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Full Schedule

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Full Schedule

  • Sunday, October 22, 2023
  • 3:00 PM – 6:00 PM PST
    Registration and Help Desk Open
  • 6:00 PM – 8:00 PM PST
    Ivans Connect Welcome Reception (additional registration required)
  • Monday, October 23, 2023
  • 7:00 AM – 7:00 PM PST
    Registration and Help Desk Open
  • 8:00 AM – 3:00 PM PST
    Applied Net Migration Program (Complimentary, Registration Required)
  • 8:30 AM – 10:30 AM PST
    (CE1) CE Class: Commercial Casualty Q&A (2 CE hours) *Additional Ticket Purchase Required
  • 9:00 AM – 12:00 PM PST
    (EML) Emerging Leaders Pre-Conference Program *Additional Ticket Purchase Required
  • 10:30 AM – 12:30 PM PST
    (CE2) CE Class: Analyzing Cyber Liability (2 CE hours) *Additional Ticket Purchase Required
  • 1:00 PM – 2:00 PM PST
    (8651) Applied Epic Evidence of Insurance
  • 1:00 PM – 2:00 PM PST
    (8659) How to Have Difficult Conversations
  • 1:00 PM – 2:00 PM PST
    (8667) Using Social Media to Grow your Agency
  • 1:00 PM – 2:00 PM PST
    (8805) Configuring Download in Applied Epic
  • 1:00 PM – 2:00 PM PST
    (8919) Hitting Growth Targets with the Performance Goals Feature in EZLynx
  • 1:00 PM – 2:00 PM PST
    (8967) Expert Panel: Emerging Technology Trends for the Modern Agency
  • 1:00 PM – 4:00 PM PST
    (CE3) CE Class: Certificates of Insurance and Additional Insureds (3 CE hours) *Additional Ticket Purchase Required
  • 2:30 PM – 3:30 PM PST
    (8995) Unlock Your Sales Potential: Strategies for Growth
  • 2:30 PM – 3:30 PM PST
    (8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
  • 2:30 PM – 3:30 PM PST
    (8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
  • 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
  • 2:30 PM – 3:30 PM PST
    (9002) IPFS Integrations with Applied Epic
  • 2:30 PM – 3:30 PM PST
    (9004) Discover the Future of Insurance Agency Operations
  • 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?
  • 2:30 PM – 3:30 PM PST
    (9008) How an Integrated VoIP System Can Drive Revenue and Retention Gains
  • 4:00 PM – 5:00 PM PST
    Networking Roundtables
  • 5:00 PM – 7:00 PM PST
    Welcome Reception in the Applied Net Exchange
  • 7:00 PM – 9:00 PM PST
    Total CSR Opening Reception
  • Tuesday, October 24, 2023
  • 7:00 AM – 8:00 AM PST
    Breakfast
  • 7:00 AM – 6:00 PM PST
    Registration and Help Desk Open
  • 8:15 AM – 10:15 AM PST
    Opening Session and Keynote Addresses
  • 10:45 AM – 11:45 AM PST
    (8649) Expert Panel: Tips and Tricks on Organizing Your Attachments
  • 10:45 AM – 11:45 AM PST
    (8671) Roundtable: How to Analyze Your Current Workflows for Improvement
  • 10:45 AM – 11:45 AM PST
    (8685) The Power of Pivot Tables
  • 10:45 AM – 11:45 AM PST
    (8806) Configuring Download in Applied Epic (Repeat)
  • 10:45 AM – 11:45 AM PST
    (8812) The Value of Centralized Identity Management
  • 10:45 AM – 11:45 AM PST
    (8815) Introduction to Internal Certificate Processing in Applied CSR24
  • 10:45 AM – 11:45 AM PST
    (8821) More Magic: Expanding your SET Command Skills in Microsoft Word
  • 10:45 AM – 11:45 AM PST
    (8823) Getting Started with Applied API Suite
  • 10:45 AM – 11:45 AM PST
    (8827) Text Messaging in Applied Epic
  • 10:45 AM – 11:45 AM PST
    (8832) Transitioning to Applied Epic Download
  • 10:45 AM – 11:45 AM PST
    (8837) Expert Panel: Adjusting to the New Release Cycle for Applied Epic 
  • 10:45 AM – 11:45 AM PST
    (8851) What’s Trending in Cybersecurity
