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Monday, Oct 23rd
1:00 PM – 2:00 PM PST
(8651) Applied Epic Evidence of Insurance
Location: Joshua 9
Jayme Moreno – Alliant Insurance Services Inc
Applied Epic
Tuesday, Oct 24th
10:45 AM – 11:45 AM PST
(8649) Expert Panel: Tips and Tricks on Organizing Your Attachments
Location: Orovada 4
Janice Sierra (she/her/hers) – Applied Systems, Inc.
Cj Webberley – Alliant Insurance Services, Inc.
Natalie Thompson – The Harbin Agency
Lori-Beth Martin – Commercial Insurance Associates
Diedre Carter
Applied Epic
Tuesday, Oct 24th
10:45 AM – 11:45 AM PST
(8671) Roundtable: How to Analyze Your Current Workflows for Improvement
Location: Orovada 5
Dana Beals – Dana Beals Consulting, LLC
Applied Epic
Tuesday, Oct 24th
10:45 AM – 11:45 AM PST
(8812) The Value of Centralized Identity Management
Location: Starvine 12
Frank Smith – Applied Systems
Applied Epic
Tuesday, Oct 24th
10:45 AM – 11:45 AM PST
(8827) Text Messaging in Applied Epic
Location: Joshua 10
Erika Moore (she/her/hers) – Applied Systems, Inc.
Amanda Recchia – Applied Systems
Applied Epic
Tuesday, Oct 24th
10:45 AM – 11:45 AM PST
(8837) Expert Panel: Adjusting to the New Release Cycle for Applied Epic
Location: Joshua 3
Collin Passman – Acrisure LLC
Kristin Thelen – Bitonti Insurance Group
Jackie Foster (she/her/hers) – Acera Insurance
Jesse B. Gomez (he/him/his) – Applied Systems, Inc.
Applied Epic
Tuesday, Oct 24th
10:45 AM – 11:45 AM PST
(8895) Applied Epic New Features and Future Roadmap
Location: Primrose 1
Sajjad Ahmed – Applied Systems
Catherine Shertenlieb (she/her/hers) – Applied Systems
Matt Lane
Applied Epic
Tuesday, Oct 24th
10:45 AM – 11:45 AM PST
(8947) What's New and What's Next with Reporting in Applied Epic
Location: Mariposa 4
Sandy Oliver (she/her/hers) – Applied Systems
Applied Epic
Tuesday, Oct 24th
10:45 AM – 12:15 PM PST
(8882) Hands-On Lab: Automated Tools in Applied Epic That Can Streamline Communications *Limited Seating Available
Location: Orovada 1
Sarah Caruso (she/her/hers) – Applied Systems Canada
Kelly Bruce – Applied Systems
Courtney Brablec (she/her/hers) – Applied Systems
Zach Thoenen – Applied Systems
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8641) Applied Epic Certificates of Insurance – Part 1
Location: Joshua 1
Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
Heather Starr (she/her/hers) – Alliant Insurance Services, Inc.
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8646) Sharing Accounts Across Multiple Business Segments in Applied Epic
Location: Joshua 9
Jennifer Godwin – HUB International
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8648) Expert Panel: Preparing for the Switch to Epic Browser
Location: Mariposa 4
Debra Alt (she/her/hers) – Foundation Risk Partners
Kristin Thelen – Bitonti Insurance Group
Daniel Horn – Rollo Insurance Group
Sarah Golick (she/her/hers) – TRICOR Insurance
Jesse B. Gomez (he/him/his) – Applied Systems, Inc.
Amanda Recchia – Applied Systems
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8654) Expert Panel: Lessons Learned from Undergoing an Acquisition
Location: Orovada 4
Adam Hendry – Applied Systems
Collin Passman – Acrisure LLC
Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC
Shaun T. Lopez – Highstreet Insurance Partners
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8789) Understanding the Value of New Dashboards in Applied Epic
Location: Primrose 1
Jack Bergersen (he/him/his) – Applied Systems
Megan Wencel – McClone
Sarah Klapperich – McClone
Sandy Oliver (she/her/hers) – Applied Systems
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8860) Expert Panel: Month-End Is More than Just Generating Journal Entries
Location: Primrose 3
Samantha Wilson, CPA – Sterling Thompson Company
Jill Quinn – Sunstar Insurance Group
Theresa Clayton – RiskSOURCE Clark-Theders
Hannah Jacobs – Bitonti Insurance Group
Robert D. Maedgen, III (he/him/his) – Applied Systems
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8871) Hands-On Lab: How to Use the Applied Epic Renewals Manager *Limited Seating Available
Location: Orovada 1
Virginia Boulant – Aimilios Insurance Services
Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners
Jim Zell – Applied Systems, Inc.
