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Wednesday, September 30, 2026
Agentic AI in Epic: From Today's Capabilities to Tomorrow's Autonomous Workflows
(2846) Agentic AI in Epic: From Today's Capabilities to Tomorrow's Autonomous Workflows
Location: National Harbor 5
Core Platform, Automation, and AI
Applied Epic Accounting and the Bank-Owned Agency
(2739) Applied Epic Accounting and the Bank-Owned Agency
Location: Anapolis 3
Robert D. Maedgen, III (he/him/his) – Applied Systems
Financial Management
Applied Epic Tips and Tricks – Administration
(2627) Applied Epic Tips and Tricks – Administration
Location: Maryland D
Core Platform, Automation, and AI
Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24
(2656) Beyond the Basics: Level Up Your Certificate Renewals in Applied CSR24
Location: Chesapeake 12
Commercial Lines
Canada Commercial Lines: What’s New and What’s Next
(2661) Canada Commercial Lines: What’s New and What’s Next
Location: Woodrow Wilson B
Commercial Lines
Canadian‑Specific Forms: When, Why, and How to Use Them
(2692) Canadian‑Specific Forms: When, Why, and How to Use Them
Location: Chesapeake 3
Employee Benefits
Embedded Premium Finance Processing – Meet the First Insurance Funding Team
(2737) Embedded Premium Finance Processing – Meet the First Insurance Funding Team
Location: Maryland B
Financial Management
Employee Productivity Scorecard: Data-Driven Impact
(2774) Employee Productivity Scorecard: Data-Driven Impact
Location: Maryland A
Reporting, Dashboards, and Data Analytics
Entering Policies in Applied Epic for Reporting Efficiency
(2650) Entering Policies in Applied Epic for Reporting Efficiency
Location: Cherry Blossom
Commercial Lines
Expert Panel: How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows
(2611) Expert Panel: How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows
Location: National Harbor 3
Carrier Workflows and Connectivity
Expert Panel: Powering Digital Quoting with Ivans Distribution Platform
(2607) Expert Panel: Powering Digital Quoting with Ivans Distribution Platform
Location: National Harbor 10
Carrier Workflows and Connectivity
Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations
(2765) Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations
Location: Chesapeake J
Personal Lines
Expert Panel: Women in Leadership
(2823) Expert Panel: Women in Leadership
Location: Woodrow Wilson D
Professional Development
EZLynx Hands-On Lab: Using Tasks and Checklists for More Effective Agency Management
(2719) EZLynx Hands-On Lab: Using Tasks and Checklists for More Effective Agency Management
Location: Riverview 1
EZLynx
EZLynx: ACN Blueprint for Success - Part 2
(2717) EZLynx: ACN Blueprint for Success - Part 2
Location: Riverview 5
EZLynx
EZLynx: New! AutoFill
(2700) EZLynx: New! AutoFill
Location: Riverview 3
EZLynx
From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows
(2618) From Hire to Retire: Streamlining HR with Applied Epic Activity Workflows
Location: National Harbor 2
Core Platform, Automation, and AI
From Lead to Carrier: Streamlining New Business with Applied Epic and Indio
(2659) From Lead to Carrier: Streamlining New Business with Applied Epic and Indio
Location: Anapolis 1
Commercial Lines
Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
(2833) Hands-On Lab: Closing the Gap at Renewal with Applied Book Builder (Repeat)
Location: Chesapeake G
Commercial Lines
Hands-On Lab: Epic AutoFill for Benefits (Repeat)
(2834) Hands-On Lab: Epic AutoFill for Benefits (Repeat)
Location: Chesapeake D
Employee Benefits
Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
(2764) Powering Personal Lines: Configuring Applied CSR24 for Personal Lines Success – Part 2
Location: Chesapeake 9
Personal Lines
Search Smarter: Find Anything in Epic, Instantly (Repeat)
(2635) Search Smarter: Find Anything in Epic, Instantly (Repeat)
Location: National Harbor 11
Core Platform, Automation, and AI
Time Management and Work Prioritization
(2815) Time Management and Work Prioritization
Location: Chesapeake A
Business Management
Expert Panel: Connecting the Commercial Lines Client Experience
(2651) Expert Panel: Connecting the Commercial Lines Client Experience
Location: Maryland C
Commercial Lines
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
(2839) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
Location: Chesapeake 6
Reporting, Dashboards, and Data Analytics
7 Custom Dashboards You Can Create with Asset Builder
