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Full Schedule

Full Schedule

  • Tuesday, October 24, 2023
  • 7:00 AM – 8:00 AM PST
    Breakfast
  • 7:00 AM – 6:00 PM PST
    Registration and Help Desk Open
  • 8:15 AM – 10:15 AM PST
    Opening Session and Keynote Addresses
  • 10:45 AM – 11:45 AM PST
    (8649) Expert Panel: Tips and Tricks on Organizing Your Attachments
  • 10:45 AM – 11:45 AM PST
    (8671) Roundtable: How to Analyze Your Current Workflows for Improvement
  • 10:45 AM – 11:45 AM PST
    (8685) The Power of Pivot Tables
  • 10:45 AM – 11:45 AM PST
    (8806) Configuring Download in Applied Epic (Repeat)
  • 10:45 AM – 11:45 AM PST
    (8812) The Value of Centralized Identity Management
  • 10:45 AM – 11:45 AM PST
    (8815) Introduction to Internal Certificate Processing in Applied CSR24
  • 10:45 AM – 11:45 AM PST
    (8821) More Magic: Expanding your SET Command Skills in Microsoft Word
  • 10:45 AM – 11:45 AM PST
    (8823) Getting Started with Applied API Suite
  • 10:45 AM – 11:45 AM PST
    (8827) Text Messaging in Applied Epic
  • 10:45 AM – 11:45 AM PST
    (8832) Transitioning to Applied Epic Download
  • 10:45 AM – 11:45 AM PST
    (8837) Expert Panel: Adjusting to the New Release Cycle for Applied Epic 
  • 10:45 AM – 11:45 AM PST
    (8851) What’s Trending in Cybersecurity
  • 10:45 AM – 11:45 AM PST
    (8853) Expert Panel: Managing Change on Your Benefits Team
  • 10:45 AM – 11:45 AM PST
    (8894) Introduction and Overview to Applied Epic for Salesforce
  • 10:45 AM – 11:45 AM PST
    (8895) Applied Epic New Features and Future Roadmap
  • 10:45 AM – 11:45 AM PST
    (8897) Introduction and Overview to Applied Marketing Automation
  • 10:45 AM – 11:45 AM PST
    (8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
  • 10:45 AM – 11:45 AM PST
    (8909) Developing and Investing in Your Technology Roadmap
  • 10:45 AM – 11:45 AM PST
    (8929) What's New and What's Next for Ivans Exchange
  • 10:45 AM – 11:45 AM PST
    (8947) What's New and What's Next with Reporting in Applied Epic
  • 10:45 AM – 11:45 AM PST
    (8950) An Overview of Tarmika and What It Can Do for Your Agency
  • 10:45 AM – 11:45 AM PST
    (8975) The Future of Data Analytics with Applied
  • 10:45 AM – 11:45 AM PST
    (8979) Expert Panel: Strategies to Manage and Maintain Data Quality
  • 10:45 AM – 11:45 AM PST
    (9005) EZLynx Business Update and Product Keynote
  • 10:45 AM – 11:45 AM PST
    (9911) Learning Lounge - Owner/Principal
  • 10:45 AM – 11:45 AM PST
    (9913) Learning Lounge - HR Manager
  • 10:45 AM – 11:45 AM PST
    (9914) Learning Lounge - Accountant
  • 10:45 AM – 11:45 AM PST
    (9915) Learning Lounge - Employee Benefits - Account Manager
  • 10:45 AM – 12:15 PM PST
    (8882) Hands-On Lab: Automated Tools in Applied Epic That Can Streamline Communications *Limited Seating Available
  • 10:45 AM – 12:15 PM PST
    (8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
  • 11:45 AM – 1:00 PM PST
    Applied Net Exchange Open/Lunch
  • 1:15 PM – 2:15 PM PST
    (8641) Applied Epic Certificates of Insurance – Part 1
  • 1:15 PM – 2:15 PM PST
    (8646) Sharing Accounts Across Multiple Business Segments in Applied Epic
  • 1:15 PM – 2:15 PM PST
    (8648) Expert Panel: Preparing for the Switch to Epic Browser
  • 1:15 PM – 2:15 PM PST
    (8654) Expert Panel: Lessons Learned from Undergoing an Acquisition
  • 1:15 PM – 2:15 PM PST
    (8684) Intermediate Tips and Tricks for Microsoft Excel
  • 1:15 PM – 2:15 PM PST
    (8789) Understanding the Value of New Dashboards in Applied Epic
  • 1:15 PM – 2:15 PM PST
    (8792) Understanding the Value of Instant Download 
  • 1:15 PM – 2:15 PM PST
    (8811) Determine If Applied Epic or EZlynx Is the Right Fit for You
  • 1:15 PM – 2:15 PM PST
    (8818) Navigating Industry Challenges in 2023 and Beyond
  • 1:15 PM – 2:15 PM PST
    (8860) Expert Panel: Month-End Is More than Just Generating Journal Entries
