(2647) Expert Panel: Mastering Carrier Appointments and Acquisitions

Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager, Marketing Manager/Specialist

Products: Applied Epic

Thursday, October 9, 2025

8:00 AM - 9:00 AM PT

Panelist(s)

AB

Amy Boudinot
Kristi L. Metsch

Agency Technology Liaison
The Cincinnati Insurance Companies
Jordan Smith

VP | Chief Information Officer
The Hartwell Corporation
KW

Kerry J. Webb (she/her/hers)

Epic Administrator
Blue Ridge Risk Partners

Applied Moderator(s)

PT

Presenter TBA

Applied Representative(s)

LV

Lynnette Vogelsang

Agency Customer Success Manager
Ivans

Attend this panel to discover ways to improve the management of acquisitions and new carrier appointments. Panelists will delve into strategies and practical tips to streamline your process and enhance efficiency. Learn how not all acquisitions are the same and how setting up a plan for success can keep the project on track.

(2647) Expert Panel: Mastering Carrier Appointments and Acquisitions

Content Level: Intermediate Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager, Marketing Manager/Specialist Products: Applied Epic

Panelist(s)

Applied Moderator(s)

Applied Representative(s)

Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager, Marketing Manager/Specialist

Products: Applied Epic