast USA Time
(2848) The Autonomous Agency Has Arrived: Advanced Automation & Agentic AI for Applied EPIC - Brought to you by Cemiar
Location: National Harbor 10
Presenter:
Samuel Belanger-Lamoureux
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
The Future-Ready Agency: Workforce Strategies for Growth, Efficiency, and Resilience - Brought to you by WAHVE
2:30 PM - 3:30 PM
East Coast USA Time
(2847) The Future-Ready Agency: Workforce Strategies for Growth, Efficiency, and Resilience - Brought to you by WAHVE
Location: National Harbor 2
Presenter:
Rick Morgan
– WAHVE
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
The Priority Filter: Build the Short List That Actually Gets Done - Brought to you by TotalCSR
2:30 PM - 3:30 PM
East Coast USA Time
(2841) The Priority Filter: Build the Short List That Actually Gets Done - Brought to you by TotalCSR
Location: National Harbor 12
Presenter:
Justin Goodman
– Total CSR
Sponsored Sessions
2:30 PM - 3:30 PM
East Coast USA Time
Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights
2:30 PM - 3:30 PM
East Coast USA Time
(2761) Transforming Personal Lines Business with Applied Epic Download and Personal Lines Renewal Insights
Location: Woodrow Wilson B
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Amanda Herlehy (she/her/hers)
– Applied Systems
Personal Lines
4:00 PM - 5:00 PM
East Coast USA Time
Networking Roundtables
4:00 PM - 5:00 PM
East Coast USA Time
Networking Roundtables
5:00 PM - 7:00 PM
East Coast USA Time
Welcome Reception in the Applied Net Exchange
5:00 PM - 7:00 PM
East Coast USA Time
Welcome Reception in the Applied Net Exchange