  • 10:45 AM – 11:45 AM PST
    (8853) Expert Panel: Managing Change on Your Benefits Team
  • 10:45 AM – 11:45 AM PST
    (8894) Introduction and Overview to Applied Epic for Salesforce
  • 10:45 AM – 11:45 AM PST
    (8895) Applied Epic New Features and Future Roadmap
  • 10:45 AM – 11:45 AM PST
    (8897) Introduction and Overview to Applied Marketing Automation
  • 10:45 AM – 11:45 AM PST
    (8902) Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows
  • 10:45 AM – 11:45 AM PST
    (8909) Developing and Investing in Your Technology Roadmap
  • 10:45 AM – 11:45 AM PST
    (8929) What's New and What's Next for Ivans Exchange
  • 10:45 AM – 11:45 AM PST
    (8947) What's New and What's Next with Reporting in Applied Epic
  • 10:45 AM – 11:45 AM PST
    (8950) An Overview of Tarmika and What It Can Do for Your Agency
  • 10:45 AM – 11:45 AM PST
    (8975) The Future of Data Analytics with Applied
  • 10:45 AM – 11:45 AM PST
    (8979) Expert Panel: Strategies to Manage and Maintain Data Quality
  • 10:45 AM – 11:45 AM PST
    (9005) EZLynx Business Update and Product Keynote
  • 10:45 AM – 11:45 AM PST
    (9911) Learning Lounge - Owner/Principal
  • 10:45 AM – 11:45 AM PST
    (9913) Learning Lounge - HR Manager
  • 10:45 AM – 11:45 AM PST
    (9914) Learning Lounge - Accountant
  • 10:45 AM – 11:45 AM PST
    (9915) Learning Lounge - Employee Benefits - Account Manager
  • 10:45 AM – 12:15 PM PST
    (8882) Hands-On Lab: Automated Tools in Applied Epic That Can Streamline Communications *Limited Seating Available
  • 10:45 AM – 12:15 PM PST
    (8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available
  • 11:45 AM – 1:00 PM PST
    Applied Net Exchange Open/Lunch
  • 1:15 PM – 2:15 PM PST
    (8641) Applied Epic Certificates of Insurance – Part 1
  • 1:15 PM – 2:15 PM PST
    (8646) Sharing Accounts Across Multiple Business Segments in Applied Epic
  • 1:15 PM – 2:15 PM PST
    (8648) Expert Panel: Preparing for the Switch to Epic Browser
  • 1:15 PM – 2:15 PM PST
    (8654) Expert Panel: Lessons Learned from Undergoing an Acquisition
  • 1:15 PM – 2:15 PM PST
    (8684) Intermediate Tips and Tricks for Microsoft Excel
  • 1:15 PM – 2:15 PM PST
    (8789) Understanding the Value of New Dashboards in Applied Epic
  • 1:15 PM – 2:15 PM PST
    (8792) Understanding the Value of Instant Download 
  • 1:15 PM – 2:15 PM PST
    (8811) Determine If Applied Epic or EZlynx Is the Right Fit for You
  • 1:15 PM – 2:15 PM PST
    (8818) Navigating Industry Challenges in 2023 and Beyond
  • 1:15 PM – 2:15 PM PST
    (8860) Expert Panel: Month-End Is More than Just Generating Journal Entries
  • 1:15 PM – 2:15 PM PST
    (8871) Hands-On Lab: How to Use the Applied Epic Renewals Manager *Limited Seating Available
  • 1:15 PM – 2:15 PM PST
    (8879) Deep Dive Into EZLynx Automation Center
  • 1:15 PM – 2:15 PM PST
    (8881) Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available
  • 1:15 PM – 2:15 PM PST
    (8891) What's New and What's Next for Applied Mobile Technologies 
  • 1:15 PM – 2:15 PM PST
    (8905) Tech to Help Canadian Brokers Increase Efficiencies in Their Personal Lines Workflows
  • 1:15 PM – 2:15 PM PST
    (8910) End-to-End Quoting Experience in EZLynx Rating Engine
  • 1:15 PM – 2:15 PM PST
    (8921) Grow Your Agency with a Customer Relationship Management Strategy
  • 1:15 PM – 2:15 PM PST
    (8933) Maximize Your CRM Experience with EZLynx Sales Center
  • 1:15 PM – 2:15 PM PST
    (8944) Tying It All Together: Getting the Most from the All-In-One EZLynx Management System
  • 1:15 PM – 2:15 PM PST