(2771) 7 Custom Dashboards You Can Create with Asset Builder
Location: National Harbor 2
Reporting, Dashboards, and Data Analytics
A Case Study on Applied API Suite and Applied Data Lake
(2798) A Case Study on Applied API Suite and Applied Data Lake
Location: National Harbor 5
Reporting, Dashboards, and Data Analytics
Auditing Employees Using Applied Epic Reports and Epic Dashboards
(2777) Auditing Employees Using Applied Epic Reports and Epic Dashboards
Location: Maryland D
Reporting, Dashboards, and Data Analytics
Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24
(2767) Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24
Location: Woodrow Wilson B
Personal Lines
Chart Your Own Path: Nonlinear Career Growth Strategies for Women in Insurance
(2819) Chart Your Own Path: Nonlinear Career Growth Strategies for Women in Insurance
Location: Anapolis 3
Professional Development
Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill
(2655) Cut Hours to Minutes: Speed Up Commercial Data Capture with AutoFill
Location: Maryland B
Commercial Lines
Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions
(2629) Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions
Location: National Harbor 10
Core Platform, Automation, and AI
Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic
(2726) Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic
Location: Woodrow Wilson D
Financial Management
Expert Panel: Mastering Browser Changes: Real-World Strategies from Agency Leaders
(2632) Expert Panel: Mastering Browser Changes: Real-World Strategies from Agency Leaders
Location: Chesapeake J
Core Platform, Automation, and AI
Expert Panel: Strategies for Maintaining and Managing Data Quality
(2776) Expert Panel: Strategies for Maintaining and Managing Data Quality
Location: National Harbor 3
Reporting, Dashboards, and Data Analytics
EZLynx: An Inside Look at the Agentic AI Vision
(2718) EZLynx: An Inside Look at the Agentic AI Vision
Location: Riverview 5
EZLynx
EZLynx: Turning Commercial Lines Into a Growth Engine for Your Agency
(2695) EZLynx: Turning Commercial Lines Into a Growth Engine for Your Agency
Location: Riverview 1
EZLynx
EZLynx: What's New in Certificates
(2701) EZLynx: What's New in Certificates
Location: Riverview 3
EZLynx
From Intake to Adjudication: How AI Is Transforming the Claims Journey for Commercial Carriers
(2610) From Intake to Adjudication: How AI Is Transforming the Claims Journey for Commercial Carriers
Location: Chesapeake 9
Carrier Workflows and Connectivity
Goodbye Manual Receipt Entry: Importing Direct Bill Receipts in Applied Epic
(2746) Goodbye Manual Receipt Entry: Importing Direct Bill Receipts in Applied Epic
Location: Chesapeake A
Financial Management
Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
(2837) Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
Location: Chesapeake D
Financial Management
Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
(2836) Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
Location: Chesapeake 6
Financial Management
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
(2831) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
Location: Chesapeake G
Core Platform, Automation, and AI
Introduction to Ivans Exchange
(2615) Introduction to Ivans Exchange
Location: Woodrow Wilson A
Carrier Workflows and Connectivity
Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency
(2742) Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency
Location: Maryland A
Financial Management
Premiers pas avec le Créateur d’actifs du tableau de bord Epic
(2853) Premiers pas avec le Créateur d’actifs du tableau de bord Epic
Location: National Harbor 12
Reporting, Dashboards, and Data Analytics
Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat)
(2796) Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat)
Location: Anapolis 1
Reporting, Dashboards, and Data Analytics
Segmenting Personal Lines Clients in Applied Epic Using Profit Centers
(2753) Segmenting Personal Lines Clients in Applied Epic Using Profit Centers
Location: National Harbor 11
Personal Lines
The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
(2648) The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages
Location: Cherry Blossom
Commercial Lines
What’s New and What’s Next in Applied Benefits Solutions
(2678) What’s New and What’s Next in Applied Benefits Solutions
Location: Chesapeake 3
Employee Benefits
