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Full Schedule

Full Schedule

  • Wednesday, October 25, 2023
  • 12:30 AM – 1:30 PM PST
    (8679) Expert Panel: Helpful Tips and Tricks on Download and Suspense
  • 7:00 AM – 8:00 AM PST
    Breakfast
  • 7:00 AM – 12:00 PM PST
    Registration Open
  • 7:00 AM – 6:00 PM PST
    Help Desk Open
  • 8:15 AM – 9:45 AM PST
    Keynote Addresses
  • 10:15 AM – 11:15 AM PST
    (8639) Expert Panel: How the Renewals Manager Moves Agencies Forward
  • 10:15 AM – 11:15 AM PST
    (8656) Applied Epic Tips and Techniques – Part 1 – Servicing
  • 10:15 AM – 11:15 AM PST
    (8677) Segmenting Clients Beyond Industry Codes
  • 10:15 AM – 11:15 AM PST
    (8690) It's Okay to Brag About Your Community Involvement
  • 10:15 AM – 11:15 AM PST
    (8796) An In-Depth Look at Direct Bill Reconciliations
  • 10:15 AM – 11:15 AM PST
    (8808) Best Practices for Benefits Data Entry in Applied Epic
  • 10:15 AM – 11:15 AM PST
    (8814) Introduction to Applied Pay
  • 10:15 AM – 11:15 AM PST
    (8857) Expert Panel: How to Make Suspense Less Tense
  • 10:15 AM – 11:15 AM PST
    (8858) Expert Panel: Ivans Distribution Platform (Insurer Focused)
  • 10:15 AM – 11:15 AM PST
    (8861) Expert Panel: Sales and Marketing Automation Best Practices
  • 10:15 AM – 11:15 AM PST
    (8862) Expert Panel: Salesforce Administration and Best Practices for Applied Epic for Salesforce
  • 10:15 AM – 11:15 AM PST
    (8863) Expert Panel: The Benefits of Using Tarmika to Manage Small Commercial Business
  • 10:15 AM – 11:15 AM PST
    (8865) Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic
  • 10:15 AM – 11:15 AM PST
    (8866) Expert Panel: What Every Agency Principal Should Know About Agency Financials
  • 10:15 AM – 11:15 AM PST
    (8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24 
  • 10:15 AM – 11:15 AM PST
    (8889) ABCs of Applied Benefits Designer
  • 10:15 AM – 11:15 AM PST
    (8908) What Business Leaders Need to Know About Cybersecurity
  • 10:15 AM – 11:15 AM PST
    (8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
  • 10:15 AM – 11:15 AM PST
    (8928) Introduction to the New Product Advisory Community
  • 10:15 AM – 11:15 AM PST
    (8935) Tips for a Successful Move to the Browser Interface of Applied Epic
  • 10:15 AM – 11:15 AM PST
    (8938) Recent Applied Epic Interface Enhancements You May Have Missed
  • 10:15 AM – 11:15 AM PST
    (8948) What's New and What's Next with Reporting in Applied Epic (Repeat)
  • 10:15 AM – 11:15 AM PST
    (8952) Roundtable: EZLynx Customer Feedback 
  • 10:15 AM – 11:15 AM PST
    (9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
  • 10:15 AM – 11:15 AM PST
    (9912) Learning Lounge - Customer Service Representative
  • 10:15 AM – 11:15 AM PST
    (9916) Learning Lounge - IT/Operations Manager
  • 10:15 AM – 11:15 AM PST
    (9917) Learning Lounge - Canada
  • 10:15 AM – 11:15 AM PST
    (9918) Learning Lounge - Small Agencies/Brokerages
  • 10:15 AM – 11:45 AM PST
    (8887) Hands-On Lab: Setting Up and Managing Attachment Folders in Applied Epic *Limited Seating Available
  • 11:15 AM – 12:15 PM PST
    Applied Net Exchange Open/Lunch
  • 12:30 PM – 1:30 PM PST
    Expert Panel - Hear from Agencies That Have Migrated to a New Management System
  • 12:30 PM – 1:30 PM PST
    (8637) How to Alleviate IT-Related Stress for Employees
  • 12:30 PM – 1:30 PM PST
    (8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
  • 12:30 PM – 1:30 PM PST
