Payments and Accounting
Content Level: Basic
Personas: Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial; Speciality Lines, Account Manager - Personal Lines/Small Commercial, Accountant, Customer Service Rep, IT/Operations Manager, Office Manager, Owner/Principal,
Technology: Applied CSR24, Applied Epic, Applied Pay, EZLynx
Samantha Stubblefield
Office Manager/IT/Commercial Lines
Wilkinson Insurance Agency
Kelly Scheib
Finance Manager
Commercial Insurance Associates, LLC
Kelly Sprague (she/her/hers)
Vice President, Systems Support
Heffernan Group
Shannon Brown (she/her/hers)
Assistant Treasurer
Snellings Walters Insurance Agency
Dave Stevens (he/him/his)
VP of Customer Success
Applied Systems
Danielle Graefnitz
Sr. UX Designer
Applied Systems