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Account Manager - Employee Benefits
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
Location: Joshua 10
Rick Morgan
– Wahve
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
Location: Joshua 8
Justin Goodman
– Total CSR
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
Location: Joshua 3
John McDonald
– blueC 802 Inc
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9004) Discover the Future of Insurance Agency Operations
Location: Joshua 5
Mark Rogers
– Eleviant CTG + Milliken Agency Services
Gary Milliken
Matt Milliken
Sponsored Session
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
(8853) Expert Panel: Managing Change on Your Benefits Team
Location: Starvine 5
Rose Plewa (she/her/hers)
– Applied Systems
Melissa Schultz
– Hausmann Group
Jayni Campbell
– Emery & Webb Insurance
Amy Dumke (she/her/hers)
– Risk Strategies Company
Employee Benefits
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9915) Learning Lounge - Employee Benefits - Account Manager
Location: Willow Lounge - 1 East
Kara Roeder
– The Accel Group, LLC
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
(8818) Navigating Industry Challenges in 2023 and Beyond
Location: Starvine 6
Bobbie L. Fernandez (she/her/hers)
– Agency Performance Partners
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8945) Using Benefits Plan Forms in Applied Epic
Location: Starvine 5
Kim McDonald
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Tom Lind
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
Employee Benefits
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8927) Integrating with Employee Navigator to Complete the Benefits Renewal Process
Location: Mariposa 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
(8677) Segmenting Clients Beyond Industry Codes
Location: Mariposa 3
Megan Brisebois, 1,000
– Acera Insurance Services
Jenny Coxon
– Acera Insurance Services
Business Management
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8808) Best Practices for Benefits Data Entry in Applied Epic
Location: Starvine 5
Randy Yue
– Applied Systems
Melissa Schultz
– Hausmann Group
Kim McDonald
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24
Location: Starvine 3
Stacey Tipton Gelyon
– Applied Systems, Inc.
Betsy Cook
– NBT Insurance Agency, LLC
Debra Alt (she/her/hers)
– Foundation Risk Partners
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Tom Lind
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8889) ABCs of Applied Benefits Designer
Location: Mariposa 6
Rose Plewa (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
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
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8637) How to Alleviate IT-Related Stress for Employees
Location: Orovada 5
Collin Passman
– Acrisure LLC
Shaun T. Lopez
– Highstreet Insurance Partners
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8854) Expert Panel: Maximizing Your Benefits User Experience
Location: Starvine 5
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Kara Roeder
– The Accel Group, LLC
Amy Dumke (she/her/hers)
– Risk Strategies Company
Heather Bolhuis
– Ottawa Kent Insurance Agency Inc
Employee Benefits
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
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
(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
(8834) Using Applied Epic Attachment Templates and Proposals for Benefits
Location: Mariposa 5
Burt Tower (he/him/his)
– Applied Systems
Randy Yue
– Applied Systems
Kim McDonald
– Applied Systems
Employee Benefits
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
(8922) Guiding Employers to Smart Decisions with Applied Benefits Designer
Location: Joshua 10
Victoria Weise (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Carlie Johnston (she/her/hers)
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
Location: Starvine 1
Janet Yem (she/her/hers)
– INSURICA
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8946) What's New and What's Next in Applied Benefits Solutions
Location: Orovada 6
Tom Lind
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8802) Benefits Commission Agreements, Transactions and Revenue Tracking in Applied Epic
Location: Mariposa 5
Susan A. Weiner (she/her/hers)
– Applied Systems, Inc.
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Employee Benefits
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8807) Creating Benefits Guides Using New Applied Epic Benefits Forms
Location: Mariposa 8
Burt Tower (he/him/his)
– Applied Systems
Randy Yue
– Applied Systems
Employee Benefits
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
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
(8932) How to Deal with Difficult Customers During Hard Times
Location: Starvine 3
Dean Molle
– Alliant Insurance Services
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Business Management
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
Account Manager - Medium/Large Commercial; Specialty Lines
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
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8805) Configuring Download in Applied Epic
Location: Joshua 10
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Paolina Testa (she/her/hers)
– Applied Systems
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8995) Unlock Your Sales Potential: Strategies for Growth
Location: Joshua 9
Tucker Hood
– Insuredmine
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
Location: Joshua 10
Rick Morgan
– Wahve
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
Location: Joshua 8
Justin Goodman
– Total CSR
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
Location: Joshua 3
John McDonald
– blueC 802 Inc
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9004) Discover the Future of Insurance Agency Operations
Location: Joshua 5
Mark Rogers
– Eleviant CTG + Milliken Agency Services
Gary Milliken
Matt Milliken
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?
Location: Mariposa 6
Dana Beals
– Dana Beals Consulting, LLC
Jeff Smith
Steven Salar
Sponsored Session
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
(8806) Configuring Download in Applied Epic (Repeat)
Location: Orovada 3
Marius Dinca (he/him/his)
– LMBF / AssurUni
Marie Habib (she/her/hers)
– LMBF Insurance
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8815) Introduction to Internal Certificate Processing in Applied CSR24
Location: Starvine 1
Delia Grenier
– Applied Systems Inc
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Joy Jack
– Applied Systems
Mobility
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
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
Location: Mariposa 6
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Lindsay Stradeski (she/her/hers)
– Applied Systems
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Michael Chartier
– Applied Systems Canada
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8929) What's New and What's Next for Ivans Exchange
Location: Primrose 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
Tuesday, Oct 24th
10:45 AM – 12:15 PM
PST
(8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
Location: Orovada 8
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
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
(8792) Understanding the Value of Instant Download
Location: Primrose 6
Jim Rogers
Mark Harrison
– Ivans
Scott Ingram
– Applied Systems
Insurer Connectivity
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
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8638) Peer Insights on Adopting and Implementing Commercial Lines Download
Location: Joshua 10
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Mark Harrison
– Ivans
Insurer Connectivity
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
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
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
(8926) Transform Your Commercial Lines Application and Renewal Process with Indio
Location: Orovada 4
Jesse B. Gomez (he/him/his)
– Applied Systems, Inc.
Carrie Conejo
– C3 Risk & Insurance Services
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
(8857) Expert Panel: How to Make Suspense Less Tense
Location: Orovada 6
Janice Sierra (she/her/hers)
– Applied Systems, Inc.
Deb Welsh
– RiskSOURCE Clark-Theders
Hannah Jacobs
– Bitonti Insurance Group
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8858) Expert Panel: Ivans Distribution Platform (Insurer Focused)
Location: Starvine 12
Taira Mandy
– Ivans
Casey Kempton
– Chubb
Bobbie Collies (she/her/hers)
– Coterie
Chris Cargill
– Westfield Insurance
David Murrell
– Nationwide
Commercial Lines
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8863) Expert Panel: The Benefits of Using Tarmika to Manage Small Commercial Business
Location: Mariposa 8
Kristin Baker
– Rollo Insurance Group Inc.
Heather Legg
– Cadence Insurance
Bettie Baggette
– Higginbotham Insurance Agency
Sherry Dodd
– Bankers Insurance, LLC
Lauren Emmons
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8865) Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic
Location: Starvine 11
Kristin Thelen
– Bitonti Insurance Group
Christie Davis
– Westan Insurance Group/ Union City Insurance
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Robyn Orndorf
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24
Location: Starvine 3
Stacey Tipton Gelyon
– Applied Systems, Inc.
Betsy Cook
– NBT Insurance Agency, LLC
Debra Alt (she/her/hers)
– Foundation Risk Partners
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Tom Lind
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8938) Recent Applied Epic Interface Enhancements You May Have Missed
Location: Joshua 10
Scott Ingram
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
Location: Starvine 11
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Cal Durland
– Ivans
Christie Davis
– Westan Insurance Group/ Union City Insurance
Stacy Johansen
– Downeast Insurance, LLC
Joseph A. Clabaugh
– The Cincinnati Insurance Company
Insurer Connectivity
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8883) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available
Location: Orovada 1
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Stacey Tipton Gelyon
– Applied Systems, Inc.
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8898) Introduction to Ask Kodiak
Location: Starvine 12
Jody Pinnock (he/him/his)
– Ivans / Ask Kodiak
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8901) Introduction to Canadian Commercial Lines Quoting in Applied Policy Works
Location: Mariposa 8
Kelly Bruce
– Applied Systems
Michael Chartier
– Applied Systems Canada
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8993) What's New and What's Next for Ivans Exchange (Repeat)
Location: Orovada 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(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
(8683) Interface and Download Considerations for Larger Agencies
Location: Mariposa 8
Kevin Sindelar
– Acrisure LLC
Lisa Sheely
– Acrisure
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8868) Expert Panel: Why You Should Be Using Claims Download
Location: Starvine 11
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
Location: Starvine 1
Janet Yem (she/her/hers)
– INSURICA
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8829) Tips and Tricks for Common Download Issues
Location: Starvine 11
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8864) Expert Panel: The Future of Commercial Distribution at Applied
Location: Joshua 1
Kathy Hrach
– Ivans
Tim Lewis (he/him/his)
– Travelers Insurance
Belynda Hereford
– RCP Alera Group, LLC
Tatum Fish
– AssuredPartners
Raghav Tanna
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8884) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 (Repeat) *Limited Seating Available
Location: Orovada 8
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8903) User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic
Location: Mariposa 5
Susanna Fraser-Kuipers
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Melissa Sant'Ana (she/her/hers)
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
William Ma
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
Location: Mariposa 8
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8793) Using Applied CSR24 for Your Specialty Markets and MGA/Broker Business
Location: Starvine 1
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8819) Maximize Efficiency Using Commercial Lines Download
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Robyn Orndorf
– Ivans
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
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
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8875) Hands-On Lab: Get Up and Running with Applied for Small Commercial Submissions *Limited Seating Available
Location: Orovada 8
Lauren Emmons
– Applied Systems
Ro Olguin
– Applied Systems, Inc.
Chad Jochum
– Applied Systems
Commercial Lines
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
(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
Account Manager - Personal Lines/Small Commercial
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
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8805) Configuring Download in Applied Epic
Location: Joshua 10
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Paolina Testa (she/her/hers)
– Applied Systems
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8919) Hitting Growth Targets with the Performance Goals Feature in EZLynx
Location: Joshua 1
Jake N. Ferrara
– StreetSmart Insurance
Cecily Kemp
– Applied Systems
Samantha Lawson
– EZLynx
EZLynx
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8995) Unlock Your Sales Potential: Strategies for Growth
Location: Joshua 9
Tucker Hood
– Insuredmine
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
Location: Joshua 10
Rick Morgan
– Wahve
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
Location: Joshua 3
John McDonald
– blueC 802 Inc
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9004) Discover the Future of Insurance Agency Operations
Location: Joshua 5
Mark Rogers
– Eleviant CTG + Milliken Agency Services
Gary Milliken
Matt Milliken
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?
Location: Mariposa 6
Dana Beals
– Dana Beals Consulting, LLC
Jeff Smith
Steven Salar
Sponsored Session
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
(8806) Configuring Download in Applied Epic (Repeat)
Location: Orovada 3
Marius Dinca (he/him/his)
– LMBF / AssurUni
Marie Habib (she/her/hers)
– LMBF Insurance
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8815) Introduction to Internal Certificate Processing in Applied CSR24
Location: Starvine 1
Delia Grenier
– Applied Systems Inc
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Joy Jack
– Applied Systems
Mobility
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
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
Location: Mariposa 6
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Lindsay Stradeski (she/her/hers)
– Applied Systems
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Michael Chartier
– Applied Systems Canada
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8929) What's New and What's Next for Ivans Exchange
Location: Primrose 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8950) An Overview of Tarmika and What It Can Do for Your Agency
Location: Joshua 8
Lauren Emmons
– Applied Systems
Heather Rahman
– Tarmika - Applied Systems
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9005) EZLynx Business Update and Product Keynote
Location: Primrose 4
Ryan Beukema
– EZLynx
Michael Streit
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
Tuesday, Oct 24th
10:45 AM – 12:15 PM
PST
(8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
Location: Orovada 8
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
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
(8792) Understanding the Value of Instant Download
Location: Primrose 6
Jim Rogers
Mark Harrison
– Ivans
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8818) Navigating Industry Challenges in 2023 and Beyond
Location: Starvine 6
Bobbie L. Fernandez (she/her/hers)
– Agency Performance Partners
Business Management
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
(8879) Deep Dive Into EZLynx Automation Center
Location: Joshua 3
Ryan Beukema
– EZLynx
Beaux Pilgrim (he/him/his)
– Reed Insurance
Awad Alnawayseh
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8881) Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available
Location: Orovada 8
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8910) End-to-End Quoting Experience in EZLynx Rating Engine
Location: Mariposa 5
Chris Spano
– Applied Systems, Inc.
