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Tuesday, October 24, 2023
7:00 AM – 8:00 AM
PST
Breakfast
7:00 AM – 8:00 AM
PST
Breakfast
Location: Ironwood & Juniper Ballrooms
7:00 AM – 6:00 PM
PST
Registration and Help Desk Open
7:00 AM – 6:00 PM
PST
Registration and Help Desk Open
Location: East Level 1
8:15 AM – 10:15 AM
PST
Opening Session and Keynote Addresses
8:15 AM – 10:15 AM
PST
Opening Session and Keynote Addresses
Location: Bristlecone
10:45 AM – 11:45 AM
PST
(8649) Expert Panel: Tips and Tricks on Organizing Your Attachments
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
10:45 AM – 11:45 AM
PST
(8671) Roundtable: How to Analyze Your Current Workflows for Improvement
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
10:45 AM – 11:45 AM
PST
(8685) The Power of Pivot Tables
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
10:45 AM – 11:45 AM
PST
(8806) Configuring Download in Applied Epic (Repeat)
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
10:45 AM – 11:45 AM
PST
(8812) The Value of Centralized Identity Management
10:45 AM – 11:45 AM
PST
(8812) The Value of Centralized Identity Management
Location: Starvine 12
Frank Smith
– Applied Systems
Applied Epic
10:45 AM – 11:45 AM
PST
(8815) Introduction to Internal Certificate Processing in Applied CSR24
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
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
(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
10:45 AM – 11:45 AM
PST
(8823) Getting Started with Applied API Suite
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
10:45 AM – 11:45 AM
PST
(8827) Text Messaging in Applied Epic
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
10:45 AM – 11:45 AM
PST
(8832) Transitioning to Applied Epic Download
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
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
(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
10:45 AM – 11:45 AM
PST
(8851) What’s Trending in Cybersecurity
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
10:45 AM – 11:45 AM
PST
(8853) Expert Panel: Managing Change on Your Benefits Team
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
10:45 AM – 11:45 AM
PST
(8894) Introduction and Overview to Applied Epic for Salesforce
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
10:45 AM – 11:45 AM
PST
(8895) Applied Epic New Features and Future Roadmap
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
10:45 AM – 11:45 AM
PST
(8897) Introduction and Overview to Applied Marketing Automation
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
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
(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
10:45 AM – 11:45 AM
PST
(8909) Developing and Investing in Your Technology Roadmap
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
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
(8929) What's New and What's Next for Ivans Exchange
Location: Primrose 6
Heather Prabish (she/her/hers)
– Ivans
Insurer Connectivity
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
(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
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
(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
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
10:45 AM – 11:45 AM
PST
(8975) The Future of Data Analytics with Applied
Location: Joshua 1
Jeff Krzeminski
– Applied Systems
Data Analytics
10:45 AM – 11:45 AM
PST
(8979) Expert Panel: Strategies to Manage and Maintain Data Quality
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
10:45 AM – 11:45 AM
PST
(9005) EZLynx Business Update and Product Keynote
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
10:45 AM – 11:45 AM
PST
(9911) Learning Lounge - Owner/Principal
10:45 AM – 11:45 AM
PST
(9911) Learning Lounge - Owner/Principal
Location: Primrose Foyer - 3 East
Kathy Ball
10:45 AM – 11:45 AM
PST
(9913) Learning Lounge - HR Manager
10:45 AM – 11:45 AM
PST
(9913) Learning Lounge - HR Manager
Location: Ironwood Alcove - 3 West
Cally Lever
10:45 AM – 11:45 AM
PST
(9914) Learning Lounge - Accountant
10:45 AM – 11:45 AM
PST
(9914) Learning Lounge - Accountant
Location: Pinyon Alcove - 1 West
Dana D. Krebs
– Highstreet Insurance Partners, LLC
10:45 AM – 11:45 AM
PST
(9915) Learning Lounge - Employee Benefits - Account Manager
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
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
(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
10:45 AM – 12:15 PM
PST
(8885) Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *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
Location: Orovada 8
Lori Heemstra
– LaPorte Consulting LLC
Cal Durland
– Ivans
Insurer Connectivity
11:45 AM – 1:00 PM
PST
Applied Net Exchange Open/Lunch
11:45 AM – 1:00 PM
PST
Applied Net Exchange Open/Lunch
Location: Pinyon / Ironwood & Juniper Ballrooms
1:15 PM – 2:15 PM
PST
(8641) Applied Epic Certificates of Insurance – Part 1
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
1:15 PM – 2:15 PM
PST
(8646) Sharing Accounts Across Multiple Business Segments in Applied Epic
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
1:15 PM – 2:15 PM
PST
(8648) Expert Panel: Preparing for the Switch to Epic Browser
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
1:15 PM – 2:15 PM
PST
(8654) Expert Panel: Lessons Learned from Undergoing an Acquisition
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
1:15 PM – 2:15 PM
PST
(8684) Intermediate Tips and Tricks for Microsoft Excel
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
1:15 PM – 2:15 PM
PST
(8789) Understanding the Value of New Dashboards in Applied Epic