    (8945) Using Benefits Plan Forms in Applied Epic
  • 1:15 PM – 2:15 PM PST
    (8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
  • 1:15 PM – 2:15 PM PST
    (8957) Roundtable: Digital Brokerage Adoption (Session Facilitated in French)
  • 1:15 PM – 2:15 PM PST
    (9015) Total CSR Demo
  • 2:30 PM – 3:45 PM PST
    (8904) Canadian Marketplace Update and Reception 
  • 2:45 PM – 3:45 PM PST
    (8638) Peer Insights on Adopting and Implementing Commercial Lines Download
  • 2:45 PM – 3:45 PM PST
    (8642) Applied Epic Certificates of Insurance – Part 2
  • 2:45 PM – 3:45 PM PST
    (8662) Applied Epic Marketing Module Lite
  • 2:45 PM – 3:45 PM PST
    (8681) SDK and API Tools for Applied Epic 
  • 2:45 PM – 3:45 PM PST
    (8691) Hands-On Lab: Creating Lists and Campaigns in Applied Marketing Automation *Limited Seating Available
  • 2:45 PM – 3:45 PM PST
    (8797) Everything You Need to Know About Implementing the Applied Epic Agency Management System
  • 2:45 PM – 3:45 PM PST
    (8809) Diversity, Equity, Inclusion and Belonging for Success and Well Being
  • 2:45 PM – 3:45 PM PST
    (8816) The Latest Applied CSR24 Configuration and Administration Tips
  • 2:45 PM – 3:45 PM PST
    (8836) Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier
  • 2:45 PM – 3:45 PM PST
    (8848) Expert Panel: How Your Peers Converted Leads to Sales Using Applied Tech 
  • 2:45 PM – 3:45 PM PST
    (8872) Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 1 *Limited Seating Available
  • 2:45 PM – 3:45 PM PST
    (8878) Best Practices for Managing Your Agency's Premium Trust in EZLynx
  • 2:45 PM – 3:45 PM PST
    (8896) Applied Epic New Features and Future Roadmap (Repeat)
  • 2:45 PM – 3:45 PM PST
    (8911) What’s New and What’s Next for Epic Quotes Personal Lines 
  • 2:45 PM – 3:45 PM PST
    (8917) Best Practices for Managing Certificates of Insurance in EZLynx
  • 2:45 PM – 3:45 PM PST
    (8925) How You Impact Accounting
  • 2:45 PM – 3:45 PM PST
    (8926) Transform Your Commercial Lines Application and Renewal Process with Indio
  • 2:45 PM – 3:45 PM PST
    (8927) Integrating with Employee Navigator to Complete the Benefits Renewal Process
  • 2:45 PM – 3:45 PM PST
    (8941) What's New in Tarmika and What's Next for EZLynx Agencies
  • 2:45 PM – 3:45 PM PST
    (8956) The New Realities of Talent and the Workforce Across P&C
  • 2:45 PM – 3:45 PM PST
    (8958) How to Make the Most of Your ACN (Applied Client Network) Membership
  • 2:45 PM – 3:45 PM PST
    (8959) Roundtable: Using Download to Streamline Personal Lines Renewals
  • 2:45 PM – 3:45 PM PST
    (8982) Expert Panel: How Your Peers Successfully Switched to the Browser Interface of Applied Epic
  • 2:45 PM – 3:45 PM PST
    (8998) Everything You Need to Know About Implementing the EZLynx Agency Management System
  • 4:00 PM – 6:00 PM PST
    Networking Reception in the Applied Net Exchange
  • 7:15 PM – 8:45 PM PST
    LOVE by Cirque du Soleil – First Show
  • 9:30 PM – 11:00 PM PST
    LOVE by Cirque du Soleil – Second Show
  • Wednesday, October 25, 2023
  • 12:30 AM – 1:30 PM PST
    (8679) Expert Panel: Helpful Tips and Tricks on Download and Suspense
  • 7:00 AM – 8:00 AM PST
    Breakfast
  • 7:00 AM – 12:00 PM PST
    Registration Open
  • 7:00 AM – 6:00 PM PST
    Help Desk Open
  • 8:15 AM – 9:45 AM PST
    Keynote Addresses
  • 10:15 AM – 11:15 AM PST
    (8639) Expert Panel: How the Renewals Manager Moves Agencies Forward
  • 10:15 AM – 11:15 AM PST
    (8656) Applied Epic Tips and Techniques – Part 1 – Servicing
  • 10:15 AM – 11:15 AM PST
    (8677) Segmenting Clients Beyond Industry Codes
