Browse by Title

Type here to filter the list

A
A Front Office User's Guide to Understanding the Applied Epic Transaction Screen (2573)

George Vakalopoulos – Alliant Insurance Services, Inc. ### 1680233###Presenter###AVP, Training Specialist Lead###Alliant Insurance Services, Inc.###
Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.
### @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers 2573
ABCs of Applied Benefits Designer (2594)

Victoria Weise (she/her/hers) – Applied Systems ### 2045769###Applied Presenter###Solution Consultant###Applied Systems###
Applied Presenter: Victoria Weise (she/her/hers) – Applied Systems
### she/her/hers @@@ Dan Morrill (he/him/his) – Applied Systems ### 1719318###Applied Representative###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Representative: Dan Morrill (he/him/his) – Applied Systems
### he/him/his 2594
Accelerating Your Growth with Applied Benefits Solutions (2738)

Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2738
Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles? (2659)

Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services ### 2619385###Presenter###Chief Operating Officer###FBinsure - Patriot Insurance Growth Services###
Presenter: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
### she/her/hers 2659
Advanced Certificate Processing in Applied CSR24 (Repeat) (2611)

Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Presenter###Associate Product Instructor###Applied Systems###
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### @@@ Tom Ives – Applied Systems ### 1680264###Applied Representative###Dir. Product Management###Applied Systems###
Applied Representative: Tom Ives – Applied Systems
### 2611
Advanced Certificate Processing in Applied CSR24 (2610)

Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Presenter###Associate Product Instructor###Applied Systems###
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### 2610
Agency Billing in Applied Epic – Part 1 (2586)

Lauren Roberts – Kite Technology Group ### 1960096###Presenter###Chief Agency Consultant###Kite Technology Group###
Presenter: Lauren Roberts – Kite Technology Group
### @@@ Buffy Johnson – Kite Technology Group ### 2631863###Presenter###Agency Consultant, Accounting###Kite Technology Group###
Presenter: Buffy Johnson – Kite Technology Group
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### 2586
Agency Billing in Applied Epic – Part 2 (2549)

Lauren Roberts – Kite Technology Group ### 1960096###Presenter###Chief Agency Consultant###Kite Technology Group###
Presenter: Lauren Roberts – Kite Technology Group
### @@@ Buffy Johnson – Kite Technology Group ### 2631863###Presenter###Agency Consultant, Accounting###Kite Technology Group###
Presenter: Buffy Johnson – Kite Technology Group
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### 2549
An Account Manager's Use of Applied Products to Streamline Renewals (2607)

Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services ### 1719336###Presenter###Corporate Trainer###Hotaling Insurance Services###
Presenter: Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 2607
An Agency's Journey on Data Quality and Transformation (2636)

Debbie Fischer – Hylant ### 1719279###Presenter###Service Quality & Standards Manager###Hylant###
Presenter: Debbie Fischer – Hylant
### @@@ Katie Dugan – Hylant ### 2664584###Presenter###Business Applications Consultant###Hylant###
Presenter: Katie Dugan – Hylant
### @@@ Sondra Stein – Hylant ### 2159211###Presenter###Data Engineer###Hylant###
Presenter: Sondra Stein – Hylant
### @@@ Britton Witter ### 2688499###Presenter#########
Presenter: Britton Witter
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2636
Applied API Suite: Roadmap to Innovation (2616)

Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Presenter###Senior Vice President, Platform###Applied Systems###
Applied Presenter: Sreekanth Kannepalli – Applied Systems
### @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Presenter: Sajjad Ahmed – Applied Systems
### 2616
Applied API Suite: Use Case Spotlight (2617)

Aaron Bowman – Applied Systems ### 1719368###Applied Presenter###Director of Solution Architecture###Applied Systems###
Applied Presenter: Aaron Bowman – Applied Systems
### 2617
Applied Book Builder: Unlock Account Rounding Revenue with AI (2685)

Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Representative###Principal UX Designer###Applied Systems###
Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2685
Applied Epic Accounting Tips and Tricks (2542)

Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Representative###Lead Product Instructor###Applied Systems###
Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2542
Applied Epic Bridge: Meet the New Outlook Add-In (2558)

Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Sr. Manager, Product Management - Epic Workflow and Communication###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers 2558
Applied Epic Invoicing: It's More than Just a One-Time Premium (2576)

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Dave Younker – Applied Systems ### 1719419###Applied Representative###Lead Implementation Specialist, Accounting###Applied Systems###
Applied Representative: Dave Younker – Applied Systems
### 2576
Applied Epic New Features and Future Roadmap (2559)

Matt Lane – Applied Systems ### 2343585###Applied Presenter###Senior Vice President Product Management###Applied Systems###
Applied Presenter: Matt Lane – Applied Systems
### @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Presenter: Sajjad Ahmed – Applied Systems
### @@@ Catherine "Cap" Shertenlieb – Applied Systems ### 1806530###Applied Presenter###Lead Solution Consultant###Applied Systems###
Applied Presenter: Catherine "Cap" Shertenlieb – Applied Systems
### 2559
Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards (2638)

Danielle B. DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###Panelist###Operations Manager, AVP###NBT Insurance Agency###
Panelist: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Jennifer Gill (she/her/hers) – WSR Insurance Services ### 2664587###Panelist###Commercial Lines Manager###WSR Insurance Services###
Panelist: Jennifer Gill (she/her/hers) – WSR Insurance Services
### she/her/hers @@@ Mitchell Reatini – BHS Insurance ### 2664591###Panelist###Commercial Coordinator###BHS Insurance###
Panelist: Mitchell Reatini – BHS Insurance
### @@@ Erinn Smith (she/her/hers) – Carroll Insurance Agency ### 2619386###Panelist###Data and System Analyst ###Carroll Insurance Agency###
Panelist: Erinn Smith (she/her/hers) – Carroll Insurance Agency
### she/her/hers 2638
Auditing Employees Using Applied Epic Reports (2639)

Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services ### 1719336###Presenter###Corporate Trainer###Hotaling Insurance Services###
Presenter: Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services
### she/her/hers @@@ Natalie J. Thompson – The Harbin Agency ### 1680253###Presenter###Chief Operating Officer ###The Harbin Agency###
Presenter: Natalie J. Thompson – The Harbin Agency
### 2639
Automate Premium Financing with Applied Pay and AFCO Direct (2533)

Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Pay###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his @@@ Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Representative###VP Product Management & Development###Applied Systems###
Applied Representative: Nash Qadri (he/him/his) – Applied Systems
### he/him/his 2533
Automate Premium Financing with Applied Pay and FIRST Insurance Funding (2535)

Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Pay###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his @@@ Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Representative###VP Product Management & Development###Applied Systems###
Applied Representative: Nash Qadri (he/him/his) – Applied Systems
### he/him/his 2535
Automate Premium Financing with Applied Pay and Imperial PFS (2534)

Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Pay###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his @@@ Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Representative###VP Product Management & Development###Applied Systems###
Applied Representative: Nash Qadri (he/him/his) – Applied Systems
### he/him/his 2534