Skip to main content
Toggle navigation
Login
Search
Home
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.
Full Schedule
Home
Full Schedule
All Days
Sun, Sep 8
Mon, Sep 9
Tue, Sep 10
Wed, Sep 11
Thu, Sep 12
Full Schedule
Type here to filter the list
Monday, September 9, 2024
7:00 AM – 7:00 PM
CST
Registration and Help Desk Open
7:00 AM – 7:00 PM
CST
Registration and Help Desk Open
Location: Delta Lobby
8:30 AM – 10:30 AM
CST
Errors and Omissions Claims Prevention (2 CE hours)
8:30 AM – 10:30 AM
CST
(CE1) CE: Errors and Omissions Claims Prevention (2 CE hours)
Location: Bayou E
Pre-Conference Program
9:00 AM – 9:45 AM
CST
Ivans Connect: Keynote Address
9:00 AM – 9:45 AM
CST
Ivans Connect: Keynote Address
Location: Presidential Ballroom D
Ivans Connect
9:00 AM – 12:00 PM
CST
Emerging Leaders Program
9:00 AM – 12:00 PM
CST
(EML) Pre-Conference: Emerging Leaders Program
Location: Bayou A
Pre-Conference Program
9:45 AM – 10:15 AM
CST
Ivans Connect: Product Update
9:45 AM – 10:15 AM
CST
Ivans Connect: Product Update
Location: Presidential Ballroom D
Ivans Connect
10:30 AM – 11:30 AM
CST
Ivans Connect: The Rise of Generative AI Solutions in Insurance
10:30 AM – 11:30 AM
CST
Ivans Connect: The Rise of Generative AI Solutions in Insurance
Location: Presidential Ballroom D
Ivans Connect
10:30 AM – 12:30 PM
CST
Flood Insurance for Personal Lines (2 CE hours)
10:30 AM – 12:30 PM
CST
(CE2) CE: Flood Insurance for Personal Lines (2 CE hours)
Location: Bayou E
Pre-Conference Program
11:30 AM – 11:45 AM
CST
Ivans Connect: Client Spotlights
11:30 AM – 11:45 AM
CST
Ivans Connect: Client Spotlights
Location: Presidential Ballroom D
Ivans Connect
11:45 AM – 12:00 PM
CST
Ivans Connect: Ivans Spark Awards Ceremony
11:45 AM – 12:00 PM
CST
Ivans Connect: Ivans Spark Awards Ceremony
Location: Presidential Ballroom D
Ivans Connect
1:00 PM – 2:00 PM
CST
Ivans Connect: Peer Insights on Getting Staff Onboard with Tech Adoption Breakout
1:00 PM – 2:00 PM
CST
Ivans Connect: Peer Insights on Getting Staff Onboard with Tech Adoption Breakout
Location: Presidential Ballroom D
Ivans Connect
1:00 PM – 2:00 PM
CST
Ivans Connect: Revolutionizing Commercial Insurance Breakout
1:00 PM – 2:00 PM
CST
Ivans Connect: Revolutionizing Commercial Insurance Breakout
Location: Presidential Ballroom B
Ivans Connect
1:00 PM – 2:00 PM
CST
Applied Epic Configuration Roundtable
1:00 PM – 2:00 PM
CST
(2426) Applied Epic Configuration Roundtable
Location: Bayou A
Presenter:
Virginia Boulant
– Wrangler Insurance
Presenter:
Danielle B. DuFour (she/her/hers)
– NBT Insurance Agency
Applied Systems Representative:
Barbie Porter
– Applied Systems
Applied Systems Representative:
Robyn Orndorf
– Ivans
Insurer Connectivity
1:00 PM – 2:00 PM
CST
How to Use Download in Your EZLynx Workflows
1:00 PM – 2:00 PM
CST
(2427) How to Use Download in Your EZLynx Workflows
Location: Canal E
Applied Systems Presenter:
Michael Rabinowitz
– EZLynx
Applied Systems Presenter:
Nicole Leibee
– EZLynx
Insurer Connectivity
1:00 PM – 2:00 PM
CST
Mastering the Art of Giving and Receiving Feedback As Leaders
1:00 PM – 2:00 PM
CST
(2438) Mastering the Art of Giving and Receiving Feedback As Leaders