Kelly Bruce – Applied Systems
Joy Jack – Applied Systems
Ro Olguin – Applied Systems, Inc.
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8905) Tech to Help Canadian Brokers Increase Efficiencies in Their Personal Lines Workflows
Location: Joshua 10
Michael Chartier – Applied Systems Canada
Lindsay Stradeski (she/her/hers) – Applied Systems
William Ma – Applied Systems Canada
Natalie Tetler – Applied Systems Canada
Applied Epic
Tuesday, Oct 24th
1:15 PM – 2:15 PM PST
(8957) Roundtable: Digital Brokerage Adoption (Session Facilitated in French)
Location: Orovada 5
Karine Poirier’ (she/her/hers) – Applied Systems
Steve Binet (he/him/his) – Applied Systems
Applied Epic
Tuesday, Oct 24th
2:30 PM – 3:45 PM PST
(8904) Canadian Marketplace Update and Reception
Location: Mariposa 8
Steve Whitelaw – Applied Systems, Inc.
William Ma – Applied Systems Canada
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8642) Applied Epic Certificates of Insurance – Part 2
Location: Joshua 1
Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
Heather Starr (she/her/hers) – Alliant Insurance Services, Inc.
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8662) Applied Epic Marketing Module Lite
Location: Joshua 8
Susan Daigle (she/her/hers) – Acrisure LLC
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8681) SDK and API Tools for Applied Epic
Location: Starvine 12
Kevin Sindelar – Acrisure LLC
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8872) Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 1 *Limited Seating Available
Location: Orovada 1
Dana D. Krebs – Highstreet Insurance Partners, LLC
Kelly Abrams – Applied Systems
Larry Klutzke CPA CIC – Applied Systems
Jim Zell – Applied Systems, Inc.
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8896) Applied Epic New Features and Future Roadmap (Repeat)
Location: Primrose 4
Catherine Shertenlieb (she/her/hers) – Applied Systems
Sajjad Ahmed – Applied Systems
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8911) What’s New and What’s Next for Epic Quotes Personal Lines
Location: Starvine 1
Josh Moore (he/him/his) – Applied Systems
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8925) How You Impact Accounting
Location: Joshua 3
Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8959) Roundtable: Using Download to Streamline Personal Lines Renewals
Location: Orovada 5
Paolina Testa (she/her/hers) – Applied Systems
Applied Epic
Tuesday, Oct 24th
2:45 PM – 3:45 PM PST
(8982) Expert Panel: How Your Peers Successfully Switched to the Browser Interface of Applied Epic
Location: Starvine 11
Natalie Thompson – The Harbin Agency
Kelly O'Brian-Wilkinson – Conrade Insurance Group
Kristin Thelen – Bitonti Insurance Group
Christine Forbes – The Daniel and Henry Co.
Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8679) Expert Panel: Helpful Tips and Tricks on Download and Suspense
Location: Joshua 8
Delia Grenier – Applied Systems Inc
Tamie J. Weydert, TRICOR (she/her/hers) – TRICOR, LLC
Christie Smith (she/her/hers) – OTIP
David Graham (he/him/his) – CH Insurance
Jayni Campbell – Emery & Webb Insurance
Joy Jack – Applied Systems
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8639) Expert Panel: How the Renewals Manager Moves Agencies Forward
Location: Mariposa 4
Linda Bendele – Applied Systems
Steve Bayless (he/him/his) – Carroll Insurance Agency, LTD
Jayni Campbell – Emery & Webb Insurance
Samantha Heinrichs (she/her/hers) – BSI Insurance Brokers Ltd.
Erin Joubert (she/her/hers) – Applied Systems
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8656) Applied Epic Tips and Techniques – Part 1 – Servicing
Location: Primrose 4
Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC
Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8796) An In-Depth Look at Direct Bill Reconciliations
Location: Orovada 4
Penny Ploski (she/her/hers) – Applied Systems
John Hartigan (he/him/his) – Applied Systems, Inc.
