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Expert Panel

Reporting, Dashboards, and Data Analytics

(2775) Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption


Content Level: Basic

Personas: IT/Operations Manager, Office Manager, Owner/Principal

Products: Applied Epic, Applied Epic - Dashboards

Tuesday, September 29, 2026
2:30 PM - 3:30 PM East Coast USA Time

    Panelist(s)

  • Sondra Stein

    Data Solutions Manager ABS
    Hylant
    Toledo, Ohio

  • Lisa Anthofer

    Operations Manager
    Skogman Insurance, Iowa

  • Betsy Cook

    Senior Manager, Commercial Lines Service Department
    NBT Insurance Agency, New York

  • Scott Folstein

    Director of Finance/Marketing
    Insurance One Group, Inc.

    • Applied Moderator(s)

  • Allison Haag

    Manager, Onboarding & Success Services
    Applied Systems, Louisiana

Rolling out dashboards successfully requires more than technology – it takes the right delivery strategy, training, and trusted data. In this panel, agency leaders share real-world lessons from launching dashboards across their organizations, including how they drove adoption, ensured data integrity, and turned insights into everyday decision-making.

Learning Objectives:

  • Friday, July 17 - 10:00 to 10:45 AM