Location: Ryman Ballroom B
Presenter:
Jackson Rollo
– Rollo Insurance
Professional Development
1:00 PM – 2:00 PM
CST
Leading Transformational Conversations
1:00 PM – 2:00 PM
CST
(2443) Leading Transformational Conversations
Location: Ryman Ballroom E
Presenter:
Brandy Ferrer
– Pathfinder Strategies
Professional Development
1:00 PM – 2:00 PM
CST
Creating Accountability Workbooks for Your Team
1:00 PM – 2:00 PM
CST
(2450) Creating Accountability Workbooks for Your Team
Location: Tennessee Ballroom C
Presenter:
Kerrie L. Koestner (she/her/hers)
– FBinsure
Business Management
1:00 PM – 2:00 PM
CST
Creating a Learning Environment That Fosters Diversity, Inclusion and Belonging
1:00 PM – 2:00 PM
CST
(2454) Creating a Learning Environment That Fosters Diversity, Inclusion and Belonging
Location: Ryman Studio L
Presenter:
Mel Garbutt, MBA
– Acrisure
Business Management
1:00 PM – 2:00 PM
CST
Streamline Shared Inboxes with Applied Epic Email Monitoring
1:00 PM – 2:00 PM
CST
(2501) Streamline Shared Inboxes with Applied Epic Email Monitoring
Location: Ryman Studio O
Applied Systems Presenter:
Kayla Marx (she/her/hers)
– Applied Systems
System Administration and Configuration
1:00 PM – 2:00 PM
CST
Expert Panel: Emerging Technology Trends for the Modern Agency
1:00 PM – 2:00 PM
CST
(2512) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Tennessee Ballroom D
Moderator:
Jeff Kite
– Kite Tech Group
Panelist:
Jason Call
– Blue Ridge Risk Partners
Panelist:
Jason Gobbel
– Kite Technology Group
Panelist:
Ryan Smith
– RLS Consulting
Applied Systems Panelist:
Jim Knecht
– Applied Systems
Personal & Commercial Servicing - Mobile
1:00 PM – 2:00 PM
CST
EZLynx: Winning New Personal Lines Business
1:00 PM – 2:00 PM
CST
(2529) EZLynx: Winning New Personal Lines Business
Location: Canal A
Applied Systems Presenter:
Shilpy Gupta (he/him/his)
– EZLynx
Applied Systems Representative:
Ashok Reddy
– Applied Systems
Applied Systems Representative:
Ryan Beukema
– EZLynx
EZLynx
1:00 PM – 2:00 PM
CST
EZLynx: The Basic Ins and Outs of Accounting
1:00 PM – 2:00 PM
CST
(2532) EZLynx: The Basic Ins and Outs of Accounting
Location: Canal C
Applied Systems Presenter:
Brandon Tompkins
– Applied Systems
Applied Systems Representative:
Cecily Blandford
– Applied Systems
EZLynx
1:00 PM – 2:00 PM
CST
How to Understand If Your Financials Are in Balance
1:00 PM – 2:00 PM
CST
(2552) How to Understand If Your Financials Are in Balance
Location: Ryman Studio P
Presenter:
Maureen Boeing (she/her/hers)
– Maureen Boeing Consulting
Payments and Accounting
1:00 PM – 2:00 PM
CST
Policy Premium Fields: What Can They Tell You?
1:00 PM – 2:00 PM
CST
(2565) Policy Premium Fields: What Can They Tell You?
Location: Ryman Ballroom F
Applied Systems Presenter:
Susan A. Weiner (she/her/hers)
– Applied Systems
Applied Systems Presenter:
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Payments and Accounting
1:00 PM – 2:00 PM
CST
A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
1:00 PM – 2:00 PM
CST
(2607) A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
Location: Ryman Ballroom C
Presenter:
George Vakalopoulos
– Alliant Insurance Services, Inc.