Ashok Reddy
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8933) Maximize Your CRM Experience with EZLynx Sales Center
Location: Orovada 3
Wajahat Khan (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
Location: Mariposa 3
Gary Fournerat
– EZLynx
Vijay Rengarajan
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8638) Peer Insights on Adopting and Implementing Commercial Lines Download
Location: Joshua 10
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Mark Harrison
– Ivans
Insurer Connectivity
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
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8917) Best Practices for Managing Certificates of Insurance in EZLynx
Location: Mariposa 3
Janie Turner, CIC, CISR, ACSR
– EZLynx
Cortney Potts
– EZLynx
Jennifer Cornejo (she/her/hers)
– Compass Insurance Group, LLC
EZLynx
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
(8926) Transform Your Commercial Lines Application and Renewal Process with Indio
Location: Orovada 4
Jesse B. Gomez (he/him/his)
– Applied Systems, Inc.
Carrie Conejo
– C3 Risk & Insurance Services
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8941) What's New in Tarmika and What's Next for EZLynx Agencies
Location: Starvine 6
Lauren Emmons
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8956) The New Realities of Talent and the Workforce Across P&C
Location: Primrose 3
Mark Breading
– ReSource Pro
Business Management
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
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
(8677) Segmenting Clients Beyond Industry Codes
Location: Mariposa 3
Megan Brisebois, 1,000
– Acera Insurance Services
Jenny Coxon
– Acera Insurance Services
Business Management
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8690) It's Okay to Brag About Your Community Involvement
Location: Starvine 6
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
Shannon Chatman (she/her/hers)
– Liberty Mutual | Safeco Insurance | State Auto
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8857) Expert Panel: How to Make Suspense Less Tense
Location: Orovada 6
Janice Sierra (she/her/hers)
– Applied Systems, Inc.
Deb Welsh
– RiskSOURCE Clark-Theders
Hannah Jacobs
– Bitonti Insurance Group
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8858) Expert Panel: Ivans Distribution Platform (Insurer Focused)
Location: Starvine 12
Taira Mandy
– Ivans
Casey Kempton
– Chubb
Bobbie Collies (she/her/hers)
– Coterie
Chris Cargill
– Westfield Insurance
David Murrell
– Nationwide
Commercial Lines
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8865) Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic
Location: Starvine 11
Kristin Thelen
– Bitonti Insurance Group
Christie Davis
– Westan Insurance Group/ Union City Insurance
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Robyn Orndorf
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24
Location: Starvine 3
Stacey Tipton Gelyon
– Applied Systems, Inc.
Betsy Cook
– NBT Insurance Agency, LLC
Debra Alt (she/her/hers)
– Foundation Risk Partners
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Tom Lind
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8938) Recent Applied Epic Interface Enhancements You May Have Missed
Location: Joshua 10
Scott Ingram
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8952) Roundtable: EZLynx Customer Feedback
Location: Orovada 5
Brenna Johnson
– Applied Systems, EZLynx
Vijay Rengarajan
– Applied Systems
Ashok Reddy
– Applied Systems
Anoop Bargur
– EZLynx
Aaron Rainey
– Applied Systems
Janie Turner, CIC, CISR, ACSR
– EZLynx
Michael Rabinowitz
– Applied Systems, Inc.
Samantha Lawson
– EZLynx
Ryan Beukema
– EZLynx
Cecily Kemp
– Applied Systems
Wajahat Khan (he/him/his)
– EZLynx
Cortney Potts
– EZLynx
Mel Alsabrook (she/her/hers)
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Awad Alnawayseh
– EZLynx
Zach Thoenen
– Applied Systems
EZLynx
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8637) How to Alleviate IT-Related Stress for Employees
Location: Orovada 5
Collin Passman
– Acrisure LLC
Shaun T. Lopez
– Highstreet Insurance Partners
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8856) Expert Panel: The Benefits Your Peers Have Seen from an EZLynx Management System
Location: Mariposa 3
Ryan Beukema
– EZLynx
Carlo Ferrara
– StreetSmart Insurance
Beaux Pilgrim (he/him/his)
– Reed Insurance
Jennifer Cornejo (she/her/hers)
– Compass Insurance Group, LLC
Wajahat Khan (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
Location: Starvine 11
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Cal Durland
– Ivans
Christie Davis
– Westan Insurance Group/ Union City Insurance
Stacy Johansen
– Downeast Insurance, LLC
Joseph A. Clabaugh
– The Cincinnati Insurance Company
Insurer Connectivity
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8883) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available
Location: Orovada 1
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Stacey Tipton Gelyon
– Applied Systems, Inc.
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8898) Introduction to Ask Kodiak
Location: Starvine 12
Jody Pinnock (he/him/his)
– Ivans / Ask Kodiak
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8901) Introduction to Canadian Commercial Lines Quoting in Applied Policy Works
Location: Mariposa 8
Kelly Bruce
– Applied Systems
Michael Chartier
– Applied Systems Canada
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8918) Best Practices for Managing Commercial Lines Workflows in EZLynx
Location: Mariposa 5
Janie Turner, CIC, CISR, ACSR
– EZLynx
Ajay Gupta
– Gupta Insurance and Financial Services
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8940) What's New in Tarmika and What's Next for Applied Epic Agencies
Location: Joshua 1
Lauren Emmons
– Applied Systems
Chad Jochum
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8955) Insurance Brokerage Challenges and Opportunities
Location: Joshua 10
Tom Doran
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8993) What's New and What's Next for Ivans Exchange (Repeat)
Location: Orovada 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(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
(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
(8678) Building a Training Strategy that Supports a Culture of Learning
Location: Joshua 8
Kelsie Hoehne
– TRICOR Insurance LLC
Professional Development
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8683) Interface and Download Considerations for Larger Agencies
Location: Mariposa 8
Kevin Sindelar
– Acrisure LLC
Lisa Sheely
– Acrisure
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8828) Hands-On Lab: The New EZLynx Reporting Has Arrived *Limited Seating Available
Location: Orovada 8
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Mel Alsabrook (she/her/hers)
– EZLynx
Aaron Rainey
– Applied Systems
EZLynx
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
(8868) Expert Panel: Why You Should Be Using Claims Download
Location: Starvine 11
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24
Location: Starvine 3
Beverly Moore
– Rollo Insurance Group, Inc
Lynn Covey (she/her/hers)
– TRICOR Insurance
Rebecca Jones
– Westan Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
Location: Mariposa 3
Jake N. Ferrara
– StreetSmart Insurance
Gary Fournerat
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
Location: Starvine 1
Janet Yem (she/her/hers)
– INSURICA
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8660) Developing Training Videos Using Your Smartphone
Location: Starvine 12
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8676) The State of Digital in Small Commercial
Location: Mariposa 6
Dale Steinke (he/him/his)
– Liberty Mutual Business Insurance / Safeco Insurance / State Auto Insurance
Business Management
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8829) Tips and Tricks for Common Download Issues
Location: Starvine 11
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8864) Expert Panel: The Future of Commercial Distribution at Applied
Location: Joshua 1
Kathy Hrach
– Ivans
Tim Lewis (he/him/his)
– Travelers Insurance
Belynda Hereford
– RCP Alera Group, LLC
Tatum Fish
– AssuredPartners
Raghav Tanna
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8884) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 (Repeat) *Limited Seating Available
Location: Orovada 8
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8903) User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic
Location: Mariposa 5
Susanna Fraser-Kuipers
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Melissa Sant'Ana (she/her/hers)
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
William Ma
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8916) EZLynx Retention Center: Making Renewals a Proactive and Repeatable Process
Location: Orovada 5
Michael Rabinowitz
– Applied Systems, Inc.
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Awad Alnawayseh
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8920) Managing Collaboration with Agency Workspace in EZLynx
Location: Mariposa 3
Wajahat Khan (he/him/his)
– EZLynx
Ryan Beukema
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8942) Tips and Tricks for Downloading with EZLynx
Location: Starvine 3
Michael Nelson
– EZLynx
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
Location: Mariposa 8
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8819) Maximize Efficiency Using Commercial Lines Download
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Robyn Orndorf
– Ivans
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8906) Commercial Quoting Capabilities of EZLynx Submission Center
Location: Starvine 3
Carlo Ferrara
– StreetSmart Insurance
Andrea Vollans
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8914) EZLynx Client Center: The One-Stop Shop for Insured Payments
Location: Mariposa 3
Vijay Rengarajan
– Applied Systems
Cortney Potts
– EZLynx
EZLynx
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
(9006) Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available
Location: Orovada 8
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
Location: Joshua 3
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
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
(8900) Best Practices for Managing Personal Lines Policies in EZLynx
Location: Mariposa 3
Janie Turner, CIC, CISR, ACSR
– EZLynx
Awad Alnawayseh
– EZLynx
EZLynx
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8932) How to Deal with Difficult Customers During Hard Times
Location: Starvine 3
Dean Molle
– Alliant Insurance Services
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8943) Tips and Tricks for Downloading with EZLynx (Repeat)
Location: Orovada 3
Michael Nelson
– EZLynx
Insurer Connectivity
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
Accountant
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9004) Discover the Future of Insurance Agency Operations
Location: Joshua 5
Mark Rogers
– Eleviant CTG + Milliken Agency Services
Gary Milliken
Matt Milliken
Sponsored Session
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8685) The Power of Pivot Tables
Location: Starvine 11
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8821) More Magic: Expanding your SET Command Skills in Microsoft Word
Location: Orovada 6
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9005) EZLynx Business Update and Product Keynote
Location: Primrose 4
Ryan Beukema
– EZLynx
Michael Streit
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9914) Learning Lounge - Accountant
Location: Pinyon Alcove - 1 West
Dana D. Krebs
– Highstreet Insurance Partners, LLC
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8684) Intermediate Tips and Tricks for Microsoft Excel
Location: Primrose 4
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
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
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
Location: Mariposa 3
Gary Fournerat
– EZLynx
Vijay Rengarajan
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
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
(8878) Best Practices for Managing Your Agency's Premium Trust in EZLynx
Location: Starvine 5
Cecily Kemp
– Applied Systems
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
(8952) Roundtable: EZLynx Customer Feedback
Location: Orovada 5
Brenna Johnson
– Applied Systems, EZLynx
Vijay Rengarajan
– Applied Systems
Ashok Reddy
– Applied Systems
Anoop Bargur
– EZLynx
Aaron Rainey
– Applied Systems
Janie Turner, CIC, CISR, ACSR
– EZLynx
Michael Rabinowitz
– Applied Systems, Inc.
Samantha Lawson
– EZLynx
Ryan Beukema
– EZLynx
Cecily Kemp
– Applied Systems
Wajahat Khan (he/him/his)
– EZLynx
Cortney Potts
– EZLynx
Mel Alsabrook (she/her/hers)
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Awad Alnawayseh
– EZLynx
Zach Thoenen
– Applied Systems
EZLynx
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
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
(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
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
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
(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
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
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
(8802) Benefits Commission Agreements, Transactions and Revenue Tracking in Applied Epic
Location: Mariposa 5
Susan A. Weiner (she/her/hers)
– Applied Systems, Inc.
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Employee Benefits
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
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8914) EZLynx Client Center: The One-Stop Shop for Insured Payments
Location: Mariposa 3
Vijay Rengarajan
– Applied Systems
Cortney Potts
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
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
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
Location: Joshua 3
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Canadian Broker
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8967) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Joshua 5
Jim Knecht
– Applied Systems
Jason Gobbel
– Kite Technology Group
Adam Atwell
– Kite Technology Group
Jeff Kite, Kite Tech Group
– Kite Tech Group
Andrew Bunyi
System Administration
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8821) More Magic: Expanding your SET Command Skills in Microsoft Word
Location: Orovada 6
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8823) Getting Started with Applied API Suite
Location: Starvine 6
Garrett Gupton
– Applied Systems
Sreekanth Kannepalli
– Applied Systems
Platform and Third Party Partnerships
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
(8832) Transitioning to Applied Epic Download
Location: Primrose 3
Missy Bosch
– McKinneyOlson Insurance
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
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
(8851) What’s Trending in Cybersecurity
Location: Joshua 9
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
Location: Mariposa 6
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Lindsay Stradeski (she/her/hers)
– Applied Systems
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Michael Chartier
– Applied Systems Canada
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8909) Developing and Investing in Your Technology Roadmap
Location: Mariposa 3
Adam Atwell
– Kite Technology Group
Business Management
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 – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
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
(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
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8921) Grow Your Agency with a Customer Relationship Management Strategy
Location: Starvine 3
Tucker Hood
– Insuredmine
Jackson Rollo
– Rollo Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
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
(8836) Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
Location: Primrose 1
Nancy Nicklow (she/her/hers)
– Huff Insurance
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Debra Alt (she/her/hers)
– Foundation Risk Partners
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8848) Expert Panel: How Your Peers Converted Leads to Sales Using Applied Tech
Location: Orovada 3
Bo Brown
– Sales
Marius Dinca (he/him/his)
– LMBF / AssurUni
Chase Keller
– Granite Insurance
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(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
(8926) Transform Your Commercial Lines Application and Renewal Process with Indio
Location: Orovada 4
Jesse B. Gomez (he/him/his)
– Applied Systems, Inc.
