(2756) Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic

Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Office Manager

Products: Applied Epic, Applied CSR24, Applied Mobile, Indio

Thursday, October 1, 2026

8:00 AM - 9:00 AM East Coast USA Time

Panelist(s)

Pamela M. Kelly

Director of Agency Services
AXiA Insurance Services Inc.
Westfield, Massachusetts
Kelly Urban (she/her/hers)

Operations Manager
Harry Levine Insurance
Orlando, Florida

Applied Moderator(s)

Sandra Hogan (she/her/hers)

Lead Product Instructor
Applied Systems, Inc.

Join your peers as they share how their organizations are streamlining personal lines through smarter processes, automation, and data-driven workflows, reducing manual work, speeding up service, and improving the customer experience.

Learning Objectives:

Friday, July 24 2026 @ 2:30pm (Central)

(2756) Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic

Content Level: Intermediate Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Office Manager Products: Applied Epic, Applied CSR24, Applied Mobile, Indio

Panelist(s)

Applied Moderator(s)

Learning Objectives:

Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Office Manager

Products: Applied Epic, Applied CSR24, Applied Mobile, Indio