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
1:15 PM – 2:15 PM
PST
(8792) Understanding the Value of Instant Download
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
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
(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
1:15 PM – 2:15 PM
PST
(8818) Navigating Industry Challenges in 2023 and Beyond
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
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
(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
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
(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
1:15 PM – 2:15 PM
PST
(8879) Deep Dive Into EZLynx Automation Center
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
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
(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
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
(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
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
(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
1:15 PM – 2:15 PM
PST
(8910) End-to-End Quoting Experience in EZLynx Rating Engine
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
1:15 PM – 2:15 PM
PST
(8921) Grow Your Agency with a Customer Relationship Management Strategy
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
1:15 PM – 2:15 PM
PST
(8933) Maximize Your CRM Experience with EZLynx Sales Center
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
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
(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
1:15 PM – 2:15 PM
PST
(8945) Using Benefits Plan Forms in Applied Epic
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
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
(8954) The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing
Location: Mariposa 8
Ellen Carney
– Forrester
Business Management
1:15 PM – 2:15 PM
PST
(8957) Roundtable: Digital Brokerage Adoption (Session Facilitated in French)
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
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
1:15 PM – 2:15 PM
PST
(9015) Total CSR Demo
Location: Orovada 6
Ashton Volk
– Total CSR
Sponsored Session
2:30 PM – 3:45 PM
PST
(8904) Canadian Marketplace Update and Reception
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
2:45 PM – 3:45 PM
PST
(8638) Peer Insights on Adopting and Implementing Commercial Lines Download
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
2:45 PM – 3:45 PM
PST
(8642) Applied Epic Certificates of Insurance – Part 2
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
2:45 PM – 3:45 PM
PST
(8662) Applied Epic Marketing Module Lite
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
2:45 PM – 3:45 PM
PST
(8681) SDK and API Tools for Applied Epic
2:45 PM – 3:45 PM
PST
(8681) SDK and API Tools for Applied Epic
Location: Starvine 12
Kevin Sindelar
– Acrisure LLC
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
(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
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
(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
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
(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
2:45 PM – 3:45 PM
PST
(8816) The Latest Applied CSR24 Configuration and Administration Tips
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
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
(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
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
(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
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
(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
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
(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
2:45 PM – 3:45 PM
PST
(8896) Applied Epic New Features and Future Roadmap (Repeat)
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
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
(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
2:45 PM – 3:45 PM
PST
(8917) Best Practices for Managing Certificates of Insurance in EZLynx
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
2:45 PM – 3:45 PM
PST
(8925) How You Impact Accounting
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
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
(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
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
(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
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
(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
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
(8956) The New Realities of Talent and the Workforce Across P&C
Location: Primrose 3
Mark Breading
– ReSource Pro
Business Management
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
(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
2:45 PM – 3:45 PM
PST
(8959) Roundtable: Using Download to Streamline Personal Lines Renewals
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
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
(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
2:45 PM – 3:45 PM
PST
(8998) Everything You Need to Know About Implementing the EZLynx Agency Management System
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
4:00 PM – 6:00 PM
PST
Networking Reception in the Applied Net Exchange
4:00 PM – 6:00 PM
PST
Networking Reception in the Applied Net Exchange
Location: Pinyon
7:15 PM – 8:45 PM
PST
LOVE by Cirque du Soleil – First Show
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
9:30 PM – 11:00 PM
PST
LOVE by Cirque du Soleil – Second Show