Carrie Conejo
– C3 Risk & Insurance Services
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8956) The New Realities of Talent and the Workforce Across P&C
Location: Primrose 3
Mark Breading
– ReSource Pro
Business Management
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
10:15 AM – 11:15 AM
PST
(8857) Expert Panel: How to Make Suspense Less Tense
Location: Orovada 6
Janice Sierra (she/her/hers)
– Applied Systems, Inc.
Deb Welsh
– RiskSOURCE Clark-Theders
Hannah Jacobs
– Bitonti Insurance Group
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8861) Expert Panel: Sales and Marketing Automation Best Practices
Location: Joshua 8
David Graham (he/him/his)
– CH Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Tia Viglianco (she/her/hers)
– Blue Ridge Risk Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Lisa Muvich (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8862) Expert Panel: Salesforce Administration and Best Practices for Applied Epic for Salesforce
Location: Joshua 3
Bo Brown
– Sales
Aaron Voss
– TrueNorth Companies
Diandra Carpenter
– Core Assurance Partners, Inc.
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24
Location: Starvine 3
Stacey Tipton Gelyon
– Applied Systems, Inc.
Betsy Cook
– NBT Insurance Agency, LLC
Debra Alt (she/her/hers)
– Foundation Risk Partners
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Tom Lind
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8908) What Business Leaders Need to Know About Cybersecurity
Location: Starvine 1
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8938) Recent Applied Epic Interface Enhancements You May Have Missed
Location: Joshua 10
Scott Ingram
– Applied Systems
Insurer Connectivity
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 – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9917) Learning Lounge - Canada
Location: Pinyon Alcove - 1 West
Melissa Lukas (she/her/hers)
– OTIP Group of Companies
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
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
(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
(8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
Location: Starvine 11
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Cal Durland
– Ivans
Christie Davis
– Westan Insurance Group/ Union City Insurance
Stacy Johansen
– Downeast Insurance, LLC
Joseph A. Clabaugh
– The Cincinnati Insurance Company
Insurer Connectivity
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
12:30 PM – 1:30 PM
PST
(8883) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available
Location: Orovada 1
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Stacey Tipton Gelyon
– Applied Systems, Inc.
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8901) Introduction to Canadian Commercial Lines Quoting in Applied Policy Works
Location: Mariposa 8
Kelly Bruce
– Applied Systems
Michael Chartier
– Applied Systems Canada
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8955) Insurance Brokerage Challenges and Opportunities
Location: Joshua 10
Tom Doran
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8960) Succession Planning
Location: Starvine 6
CJ Nolan
– Munn Insurance Ltd.
Kathy DeGrandchamp
– BOK Financial Insurance
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8977) New Dashboards in Applied Epic for Servicing Department/Team Leads
Location: Mariposa 4
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
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
(8859) Managing Remote Employees
Location: Orovada 4
Adam Hendry
– Applied Systems
Kerrie Koestner (she/her/hers)
– FBinsure
System Administration
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24
Location: Starvine 3
Beverly Moore
– Rollo Insurance Group, Inc
Lynn Covey (she/her/hers)
– TRICOR Insurance
Rebecca Jones
– Westan Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
Location: Starvine 1
Janet Yem (she/her/hers)
– INSURICA
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8953) Use Epic Dashboards Data to Drive Marketing Campaigns in Applied Marketing Automation
Location: Starvine 12
Linda Bendele
– Applied Systems
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Sandy Oliver (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8978) New Dashboards in Applied Epic for Sales Managers
Location: Joshua 9
Ro Olguin
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
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
(8833) Trends in HR
Location: Joshua 10
Kerrie Koestner (she/her/hers)
– FBinsure
Business Management
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
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8884) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 (Repeat) *Limited Seating Available
Location: Orovada 8
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8903) User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic
Location: Mariposa 5
Susanna Fraser-Kuipers
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Melissa Sant'Ana (she/her/hers)
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
William Ma
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
Location: Mariposa 8
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8976) New Dashboards in Applied Epic for Principals
Location: Primrose 6
Jim Zell
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8981) Private Data Lake - Learnings and Looking Ahead
Location: Orovada 3
Sreekanth Kannepalli
– Applied Systems
Garrett Gupton
– Applied Systems
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8843) Roundtable: Ask the Applied Epic Interface Team
Location: Orovada 3
Scott Ingram
– Applied Systems
Insurer Connectivity
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
(8890) Tactics on Using Data to Optimize Your Digital Marketing Strategy
Location: Starvine 11
Elizabeth Hawse
– Core Assurance Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
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
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8875) Hands-On Lab: Get Up and Running with Applied for Small Commercial Submissions *Limited Seating Available
Location: Orovada 8
Lauren Emmons
– Applied Systems
Ro Olguin
– Applied Systems, Inc.
Chad Jochum
– Applied Systems
Commercial Lines
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
(8932) How to Deal with Difficult Customers During Hard Times
Location: Starvine 3
Dean Molle
– Alliant Insurance Services
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8939) Using Applied Marketing Automation to Nurture Prospects and Win More Business
Location: Starvine 12
Lisa Muvich (she/her/hers)
– Applied Systems
Leah Golden (she/her/hers)
– Applied Systems
Sales and Marketing
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8968) Website Optimization That Drives Small Commercial Insurance Leads
Location: Orovada 5
Stacie Cooper
– Liberty Mutual Insurance | Safeco Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
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
Customer Service Rep
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
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8919) Hitting Growth Targets with the Performance Goals Feature in EZLynx
Location: Joshua 1
Jake N. Ferrara
– StreetSmart Insurance
Cecily Kemp
– Applied Systems
Samantha Lawson
– EZLynx
EZLynx
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
Location: Joshua 3
John McDonald
– blueC 802 Inc
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9004) Discover the Future of Insurance Agency Operations
Location: Joshua 5
Mark Rogers
– Eleviant CTG + Milliken Agency Services
Gary Milliken
Matt Milliken
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?
Location: Mariposa 6
Dana Beals
– Dana Beals Consulting, LLC
Jeff Smith
Steven Salar
Sponsored Session
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
(8815) Introduction to Internal Certificate Processing in Applied CSR24
Location: Starvine 1
Delia Grenier
– Applied Systems Inc
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Joy Jack
– Applied Systems
Mobility
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
(8851) What’s Trending in Cybersecurity
Location: Joshua 9
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8929) What's New and What's Next for Ivans Exchange
Location: Primrose 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8950) An Overview of Tarmika and What It Can Do for Your Agency
Location: Joshua 8
Lauren Emmons
– Applied Systems
Heather Rahman
– Tarmika - Applied Systems
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9005) EZLynx Business Update and Product Keynote
Location: Primrose 4
Ryan Beukema
– EZLynx
Michael Streit
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
Tuesday, Oct 24th
10:45 AM – 12:15 PM
PST
(8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
Location: Orovada 8
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
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
(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
(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
(8879) Deep Dive Into EZLynx Automation Center
Location: Joshua 3
Ryan Beukema
– EZLynx
Beaux Pilgrim (he/him/his)
– Reed Insurance
Awad Alnawayseh
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8881) Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available
Location: Orovada 8
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8910) End-to-End Quoting Experience in EZLynx Rating Engine
Location: Mariposa 5
Chris Spano
– Applied Systems, Inc.
Ashok Reddy
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8933) Maximize Your CRM Experience with EZLynx Sales Center
Location: Orovada 3
Wajahat Khan (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
Location: Mariposa 3
Gary Fournerat
– EZLynx
Vijay Rengarajan
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8638) Peer Insights on Adopting and Implementing Commercial Lines Download
Location: Joshua 10
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Mark Harrison
– Ivans
Insurer Connectivity
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
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
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
(8917) Best Practices for Managing Certificates of Insurance in EZLynx
Location: Mariposa 3
Janie Turner, CIC, CISR, ACSR
– EZLynx
Cortney Potts
– EZLynx
Jennifer Cornejo (she/her/hers)
– Compass Insurance Group, LLC
EZLynx
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
(8926) Transform Your Commercial Lines Application and Renewal Process with Indio
Location: Orovada 4
Jesse B. Gomez (he/him/his)
– Applied Systems, Inc.
Carrie Conejo
– C3 Risk & Insurance Services
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8941) What's New in Tarmika and What's Next for EZLynx Agencies
Location: Starvine 6
Lauren Emmons
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
(8690) It's Okay to Brag About Your Community Involvement
Location: Starvine 6
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
Shannon Chatman (she/her/hers)
– Liberty Mutual | Safeco Insurance | State Auto
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8808) Best Practices for Benefits Data Entry in Applied Epic
Location: Starvine 5
Randy Yue
– Applied Systems
Melissa Schultz
– Hausmann Group
Kim McDonald
– Applied Systems
Employee Benefits
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
(8863) Expert Panel: The Benefits of Using Tarmika to Manage Small Commercial Business
Location: Mariposa 8
Kristin Baker
– Rollo Insurance Group Inc.
Heather Legg
– Cadence Insurance
Bettie Baggette
– Higginbotham Insurance Agency
Sherry Dodd
– Bankers Insurance, LLC
Lauren Emmons
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24
Location: Starvine 3
Stacey Tipton Gelyon
– Applied Systems, Inc.
Betsy Cook
– NBT Insurance Agency, LLC
Debra Alt (she/her/hers)
– Foundation Risk Partners
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Tom Lind
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8889) ABCs of Applied Benefits Designer
Location: Mariposa 6
Rose Plewa (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8952) Roundtable: EZLynx Customer Feedback
Location: Orovada 5
Brenna Johnson
– Applied Systems, EZLynx
Vijay Rengarajan
– Applied Systems
Ashok Reddy
– Applied Systems
Anoop Bargur
– EZLynx
Aaron Rainey
– Applied Systems
Janie Turner, CIC, CISR, ACSR
– EZLynx
Michael Rabinowitz
– Applied Systems, Inc.
Samantha Lawson
– EZLynx
Ryan Beukema
– EZLynx
Cecily Kemp
– Applied Systems
Wajahat Khan (he/him/his)
– EZLynx
Cortney Potts
– EZLynx
Mel Alsabrook (she/her/hers)
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Awad Alnawayseh
– EZLynx
Zach Thoenen
– Applied Systems
EZLynx
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9912) Learning Lounge - Customer Service Representative
Location: Primrose Foyer - 3 East
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8856) Expert Panel: The Benefits Your Peers Have Seen from an EZLynx Management System
Location: Mariposa 3
Ryan Beukema
– EZLynx
Carlo Ferrara
– StreetSmart Insurance
Beaux Pilgrim (he/him/his)
– Reed Insurance
Jennifer Cornejo (she/her/hers)
– Compass Insurance Group, LLC
Wajahat Khan (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8883) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available
Location: Orovada 1
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Stacey Tipton Gelyon
– Applied Systems, Inc.
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8918) Best Practices for Managing Commercial Lines Workflows in EZLynx
Location: Mariposa 5
Janie Turner, CIC, CISR, ACSR
– EZLynx
Ajay Gupta
– Gupta Insurance and Financial Services
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8940) What's New in Tarmika and What's Next for Applied Epic Agencies
Location: Joshua 1
Lauren Emmons
– Applied Systems
Chad Jochum
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8993) What's New and What's Next for Ivans Exchange (Repeat)
Location: Orovada 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(8678) Building a Training Strategy that Supports a Culture of Learning
Location: Joshua 8
Kelsie Hoehne
– TRICOR Insurance LLC
Professional Development
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8828) Hands-On Lab: The New EZLynx Reporting Has Arrived *Limited Seating Available
Location: Orovada 8
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Mel Alsabrook (she/her/hers)
– EZLynx
Aaron Rainey
– Applied Systems
EZLynx
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24
Location: Starvine 3
Beverly Moore
– Rollo Insurance Group, Inc
Lynn Covey (she/her/hers)
– TRICOR Insurance
Rebecca Jones
– Westan Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
Location: Mariposa 3
Jake N. Ferrara
– StreetSmart Insurance
Gary Fournerat
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
Location: Starvine 1
Janet Yem (she/her/hers)
– INSURICA
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8660) Developing Training Videos Using Your Smartphone
Location: Starvine 12
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
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
(8884) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 (Repeat) *Limited Seating Available
Location: Orovada 8
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8916) EZLynx Retention Center: Making Renewals a Proactive and Repeatable Process
Location: Orovada 5
Michael Rabinowitz
– Applied Systems, Inc.
