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Tuesday, September 29, 2026
Applied API Suite: Use Case Spotlight
(2785) Applied API Suite: Use Case Spotlight
Location: National Harbor 2
Reporting, Dashboards, and Data Analytics
Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms
(2654) Custom Forms Conversion for Canada: A Guided Path to Applied Epic Policy Forms
Location: Woodrow Wilson B
Commercial Lines
Expert Panel: Getting Started with Applied Epic Bridge
(2630) Expert Panel: Getting Started with Applied Epic Bridge
Location: National Harbor 3
Core Platform, Automation, and AI
Expert Panel: Practical Strategies and Users' Perspectives with Applied Book Builder for Commercial Lines
(2668) Expert Panel: Practical Strategies and Users' Perspectives with Applied Book Builder for Commercial Lines
Location: Woodrow Wilson D
Commercial Lines
Expert Panel: Real-World Cybersecurity Practices That Actually Work
(2640) Expert Panel: Real-World Cybersecurity Practices That Actually Work
Location: National Harbor 10
Core Platform, Automation, and AI
Expert Panel: Your Source of Truth: Powering Appetite Internally and Across Distribution Channels
(2606) Expert Panel: Your Source of Truth: Powering Appetite Internally and Across Distribution Channels
Location: Chesapeake 12
Carrier Workflows and Connectivity
EZLynx Keynote
(2720) EZLynx Keynote
Location: Cherry Blossom
EZLynx
Growing Your Business with Ivans Bookroll
(2612) Growing Your Business with Ivans Bookroll
Location: Chesapeake 3
Carrier Workflows and Connectivity
Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
(2738) Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
Location: Chesapeake G
Financial Management
Hands-On Lab: Using the New Compliance Fields in Applied Epic
(2693) Hands-On Lab: Using the New Compliance Fields in Applied Epic
Location: Chesapeake D
Employee Benefits
How Private Brokers Win: Top Growth Strategies in Today’s Market
(2854) How Private Brokers Win: Top Growth Strategies in Today’s Market
Location: Woodrow Wilson A
Business Management
Improving Your Agency’s Efficiency and Retention Using Activities
(2748) Improving Your Agency’s Efficiency and Retention Using Activities
Location: Anapolis 1
Personal Lines
Introduction to Applied Data Lake, Google Cloud and Databricks
(2781) Introduction to Applied Data Lake, Google Cloud and Databricks
Location: Maryland B
Reporting, Dashboards, and Data Analytics
Search Smarter: Find Anything in Epic, Instantly (Repeat)
(2826) Search Smarter: Find Anything in Epic, Instantly (Repeat)
Location: Maryland A
Core Platform, Automation, and AI
Streamlining the Applied Epic Month-End Process
(2743) Streamlining the Applied Epic Month-End Process
Location: National Harbor 5
Financial Management
The Agentic Edge: Why Carrier Automation Maturity Is the New Battleground for Broker Loyalty
(2604) The Agentic Edge: Why Carrier Automation Maturity Is the New Battleground for Broker Loyalty
Location: Chesapeake 9
Carrier Workflows and Connectivity
The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters
(2679) The Digital Roundtrip of Employee Benefits: What It Is and Why It Matters
Location: Chesapeake A
Employee Benefits
The Evolution of Applied Recon
(2732) The Evolution of Applied Recon
Location: Maryland D
Financial Management
What’s New and What’s Next in Epic Quotes Commercial Lines and Tarmika
(2673) What’s New and What’s Next in Epic Quotes Commercial Lines and Tarmika
Location: National Harbor 11
Commercial Lines
What's New and What's Next in Applied Book Builder
(2666) What's New and What's Next in Applied Book Builder
Location: National Harbor 12
Commercial Lines
What's New and What's Next in U.S. Personal Lines
(2759) What's New and What's Next in U.S. Personal Lines
Location: Maryland C
Personal Lines
Expert Panel: Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service - Part 1
(2763) Expert Panel: Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service - Part 1
Location: Chesapeake J
Personal Lines
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
(2792) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
Location: Chesapeake 6
Danielle DuFour (she/her/hers) – NBT Insurance Agency
Reporting, Dashboards, and Data Analytics
Epic Dashboards by Job Role: Roundtable Discussions
(2795) Epic Dashboards by Job Role: Roundtable Discussions
Location: Anapolis 3
Su Potti – Applied Systems
Reporting, Dashboards, and Data Analytics
Achieving a Better Commercial Lines Submission Process
(2603) Achieving a Better Commercial Lines Submission Process
Location: Maryland A
Ryan Lapp – Ivans
Andrew Shapiro – Applied Systems
Carrier Workflows and Connectivity