    (8680) How to Use the Book of Business Import Tool to Complete Client and Policy Migrations Yourself
  • 12:30 PM – 1:30 PM PST
    (8799) Applied Pay Roadmap
  • 12:30 PM – 1:30 PM PST
    (8830) Tracking Producer Commission Agreements in Applied Epic
  • 12:30 PM – 1:30 PM PST
    (8840) Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic
  • 12:30 PM – 1:30 PM PST
    (8849) Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Accounting
  • 12:30 PM – 1:30 PM PST
    (8850) Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Operations
  • 12:30 PM – 1:30 PM PST
    (8854) Expert Panel: Maximizing Your Benefits User Experience
  • 12:30 PM – 1:30 PM PST
    (8855) Expert Panel: When to Use Renewals Manager Versus the Expiration Report
  • 12:30 PM – 1:30 PM PST
    (8856) Expert Panel: The Benefits Your Peers Have Seen from an EZLynx Management System 
  • 12:30 PM – 1:30 PM PST
    (8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
  • 12:30 PM – 1:30 PM PST
    (8877) Hands-On Lab: Download Customization Using Structure and Other New Features *Limited Seating Available
  • 12:30 PM – 1:30 PM PST
    (8883) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available
  • 12:30 PM – 1:30 PM PST
    (8898) Introduction to Ask Kodiak
  • 12:30 PM – 1:30 PM PST
    (8901) Introduction to Canadian Commercial Lines Quoting in Applied Policy Works
  • 12:30 PM – 1:30 PM PST
    (8918) Best Practices for Managing Commercial Lines Workflows in EZLynx 
  • 12:30 PM – 1:30 PM PST
    (8924) Navigating the AI Revolution
  • 12:30 PM – 1:30 PM PST
    (8940) What's New in Tarmika and What's Next for Applied Epic Agencies
  • 12:30 PM – 1:30 PM PST
    (8955) Insurance Brokerage Challenges and Opportunities
  • 12:30 PM – 1:30 PM PST
    (8960) Succession Planning
  • 12:30 PM – 1:30 PM PST
    (8977) New Dashboards in Applied Epic for Servicing Department/Team Leads
  • 12:30 PM – 1:30 PM PST
    (8993) What's New and What's Next for Ivans Exchange (Repeat)
  • 2:00 PM – 3:00 PM PST
    (8644) Entering Policies in Applied Epic for Efficiency and Reporting
  • 2:00 PM – 3:00 PM PST
    (8650) Applied Epic Marketing Module – Part 1 (Advanced)
  • 2:00 PM – 3:00 PM PST
    (8657) Applied Epic Tips and Techniques –  Part 2 – Administration
  • 2:00 PM – 3:00 PM PST
    (8661) Expert Panel: Managing Surety Bonds Within Applied Epic
  • 2:00 PM – 3:00 PM PST
    (8670) Optimizing Applied Epic for Success – Accounts
  • 2:00 PM – 3:00 PM PST
    (8678) Building a Training Strategy that Supports a Culture of Learning
  • 2:00 PM – 3:00 PM PST
    (8683) Interface and Download Considerations for Larger Agencies
  • 2:00 PM – 3:00 PM PST
    (8687) Cleaning Up and Balancing Premium Payables in Applied Epic
  • 2:00 PM – 3:00 PM PST
    (8791) Getting the Most Out of Claims Download 
  • 2:00 PM – 3:00 PM PST
    (8798) Applied Epic Efficiencies for Accounting Workflows
  • 2:00 PM – 3:00 PM PST
    (8800) What to Expect for Data Migration When Transitioning to Applied Epic®
  • 2:00 PM – 3:00 PM PST
    (8801) Applied TAM Sales Process and Next Steps
  • 2:00 PM – 3:00 PM PST
    (8813) Integrating VoIP with Applied Epic
  • 2:00 PM – 3:00 PM PST
    (8828) Hands-On Lab: The New EZLynx Reporting Has Arrived *Limited Seating Available
  • 2:00 PM – 3:00 PM PST
    (8834) Using Applied Epic Attachment Templates and Proposals for Benefits
  • 2:00 PM – 3:00 PM PST
    (8838) Expert Panel: Why You Should Be Using Applied Epic Renewals Manager
  • 2:00 PM – 3:00 PM PST