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Awad Alnawayseh
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8920) Managing Collaboration with Agency Workspace in EZLynx
Location: Mariposa 3
Wajahat Khan (he/him/his)
– EZLynx
Ryan Beukema
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
Location: Mariposa 8
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8674) Expert Panel: How to Onboard a New Hire to Be a Successful Account Manager
Location: Joshua 10
Susan Wagner, $43 Million in revenue
– Charles L. Crane Agency
Emily McKenna
– Crane Agency
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8793) Using Applied CSR24 for Your Specialty Markets and MGA/Broker Business
Location: Starvine 1
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8819) Maximize Efficiency Using Commercial Lines Download
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Robyn Orndorf
– Ivans
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8906) Commercial Quoting Capabilities of EZLynx Submission Center
Location: Starvine 3
Carlo Ferrara
– StreetSmart Insurance
Andrea Vollans
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8914) EZLynx Client Center: The One-Stop Shop for Insured Payments
Location: Mariposa 3
Vijay Rengarajan
– Applied Systems
Cortney Potts
– EZLynx
EZLynx
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
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
Location: Joshua 3
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
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
(8900) Best Practices for Managing Personal Lines Policies in EZLynx
Location: Mariposa 3
Janie Turner, CIC, CISR, ACSR
– EZLynx
Awad Alnawayseh
– EZLynx
EZLynx
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8939) Using Applied Marketing Automation to Nurture Prospects and Win More Business
Location: Starvine 12
Lisa Muvich (she/her/hers)
– Applied Systems
Leah Golden (she/her/hers)
– Applied Systems
Sales and Marketing
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
HR Manager
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8667) Using Social Media to Grow your Agency
Location: Joshua 3
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
David Graham (he/him/his)
– CH Insurance
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
Location: Joshua 10
Rick Morgan
– Wahve
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
Location: Joshua 8
Justin Goodman
– Total CSR
Sponsored Session
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
(9913) Learning Lounge - HR Manager
Location: Ironwood Alcove - 3 West
Cally Lever
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8818) Navigating Industry Challenges in 2023 and Beyond
Location: Starvine 6
Bobbie L. Fernandez (she/her/hers)
– Agency Performance Partners
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8956) The New Realities of Talent and the Workforce Across P&C
Location: Primrose 3
Mark Breading
– ReSource Pro
Business Management
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8677) Segmenting Clients Beyond Industry Codes
Location: Mariposa 3
Megan Brisebois, 1,000
– Acera Insurance Services
Jenny Coxon
– Acera Insurance Services
Business Management
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8690) It's Okay to Brag About Your Community Involvement
Location: Starvine 6
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
Shannon Chatman (she/her/hers)
– Liberty Mutual | Safeco Insurance | State Auto
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8637) How to Alleviate IT-Related Stress for Employees
Location: Orovada 5
Collin Passman
– Acrisure LLC
Shaun T. Lopez
– Highstreet Insurance Partners
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8955) Insurance Brokerage Challenges and Opportunities
Location: Joshua 10
Tom Doran
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8960) Succession Planning
Location: Starvine 6
CJ Nolan
– Munn Insurance Ltd.
Kathy DeGrandchamp
– BOK Financial Insurance
Business Management
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8678) Building a Training Strategy that Supports a Culture of Learning
Location: Joshua 8
Kelsie Hoehne
– TRICOR Insurance LLC
Professional Development
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8859) Managing Remote Employees
Location: Orovada 4
Adam Hendry
– Applied Systems
Kerrie Koestner (she/her/hers)
– FBinsure
System Administration
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8660) Developing Training Videos Using Your Smartphone
Location: Starvine 12
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8833) Trends in HR
Location: Joshua 10
Kerrie Koestner (she/her/hers)
– FBinsure
Business Management
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8674) Expert Panel: How to Onboard a New Hire to Be a Successful Account Manager
Location: Joshua 10
Susan Wagner, $43 Million in revenue
– Charles L. Crane Agency
Emily McKenna
– Crane Agency
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8932) How to Deal with Difficult Customers During Hard Times
Location: Starvine 3
Dean Molle
– Alliant Insurance Services
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Business Management
Insurer
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8805) Configuring Download in Applied Epic
Location: Joshua 10
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Paolina Testa (she/her/hers)
– Applied Systems
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8806) Configuring Download in Applied Epic (Repeat)
Location: Orovada 3
Marius Dinca (he/him/his)
– LMBF / AssurUni
Marie Habib (she/her/hers)
– LMBF Insurance
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8929) What's New and What's Next for Ivans Exchange
Location: Primrose 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Tuesday, Oct 24th
10:45 AM – 12:15 PM
PST
(8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
Location: Orovada 8
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8792) Understanding the Value of Instant Download
Location: Primrose 6
Jim Rogers
Mark Harrison
– Ivans
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8836) Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
Location: Primrose 1
Nancy Nicklow (she/her/hers)
– Huff Insurance
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Debra Alt (she/her/hers)
– Foundation Risk Partners
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8857) Expert Panel: How to Make Suspense Less Tense
Location: Orovada 6
Janice Sierra (she/her/hers)
– Applied Systems, Inc.
Deb Welsh
– RiskSOURCE Clark-Theders
Hannah Jacobs
– Bitonti Insurance Group
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8858) Expert Panel: Ivans Distribution Platform (Insurer Focused)
Location: Starvine 12
Taira Mandy
– Ivans
Casey Kempton
– Chubb
Bobbie Collies (she/her/hers)
– Coterie
Chris Cargill
– Westfield Insurance
David Murrell
– Nationwide
Commercial Lines
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8865) Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic
Location: Starvine 11
Kristin Thelen
– Bitonti Insurance Group
Christie Davis
– Westan Insurance Group/ Union City Insurance
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Robyn Orndorf
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
Location: Starvine 11
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Cal Durland
– Ivans
Christie Davis
– Westan Insurance Group/ Union City Insurance
Stacy Johansen
– Downeast Insurance, LLC
Joseph A. Clabaugh
– The Cincinnati Insurance Company
Insurer Connectivity
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8898) Introduction to Ask Kodiak
Location: Starvine 12
Jody Pinnock (he/him/his)
– Ivans / Ask Kodiak
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8993) What's New and What's Next for Ivans Exchange (Repeat)
Location: Orovada 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8683) Interface and Download Considerations for Larger Agencies
Location: Mariposa 8
Kevin Sindelar
– Acrisure LLC
Lisa Sheely
– Acrisure
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8791) Getting the Most Out of Claims Download
Location: Mariposa 6
Liz Jernigan
– Travelers Insurance
Cal Durland
– Ivans
Victor Rojas
John Obler
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8868) Expert Panel: Why You Should Be Using Claims Download
Location: Starvine 11
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8829) Tips and Tricks for Common Download Issues
Location: Starvine 11
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8864) Expert Panel: The Future of Commercial Distribution at Applied
Location: Joshua 1
Kathy Hrach
– Ivans
Tim Lewis (he/him/his)
– Travelers Insurance
Belynda Hereford
– RCP Alera Group, LLC
Tatum Fish
– AssuredPartners
Raghav Tanna
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8942) Tips and Tricks for Downloading with EZLynx
Location: Starvine 3
Michael Nelson
– EZLynx
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8819) Maximize Efficiency Using Commercial Lines Download
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Robyn Orndorf
– Ivans
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8843) Roundtable: Ask the Applied Epic Interface Team
Location: Orovada 3
Scott Ingram
– Applied Systems
Insurer Connectivity
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8943) Tips and Tricks for Downloading with EZLynx (Repeat)
Location: Orovada 3
Michael Nelson
– EZLynx
Insurer Connectivity
IT/Operations Manager
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8667) Using Social Media to Grow your Agency
Location: Joshua 3
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
David Graham (he/him/his)
– CH Insurance
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8805) Configuring Download in Applied Epic
Location: Joshua 10
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Paolina Testa (she/her/hers)
– Applied Systems
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8995) Unlock Your Sales Potential: Strategies for Growth
Location: Joshua 9
Tucker Hood
– Insuredmine
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
Location: Joshua 3
John McDonald
– blueC 802 Inc
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9004) Discover the Future of Insurance Agency Operations
Location: Joshua 5
Mark Rogers
– Eleviant CTG + Milliken Agency Services
Gary Milliken
Matt Milliken
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?
Location: Mariposa 6
Dana Beals
– Dana Beals Consulting, LLC
Jeff Smith
Steven Salar
Sponsored Session
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
(8685) The Power of Pivot Tables
Location: Starvine 11
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8806) Configuring Download in Applied Epic (Repeat)
Location: Orovada 3
Marius Dinca (he/him/his)
– LMBF / AssurUni
Marie Habib (she/her/hers)
– LMBF Insurance
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
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
(8815) Introduction to Internal Certificate Processing in Applied CSR24
Location: Starvine 1
Delia Grenier
– Applied Systems Inc
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Joy Jack
– Applied Systems
Mobility
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8821) More Magic: Expanding your SET Command Skills in Microsoft Word
Location: Orovada 6
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8823) Getting Started with Applied API Suite
Location: Starvine 6
Garrett Gupton
– Applied Systems
Sreekanth Kannepalli
– Applied Systems
Platform and Third Party Partnerships
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
(8832) Transitioning to Applied Epic Download
Location: Primrose 3
Missy Bosch
– McKinneyOlson Insurance
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
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
(8851) What’s Trending in Cybersecurity
Location: Joshua 9
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8853) Expert Panel: Managing Change on Your Benefits Team
Location: Starvine 5
Rose Plewa (she/her/hers)
– Applied Systems
Melissa Schultz
– Hausmann Group
Jayni Campbell
– Emery & Webb Insurance
Amy Dumke (she/her/hers)
– Risk Strategies Company
Employee Benefits
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8909) Developing and Investing in Your Technology Roadmap
Location: Mariposa 3
Adam Atwell
– Kite Technology Group
Business Management
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8929) What's New and What's Next for Ivans Exchange
Location: Primrose 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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 – 11:45 AM
PST
(8950) An Overview of Tarmika and What It Can Do for Your Agency
Location: Joshua 8
Lauren Emmons
– Applied Systems
Heather Rahman
– Tarmika - Applied Systems
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9005) EZLynx Business Update and Product Keynote
Location: Primrose 4
Ryan Beukema
– EZLynx
Michael Streit
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
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
10:45 AM – 12:15 PM
PST
(8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
Location: Orovada 8
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
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
(8684) Intermediate Tips and Tricks for Microsoft Excel
Location: Primrose 4
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
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
(8792) Understanding the Value of Instant Download
Location: Primrose 6
Jim Rogers
Mark Harrison
– Ivans
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8818) Navigating Industry Challenges in 2023 and Beyond
Location: Starvine 6
Bobbie L. Fernandez (she/her/hers)
– Agency Performance Partners
Business Management
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
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8921) Grow Your Agency with a Customer Relationship Management Strategy
Location: Starvine 3
Tucker Hood
– Insuredmine
Jackson Rollo
– Rollo Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8945) Using Benefits Plan Forms in Applied Epic
Location: Starvine 5
Kim McDonald
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Tom Lind
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
Employee Benefits
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(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
(8691) Hands-On Lab: Creating Lists and Campaigns in Applied Marketing Automation *Limited Seating Available
Location: Orovada 8
David Graham (he/him/his)
– CH Insurance
Linda Bendele
– Applied Systems
Delia Grenier
– Applied Systems Inc
Brandee Aguilar
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8816) The Latest Applied CSR24 Configuration and Administration Tips
Location: Mariposa 4
Matt Duggan
– Applied Systems
Nathan Hoar
– Applied Systems
Rebecca Michelau
– Applied Systems
Mobility
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8836) Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
Location: Primrose 1
Nancy Nicklow (she/her/hers)
– Huff Insurance
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Debra Alt (she/her/hers)
– Foundation Risk Partners
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8848) Expert Panel: How Your Peers Converted Leads to Sales Using Applied Tech
Location: Orovada 3
Bo Brown
– Sales
Marius Dinca (he/him/his)
– LMBF / AssurUni
Chase Keller
– Granite Insurance
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8927) Integrating with Employee Navigator to Complete the Benefits Renewal Process
Location: Mariposa 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8941) What's New in Tarmika and What's Next for EZLynx Agencies
Location: Starvine 6
Lauren Emmons
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8956) The New Realities of Talent and the Workforce Across P&C
Location: Primrose 3
Mark Breading
– ReSource Pro
Business Management
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
(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
(8677) Segmenting Clients Beyond Industry Codes
Location: Mariposa 3
Megan Brisebois, 1,000
– Acera Insurance Services
Jenny Coxon
– Acera Insurance Services
Business Management
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8857) Expert Panel: How to Make Suspense Less Tense
Location: Orovada 6
Janice Sierra (she/her/hers)
– Applied Systems, Inc.