Personal & Commercial Servicing - General
1:00 PM – 2:00 PM
CST
Client Contracts in Applied Epic
1:00 PM – 2:00 PM
CST
(2610) Client Contracts in Applied Epic
Location: Ryman Studio A
Presenter:
Brenda C. Nevil, AAI-AIS-ITP (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Systems Representative:
Jennifer Grayson
– Applied Systems
Presenter:
Jennifer Greve
– Alliant Insurance
Personal & Commercial Servicing - General
1:00 PM – 2:00 PM
CST
Automate and Integrate: How to Save Time with Renewal Review
1:00 PM – 2:00 PM
CST
(2623) Automate and Integrate: How to Save Time with Renewal Review
Location: Tennessee Ballroom B
Applied Systems Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Personal & Commercial Servicing - General
1:00 PM – 2:00 PM
CST
Making the Applied Epic Marketing Module Work for You
1:00 PM – 2:00 PM
CST
(2632) Making the Applied Epic Marketing Module Work for You
Location: Ryman Studio D
Presenter:
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Presenter:
Kathryn E. Lerch
– Darr Schackow Insurance Agency
Presenter:
Melissa Mallozzi
– John M Glover Agency
Applied Systems Representative:
Linda Bendele
– Applied Systems
Sales and Marketing
1:00 PM – 4:00 PM
CST
Small Commercial Account Coverages (3 CE hours)
1:00 PM – 4:00 PM
CST
(CE3) CE: Small Commercial Account Coverages (3 CE hours)
Location: Bayou E
Pre-Conference Program
2:15 PM – 3:15 PM
CST
Ivans Connect: Agent’s Council for Technology Roundtable
2:15 PM – 3:15 PM
CST
Ivans Connect: Agent’s Council for Technology Roundtable
Location: Presidential Ballroom B
Ivans Connect
2:30 PM – 3:30 PM
CST
Learn How Bluebutler AI Impacts Agency Operations by Automatically Documenting Phone Calls (Activity Notes, Key Points and Action Items)
2:30 PM – 3:30 PM
CST
(2671) Learn How Bluebutler AI Impacts Agency Operations by Automatically Documenting Phone Calls (Activity Notes, Key Points and Action Items)
Location: Ryman Ballroom E
Presenter:
John McDonald
– blueC 802 Inc
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Expert Panel: Insuredmine CRM & Agency Sales Strategy
2:30 PM – 3:30 PM
CST
(2660) Expert Panel: Insuredmine CRM & Agency Sales Strategy
Location: Ryman Ballroom C
Moderator:
Tucker Hood
– Insuredmine
Panelist:
Jackson Rollo
– Rollo Insurance
Panelist:
Nick Jones
– High Street Insurance Partners
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Solving the Talent Crunch: How to Apply AI While Avoiding Its Pitfalls
2:30 PM – 3:30 PM
CST
(2654) Solving the Talent Crunch: How to Apply AI While Avoiding Its Pitfalls
Location: Ryman Studio P
Presenter:
Rick Morgan
– WAHVE
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Leveraging AI to Enhance the Policy Checking Experience
2:30 PM – 3:30 PM
CST
(2655) Leveraging AI to Enhance the Policy Checking Experience
Location: Ryman Studio O
Presenter:
Brian Smith
– Patra Corporation
Presenter:
Brett Cleveringa
– Patra Corporation
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Direct Bill Reconciliation & Cash Application 90% Faster
2:30 PM – 3:30 PM
CST
(2662) Direct Bill Reconciliation & Cash Application 90% Faster
Location: Tennessee Ballroom B
Presenter:
Jordan Katz
– Comulate
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Finding Your Edge - The Future of World-Class Remote Work is Here
2:30 PM – 3:30 PM
CST
(2680) Finding Your Edge - The Future of World-Class Remote Work is Here
Location: Ryman Studio L
Presenter:
Jason Van Dusen
– Edge
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Harness Policy Data to Build a Smarter Agency for the Future
2:30 PM – 3:30 PM
CST
(2661) Harness Policy Data to Build a Smarter Agency for the Future
Location: Ryman Ballroom F
Presenter:
Jason Wall
– Exdion Insurance
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Applied Epic Integration with IPFS
2:30 PM – 3:30 PM
CST
(2659) Applied Epic Integration with IPFS
Location: Ryman Ballroom B
Presenter:
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Renewal Intelligence Strikes Back: Transform Your Personal Lines with Renewal Intelligence
2:30 PM – 3:30 PM
CST
(2679) Renewal Intelligence Strikes Back: Transform Your Personal Lines with Renewal Intelligence
Location: Tennessee Ballroom D
Presenter:
Jackson Fregeau
– Quandri
Presenter:
Jamieson Fregeau
Panelist:
Stephanie LaChance
Panelist:
Christa O'Neil
Panelist:
Jason Cass
Sponsored Sessions
2:30 PM – 3:30 PM
CST
Resolving Conflict: How to Master Tough Talks with Difficult People
2:30 PM – 3:30 PM
CST
(2657) Resolving Conflict: How to Master Tough Talks with Difficult People
Location: Tennessee Ballroom C
Presenter:
Justin Goodman
– Total CSR
Sponsored Sessions
3:15 PM – 3:30 PM
CST
Ivans Connect: Meet Ivans
3:15 PM – 3:30 PM
CST
Ivans Connect: Meet Ivans
Location: Presidential Ballroom D
Ivans Connect
4:00 PM – 5:00 PM
CST
Networking Roundtables
4:00 PM – 5:00 PM
CST
Networking Roundtables
Location: Governor's Ballroom
5:00 PM – 7:00 PM
CST
Welcome Reception in the Applied Net Exchange
5:00 PM – 7:00 PM
CST
Welcome Reception in the Applied Net Exchange
Location: Ryman Hall