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8814) Introduction to Applied Pay
Location: Joshua 1
Chase Petrey
Carlie Johnston (she/her/hers) – Applied Systems
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8866) Expert Panel: What Every Agency Principal Should Know About Agency Financials
Location: Primrose 3
Kelly Abrams – Applied Systems
Jackson Rollo – Rollo Insurance
Jon Lumbra – The Dowd Agencies
Theresa Clayton – RiskSOURCE Clark-Theders
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8928) Introduction to the New Product Advisory Community
Location: Joshua 9
Dana Stasiak – Applied Systems Inc.
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8935) Tips for a Successful Move to the Browser Interface of Applied Epic
Location: Primrose 1
Maggie Essex (she/her/hers) – Applied Systems
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:15 AM PST
(8948) What's New and What's Next with Reporting in Applied Epic (Repeat)
Location: Mariposa 5
Sandy Oliver (she/her/hers) – Applied Systems
Applied Epic
Wednesday, Oct 25th
10:15 AM – 11:45 AM PST
(8887) Hands-On Lab: Setting Up and Managing Attachment Folders in Applied Epic *Limited Seating Available
Location: Orovada 1
Wendy Mills – Medical Society of Virginia Insurance Agency
Virginia Boulant – Aimilios Insurance Services
Missy Bosch – McKinneyOlson Insurance
Michael Chartier – Applied Systems Canada
Adam Hendry – Applied Systems
Ro Olguin – Applied Systems, Inc.
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8680) How to Use the Book of Business Import Tool to Complete Client and Policy Migrations Yourself
Location: Orovada 3
Kevin Sindelar – Acrisure LLC
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8799) Applied Pay Roadmap
Location: Joshua 9
Nash Qadri (he/him/his) – Applied Systems Inc.
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8830) Tracking Producer Commission Agreements in Applied Epic
Location: Primrose 6
Susan A. Weiner (she/her/hers) – Applied Systems, Inc.
Robert D. Maedgen, III (he/him/his) – Applied Systems
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8840) Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic
Location: Primrose 1
Sandy Oliver (she/her/hers) – Applied Systems
Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
LaDonna Lilley
Kyle Wojtysiak – Reliable Agency, Inc.
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8849) Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Accounting
Location: Joshua 3
Samantha Wilson, CPA – Sterling Thompson Company
Jackson Rollo – Rollo Insurance
Jon Lumbra – The Dowd Agencies
Jill Quinn – Sunstar Insurance Group
Larry Klutzke CPA CIC – Applied Systems
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8850) Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Operations
Location: Orovada 4
Adam Hendry – Applied Systems
Terry Williamson – SouthGroup Insurance Services
Courtney Peterson – INSURICA
Sarah Golick (she/her/hers) – TRICOR Insurance
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8855) Expert Panel: When to Use Renewals Manager Versus the Expiration Report
Location: Primrose 4
Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services
Samantha Heinrichs (she/her/hers) – BSI Insurance Brokers Ltd.
Jim Zell – Applied Systems, Inc.
Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners
Applied Epic
Wednesday, Oct 25th
12:30 PM – 1:30 PM PST
(8877) Hands-On Lab: Download Customization Using Structure and Other New Features *Limited Seating Available
Location: Orovada 8
Celia Cauthen (she/her/hers) – Applied Systems
Sarah Caruso (she/her/hers) – Applied Systems Canada
Paolina Testa (she/her/hers) – Applied Systems
Janice Sierra (she/her/hers) – Applied Systems, Inc.
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8644) Entering Policies in Applied Epic for Efficiency and Reporting
Location: Primrose 1
Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8650) Applied Epic Marketing Module – Part 1 (Advanced)
Location: Joshua 1
Donna Whittenburg – Trimble-Batjer Insurance Associates, LLP
Lana J. Mawhinney – PCF/Universal Business Insurance Services
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8657) Applied Epic Tips and Techniques – Part 2 – Administration
Location: Primrose 4
Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC
Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8661) Expert Panel: Managing Surety Bonds Within Applied Epic
Location: Joshua 3
Dona Lisa Buschmann (she/her/hers) – Bender Insurance Solutions
Brenda Lengel – Peoples First Insurance
Sarah Jordan – EHD
Christie Davis – Westan Insurance Group/ Union City Insurance
Joy Jack – Applied Systems
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8670) Optimizing Applied Epic for Success – Accounts
Location: Orovada 5
Dana Beals – Dana Beals Consulting, LLC
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8687) Cleaning Up and Balancing Premium Payables in Applied Epic
Location: Orovada 3
Sue Good (she/her/hers) – Alexant Systems Corporation
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8798) Applied Epic Efficiencies for Accounting Workflows
Location: Mariposa 4
Stacey Tipton Gelyon – Applied Systems, Inc.