Deb Welsh
– RiskSOURCE Clark-Theders
Hannah Jacobs
– Bitonti Insurance Group
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Insurer Connectivity
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8861) Expert Panel: Sales and Marketing Automation Best Practices
Location: Joshua 8
David Graham (he/him/his)
– CH Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Tia Viglianco (she/her/hers)
– Blue Ridge Risk Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Lisa Muvich (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8862) Expert Panel: Salesforce Administration and Best Practices for Applied Epic for Salesforce
Location: Joshua 3
Bo Brown
– Sales
Aaron Voss
– TrueNorth Companies
Diandra Carpenter
– Core Assurance Partners, Inc.
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8889) ABCs of Applied Benefits Designer
Location: Mariposa 6
Rose Plewa (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8908) What Business Leaders Need to Know About Cybersecurity
Location: Starvine 1
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8938) Recent Applied Epic Interface Enhancements You May Have Missed
Location: Joshua 10
Scott Ingram
– Applied Systems
Insurer Connectivity
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 – 11:15 AM
PST
(8952) Roundtable: EZLynx Customer Feedback
Location: Orovada 5
Brenna Johnson
– Applied Systems, EZLynx
Vijay Rengarajan
– Applied Systems
Ashok Reddy
– Applied Systems
Anoop Bargur
– EZLynx
Aaron Rainey
– Applied Systems
Janie Turner, CIC, CISR, ACSR
– EZLynx
Michael Rabinowitz
– Applied Systems, Inc.
Samantha Lawson
– EZLynx
Ryan Beukema
– EZLynx
Cecily Kemp
– Applied Systems
Wajahat Khan (he/him/his)
– EZLynx
Cortney Potts
– EZLynx
Mel Alsabrook (she/her/hers)
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Awad Alnawayseh
– EZLynx
Zach Thoenen
– Applied Systems
EZLynx
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9916) Learning Lounge - IT/Operations Manager
Location: Ironwood Alcove - 3 West
Collin Passman
– Acrisure LLC
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
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
(8637) How to Alleviate IT-Related Stress for Employees
Location: Orovada 5
Collin Passman
– Acrisure LLC
Shaun T. Lopez
– Highstreet Insurance Partners
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(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
(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
(8854) Expert Panel: Maximizing Your Benefits User Experience
Location: Starvine 5
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Kara Roeder
– The Accel Group, LLC
Amy Dumke (she/her/hers)
– Risk Strategies Company
Heather Bolhuis
– Ottawa Kent Insurance Agency Inc
Employee Benefits
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
(8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
Location: Starvine 11
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Cal Durland
– Ivans
Christie Davis
– Westan Insurance Group/ Union City Insurance
Stacy Johansen
– Downeast Insurance, LLC
Joseph A. Clabaugh
– The Cincinnati Insurance Company
Insurer Connectivity
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
12:30 PM – 1:30 PM
PST
(8940) What's New in Tarmika and What's Next for Applied Epic Agencies
Location: Joshua 1
Lauren Emmons
– Applied Systems
Chad Jochum
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8960) Succession Planning
Location: Starvine 6
CJ Nolan
– Munn Insurance Ltd.
Kathy DeGrandchamp
– BOK Financial Insurance
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8993) What's New and What's Next for Ivans Exchange (Repeat)
Location: Orovada 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(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
(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
(8678) Building a Training Strategy that Supports a Culture of Learning
Location: Joshua 8
Kelsie Hoehne
– TRICOR Insurance LLC
Professional Development
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8683) Interface and Download Considerations for Larger Agencies
Location: Mariposa 8
Kevin Sindelar
– Acrisure LLC
Lisa Sheely
– Acrisure
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8791) Getting the Most Out of Claims Download
Location: Mariposa 6
Liz Jernigan
– Travelers Insurance
Cal Durland
– Ivans
Victor Rojas
John Obler
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8813) Integrating VoIP with Applied Epic
Location: Starvine 6
Brez Jacobus
– Applied Systems
Garrett Gupton
– Applied Systems
Platform and Third Party Partnerships
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8834) Using Applied Epic Attachment Templates and Proposals for Benefits
Location: Mariposa 5
Burt Tower (he/him/his)
– Applied Systems
Randy Yue
– Applied Systems
Kim McDonald
– Applied Systems
Employee Benefits
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
(8859) Managing Remote Employees
Location: Orovada 4
Adam Hendry
– Applied Systems
Kerrie Koestner (she/her/hers)
– FBinsure
System Administration
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8868) Expert Panel: Why You Should Be Using Claims Download
Location: Starvine 11
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(8922) Guiding Employers to Smart Decisions with Applied Benefits Designer
Location: Joshua 10
Victoria Weise (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Carlie Johnston (she/her/hers)
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
Location: Starvine 1
Janet Yem (she/her/hers)
– INSURICA
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8953) Use Epic Dashboards Data to Drive Marketing Campaigns in Applied Marketing Automation
Location: Starvine 12
Linda Bendele
– Applied Systems
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Sandy Oliver (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8655) Configuring Attachment Templates for Standardized Communications
Location: Starvine 1
Ingrid Smith ANFI, ACSR (she/her/hers)
– Baldwin Risk Partners
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Platform and Third Party Partnerships
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
(8660) Developing Training Videos Using Your Smartphone
Location: Starvine 12
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
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
(8829) Tips and Tricks for Common Download Issues
Location: Starvine 11
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
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
(8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8942) Tips and Tricks for Downloading with EZLynx
Location: Starvine 3
Michael Nelson
– EZLynx
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8946) What's New and What's Next in Applied Benefits Solutions
Location: Orovada 6
Tom Lind
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
Location: Mariposa 8
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8981) Private Data Lake - Learnings and Looking Ahead
Location: Orovada 3
Sreekanth Kannepalli
– Applied Systems
Garrett Gupton
– Applied Systems
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8674) Expert Panel: How to Onboard a New Hire to Be a Successful Account Manager
Location: Joshua 10
Susan Wagner, $43 Million in revenue
– Charles L. Crane Agency
Emily McKenna
– Crane Agency
Professional Development
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
(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
(8807) Creating Benefits Guides Using New Applied Epic Benefits Forms
Location: Mariposa 8
Burt Tower (he/him/his)
– Applied Systems
Randy Yue
– Applied Systems
Employee Benefits
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
(8843) Roundtable: Ask the Applied Epic Interface Team
Location: Orovada 3
Scott Ingram
– Applied Systems
Insurer Connectivity
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
(8890) Tactics on Using Data to Optimize Your Digital Marketing Strategy
Location: Starvine 11
Elizabeth Hawse
– Core Assurance Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
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
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(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
(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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
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
(8932) How to Deal with Difficult Customers During Hard Times
Location: Starvine 3
Dean Molle
– Alliant Insurance Services
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8943) Tips and Tricks for Downloading with EZLynx (Repeat)
Location: Orovada 3
Michael Nelson
– EZLynx
Insurer Connectivity
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
Marketing Manager/Specialist
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8667) Using Social Media to Grow your Agency
Location: Joshua 3
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
David Graham (he/him/his)
– CH Insurance
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8967) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Joshua 5
Jim Knecht
– Applied Systems
Jason Gobbel
– Kite Technology Group
Adam Atwell
– Kite Technology Group
Jeff Kite, Kite Tech Group
– Kite Tech Group
Andrew Bunyi
System Administration
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8995) Unlock Your Sales Potential: Strategies for Growth
Location: Joshua 9
Tucker Hood
– Insuredmine
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
Location: Joshua 8
Justin Goodman
– Total CSR
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?
Location: Mariposa 6
Dana Beals
– Dana Beals Consulting, LLC
Jeff Smith
Steven Salar
Sponsored Session
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
(8685) The Power of Pivot Tables
Location: Starvine 11
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8821) More Magic: Expanding your SET Command Skills in Microsoft Word
Location: Orovada 6
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8950) An Overview of Tarmika and What It Can Do for Your Agency
Location: Joshua 8
Lauren Emmons
– Applied Systems
Heather Rahman
– Tarmika - Applied Systems
Commercial Lines
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8684) Intermediate Tips and Tricks for Microsoft Excel
Location: Primrose 4
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8811) Determine If Applied Epic or EZlynx Is the Right Fit for You
Location: Joshua 8
Caitlin Evans (she/her/hers)
– Applied Systems, Inc.
Kara Wood
– Applied Systems
Owen Hayes
– Applied Systems
Applied TAM
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8881) Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available
Location: Orovada 8
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
Location: Mariposa 3
Gary Fournerat
– EZLynx
Vijay Rengarajan
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(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
(8691) Hands-On Lab: Creating Lists and Campaigns in Applied Marketing Automation *Limited Seating Available
Location: Orovada 8
David Graham (he/him/his)
– CH Insurance
Linda Bendele
– Applied Systems
Delia Grenier
– Applied Systems Inc
Brandee Aguilar
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8797) Everything You Need to Know About Implementing the Applied Epic Agency Management System
Location: Mariposa 6
Ro Olguin
– Applied Systems, Inc.
Bill Ellingboe
– Applied Systems
Michelle D'Argenio
– Activation Services / Applied Systems
Applied TAM
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
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
(8941) What's New in Tarmika and What's Next for EZLynx Agencies
Location: Starvine 6
Lauren Emmons
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8998) Everything You Need to Know About Implementing the EZLynx Agency Management System
Location: Starvine 3
Kim Dudek
– Applied Systems
Nathan Walker
– EZLynx
Joy Jack
– Applied Systems
Applied TAM
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8690) It's Okay to Brag About Your Community Involvement
Location: Starvine 6
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
Shannon Chatman (she/her/hers)
– Liberty Mutual | Safeco Insurance | State Auto
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8861) Expert Panel: Sales and Marketing Automation Best Practices
Location: Joshua 8
David Graham (he/him/his)
– CH Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Tia Viglianco (she/her/hers)
– Blue Ridge Risk Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Lisa Muvich (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8940) What's New in Tarmika and What's Next for Applied Epic Agencies
Location: Joshua 1
Lauren Emmons
– Applied Systems
Chad Jochum
– Applied Systems
Commercial Lines
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
(8800) What to Expect for Data Migration When Transitioning to Applied Epic®
Location: Orovada 6
Nick Morales (he/him/his)
– Applied Systems
Nicole Kamzic (she/her/hers)
– Applied Systems
Bill Ellingboe
– Applied Systems
Applied TAM
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8801) Applied TAM Sales Process and Next Steps
Location: Starvine 5
Owen Hayes
– Applied Systems
Applied TAM
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
Location: Mariposa 3
Jake N. Ferrara
– StreetSmart Insurance
Gary Fournerat
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
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
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
Location: Mariposa 8
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8831) What to Expect for Data Migration When Transitioning to EZLynx
Location: Orovada 6
Nick Morales (he/him/his)
– Applied Systems
Nicole Kamzic (she/her/hers)
– Applied Systems
Cassie Lorenzen (she/her/hers)
– Applied Systems
Applied TAM
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8890) Tactics on Using Data to Optimize Your Digital Marketing Strategy
Location: Starvine 11
Elizabeth Hawse
– Core Assurance Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
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
8:15 AM – 9:15 AM
PST
(9006) Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available
Location: Orovada 8
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8645) Marketing Your Agency: Putting It All Together
Location: Orovada 6
Jason L. Lehman, FUSA Insurance Agency
– FUSA Insurance Agency
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
Location: Joshua 3
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8968) Website Optimization That Drives Small Commercial Insurance Leads
Location: Orovada 5
Stacie Cooper
– Liberty Mutual Insurance | Safeco Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Office Manager
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8667) Using Social Media to Grow your Agency
Location: Joshua 3
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
David Graham (he/him/his)
– CH Insurance
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8805) Configuring Download in Applied Epic
Location: Joshua 10
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Paolina Testa (she/her/hers)
– Applied Systems
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8919) Hitting Growth Targets with the Performance Goals Feature in EZLynx
Location: Joshua 1
Jake N. Ferrara
– StreetSmart Insurance
Cecily Kemp
– Applied Systems
Samantha Lawson
– EZLynx
EZLynx
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8967) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Joshua 5
Jim Knecht
– Applied Systems
Jason Gobbel
– Kite Technology Group
Adam Atwell
– Kite Technology Group
Jeff Kite, Kite Tech Group
– Kite Tech Group
Andrew Bunyi
System Administration
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
Location: Joshua 10
Rick Morgan
– Wahve
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
Location: Joshua 8
Justin Goodman
– Total CSR
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
Location: Joshua 3
John McDonald
– blueC 802 Inc
Sponsored Session
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
(8685) The Power of Pivot Tables
Location: Starvine 11
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8806) Configuring Download in Applied Epic (Repeat)
Location: Orovada 3
Marius Dinca (he/him/his)
– LMBF / AssurUni
Marie Habib (she/her/hers)
– LMBF Insurance
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
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
(8815) Introduction to Internal Certificate Processing in Applied CSR24
Location: Starvine 1
Delia Grenier
– Applied Systems Inc
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Joy Jack
– Applied Systems
Mobility
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8821) More Magic: Expanding your SET Command Skills in Microsoft Word
Location: Orovada 6
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Platform and Third Party Partnerships
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
(8832) Transitioning to Applied Epic Download
Location: Primrose 3
Missy Bosch
– McKinneyOlson Insurance
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
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
(8851) What’s Trending in Cybersecurity
Location: Joshua 9
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8853) Expert Panel: Managing Change on Your Benefits Team
Location: Starvine 5
Rose Plewa (she/her/hers)
– Applied Systems
Melissa Schultz
– Hausmann Group
Jayni Campbell
– Emery & Webb Insurance
Amy Dumke (she/her/hers)
– Risk Strategies Company
Employee Benefits
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
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
Location: Mariposa 6
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Lindsay Stradeski (she/her/hers)
– Applied Systems
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Michael Chartier
– Applied Systems Canada
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
Location: Mariposa 6
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Lindsay Stradeski (she/her/hers)
– Applied Systems
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Michael Chartier
– Applied Systems Canada
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8929) What's New and What's Next for Ivans Exchange
Location: Primrose 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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 – 11:45 AM
PST
(8950) An Overview of Tarmika and What It Can Do for Your Agency
Location: Joshua 8
Lauren Emmons
– Applied Systems
Heather Rahman
– Tarmika - Applied Systems
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9005) EZLynx Business Update and Product Keynote
Location: Primrose 4
Ryan Beukema
– EZLynx
Michael Streit
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
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
10:45 AM – 12:15 PM
PST
(8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
Location: Orovada 8
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
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
(8684) Intermediate Tips and Tricks for Microsoft Excel
Location: Primrose 4
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
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
(8792) Understanding the Value of Instant Download
Location: Primrose 6
Jim Rogers
Mark Harrison
– Ivans
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8879) Deep Dive Into EZLynx Automation Center
Location: Joshua 3
Ryan Beukema
– EZLynx
Beaux Pilgrim (he/him/his)
– Reed Insurance
Awad Alnawayseh
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8933) Maximize Your CRM Experience with EZLynx Sales Center
Location: Orovada 3
Wajahat Khan (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
Location: Mariposa 3
Gary Fournerat
– EZLynx
Vijay Rengarajan
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8638) Peer Insights on Adopting and Implementing Commercial Lines Download
Location: Joshua 10
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Mark Harrison
– Ivans
Insurer Connectivity
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
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8816) The Latest Applied CSR24 Configuration and Administration Tips
Location: Mariposa 4
Matt Duggan
– Applied Systems
Nathan Hoar
– Applied Systems
Rebecca Michelau
– Applied Systems
Mobility
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8836) Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
Location: Primrose 1
Nancy Nicklow (she/her/hers)
– Huff Insurance
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Debra Alt (she/her/hers)
– Foundation Risk Partners
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Scott Ingram
– Applied Systems
Insurer Connectivity
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
(8926) Transform Your Commercial Lines Application and Renewal Process with Indio
Location: Orovada 4
Jesse B. Gomez (he/him/his)
– Applied Systems, Inc.
