(2683) Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)

Content Level: Intermediate

Personas: Account Manager - Employee Benefits, Marketing Manager/Specialist

Products: Applied Benefits Designer, Applied Epic

Tuesday, September 29, 2026

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

Panelist(s)

Spencer Smithersen

Benefits Account Manager
The Hartwell Corporation, Idaho
Melissa A. Schultz, RHU, GBA (she/her/hers)

Senior Employee Benefits Client Manager
Hausmann Group
Madison, Wisconsin
Holly Roberts (she/her/hers)

Employee Benefits Team Leader
Sterling Thompson Company
Louisville, Kentucky

Applied Moderator(s)

Ro Olguin

Senior Manager, Onboarding & Success Services
Applied Systems, Texas

Hear from an expert panel on the best practices for managing your renewals when you are taking coverages out to market. Panelists will discuss best practices using activities, the Renewals Manager, and other functionality during the marketing workflow.

Learning Objectives:

July 29, 2026

(2683) Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s)

Content Level: Intermediate Personas: Account Manager - Employee Benefits, Marketing Manager/Specialist Products: Applied Benefits Designer, Applied Epic

Panelist(s)

Applied Moderator(s)

Learning Objectives:

Content Level: Intermediate

Personas: Account Manager - Employee Benefits, Marketing Manager/Specialist

Products: Applied Benefits Designer, Applied Epic