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Expert Panel

Business Management

(2805) Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale


Content Level: Intermediate

Personas: IT/Operations Manager, Owner/Principal

Products: Applied Epic

Monday, September 28, 2026
2:30 PM - 3:30 PM East Coast USA Time

    Panelist(s)

  • Jordan Smith

    VP | Chief Information Officer
    The Hartwell Corporation
    Idaho Falls, Idaho

  • Kimberly Champion Carter

    Sr AMS Product Manager & Data Migration Lead
    Cross Financial Corp , Connecticut

  • Kari Montes (she/her/hers)

    Vice President, Business Systems
    Axis Insurance Managers Inc.
    Vancouver, British Columbia, Canada

  • Linda J. Van Vark

    Applications Systems Administrator
    Alliant Insurance Services
    San Diego, CA, California

    • Applied Moderator(s)

  • Adam Hendry

    Senior Manager, Services Consulting
    Applied Systems

Agency acquisitions offer tremendous growth opportunities, but messy data conversions can derail momentum, frustrate staff, and risk client retention. Join a panel from independent insurance agencies as they share battle-tested approaches to data migrations during M&A – whether integrating a small book of business or merging a multi-location agency.

Panelists discuss real-world tactics to handle carrier overlaps, legacy inconsistencies, data management, and compliance needs. Attendees will walk away with lessons from failures and wins, and strategies to scale acquisitions confidently in today's competitive landscape. Perfect for agencies eyeing growth through strategic buys without the usual operational pain.

Learning Objectives:

  • Thursday, July 16th @ 3:00pm EDT.