Carrie Conejo
– C3 Risk & Insurance Services
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8941) What's New in Tarmika and What's Next for EZLynx Agencies
Location: Starvine 6
Lauren Emmons
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
10:15 AM – 11:15 AM
PST
(8690) It's Okay to Brag About Your Community Involvement
Location: Starvine 6
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
Shannon Chatman (she/her/hers)
– Liberty Mutual | Safeco Insurance | State Auto
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8863) Expert Panel: The Benefits of Using Tarmika to Manage Small Commercial Business
Location: Mariposa 8
Kristin Baker
– Rollo Insurance Group Inc.
Heather Legg
– Cadence Insurance
Bettie Baggette
– Higginbotham Insurance Agency
Sherry Dodd
– Bankers Insurance, LLC
Lauren Emmons
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8865) Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic
Location: Starvine 11
Kristin Thelen
– Bitonti Insurance Group
Christie Davis
– Westan Insurance Group/ Union City Insurance
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Robyn Orndorf
– Ivans
Insurer Connectivity
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
(8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24
Location: Starvine 3
Stacey Tipton Gelyon
– Applied Systems, Inc.
Betsy Cook
– NBT Insurance Agency, LLC
Debra Alt (she/her/hers)
– Foundation Risk Partners
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Tom Lind
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8908) What Business Leaders Need to Know About Cybersecurity
Location: Starvine 1
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8938) Recent Applied Epic Interface Enhancements You May Have Missed
Location: Joshua 10
Scott Ingram
– Applied Systems
Insurer Connectivity
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 – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(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
(8856) Expert Panel: The Benefits Your Peers Have Seen from an EZLynx Management System
Location: Mariposa 3
Ryan Beukema
– EZLynx
Carlo Ferrara
– StreetSmart Insurance
Beaux Pilgrim (he/him/his)
– Reed Insurance
Jennifer Cornejo (she/her/hers)
– Compass Insurance Group, LLC
Wajahat Khan (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
Location: Starvine 11
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Cal Durland
– Ivans
Christie Davis
– Westan Insurance Group/ Union City Insurance
Stacy Johansen
– Downeast Insurance, LLC
Joseph A. Clabaugh
– The Cincinnati Insurance Company
Insurer Connectivity
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8883) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available
Location: Orovada 1
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Stacey Tipton Gelyon
– Applied Systems, Inc.
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8901) Introduction to Canadian Commercial Lines Quoting in Applied Policy Works
Location: Mariposa 8
Kelly Bruce
– Applied Systems
Michael Chartier
– Applied Systems Canada
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8940) What's New in Tarmika and What's Next for Applied Epic Agencies
Location: Joshua 1
Lauren Emmons
– Applied Systems
Chad Jochum
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8960) Succession Planning
Location: Starvine 6
CJ Nolan
– Munn Insurance Ltd.
Kathy DeGrandchamp
– BOK Financial Insurance
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8977) New Dashboards in Applied Epic for Servicing Department/Team Leads
Location: Mariposa 4
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8993) What's New and What's Next for Ivans Exchange (Repeat)
Location: Orovada 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(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
(8678) Building a Training Strategy that Supports a Culture of Learning
Location: Joshua 8
Kelsie Hoehne
– TRICOR Insurance LLC
Professional Development
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8683) Interface and Download Considerations for Larger Agencies
Location: Mariposa 8
Kevin Sindelar
– Acrisure LLC
Lisa Sheely
– Acrisure
Paolina Testa (she/her/hers)
– Applied Systems
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8791) Getting the Most Out of Claims Download
Location: Mariposa 6
Liz Jernigan
– Travelers Insurance
Cal Durland
– Ivans
Victor Rojas
John Obler
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8834) Using Applied Epic Attachment Templates and Proposals for Benefits
Location: Mariposa 5
Burt Tower (he/him/his)
– Applied Systems
Randy Yue
– Applied Systems
Kim McDonald
– Applied Systems
Employee Benefits
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
(8859) Managing Remote Employees
Location: Orovada 4
Adam Hendry
– Applied Systems
Kerrie Koestner (she/her/hers)
– FBinsure
System Administration
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8868) Expert Panel: Why You Should Be Using Claims Download
Location: Starvine 11
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24
Location: Starvine 3
Beverly Moore
– Rollo Insurance Group, Inc
Lynn Covey (she/her/hers)
– TRICOR Insurance
Rebecca Jones
– Westan Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
Location: Mariposa 3
Jake N. Ferrara
– StreetSmart Insurance
Gary Fournerat
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
Location: Starvine 1
Janet Yem (she/her/hers)
– INSURICA
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8978) New Dashboards in Applied Epic for Sales Managers
Location: Joshua 9
Ro Olguin
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
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
(8660) Developing Training Videos Using Your Smartphone
Location: Starvine 12
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8829) Tips and Tricks for Common Download Issues
Location: Starvine 11
Celia Cauthen (she/her/hers)
– Applied Systems
Insurer Connectivity
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
(8884) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 (Repeat) *Limited Seating Available
Location: Orovada 8
Brandee Aguilar
– Applied Systems
Nathan Hoar
– Applied Systems
Courtney Brablec (she/her/hers)
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8903) User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic
Location: Mariposa 5
Susanna Fraser-Kuipers
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Melissa Sant'Ana (she/her/hers)
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
William Ma
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8920) Managing Collaboration with Agency Workspace in EZLynx
Location: Mariposa 3
Wajahat Khan (he/him/his)
– EZLynx
Ryan Beukema
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8942) Tips and Tricks for Downloading with EZLynx
Location: Starvine 3
Michael Nelson
– EZLynx
Insurer Connectivity
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
Location: Mariposa 8
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8674) Expert Panel: How to Onboard a New Hire to Be a Successful Account Manager
Location: Joshua 10
Susan Wagner, $43 Million in revenue
– Charles L. Crane Agency
Emily McKenna
– Crane Agency
Professional Development
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
(8793) Using Applied CSR24 for Your Specialty Markets and MGA/Broker Business
Location: Starvine 1
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8807) Creating Benefits Guides Using New Applied Epic Benefits Forms
Location: Mariposa 8
Burt Tower (he/him/his)
– Applied Systems
Randy Yue
– Applied Systems
Employee Benefits
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8819) Maximize Efficiency Using Commercial Lines Download
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Robyn Orndorf
– Ivans
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8843) Roundtable: Ask the Applied Epic Interface Team
Location: Orovada 3
Scott Ingram
– Applied Systems
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
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
(9006) Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available
Location: Orovada 8
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8645) Marketing Your Agency: Putting It All Together
Location: Orovada 6
Jason L. Lehman, FUSA Insurance Agency
– FUSA Insurance Agency
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8875) Hands-On Lab: Get Up and Running with Applied for Small Commercial Submissions *Limited Seating Available
Location: Orovada 8
Lauren Emmons
– Applied Systems
Ro Olguin
– Applied Systems, Inc.
Chad Jochum
– Applied Systems
Commercial Lines
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
(8943) Tips and Tricks for Downloading with EZLynx (Repeat)
Location: Orovada 3
Michael Nelson
– EZLynx
Insurer Connectivity
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8968) Website Optimization That Drives Small Commercial Insurance Leads
Location: Orovada 5
Stacie Cooper
– Liberty Mutual Insurance | Safeco Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
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
(8994) Personal Lines for Benefits - Applied Best Practices
Location: Starvine 11
Ashley King (she/her/hers)
– Cadence Insurance
Applied Epic
Owner/Principal
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8667) Using Social Media to Grow your Agency
Location: Joshua 3
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
David Graham (he/him/his)
– CH Insurance
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8919) Hitting Growth Targets with the Performance Goals Feature in EZLynx
Location: Joshua 1
Jake N. Ferrara
– StreetSmart Insurance
Cecily Kemp
– Applied Systems
Samantha Lawson
– EZLynx
EZLynx
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8967) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Joshua 5
Jim Knecht
– Applied Systems
Jason Gobbel
– Kite Technology Group
Adam Atwell
– Kite Technology Group
Jeff Kite, Kite Tech Group
– Kite Tech Group
Andrew Bunyi
System Administration
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8995) Unlock Your Sales Potential: Strategies for Growth
Location: Joshua 9
Tucker Hood
– Insuredmine
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
Location: Joshua 10
Rick Morgan
– Wahve
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
Location: Joshua 8
Justin Goodman
– Total CSR
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
Location: Joshua 3
John McDonald
– blueC 802 Inc
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9004) Discover the Future of Insurance Agency Operations
Location: Joshua 5
Mark Rogers
– Eleviant CTG + Milliken Agency Services
Gary Milliken
Matt Milliken
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?
Location: Mariposa 6
Dana Beals
– Dana Beals Consulting, LLC
Jeff Smith
Steven Salar
Sponsored Session
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
(8685) The Power of Pivot Tables
Location: Starvine 11
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
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
(8821) More Magic: Expanding your SET Command Skills in Microsoft Word
Location: Orovada 6
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Platform and Third Party Partnerships
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
(8853) Expert Panel: Managing Change on Your Benefits Team
Location: Starvine 5
Rose Plewa (she/her/hers)
– Applied Systems
Melissa Schultz
– Hausmann Group
Jayni Campbell
– Emery & Webb Insurance
Amy Dumke (she/her/hers)
– Risk Strategies Company
Employee Benefits
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
Location: Mariposa 6
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Lindsay Stradeski (she/her/hers)
– Applied Systems
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Michael Chartier
– Applied Systems Canada
Commercial Lines
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 – 11:45 AM
PST
(8950) An Overview of Tarmika and What It Can Do for Your Agency
Location: Joshua 8
Lauren Emmons
– Applied Systems
Heather Rahman
– Tarmika - Applied Systems
Commercial Lines
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9005) EZLynx Business Update and Product Keynote
Location: Primrose 4
Ryan Beukema
– EZLynx
Michael Streit
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(9911) Learning Lounge - Owner/Principal
Location: Primrose Foyer - 3 East
Kathy Ball
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
(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
(8684) Intermediate Tips and Tricks for Microsoft Excel
Location: Primrose 4
Sue Good (she/her/hers)
– Alexant Systems Corporation
Platform and Third Party Partnerships
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
(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
(8879) Deep Dive Into EZLynx Automation Center
Location: Joshua 3
Ryan Beukema
– EZLynx
Beaux Pilgrim (he/him/his)
– Reed Insurance
Awad Alnawayseh
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8881) Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available
Location: Orovada 8
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8910) End-to-End Quoting Experience in EZLynx Rating Engine
Location: Mariposa 5
Chris Spano
– Applied Systems, Inc.
