(2595) Expert Panel: Cross-Functional Collaboration Across Your Benefits Team

Content Level: Basic

Personas: Account Manager - Employee Benefits, Owner/Principal, Office Manager, Sales Representative, IT/Operations Manager

Products: Applied Epic, Applied Benefits Designer

Tuesday, October 7, 2025

10:45 AM - 11:45 AM PT

Applied Moderator(s)

Ro Olguin

Senior Manager, Onboarding & Success Services
Applied Systems

Panelist(s)

Melissa A. Schultz, RHU, GBA (she/her/hers)

Senior Employee Benefits Client Manager
Hausmann Group
Michael Seeling

Vice President
Aparicio, Walker & Seeling inc
Ashley Underwood (she/her/hers)

AVP Director of Commercial Insurance Sales
NBT Insurance Agency, LLC

Applied Representative(s)

JC Mahan (he/him/his)

Solution Specialist
Applied Systems

Listen as this expert panel of Benefits users discuss how they use Applied Epic® and Applied Benefits Designer™ in their daily work. Learn how standard workflows vary for a Benefits producer, a Benefits account manager, and a Benefits analyst, including where the tasks overlap and where they diverge. Come discover how your Benefits department compares.

(2595) Expert Panel: Cross-Functional Collaboration Across Your Benefits Team

Content Level: Basic Personas: Account Manager - Employee Benefits, Owner/Principal, Office Manager, Sales Representative, IT/Operations Manager Products: Applied Epic, Applied Benefits Designer

Applied Moderator(s)

Panelist(s)

Applied Representative(s)

Content Level: Basic

Personas: Account Manager - Employee Benefits, Owner/Principal, Office Manager, Sales Representative, IT/Operations Manager

Products: Applied Epic, Applied Benefits Designer