Penny Ploski (she/her/hers) – Applied Systems
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8838) Expert Panel: Why You Should Be Using Applied Epic Renewals Manager
Location: Primrose 3
Jim Zell – Applied Systems, Inc.
Elizabeth Allen (she/her/hers) – Rue Insurance
Debra Alt (she/her/hers) – Foundation Risk Partners
Virginia Boulant – Aimilios Insurance Services
Amanda Loya, German American Insurance, Inc (she/her/hers) – German American Insurance, Inc
Erin Joubert (she/her/hers) – Applied Systems
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(8874) Hands-On Lab: Maximize Efficiency & Consistency with Email Templates *Limited Seating Available
Location: Orovada 1
Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
Sarah Caruso (she/her/hers) – Applied Systems Canada
Delia Grenier – Applied Systems Inc
Courtney Brablec (she/her/hers) – Applied Systems
Applied Epic
Wednesday, Oct 25th
2:00 PM – 3:00 PM PST
(9014) Applied Epic New Features and Future Roadmap (Repeat)
Location: Primrose 6
Catherine Shertenlieb (she/her/hers) – Applied Systems
Sajjad Ahmed – Applied Systems
Matt Lane
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8640) Using Technology to Automate Your Small Commercial Workflows
Location: Primrose 1
Joey Bedell – Mike Keith Insurance
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8658) Applied Epic Tips and Techniques – Part 3 – Accounting
Location: Primrose 4
Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC
Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8663) Making the Applied Epic Marketing Module Work for You
Location: Joshua 8
Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
Kathryn Lerch – Darr Schackow Insurance
Melissa Mallozzi – John M Glover Agency
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8675) Expert Panel: What Work Groups and Unrouted Attachments Are and Why You Should Use Them
Location: Primrose 3
Jennifer Raymond – Hotaling Insurance Services
Stacy Johansen – Downeast Insurance, LLC
Jordan Smith – The Hartwell Corporation
Sarah Caruso (she/her/hers) – Applied Systems Canada
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8839) Expert Panel: What Agencies Think About Applied Pay
Location: Mariposa 4
Kristin Baker – Rollo Insurance Group Inc.
Christine Forbes – The Daniel and Henry Co.
Kelly Scheib – Commercial Insurance Associates, LLC
Robert D. Maedgen, III (he/him/his) – Applied Systems
Dave Stevens (he/him/his) – Applied Pay
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8841) Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic (Repeat)
Location: Joshua 3
Sandy Oliver (she/her/hers) – Applied Systems
LaDonna Lilley
Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
Kyle Wojtysiak – Reliable Agency, Inc.
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8846) Expert Panel: Attachment Folder Configuration
Location: Orovada 4
Wendy Mills – Medical Society of Virginia Insurance Agency
Janice Sierra (she/her/hers) – Applied Systems, Inc.
Brenda Lengel – Peoples First Insurance
Missy Bosch – McKinneyOlson Insurance
Kimberly Champion – Cross Financial Corp
Michael Chartier – Applied Systems Canada
Applied Epic
Wednesday, Oct 25th
3:30 PM – 4:30 PM PST
(8876) Hands-On Lab: Setting Up Various Types of Producer Commission Agreements in Applied Epic *Limited Seating Available
Location: Orovada 1
Stacey Tipton Gelyon – Applied Systems, Inc.
Larry Klutzke CPA CIC – Applied Systems
Susan A. Weiner (she/her/hers) – Applied Systems, Inc.
Kelly Abrams – Applied Systems
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8682) How to Use the Bulk Policy Renewal Tool to Renew a Large Number of Policies
Location: Orovada 5
Kevin Sindelar – Acrisure LLC
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8688) Moving from Cash to Accrual Basis Within Applied Epic
Location: Primrose 3
Lisa Fields, Tricor Insurance (she/her/hers) – Tricor Insurance
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8794) Using Applied Epic Reports to Measure Customer Service Reps Productivity
Location: Joshua 8
Deb Welsh – RiskSOURCE Clark-Theders
Sarah Caruso (she/her/hers) – Applied Systems Canada
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8835) Using Applied Epic Premium Fields for Your Book of Business Report
Location: Joshua 5
Jenny Coxon – Acera Insurance Services
Ro Olguin – Applied Systems, Inc.