An Agency's Journey on Data Quality and Transformation
(2772) An Agency's Journey on Data Quality and Transformation
Location: Woodrow Wilson B
Reporting, Dashboards, and Data Analytics
Applied Epic Tips and Tricks – Servicing
(2628) Applied Epic Tips and Tricks – Servicing
Location: National Harbor 2
Core Platform, Automation, and AI
Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
(2755) Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
Location: Chesapeake J
Personal Lines
Canadian Personal Lines Power Hour: Peer Roundtable Discussion
(2769) Canadian Personal Lines Power Hour: Peer Roundtable Discussion
Location: Anapolis 3
Sarah Caruso (she/her/hers) – Applied Systems Canada
Personal Lines
Developing an Advanced Dashboard to Better Measure and Balance CSR Workloads Across an Agency
(2778) Developing an Advanced Dashboard to Better Measure and Balance CSR Workloads Across an Agency
Location: National Harbor 3
Reporting, Dashboards, and Data Analytics
Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever
(2671) Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever
Location: Woodrow Wilson D
Commercial Lines
EZLynx Expert Panel: How Top Agencies Approach Remarketing and Retention
(2698) EZLynx Expert Panel: How Top Agencies Approach Remarketing and Retention
Location: Riverview 5
EZLynx
EZLynx for Carriers: What's New and What's Next
(2609) EZLynx for Carriers: What's New and What's Next
Location: Chesapeake 9
Carrier Workflows and Connectivity
EZLynx Hands-On Lab: Elevating Client Experiences with EZLynx Automation Center
(2697) EZLynx Hands-On Lab: Elevating Client Experiences with EZLynx Automation Center
Location: Riverview 1
EZLynx
EZLynx: Exploring the Features of EZLynx Submission Center
(2703) EZLynx: Exploring the Features of EZLynx Submission Center
Location: Riverview 3
EZLynx
Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
(2830) Hands-On Lab: Applied Epic Bridge Setup Made Simple (Repeat)
Location: Chesapeake G
Core Platform, Automation, and AI
Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users
(2793) Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users
Location: Chesapeake 6
Danielle DuFour (she/her/hers) – NBT Insurance Agency
Reporting, Dashboards, and Data Analytics
Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
(2734) Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
Location: Chesapeake D
Financial Management
Inside the Applied Data Lake Roadmap: What's Next and Why It Matters
(2789) Inside the Applied Data Lake Roadmap: What's Next and Why It Matters
Location: Cherry Blossom
Reporting, Dashboards, and Data Analytics
Microsoft Excel Pivot Tables
(2821) Microsoft Excel Pivot Tables
Location: Maryland B
Professional Development
New Compliance Fields in Applied Epic for Servicing
(2684) New Compliance Fields in Applied Epic for Servicing
Location: Chesapeake A
Employee Benefits
Optimisation des services de l’assurance des entreprises au Canada grâce aux formulaires Epic et à Indio
(2852) Optimisation des services de l’assurance des entreprises au Canada grâce aux formulaires Epic et à Indio
Location: National Harbor 12
Commercial Lines
Practical Growth Strategies for Small Agencies
(2843) Practical Growth Strategies for Small Agencies
Location: Chesapeake 12
Business Management
Template Letter Configuration and Automation Magic
(2625) Template Letter Configuration and Automation Magic
Location: Anapolis 1
Core Platform, Automation, and AI
The Four Levers of Influence: Credibility, Framing, Timing, Allies - Brought to you by TotalCSR
(2842) The Four Levers of Influence: Credibility, Framing, Timing, Allies - Brought to you by TotalCSR
Location: Maryland C
Sponsored Sessions
Transforming Benefits Data Into Actionable Intelligence
(2688) Transforming Benefits Data Into Actionable Intelligence
Location: Chesapeake 3
Employee Benefits
What's New and What's Next in Financial Management
(2727) What's New and What's Next in Financial Management
Location: Maryland D
Financial Management
Expert Panel: Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency
(2665) Expert Panel: Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency
Location: National Harbor 10
Commercial Lines
Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat)
(2829) Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat)
Location: National Harbor 11
Reporting, Dashboards, and Data Analytics
AI at Every Stage: A Tour of Applied AI Across Epic
(2638) AI at Every Stage: A Tour of Applied AI Across Epic
Location: Anapolis 1
Core Platform, Automation, and AI
Applied Book Builder Essentials
(2667) Applied Book Builder Essentials
Location: National Harbor 2
