(2638) AI at Every Stage: A Tour of Applied AI Across Epic

Content Level: Basic

Personas: Owner/Principal, IT/Operations Manager, Office Manager, Account Manager - Personal Lines/Small Commercial, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Employee Benefits, Customer Service Rep, Accountant, HR Manager, Sales Representative

Products: Applied Epic

Tuesday, September 29, 2026

2:30 PM - 3:30 PM East Coast USA Time

Applied Presenter(s)

Matt Lane

Senior Vice President Product Management
Applied Systems
Charles Frumerie (he/him/his)

Principal UX Designer
Applied Systems
Loveland, Colorado

Applied Representative(s)

Tara Butler

Manager, Product Marketing
Applied Systems
Savannah, Georgia

Attend this session for a guided look at how Applied AI shows up across the agency workflow in Epic. The Applied Product team will walk through Max, AutoFill, Book Builder, and Recon — how each capability removes friction at a specific stage, and how together they form a connected AI platform built for the way agencies actually work.