    (8859) Managing Remote Employees
  • 2:00 PM – 3:00 PM PST
    (8868) Expert Panel: Why You Should Be Using Claims Download
  • 2:00 PM – 3:00 PM PST
    (8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24 
  • 2:00 PM – 3:00 PM PST
    (8874) Hands-On Lab: Maximize Efficiency & Consistency with Email Templates *Limited Seating Available
  • 2:00 PM – 3:00 PM PST
    (8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
  • 2:00 PM – 3:00 PM PST
    (8922) Guiding Employers to Smart Decisions with Applied Benefits Designer
  • 2:00 PM – 3:00 PM PST
    (8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
  • 2:00 PM – 3:00 PM PST
    (8953) Use Epic Dashboards Data to Drive Marketing Campaigns in Applied Marketing Automation
  • 2:00 PM – 3:00 PM PST
    (8978) New Dashboards in Applied Epic for Sales Managers
  • 2:00 PM – 3:00 PM PST
    (9014) Applied Epic New Features and Future Roadmap (Repeat)
  • 3:30 PM – 4:30 PM PST
    (8640) Using Technology to Automate Your Small Commercial Workflows
  • 3:30 PM – 4:30 PM PST
    (8655) Configuring Attachment Templates for Standardized Communications
  • 3:30 PM – 4:30 PM PST
    (8658) Applied Epic Tips and Techniques – Part 3 – Accounting
  • 3:30 PM – 4:30 PM PST
    (8660) Developing Training Videos Using Your Smartphone
  • 3:30 PM – 4:30 PM PST
    (8663) Making the Applied Epic Marketing Module Work for You
  • 3:30 PM – 4:30 PM PST
    (8675) Expert Panel: What Work Groups and Unrouted Attachments Are and Why You Should Use Them
  • 3:30 PM – 4:30 PM PST
    (8676) The State of Digital in Small Commercial
  • 3:30 PM – 4:30 PM PST
    (8829) Tips and Tricks for Common Download Issues
  • 3:30 PM – 4:30 PM PST
    (8833) Trends in HR
  • 3:30 PM – 4:30 PM PST
    (8839) Expert Panel: What Agencies Think About Applied Pay
  • 3:30 PM – 4:30 PM PST
    (8841) Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic (Repeat)
  • 3:30 PM – 4:30 PM PST
    (8846) Expert Panel: Attachment Folder Configuration
  • 3:30 PM – 4:30 PM PST
    (8864) Expert Panel: The Future of Commercial Distribution at Applied
  • 3:30 PM – 4:30 PM PST
    (8876) Hands-On Lab: Setting Up Various Types of Producer Commission Agreements in Applied Epic *Limited Seating Available
  • 3:30 PM – 4:30 PM PST
    (8884) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 (Repeat) *Limited Seating Available
  • 3:30 PM – 4:30 PM PST
    (8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
  • 3:30 PM – 4:30 PM PST
    (8903) User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic
  • 3:30 PM – 4:30 PM PST
    (8916) EZLynx Retention Center: Making Renewals a Proactive and Repeatable Process
  • 3:30 PM – 4:30 PM PST
    (8920) Managing Collaboration with Agency Workspace in EZLynx
  • 3:30 PM – 4:30 PM PST
    (8942) Tips and Tricks for Downloading with EZLynx
  • 3:30 PM – 4:30 PM PST
    (8946) What's New and What's Next in Applied Benefits Solutions 
  • 3:30 PM – 4:30 PM PST
    (8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
  • 3:30 PM – 4:30 PM PST
    (8976) New Dashboards in Applied Epic for Principals
  • 3:30 PM – 4:30 PM PST
    (8980) Expert Panel: Powering Recommendations with Epic Data
  • 3:30 PM – 4:30 PM PST
    (8981) Private Data Lake - Learnings and Looking Ahead
  • 3:30 PM – 4:30 PM PST
    (9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
  • 4:30 PM – 6:30 PM PST
    Networking Reception in the Applied Net Exchange
  • 7:30 PM – 10:30 PM PST
    Closing Party at Drai’s Nightclub