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8852) Expert Panel: Agencies' Experiences with Identity Management
Location: Orovada 4
Frank Smith – Applied Systems
Shaun T. Lopez – Highstreet Insurance Partners
Ashley Westmoreland – NFP
Brad Harris – OneGroup
Greg Miller (he/him/his) – Applied Systems, Inc.
Linda Findlay
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8873) Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 2 *Limited Seating Available
Location: Orovada 1
Kelly Abrams – Applied Systems
Dana D. Krebs – Highstreet Insurance Partners, LLC
Larry Klutzke CPA CIC – Applied Systems
Jim Zell – Applied Systems, Inc.
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8949) Customizing Layouts for Applied Epic Reports (Advanced)
Location: Primrose 6
Kim McDonald – Applied Systems
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8969) Using Download to Enhance the Personal Lines Renewal Process
Location: Joshua 9
Nancy Nicklow (she/her/hers) – Huff Insurance
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8971) Using Leads Inbox in Canada to Onboard New Business
Location: Joshua 3
Kelly Bruce – Applied Systems
Courtney Brablec (she/her/hers) – Applied Systems
Applied Epic
Thursday, Oct 26th
8:15 AM – 9:15 AM PST
(8973) Applied Epic Marketing Module – Part 2 (Advanced)
Location: Joshua 1
Donna Whittenburg – Trimble-Batjer Insurance Associates, LLP
Lana J. Mawhinney – PCF/Universal Business Insurance Services
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8643) Client Contracts in Applied Epic
Location: Joshua 8
Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8647) Improving Your Agency’s Efficiency and Retention Using Activities
Location: Mariposa 8
Kathryn Lerch – Darr Schackow Insurance
Julie Levine – Harry Levine Insurance
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8669) Optimizing Applied Epic for Success – Configuration
Location: Joshua 5
Dana Beals – Dana Beals Consulting, LLC
Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8689) Expert Panel: Using Reports to Automate Communications and Processes
Location: Primrose 3
Summer Rehkop, 20 Employees (she/her/hers) – Weaver & Associates
Roxanne Chakbazof, Weaver & Associates (she/her/hers) – Weaver & Associates
Janet Yem (she/her/hers) – INSURICA
Hannah Jacobs – Bitonti Insurance Group
Susan A. Weiner (she/her/hers) – Applied Systems, Inc.
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8790) Understanding the Value of New Dashboards in Applied Epic (Repeat)
Location: Primrose 6
Jack Bergersen (he/him/his) – Applied Systems
Deb Welsh – RiskSOURCE Clark-Theders
DeeDee Carter – RiskSOURCE Clark Theders
Mandy Selk
Sandy Oliver (she/her/hers) – Applied Systems
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8795) Using Applied Epic Reports to Audit Daily Transactions
Location: Mariposa 5
Melissa Lukas (she/her/hers) – OTIP Group of Companies
Christie Smith (she/her/hers) – OTIP
Delia Grenier – Applied Systems Inc
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8804) Why You Should Be Using Combined Reconciliations
Location: Joshua 1
Dana D. Krebs – Highstreet Insurance Partners, LLC
Larry Klutzke CPA CIC – Applied Systems
John Hartigan (he/him/his) – Applied Systems, Inc.
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8822) Modernizing and Managing Activities for Efficiency
Location: Mariposa 4
Courtney Brablec (she/her/hers) – Applied Systems
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8888) Hands-On Lab: Tips for a Better Experience in Epic Browser *Limited Seating Available
Location: Orovada 1
Jesse B. Gomez (he/him/his) – Applied Systems, Inc.
Amanda Recchia – Applied Systems
Maggie Essex (she/her/hers) – Applied Systems
Abby Larson
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8970) Get the Junk Out of Your Applied Epic Trunk
Location: Joshua 9
Lauren Roberts, 35-50 – Kite Technology Group
Laura Whaley – Kite Technology Group
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8972) Increasing Servicing Staff’s Productivity
Location: Joshua 10
Olivia Ziegler (she/her/hers) – German American Insurance
Amanda Loya, German American Insurance, Inc (she/her/hers) – German American Insurance, Inc
Applied Epic
Thursday, Oct 26th
9:45 AM – 10:45 AM PST
(8994) Personal Lines for Benefits - Applied Best Practices
Location: Starvine 11
Ashley King (she/her/hers) – Cadence Insurance
Applied Epic