Ashok Reddy
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8921) Grow Your Agency with a Customer Relationship Management Strategy
Location: Starvine 3
Tucker Hood
– Insuredmine
Jackson Rollo
– Rollo Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8933) Maximize Your CRM Experience with EZLynx Sales Center
Location: Orovada 3
Wajahat Khan (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
Location: Mariposa 3
Gary Fournerat
– EZLynx
Vijay Rengarajan
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8945) Using Benefits Plan Forms in Applied Epic
Location: Starvine 5
Kim McDonald
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Tom Lind
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
Employee Benefits
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8638) Peer Insights on Adopting and Implementing Commercial Lines Download
Location: Joshua 10
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Mark Harrison
– Ivans
Insurer Connectivity
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8691) Hands-On Lab: Creating Lists and Campaigns in Applied Marketing Automation *Limited Seating Available
Location: Orovada 8
David Graham (he/him/his)
– CH Insurance
Linda Bendele
– Applied Systems
Delia Grenier
– Applied Systems Inc
Brandee Aguilar
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8836) Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
Location: Primrose 1
Nancy Nicklow (she/her/hers)
– Huff Insurance
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Debra Alt (she/her/hers)
– Foundation Risk Partners
Tamie J. Weydert, TRICOR (she/her/hers)
– TRICOR, LLC
Scott Ingram
– Applied Systems
Insurer Connectivity
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8848) Expert Panel: How Your Peers Converted Leads to Sales Using Applied Tech
Location: Orovada 3
Bo Brown
– Sales
Marius Dinca (he/him/his)
– LMBF / AssurUni
Chase Keller
– Granite Insurance
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8878) Best Practices for Managing Your Agency's Premium Trust in EZLynx
Location: Starvine 5
Cecily Kemp
– Applied Systems
Brenna Johnson
– Applied Systems, EZLynx
EZLynx
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
(8917) Best Practices for Managing Certificates of Insurance in EZLynx
Location: Mariposa 3
Janie Turner, CIC, CISR, ACSR
– EZLynx
Cortney Potts
– EZLynx
Jennifer Cornejo (she/her/hers)
– Compass Insurance Group, LLC
EZLynx
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8926) Transform Your Commercial Lines Application and Renewal Process with Indio
Location: Orovada 4
Jesse B. Gomez (he/him/his)
– Applied Systems, Inc.
Carrie Conejo
– C3 Risk & Insurance Services
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8927) Integrating with Employee Navigator to Complete the Benefits Renewal Process
Location: Mariposa 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Employee Benefits
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8941) What's New in Tarmika and What's Next for EZLynx Agencies
Location: Starvine 6
Lauren Emmons
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Commercial Lines
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
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
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
(8690) It's Okay to Brag About Your Community Involvement
Location: Starvine 6
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
Shannon Chatman (she/her/hers)
– Liberty Mutual | Safeco Insurance | State Auto
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8858) Expert Panel: Ivans Distribution Platform (Insurer Focused)
Location: Starvine 12
Taira Mandy
– Ivans
Casey Kempton
– Chubb
Bobbie Collies (she/her/hers)
– Coterie
Chris Cargill
– Westfield Insurance
David Murrell
– Nationwide
Commercial Lines
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8861) Expert Panel: Sales and Marketing Automation Best Practices
Location: Joshua 8
David Graham (he/him/his)
– CH Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Tia Viglianco (she/her/hers)
– Blue Ridge Risk Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Lisa Muvich (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8862) Expert Panel: Salesforce Administration and Best Practices for Applied Epic for Salesforce
Location: Joshua 3
Bo Brown
– Sales
Aaron Voss
– TrueNorth Companies
Diandra Carpenter
– Core Assurance Partners, Inc.
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8865) Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic
Location: Starvine 11
Kristin Thelen
– Bitonti Insurance Group
Christie Davis
– Westan Insurance Group/ Union City Insurance
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Robyn Orndorf
– Ivans
Insurer Connectivity
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
(8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24
Location: Starvine 3
Stacey Tipton Gelyon
– Applied Systems, Inc.
Betsy Cook
– NBT Insurance Agency, LLC
Debra Alt (she/her/hers)
– Foundation Risk Partners
Becky RiskSOURCE (she/her/hers)
– RiskSOURCE
Tom Lind
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8889) ABCs of Applied Benefits Designer
Location: Mariposa 6
Rose Plewa (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8908) What Business Leaders Need to Know About Cybersecurity
Location: Starvine 1
David Gerlach
– Applied Systems
Tanner Randolph
– Applied Systems
System Administration
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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 – 11:15 AM
PST
(8952) Roundtable: EZLynx Customer Feedback
Location: Orovada 5
Brenna Johnson
– Applied Systems, EZLynx
Vijay Rengarajan
– Applied Systems
Ashok Reddy
– Applied Systems
Anoop Bargur
– EZLynx
Aaron Rainey
– Applied Systems
Janie Turner, CIC, CISR, ACSR
– EZLynx
Michael Rabinowitz
– Applied Systems, Inc.
Samantha Lawson
– EZLynx
Ryan Beukema
– EZLynx
Cecily Kemp
– Applied Systems
Wajahat Khan (he/him/his)
– EZLynx
Cortney Potts
– EZLynx
Mel Alsabrook (she/her/hers)
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Awad Alnawayseh
– EZLynx
Zach Thoenen
– Applied Systems
EZLynx
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
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
(8854) Expert Panel: Maximizing Your Benefits User Experience
Location: Starvine 5
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Kara Roeder
– The Accel Group, LLC
Amy Dumke (she/her/hers)
– Risk Strategies Company
Heather Bolhuis
– Ottawa Kent Insurance Agency Inc
Employee Benefits
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
(8856) Expert Panel: The Benefits Your Peers Have Seen from an EZLynx Management System
Location: Mariposa 3
Ryan Beukema
– EZLynx
Carlo Ferrara
– StreetSmart Insurance
Beaux Pilgrim (he/him/his)
– Reed Insurance
Jennifer Cornejo (she/her/hers)
– Compass Insurance Group, LLC
Wajahat Khan (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
Location: Starvine 11
Cortney DeCaires (she/her/hers)
– Morris & Garritano Insurance
Cal Durland
– Ivans
Christie Davis
– Westan Insurance Group/ Union City Insurance
Stacy Johansen
– Downeast Insurance, LLC
Joseph A. Clabaugh
– The Cincinnati Insurance Company
Insurer Connectivity
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8898) Introduction to Ask Kodiak
Location: Starvine 12
Jody Pinnock (he/him/his)
– Ivans / Ask Kodiak
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8901) Introduction to Canadian Commercial Lines Quoting in Applied Policy Works
Location: Mariposa 8
Kelly Bruce
– Applied Systems
Michael Chartier
– Applied Systems Canada
Susanna Fraser-Kuipers
– Applied Systems Canada
William Ma
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8918) Best Practices for Managing Commercial Lines Workflows in EZLynx
Location: Mariposa 5
Janie Turner, CIC, CISR, ACSR
– EZLynx
Ajay Gupta
– Gupta Insurance and Financial Services
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8940) What's New in Tarmika and What's Next for Applied Epic Agencies
Location: Joshua 1
Lauren Emmons
– Applied Systems
Chad Jochum
– Applied Systems
Commercial Lines
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8960) Succession Planning
Location: Starvine 6
CJ Nolan
– Munn Insurance Ltd.
Kathy DeGrandchamp
– BOK Financial Insurance
Business Management
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8977) New Dashboards in Applied Epic for Servicing Department/Team Leads
Location: Mariposa 4
Jennifer Tindall (she/her/hers)
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
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
(8800) What to Expect for Data Migration When Transitioning to Applied Epic®
Location: Orovada 6
Nick Morales (he/him/his)
– Applied Systems
Nicole Kamzic (she/her/hers)
– Applied Systems
Bill Ellingboe
– Applied Systems
Applied TAM
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8813) Integrating VoIP with Applied Epic
Location: Starvine 6
Brez Jacobus
– Applied Systems
Garrett Gupton
– Applied Systems
Platform and Third Party Partnerships
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8828) Hands-On Lab: The New EZLynx Reporting Has Arrived *Limited Seating Available
Location: Orovada 8
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Mel Alsabrook (she/her/hers)
– EZLynx
Aaron Rainey
– Applied Systems
EZLynx
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
(8859) Managing Remote Employees
Location: Orovada 4
Adam Hendry
– Applied Systems
Kerrie Koestner (she/her/hers)
– FBinsure
System Administration
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8868) Expert Panel: Why You Should Be Using Claims Download
Location: Starvine 11
Miriam Kasseris (she/her/hers)
– Arthur J Gallagher Risk Management LLC
Karla J. Myers (she/her/hers)
– Franconia Insurance & Financial Services
Theresa M. Pilmer (she/her/hers)
– Hylant
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24
Location: Starvine 3
Beverly Moore
– Rollo Insurance Group, Inc
Lynn Covey (she/her/hers)
– TRICOR Insurance
Rebecca Jones
– Westan Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
Location: Mariposa 3
Jake N. Ferrara
– StreetSmart Insurance
Gary Fournerat
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8922) Guiding Employers to Smart Decisions with Applied Benefits Designer
Location: Joshua 10
Victoria Weise (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Carlie Johnston (she/her/hers)
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8953) Use Epic Dashboards Data to Drive Marketing Campaigns in Applied Marketing Automation
Location: Starvine 12
Linda Bendele
– Applied Systems
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Sandy Oliver (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8978) New Dashboards in Applied Epic for Sales Managers
Location: Joshua 9
Ro Olguin
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
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
(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
(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
(8864) Expert Panel: The Future of Commercial Distribution at Applied
Location: Joshua 1
Kathy Hrach
– Ivans
Tim Lewis (he/him/his)
– Travelers Insurance
Belynda Hereford
– RCP Alera Group, LLC
Tatum Fish
– AssuredPartners
Raghav Tanna
– Applied Systems
Commercial Lines
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
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8903) User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic
Location: Mariposa 5
Susanna Fraser-Kuipers
– Applied Systems Canada
Danielle Fiola-Robles (she/her/hers)
– Applied Systems Canada
Melissa Sant'Ana (she/her/hers)
– Applied Systems
Erin Joubert (she/her/hers)
– Applied Systems
William Ma
– Applied Systems Canada
Commercial Lines
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8916) EZLynx Retention Center: Making Renewals a Proactive and Repeatable Process
Location: Orovada 5
Michael Rabinowitz
– Applied Systems, Inc.
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Awad Alnawayseh
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8920) Managing Collaboration with Agency Workspace in EZLynx
Location: Mariposa 3
Wajahat Khan (he/him/his)
– EZLynx
Ryan Beukema
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8946) What's New and What's Next in Applied Benefits Solutions
Location: Orovada 6
Tom Lind
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8976) New Dashboards in Applied Epic for Principals
Location: Primrose 6
Jim Zell
– Applied Systems, Inc.
Jack Bergersen (he/him/his)
– Applied Systems
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
Location: Joshua 9
Jeff Krzeminski
– Applied Systems
Leticia Trevino (she/her/hers)
– Heffernan Insurance Brokers
Donna LaGoy
– High Street Insurance Partners
Chet Pilley
– Cadence Insurance
Data Analytics
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8674) Expert Panel: How to Onboard a New Hire to Be a Successful Account Manager
Location: Joshua 10
Susan Wagner, $43 Million in revenue
– Charles L. Crane Agency
Emily McKenna
– Crane Agency
Professional Development
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
(8793) Using Applied CSR24 for Your Specialty Markets and MGA/Broker Business
Location: Starvine 1
Maggie Essex (she/her/hers)
– Applied Systems
Paula Webb
– Applied Systems
Mobility
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
(8802) Benefits Commission Agreements, Transactions and Revenue Tracking in Applied Epic
Location: Mariposa 5
Susan A. Weiner (she/her/hers)
– Applied Systems, Inc.