What’s Next for Commercial Lines: A Look at the Reimagined Experience
(2662) What’s Next for Commercial Lines: A Look at the Reimagined Experience
Location: Chesapeake 12
Commercial Lines
Advanced Uses for Applied Data Lake and Google Cloud
(2780) Advanced Uses for Applied Data Lake and Google Cloud
Location: National Harbor 2
Reporting, Dashboards, and Data Analytics
Applied Benefits Designer Quoting and Renewals
(2686) Applied Benefits Designer Quoting and Renewals
Location: Chesapeake 3
Employee Benefits
Applied Epic in Action: Mastering Downloads
(2750) Applied Epic in Action: Mastering Downloads
Location: National Harbor 11
Personal Lines
Applied Epic Training: New Hires and Agency Conversions
(2620) Applied Epic Training: New Hires and Agency Conversions
Location: Anapolis 3
Jennifer Grayson – Applied Systems
Core Platform, Automation, and AI
Ask the Experts: Epic Dashboards and Asset Builder Customization
(2784) Ask the Experts: Epic Dashboards and Asset Builder Customization
Location: National Harbor 3
Reporting, Dashboards, and Data Analytics
AutoFill in Action: What's New and What's Next
(2644) AutoFill in Action: What's New and What's Next
Location: Maryland D
Core Platform, Automation, and AI
Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond
(2660) Connecting the Producer Workflow: Applied Epic, Applied Book Builder, Applied Mobile, Indio and Beyond
Location: Woodrow Wilson B
Commercial Lines
Developing and Managing an Applied Epic Enterprise Administration Team
(2626) Developing and Managing an Applied Epic Enterprise Administration Team
Location: Woodrow Wilson A
Core Platform, Automation, and AI
Embedded Premium Finance Processing – Meet the IPFS Team
(2735) Embedded Premium Finance Processing – Meet the IPFS Team
Location: Maryland B
Financial Management
Epic Quotes Commercial Lines Canada: A Unified Quoting Experience
(2652) Epic Quotes Commercial Lines Canada: A Unified Quoting Experience
Location: National Harbor 12
Commercial Lines
Expert Panel: Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry
(2681) Expert Panel: Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry
Location: Chesapeake A
Employee Benefits
Expert Panel: Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows
(2634) Expert Panel: Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows
Location: National Harbor 10
Core Platform, Automation, and AI
Expert Panel: Managing Changes to Benefits Workflows
(2689) Expert Panel: Managing Changes to Benefits Workflows
Location: Chesapeake J
Employee Benefits
EZLynx Product Roundtables
(2721) EZLynx Product Roundtables
Location: Riverview 1, 3, 5
Ryan Beukema – EZLynx
EZLynx
From Inbox to Reconciliation: Automatically Gathering Carrier Statements with Applied Recon
(2747) From Inbox to Reconciliation: Automatically Gathering Carrier Statements with Applied Recon
Location: Chesapeake 9
Financial Management
Getting the Most from Ivans Distribution Platform: Best Practices for Configuration, Growth, and Insight
(2608) Getting the Most from Ivans Distribution Platform: Best Practices for Configuration, Growth, and Insight
Location: Chesapeake 12
Carrier Workflows and Connectivity
Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
(2835) Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
Location: Chesapeake G
Financial Management
Hands-On Lab: Ivans Exchange
(2616) Hands-On Lab: Ivans Exchange
Location: Chesapeake D
Carrier Workflows and Connectivity
Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
(2832) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)
Location: Chesapeake 6
Commercial Lines
Journal Entries in Applied Epic
(2725) Journal Entries in Applied Epic
Location: Cherry Blossom
Financial Management
Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines
(2758) Modern Quote and Bind in Applied Epic: A Preview and Roadmap for Canadian Personal Lines
Location: Maryland A
Personal Lines
Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing
(2663) Smarter Submissions, Less Chasing: What’s New in Submission Manager and Applied Epic Marketing
Location: Anapolis 1
Commercial Lines
The Title Comes Last: How Real Leaders Earn Their Influence
(2825) The Title Comes Last: How Real Leaders Earn Their Influence
Location: National Harbor 5
Professional Development
Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)
(2664) Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)
Location: Woodrow Wilson D
Commercial Lines