  • 10:15 AM – 11:15 AM PST
    (8690) It's Okay to Brag About Your Community Involvement
  • 10:15 AM – 11:15 AM PST
    (8796) An In-Depth Look at Direct Bill Reconciliations
  • 10:15 AM – 11:15 AM PST
    (8808) Best Practices for Benefits Data Entry in Applied Epic
  • 10:15 AM – 11:15 AM PST
    (8814) Introduction to Applied Pay
  • 10:15 AM – 11:15 AM PST
    (8857) Expert Panel: How to Make Suspense Less Tense
  • 10:15 AM – 11:15 AM PST
    (8858) Expert Panel: Ivans Distribution Platform (Insurer Focused)
  • 10:15 AM – 11:15 AM PST
    (8861) Expert Panel: Sales and Marketing Automation Best Practices
  • 10:15 AM – 11:15 AM PST
    (8862) Expert Panel: Salesforce Administration and Best Practices for Applied Epic for Salesforce
  • 10:15 AM – 11:15 AM PST
    (8863) Expert Panel: The Benefits of Using Tarmika to Manage Small Commercial Business
  • 10:15 AM – 11:15 AM PST
    (8865) Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic
  • 10:15 AM – 11:15 AM PST
    (8866) Expert Panel: What Every Agency Principal Should Know About Agency Financials
  • 10:15 AM – 11:15 AM PST
    (8869) Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24 
  • 10:15 AM – 11:15 AM PST
    (8889) ABCs of Applied Benefits Designer
  • 10:15 AM – 11:15 AM PST
    (8908) What Business Leaders Need to Know About Cybersecurity
  • 10:15 AM – 11:15 AM PST
    (8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
  • 10:15 AM – 11:15 AM PST
    (8928) Introduction to the New Product Advisory Community
  • 10:15 AM – 11:15 AM PST
    (8935) Tips for a Successful Move to the Browser Interface of Applied Epic
  • 10:15 AM – 11:15 AM PST
    (8938) Recent Applied Epic Interface Enhancements You May Have Missed
  • 10:15 AM – 11:15 AM PST
    (8948) What's New and What's Next with Reporting in Applied Epic (Repeat)
  • 10:15 AM – 11:15 AM PST
    (8952) Roundtable: EZLynx Customer Feedback 
  • 10:15 AM – 11:15 AM PST
    (9013) Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry
  • 10:15 AM – 11:15 AM PST
    (9912) Learning Lounge - Customer Service Representative
  • 10:15 AM – 11:15 AM PST
    (9916) Learning Lounge - IT/Operations Manager
  • 10:15 AM – 11:15 AM PST
    (9917) Learning Lounge - Canada
  • 10:15 AM – 11:15 AM PST
    (9918) Learning Lounge - Small Agencies/Brokerages
  • 10:15 AM – 11:45 AM PST
    (8887) Hands-On Lab: Setting Up and Managing Attachment Folders in Applied Epic *Limited Seating Available
  • 11:15 AM – 12:15 PM PST
    Applied Net Exchange Open/Lunch
  • 12:30 PM – 1:30 PM PST
    Expert Panel - Hear from Agencies That Have Migrated to a New Management System
  • 12:30 PM – 1:30 PM PST
    (8637) How to Alleviate IT-Related Stress for Employees
  • 12:30 PM – 1:30 PM PST
    (8664) Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds
  • 12:30 PM – 1:30 PM PST
    (8680) How to Use the Book of Business Import Tool to Complete Client and Policy Migrations Yourself
  • 12:30 PM – 1:30 PM PST
    (8799) Applied Pay Roadmap
  • 12:30 PM – 1:30 PM PST
    (8830) Tracking Producer Commission Agreements in Applied Epic
  • 12:30 PM – 1:30 PM PST
    (8840) Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic
  • 12:30 PM – 1:30 PM PST
    (8849) Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Accounting
  • 12:30 PM – 1:30 PM PST
    (8850) Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Operations
  • 12:30 PM – 1:30 PM PST
    (8854) Expert Panel: Maximizing Your Benefits User Experience
  • 12:30 PM – 1:30 PM PST
    (8855) Expert Panel: When to Use Renewals Manager Versus the Expiration Report