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Employee Benefits
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8819) Maximize Efficiency Using Commercial Lines Download
Location: Starvine 5
Lori Heemstra
– LaPorte Consulting LLC
Jacki Fraggis
– Arthur J Gallagher Risk Mgmt
Robyn Orndorf
– Ivans
Insurer Connectivity
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8831) What to Expect for Data Migration When Transitioning to EZLynx
Location: Orovada 6
Nick Morales (he/him/his)
– Applied Systems
Nicole Kamzic (she/her/hers)
– Applied Systems
Cassie Lorenzen (she/her/hers)
– Applied Systems
Applied TAM
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
(8890) Tactics on Using Data to Optimize Your Digital Marketing Strategy
Location: Starvine 11
Elizabeth Hawse
– Core Assurance Partners
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8906) Commercial Quoting Capabilities of EZLynx Submission Center
Location: Starvine 3
Carlo Ferrara
– StreetSmart Insurance
Andrea Vollans
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8914) EZLynx Client Center: The One-Stop Shop for Insured Payments
Location: Mariposa 3
Vijay Rengarajan
– Applied Systems
Cortney Potts
– EZLynx
EZLynx
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
(9006) Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available
Location: Orovada 8
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8645) Marketing Your Agency: Putting It All Together
Location: Orovada 6
Jason L. Lehman, FUSA Insurance Agency
– FUSA Insurance Agency
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
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
(8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
Location: Starvine 6
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Jayme Moreno
– Alliant Insurance Services Inc
Professional Development
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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
Location: Joshua 3
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
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
(8900) Best Practices for Managing Personal Lines Policies in EZLynx
Location: Mariposa 3
Janie Turner, CIC, CISR, ACSR
– EZLynx
Awad Alnawayseh
– EZLynx
EZLynx
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8968) Website Optimization That Drives Small Commercial Insurance Leads
Location: Orovada 5
Stacie Cooper
– Liberty Mutual Insurance | Safeco Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
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
(8994) Personal Lines for Benefits - Applied Best Practices
Location: Starvine 11
Ashley King (she/her/hers)
– Cadence Insurance
Applied Epic
Sales Representative
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8659) How to Have Difficult Conversations
Location: Joshua 8
Carla Spencer (she/her/hers)
– Alliant Insurance Services, Inc.
Joseph M. McFadden
– Alliant Insurance Services, Inc.
Professional Development
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8667) Using Social Media to Grow your Agency
Location: Joshua 3
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
David Graham (he/him/his)
– CH Insurance
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8919) Hitting Growth Targets with the Performance Goals Feature in EZLynx
Location: Joshua 1
Jake N. Ferrara
– StreetSmart Insurance
Cecily Kemp
– Applied Systems
Samantha Lawson
– EZLynx
EZLynx
Monday, Oct 23rd
1:00 PM – 2:00 PM
PST
(8967) Expert Panel: Emerging Technology Trends for the Modern Agency
Location: Joshua 5
Jim Knecht
– Applied Systems
Jason Gobbel
– Kite Technology Group
Adam Atwell
– Kite Technology Group
Jeff Kite, Kite Tech Group
– Kite Tech Group
Andrew Bunyi
System Administration
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(8995) Unlock Your Sales Potential: Strategies for Growth
Location: Joshua 9
Tucker Hood
– Insuredmine
Sponsored Session
Monday, Oct 23rd
2:30 PM – 3:30 PM
PST
(9002) IPFS Integrations with Applied Epic
Location: Joshua 1
Gary Korte (he/him/his)
– Imperial PFS
Sponsored Session
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
Location: Mariposa 5
Carlie Johnston (she/her/hers)
– Applied Systems
Bo Brown
– Sales
Gabriel Tremblay (he/him/his)
– Applied Systems
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8897) Introduction and Overview to Applied Marketing Automation
Location: Mariposa 8
Linda Bendele
– Applied Systems
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
Location: Starvine 3
Jack Bergersen (he/him/his)
– Applied Systems
Sondra Stein
– Hylant
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Steve Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Data Analytics
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8811) Determine If Applied Epic or EZlynx Is the Right Fit for You
Location: Joshua 8
Caitlin Evans (she/her/hers)
– Applied Systems, Inc.
Kara Wood
– Applied Systems
Owen Hayes
– Applied Systems
Applied TAM
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8879) Deep Dive Into EZLynx Automation Center
Location: Joshua 3
Ryan Beukema
– EZLynx
Beaux Pilgrim (he/him/his)
– Reed Insurance
Awad Alnawayseh
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8881) Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available
Location: Orovada 8
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8891) What's New and What's Next for Applied Mobile Technologies
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Mobility
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8910) End-to-End Quoting Experience in EZLynx Rating Engine
Location: Mariposa 5
Chris Spano
– Applied Systems, Inc.
Ashok Reddy
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8921) Grow Your Agency with a Customer Relationship Management Strategy
Location: Starvine 3
Tucker Hood
– Insuredmine
Jackson Rollo
– Rollo Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8933) Maximize Your CRM Experience with EZLynx Sales Center
Location: Orovada 3
Wajahat Khan (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
Location: Mariposa 3
Gary Fournerat
– EZLynx
Vijay Rengarajan
– Applied Systems
EZLynx
Tuesday, Oct 24th
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
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
(8797) Everything You Need to Know About Implementing the Applied Epic Agency Management System
Location: Mariposa 6
Ro Olguin
– Applied Systems, Inc.
Bill Ellingboe
– Applied Systems
Michelle D'Argenio
– Activation Services / Applied Systems
Applied TAM
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
Location: Joshua 9
Tarra Seawright
– Applied Systems
Aaisha Hamid (she/her/hers)
– Alliant Insurance Services
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8848) Expert Panel: How Your Peers Converted Leads to Sales Using Applied Tech
Location: Orovada 3
Bo Brown
– Sales
Marius Dinca (he/him/his)
– LMBF / AssurUni
Chase Keller
– Granite Insurance
Eboni K. Brown (she/her/hers)
– Applied Systems
Sales and Marketing
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
(8958) How to Make the Most of Your ACN (Applied Client Network) Membership
Location: Orovada 6
Kathy DeGrandchamp
– BOK Financial Insurance
Colleen Lazanich (she/her/hers)
– CalNonprofits Insurance Services
Ron Brunell
Melissa Zornes
– Cadence Insurance
CJ Nolan
– Munn Insurance Ltd.
Professional Development
Tuesday, Oct 24th
2:45 PM – 3:45 PM
PST
(8998) Everything You Need to Know About Implementing the EZLynx Agency Management System
Location: Starvine 3
Kim Dudek
– Applied Systems
Nathan Walker
– EZLynx
Joy Jack
– Applied Systems
Applied TAM
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
(8690) It's Okay to Brag About Your Community Involvement
Location: Starvine 6
Manny Barbosa, 125 (he/him/his)
– Liberty Mutual Insurance | Safeco Insurance
Shannon Chatman (she/her/hers)
– Liberty Mutual | Safeco Insurance | State Auto
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8889) ABCs of Applied Benefits Designer
Location: Mariposa 6
Rose Plewa (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
Location: Primrose 6
Daniel Horn
– Rollo Insurance Group
Rebecca Michelau
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
Location: Orovada 3
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Brenden Corr (he/him/his)
– LRP, The Loss Run Pros
Justin Goodman
– Total CSR
Professional Development
Wednesday, Oct 25th
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
Location: Starvine 1
Jacqueline Beracasa (she/her/hers)
– Sihle Insurance Group
Melissa Mallozzi
– John M Glover Agency
Julie Levine
– Harry Levine Insurance
Maggie Essex (she/her/hers)
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8918) Best Practices for Managing Commercial Lines Workflows in EZLynx
Location: Mariposa 5
Janie Turner, CIC, CISR, ACSR
– EZLynx
Ajay Gupta
– Gupta Insurance and Financial Services
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Wednesday, Oct 25th
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
Location: Starvine 3
Sreekanth Kannepalli
– Applied Systems
Kyle Amboyer
– Applied Systems Inc.
Anoop Bargur
– EZLynx
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8800) What to Expect for Data Migration When Transitioning to Applied Epic®
Location: Orovada 6
Nick Morales (he/him/his)
– Applied Systems
Nicole Kamzic (she/her/hers)
– Applied Systems
Bill Ellingboe
– Applied Systems
Applied TAM
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8801) Applied TAM Sales Process and Next Steps
Location: Starvine 5
Owen Hayes
– Applied Systems
Applied TAM
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8828) Hands-On Lab: The New EZLynx Reporting Has Arrived *Limited Seating Available
Location: Orovada 8
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Mel Alsabrook (she/her/hers)
– EZLynx
Aaron Rainey
– Applied Systems
EZLynx
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
Location: Mariposa 3
Jake N. Ferrara
– StreetSmart Insurance
Gary Fournerat
– EZLynx
Shrey Trivedi (he/him/his)
– EZLynx
Samantha Lawson
– EZLynx
EZLynx
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8922) Guiding Employers to Smart Decisions with Applied Benefits Designer
Location: Joshua 10
Victoria Weise (she/her/hers)
– Applied Systems
Dan Morrill
– Applied Systems
Carlie Johnston (she/her/hers)
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
2:00 PM – 3:00 PM
PST
(8953) Use Epic Dashboards Data to Drive Marketing Campaigns in Applied Marketing Automation
Location: Starvine 12
Linda Bendele
– Applied Systems
Robert D. Maedgen, III (he/him/his)
– Applied Systems
Sandy Oliver (she/her/hers)
– Applied Systems
Sales and Marketing
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8916) EZLynx Retention Center: Making Renewals a Proactive and Repeatable Process
Location: Orovada 5
Michael Rabinowitz
– Applied Systems, Inc.
Amanda Crawford (she/her/hers)
– Compass Insurance Group, LLC
Awad Alnawayseh
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8920) Managing Collaboration with Agency Workspace in EZLynx
Location: Mariposa 3
Wajahat Khan (he/him/his)
– EZLynx
Ryan Beukema
– EZLynx
EZLynx
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(8946) What's New and What's Next in Applied Benefits Solutions
Location: Orovada 6
Tom Lind
– Applied Systems
Dan Morrill
– Applied Systems
Employee Benefits
Wednesday, Oct 25th
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
Location: Starvine 6
Roxy Sora
Tarra Seawright
– Applied Systems
Marissa Rutkowski (she/her/hers)
– Applied Systems, Inc.
Erika Moore (she/her/hers)
– Applied Systems, Inc.
Joeveta Saul (she/her/hers)
– Black at Applied (Applied Systems)
Business Management
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8831) What to Expect for Data Migration When Transitioning to EZLynx
Location: Orovada 6
Nick Morales (he/him/his)
– Applied Systems
Nicole Kamzic (she/her/hers)
– Applied Systems
Cassie Lorenzen (she/her/hers)
– Applied Systems
Applied TAM
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8906) Commercial Quoting Capabilities of EZLynx Submission Center
Location: Starvine 3
Carlo Ferrara
– StreetSmart Insurance
Andrea Vollans
– Applied Systems
Michael Rabinowitz
– Applied Systems, Inc.
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8913) Turning Your Insurance Job Into a Career
Location: Starvine 6
Nancy M. Chavez (she/her/hers)
– Alliant Insurance Services, Inc.
Diandra Carpenter
– Core Assurance Partners, Inc.
Dean Molle
– Alliant Insurance Services
Professional Development
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(8914) EZLynx Client Center: The One-Stop Shop for Insured Payments
Location: Mariposa 3
Vijay Rengarajan
– Applied Systems
Cortney Potts
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9006) Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available
Location: Orovada 8
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Thursday, Oct 26th
8:15 AM – 9:15 AM
PST
(9011) Supporting Your Neurodiverse Colleagues
Location: Starvine 12
Jean-Francois Grondin (he/him/his)
– Applied Systems
Business Management
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8645) Marketing Your Agency: Putting It All Together
Location: Orovada 6
Jason L. Lehman, FUSA Insurance Agency
– FUSA Insurance Agency
Gabriel Tremblay (he/him/his)
– Applied Systems
Sales and Marketing
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
(8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
Location: Starvine 1
Tom Ives
– Applied Systems, Inc.
Nathan Hoar
– Applied Systems
Paula Webb
– Applied Systems
Matt Duggan
– Applied Systems
Mobility
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8845) Expert Panel: Ask Applied Your Employee Benefits Questions
Location: Starvine 5
Dan Morrill
– Applied Systems
Rose Plewa (she/her/hers)
– Applied Systems
Burt Tower (he/him/his)
– Applied Systems
Tom Lind
– Applied Systems
Employee Benefits
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
Location: Joshua 3
Wajahat Khan (he/him/his)
– EZLynx
Anoop Bargur
– EZLynx
EZLynx
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8900) Best Practices for Managing Personal Lines Policies in EZLynx
Location: Mariposa 3
Janie Turner, CIC, CISR, ACSR
– EZLynx
Awad Alnawayseh
– EZLynx
EZLynx
Thursday, Oct 26th
9:45 AM – 10:45 AM
PST
(8968) Website Optimization That Drives Small Commercial Insurance Leads
Location: Orovada 5
Stacie Cooper
– Liberty Mutual Insurance | Safeco Insurance
JF LeBlanc (he/him/his)
– Sales and Marketing Automation Solutions
Sales and Marketing
