(2664) Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)

Content Level: Basic

Personas: Account Manager - Medium/Large Commercial; Specialty Lines@@@Account Manager - Personal Lines/Small Commercial@@@IT/Operations Manager@@@Marketing Manager/Specialist@@@Office Manager

Products: Applied Epic@@@Indio@@@Applied CSR24

Wednesday, September 30, 2026

1:30 PM - 2:30 PM East Coast USA Time

Panelist(s)

Amanda M. Edlin

House Business Team Leader
Sterling G Thompson Co
Louisville , Kentucky
Alysha Phillips (she/her/hers)

Learning & Development Systems Specialist
The Mahoney Group
Chandler , Arizona
Jenna Silva (she/her/hers)

Systems Integration and Process Leader
C3 Risk & Insurance Services
Peoria, Arizona
Ashley Volk (she/her/hers)

Commercial Lines Training & Audit Leader
Christensen Group Insurance
Eden Prairie, Minnesota

Applied Moderator(s)

Mario Solis

Product Instructor
Applied Systems, Texas

In this panel, agencies will review how to use Renewals Manager, Indio®, and Applied CSR24® to enhance the renewal workflow, provide a better customer experience, increase efficiency by automating tasks, and minimize errors by eliminating redundant steps.

Learning Objectives:

July 29th 1pm

(2664) Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.)

Content Level: Basic Personas: Account Manager - Medium/Large Commercial; Specialty Lines@@@Account Manager - Personal Lines/Small Commercial@@@IT/Operations Manager@@@Marketing Manager/Specialist@@@Office Manager Products: Applied Epic@@@Indio@@@Applied CSR24

Panelist(s)

Applied Moderator(s)

Learning Objectives:

Content Level: Basic

Personas: Account Manager - Medium/Large Commercial; Specialty Lines@@@Account Manager - Personal Lines/Small Commercial@@@IT/Operations Manager@@@Marketing Manager/Specialist@@@Office Manager

Products: Applied Epic@@@Indio@@@Applied CSR24