  • 12:30 PM – 1:30 PM PST
    (8856) Expert Panel: The Benefits Your Peers Have Seen from an EZLynx Management System 
  • 12:30 PM – 1:30 PM PST
    (8867) Expert Panel: Why You Should Be Using eDocs and Messages Download
  • 12:30 PM – 1:30 PM PST
    (8877) Hands-On Lab: Download Customization Using Structure and Other New Features *Limited Seating Available
  • 12:30 PM – 1:30 PM PST
    (8883) Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available
  • 12:30 PM – 1:30 PM PST
    (8898) Introduction to Ask Kodiak
  • 12:30 PM – 1:30 PM PST
    (8901) Introduction to Canadian Commercial Lines Quoting in Applied Policy Works
  • 12:30 PM – 1:30 PM PST
    (8918) Best Practices for Managing Commercial Lines Workflows in EZLynx 
  • 12:30 PM – 1:30 PM PST
    (8924) Navigating the AI Revolution
  • 12:30 PM – 1:30 PM PST
    (8940) What's New in Tarmika and What's Next for Applied Epic Agencies
  • 12:30 PM – 1:30 PM PST
    (8955) Insurance Brokerage Challenges and Opportunities
  • 12:30 PM – 1:30 PM PST
    (8960) Succession Planning
  • 12:30 PM – 1:30 PM PST
    (8977) New Dashboards in Applied Epic for Servicing Department/Team Leads
  • 12:30 PM – 1:30 PM PST
    (8993) What's New and What's Next for Ivans Exchange (Repeat)
  • 2:00 PM – 3:00 PM PST
    (8644) Entering Policies in Applied Epic for Efficiency and Reporting
  • 2:00 PM – 3:00 PM PST
    (8650) Applied Epic Marketing Module – Part 1 (Advanced)
  • 2:00 PM – 3:00 PM PST
    (8657) Applied Epic Tips and Techniques –  Part 2 – Administration
  • 2:00 PM – 3:00 PM PST
    (8661) Expert Panel: Managing Surety Bonds Within Applied Epic
  • 2:00 PM – 3:00 PM PST
    (8670) Optimizing Applied Epic for Success – Accounts
  • 2:00 PM – 3:00 PM PST
    (8678) Building a Training Strategy that Supports a Culture of Learning
  • 2:00 PM – 3:00 PM PST
    (8683) Interface and Download Considerations for Larger Agencies
  • 2:00 PM – 3:00 PM PST
    (8687) Cleaning Up and Balancing Premium Payables in Applied Epic
  • 2:00 PM – 3:00 PM PST
    (8791) Getting the Most Out of Claims Download 
  • 2:00 PM – 3:00 PM PST
    (8798) Applied Epic Efficiencies for Accounting Workflows
  • 2:00 PM – 3:00 PM PST
    (8800) What to Expect for Data Migration When Transitioning to Applied Epic®
  • 2:00 PM – 3:00 PM PST
    (8801) Applied TAM Sales Process and Next Steps
  • 2:00 PM – 3:00 PM PST
    (8813) Integrating VoIP with Applied Epic
  • 2:00 PM – 3:00 PM PST
    (8828) Hands-On Lab: The New EZLynx Reporting Has Arrived *Limited Seating Available
  • 2:00 PM – 3:00 PM PST
    (8834) Using Applied Epic Attachment Templates and Proposals for Benefits
  • 2:00 PM – 3:00 PM PST
    (8838) Expert Panel: Why You Should Be Using Applied Epic Renewals Manager
  • 2:00 PM – 3:00 PM PST
    (8859) Managing Remote Employees
  • 2:00 PM – 3:00 PM PST
    (8868) Expert Panel: Why You Should Be Using Claims Download
  • 2:00 PM – 3:00 PM PST
    (8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24 
  • 2:00 PM – 3:00 PM PST
    (8874) Hands-On Lab: Maximize Efficiency & Consistency with Email Templates *Limited Seating Available
  • 2:00 PM – 3:00 PM PST
    (8915) EZLynx Client Center: What Online Customer Self-Service Looks Like Today
  • 2:00 PM – 3:00 PM PST
    (8922) Guiding Employers to Smart Decisions with Applied Benefits Designer
  • 2:00 PM – 3:00 PM PST
    (8936) Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile
  • 2:00 PM – 3:00 PM PST
    (8953) Use Epic Dashboards Data to Drive Marketing Campaigns in Applied Marketing Automation
  • 2:00 PM – 3:00 PM PST