Commercial Lines
Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud
(2791) Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud
Location: National Harbor 5
Reporting, Dashboards, and Data Analytics
Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap
(2636) Applied Epic Bridge Mastery: End-to-End Email Integration, New Features and Future Roadmap
Location: Maryland D
Core Platform, Automation, and AI
Browser Change Management: Stay Ahead of Disruptions in Your Agency
(2633) Browser Change Management: Stay Ahead of Disruptions in Your Agency
Location: Cherry Blossom
Core Platform, Automation, and AI
Building a Better Renewal Process with Applied Epic Tools
(2674) Building a Better Renewal Process with Applied Epic Tools
Location: National Harbor 12
Commercial Lines
Embedded Premium Finance Processing – Meet the AFCO Team
(2736) Embedded Premium Finance Processing – Meet the AFCO Team
Location: Maryland B
Financial Management
Epic Readiness for M&A and Succession: Protecting Valuation, Speed, and Stability - Brought to you by Milliken
(2850) Epic Readiness for M&A and Succession: Protecting Valuation, Speed, and Stability - Brought to you by Milliken
Location: Maryland C
Sponsored Sessions
Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)
(2683) Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)
Location: Chesapeake J
Employee Benefits
Expert Panel: Catching and Resolving Applied Epic Accounting Errors
(2729) Expert Panel: Catching and Resolving Applied Epic Accounting Errors
Location: Woodrow Wilson D
Financial Management
Expert Panel: Download Smarter: Applied Epic Tips, Tools and Q&A
(2749) Expert Panel: Download Smarter: Applied Epic Tips, Tools and Q&A
Location: Maryland A
Personal Lines
Expert Panel: Supporting the Digital Roundtrip of Insurance, a Carrier's Point of View
(2601) Expert Panel: Supporting the Digital Roundtrip of Insurance, a Carrier's Point of View
Location: Chesapeake 12
Carrier Workflows and Connectivity
Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality
(2621) Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality
Location: National Harbor 10
Core Platform, Automation, and AI
Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption
(2775) Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption
Location: National Harbor 3
Reporting, Dashboards, and Data Analytics
EZLynx Hands-On Lab: Building Insightful Reports
(2713) EZLynx Hands-On Lab: Building Insightful Reports
Location: Riverview 1
EZLynx
EZLynx: ACN Blueprint for Success - Part 1
(2716) EZLynx: ACN Blueprint for Success - Part 1
Location: Riverview 5
EZLynx
EZLynx: Automating the Customer Journey from Welcome to Retention
(2696) EZLynx: Automating the Customer Journey from Welcome to Retention
Location: Riverview 3
EZLynx
From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation
(2751) From Zero to 70% Open Rate: How One Agency Successfully Implemented Applied Marketing Automation
Location: Woodrow Wilson B
Personal Lines
Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice
(2794) Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice
Location: Chesapeake 6
Reporting, Dashboards, and Data Analytics
Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
(2733) Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
Location: Chesapeake D
Financial Management
Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
(2838) Hands-On Lab: Streamlining Personal Lines Marketing Campaigns Using Applied Marketing Automation (Repeat)
Location: Chesapeake G
Personal Lines
How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes
(2782) How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes
Location: National Harbor 11
Reporting, Dashboards, and Data Analytics
Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them
(2768) Inside the Canadian Brokerage: Real‑World Workflows and How Brokers Tackle Them
Location: Anapolis 3
Sarah Caruso (she/her/hers) – Applied Systems Canada
Personal Lines
Just What Is a Broker within Applied Epic Accounting?
(2744) Just What Is a Broker within Applied Epic Accounting?
Location: Chesapeake A
Financial Management
Real Insights That Made a Difference: A Small Agency Case Study
(2813) Real Insights That Made a Difference: A Small Agency Case Study
Location: Chesapeake 3
Business Management
Using Real-World Bound Policy Data to Sharpen Carrier Personal Lines Product Strategy
(2613) Using Real-World Bound Policy Data to Sharpen Carrier Personal Lines Product Strategy
Location: Chesapeake 9
Carrier Workflows and Connectivity
Your Benefits Agency, Supercharged with AI
(2682) Your Benefits Agency, Supercharged with AI
Location: Maryland B
Employee Benefits