  • 1:15 PM – 2:15 PM PST
    (8871) Hands-On Lab: How to Use the Applied Epic Renewals Manager *Limited Seating Available
  • 1:15 PM – 2:15 PM PST
    (8879) Deep Dive Into EZLynx Automation Center
  • 1:15 PM – 2:15 PM PST
    (8881) Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available
  • 1:15 PM – 2:15 PM PST
    (8891) What's New and What's Next for Applied Mobile Technologies 
  • 1:15 PM – 2:15 PM PST
    (8905) Tech to Help Canadian Brokers Increase Efficiencies in Their Personal Lines Workflows
  • 1:15 PM – 2:15 PM PST
    (8910) End-to-End Quoting Experience in EZLynx Rating Engine
  • 1:15 PM – 2:15 PM PST
    (8921) Grow Your Agency with a Customer Relationship Management Strategy
  • 1:15 PM – 2:15 PM PST
    (8933) Maximize Your CRM Experience with EZLynx Sales Center
  • 1:15 PM – 2:15 PM PST
    (8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
  • 1:15 PM – 2:15 PM PST
    (8945) Using Benefits Plan Forms in Applied Epic
  • 1:15 PM – 2:15 PM PST
    (8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
  • 1:15 PM – 2:15 PM PST
    (8957) Roundtable: Digital Brokerage Adoption (Session Facilitated in French)
  • 1:15 PM – 2:15 PM PST
    (9015) Total CSR Demo
  • 2:30 PM – 3:45 PM PST
    (8904) Canadian Marketplace Update and Reception 
  • 2:45 PM – 3:45 PM PST
    (8638) Peer Insights on Adopting and Implementing Commercial Lines Download
  • 2:45 PM – 3:45 PM PST
    (8642) Applied Epic Certificates of Insurance – Part 2
  • 2:45 PM – 3:45 PM PST
    (8662) Applied Epic Marketing Module Lite
  • 2:45 PM – 3:45 PM PST
    (8681) SDK and API Tools for Applied Epic 
  • 2:45 PM – 3:45 PM PST
    (8691) Hands-On Lab: Creating Lists and Campaigns in Applied Marketing Automation *Limited Seating Available
  • 2:45 PM – 3:45 PM PST
    (8797) Everything You Need to Know About Implementing the Applied Epic Agency Management System
  • 2:45 PM – 3:45 PM PST
    (8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
  • 2:45 PM – 3:45 PM PST
    (8816) The Latest Applied CSR24 Configuration and Administration Tips
  • 2:45 PM – 3:45 PM PST
    (8836) Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
  • 2:45 PM – 3:45 PM PST
    (8848) Expert Panel: How Your Peers Converted Leads to Sales Using Applied Tech 
  • 2:45 PM – 3:45 PM PST
    (8872) Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 1 *Limited Seating Available
  • 2:45 PM – 3:45 PM PST
    (8878) Best Practices for Managing Your Agency's Premium Trust in EZLynx
  • 2:45 PM – 3:45 PM PST
    (8896) Applied Epic New Features and Future Roadmap (Repeat)
  • 2:45 PM – 3:45 PM PST
    (8911) What’s New and What’s Next for Epic Quotes Personal Lines 
  • 2:45 PM – 3:45 PM PST
    (8917) Best Practices for Managing Certificates of Insurance in EZLynx
  • 2:45 PM – 3:45 PM PST
    (8925) How You Impact Accounting
  • 2:45 PM – 3:45 PM PST
    (8926) Transform Your Commercial Lines Application and Renewal Process with Indio
  • 2:45 PM – 3:45 PM PST
    (8927) Integrating with Employee Navigator to Complete the Benefits Renewal Process
  • 2:45 PM – 3:45 PM PST
    (8941) What's New in Tarmika and What's Next for EZLynx Agencies
  • 2:45 PM – 3:45 PM PST
    (8956) The New Realities of Talent and the Workforce Across P&C
  • 2:45 PM – 3:45 PM PST
    (8958) How to Make the Most of Your ACN (Applied Client Network) Membership
  • 2:45 PM – 3:45 PM PST
    (8959) Roundtable: Using Download to Streamline Personal Lines Renewals
  • 2:45 PM – 3:45 PM PST
    (8982) Expert Panel: How Your Peers Successfully Switched to the Browser Interface of Applied Epic
  • 2:45 PM – 3:45 PM PST
    (8998) Everything You Need to Know About Implementing the EZLynx Agency Management System
  • 4:00 PM – 6:00 PM PST
    Networking Reception in the Applied Net Exchange
  • 7:15 PM – 8:45 PM PST
    LOVE by Cirque du Soleil – First Show
  • 9:30 PM – 11:00 PM PST
    LOVE by Cirque du Soleil – Second Show