    (8978) New Dashboards in Applied Epic for Sales Managers
  • 2:00 PM – 3:00 PM PST
    (9014) Applied Epic New Features and Future Roadmap (Repeat)
  • 3:30 PM – 4:30 PM PST
    (8640) Using Technology to Automate Your Small Commercial Workflows
  • 3:30 PM – 4:30 PM PST
    (8655) Configuring Attachment Templates for Standardized Communications
  • 3:30 PM – 4:30 PM PST
    (8658) Applied Epic Tips and Techniques – Part 3 – Accounting
  • 3:30 PM – 4:30 PM PST
    (8660) Developing Training Videos Using Your Smartphone
  • 3:30 PM – 4:30 PM PST
    (8663) Making the Applied Epic Marketing Module Work for You
  • 3:30 PM – 4:30 PM PST
    (8675) Expert Panel: What Work Groups and Unrouted Attachments Are and Why You Should Use Them
  • 3:30 PM – 4:30 PM PST
    (8676) The State of Digital in Small Commercial
  • 3:30 PM – 4:30 PM PST
    (8829) Tips and Tricks for Common Download Issues
  • 3:30 PM – 4:30 PM PST
    (8833) Trends in HR
  • 3:30 PM – 4:30 PM PST
    (8839) Expert Panel: What Agencies Think About Applied Pay
  • 3:30 PM – 4:30 PM PST
    (8841) Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic (Repeat)
  • 3:30 PM – 4:30 PM PST
    (8846) Expert Panel: Attachment Folder Configuration
  • 3:30 PM – 4:30 PM PST
    (8864) Expert Panel: The Future of Commercial Distribution at Applied
  • 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
  • 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
  • 3:30 PM – 4:30 PM PST
    (8886) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available
  • 3:30 PM – 4:30 PM PST
    (8903) User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic
  • 3:30 PM – 4:30 PM PST
    (8916) EZLynx Retention Center: Making Renewals a Proactive and Repeatable Process
  • 3:30 PM – 4:30 PM PST
    (8920) Managing Collaboration with Agency Workspace in EZLynx
  • 3:30 PM – 4:30 PM PST
    (8942) Tips and Tricks for Downloading with EZLynx
  • 3:30 PM – 4:30 PM PST
    (8946) What's New and What's Next in Applied Benefits Solutions 
  • 3:30 PM – 4:30 PM PST
    (8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
  • 3:30 PM – 4:30 PM PST
    (8976) New Dashboards in Applied Epic for Principals
  • 3:30 PM – 4:30 PM PST
    (8980) Expert Panel: Powering Recommendations with Epic Data
  • 3:30 PM – 4:30 PM PST
    (8981) Private Data Lake - Learnings and Looking Ahead
  • 3:30 PM – 4:30 PM PST
    (9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
  • 4:30 PM – 6:30 PM PST
    Networking Reception in the Applied Net Exchange
  • 7:30 PM – 10:30 PM PST
    Closing Party at Drai’s Nightclub
  • Thursday, October 26, 2023
  • 7:00 AM – 8:00 AM PST
    Breakfast
  • 7:00 AM – 11:00 AM PST
    Help Desk Open
  • 8:15 AM – 9:15 AM PST
    (8674) How to Onboard a New Hire to Be a Successful Account Manager
  • 8:15 AM – 9:15 AM PST
    (8682) How to Use the Bulk Policy Renewal Tool to Renew a Large Number of Policies 
  • 8:15 AM – 9:15 AM PST
    (8688) Moving from Cash to Accrual Basis Within Applied Epic
  • 8:15 AM – 9:15 AM PST
    (8793) Using Applied CSR24 for Your Specialty Markets and MGA/Broker Business
  • 8:15 AM – 9:15 AM PST
    (8794) Using Applied Epic Reports to Measure Customer Service Reps Productivity
  • 8:15 AM – 9:15 AM PST
    (8802) Benefits Commission Agreements, Transactions and Revenue Tracking in Applied Epic
  • 8:15 AM – 9:15 AM PST
    (8807) Creating Benefits Guides Using New Applied Epic Benefits Forms
  • 8:15 AM – 9:15 AM PST
    (8819) Maximize Efficiency Using Commercial Lines Download
  • 8:15 AM – 9:15 AM PST
    (8831) What to Expect for Data Migration When Transitioning to EZLynx
  • 8:15 AM – 9:15 AM PST
    (8835) Using Applied Epic Premium Fields for Your Book of Business Report
  • 8:15 AM – 9:15 AM PST
    (8843) Roundtable: Ask the Applied Epic Interface Team
  • 8:15 AM – 9:15 AM PST
    (8852) Expert Panel: Agencies' Experiences with Identity Management
  • 8:15 AM – 9:15 AM PST
    (8873) Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 2 *Limited Seating Available
  • 8:15 AM – 9:15 AM PST
    (8890) Tactics on Using Data to Optimize Your Digital Marketing Strategy
  • 8:15 AM – 9:15 AM PST
    (8906) Commercial Quoting Capabilities of EZLynx Submission Center
  • 8:15 AM – 9:15 AM PST
    (8913) Turning Your Insurance Job Into a Career
  • 8:15 AM – 9:15 AM PST
    (8914) EZLynx Client Center: The One-Stop Shop for Insured Payments
  • 8:15 AM – 9:15 AM PST
    (8949) Customizing Layouts for Applied Epic Reports (Advanced)
  • 8:15 AM – 9:15 AM PST
    (8969) Using Download to Enhance the Personal Lines Renewal Process
  • 8:15 AM – 9:15 AM PST
    (8971) Using Leads Inbox in Canada to Onboard New Business
  • 8:15 AM – 9:15 AM PST
    (8973) Applied Epic Marketing Module – Part 2 (Advanced)
  • 8:15 AM – 9:15 AM PST
    (9006) Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available
  • 8:15 AM – 9:15 AM PST
    (9011) Supporting Your Neurodiverse Colleagues
  • 9:45 AM – 10:45 AM PST
    (8643) Client Contracts in Applied Epic
  • 9:45 AM – 10:45 AM PST
    (8645) Marketing Your Agency: Putting It All Together
  • 9:45 AM – 10:45 AM PST
    (8647) Improving Your Agency’s Efficiency and Retention Using Activities
  • 9:45 AM – 10:45 AM PST
    (8652) How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement
  • 9:45 AM – 10:45 AM PST
    (8669) Optimizing Applied Epic for Success – Configuration
  • 9:45 AM – 10:45 AM PST
    (8689) Expert Panel: Using Reports to Automate Communications and Processes
  • 9:45 AM – 10:45 AM PST
    (8790) Understanding the Value of New Dashboards in Applied Epic (Repeat)
  • 9:45 AM – 10:45 AM PST
    (8795) Using Applied Epic Reports to Audit Daily Transactions
  • 9:45 AM – 10:45 AM PST
    (8804) Why You Should Be Using Combined Reconciliations 
  • 9:45 AM – 10:45 AM PST
    (8822) Modernizing and Managing Activities for Efficiency
  • 9:45 AM – 10:45 AM PST
    (8844) Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts
  • 9:45 AM – 10:45 AM PST
    (8845) Expert Panel: Ask Applied Your Employee Benefits Questions
  • 9:45 AM – 10:45 AM PST
    (8875) Hands-On Lab: Get Up and Running with Applied for Small Commercial Submissions *Limited Seating Available
  • 9:45 AM – 10:45 AM PST
    (8880) Keeping Your Communications Effective and Timely with EZLynx Communication Center
  • 9:45 AM – 10:45 AM PST
    (8888) Hands-On Lab: Tips for a Better Experience in Epic Browser *Limited Seating Available
  • 9:45 AM – 10:45 AM PST
    (8900) Best Practices for Managing Personal Lines Policies in EZLynx 
  • 9:45 AM – 10:45 AM PST
    (8932) How to Deal with Difficult Customers During Hard Times
  • 9:45 AM – 10:45 AM PST
    (8939) Using Applied Marketing Automation to Nurture Prospects and Win More Business
  • 9:45 AM – 10:45 AM PST
    (8943) Tips and Tricks for Downloading with EZLynx (Repeat)
  • 9:45 AM – 10:45 AM PST
    (8968) Website Optimization That Drives Small Commercial Insurance Leads
  • 9:45 AM – 10:45 AM PST
    (8970) Get the Junk Out of Your Applied Epic Trunk 
  • 9:45 AM – 10:45 AM PST
    (8972) Increasing Servicing Staff’s Productivity
  • 9:45 AM – 10:45 AM PST
    (8994) Personal Lines for Benefits - Applied Best Practices