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Wednesday, October 25, 2023
12:30 AM – 1:30 PM
PST
(8679) Expert Panel: Helpful Tips and Tricks on Download and Suspense
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
7:00 AM – 8:00 AM
PST
Breakfast
7:00 AM – 8:00 AM
PST
Breakfast
Location: Ironwood & Juniper Ballrooms
7:00 AM – 12:00 PM
PST
Registration Open
7:00 AM – 12:00 PM
PST
Registration Open
Location: East Level 1
7:00 AM – 6:00 PM
PST
Help Desk Open
7:00 AM – 6:00 PM
PST
Help Desk Open
Location: East Level 1
8:15 AM – 9:45 AM
PST
Keynote Addresses
8:15 AM – 9:45 AM
PST
Keynote Addresses
Location: Bristlecone
10:15 AM – 11:15 AM
PST
(8639) Expert Panel: How the Renewals Manager Moves Agencies Forward
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
10:15 AM – 11:15 AM
PST
(8656) Applied Epic Tips and Techniques – Part 1 – Servicing
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
10:15 AM – 11:15 AM
PST
(8677) Segmenting Clients Beyond Industry Codes
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
10:15 AM – 11:15 AM
PST
(8690) It's Okay to Brag About Your Community Involvement
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
10:15 AM – 11:15 AM
PST
(8796) An In-Depth Look at Direct Bill Reconciliations
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
10:15 AM – 11:15 AM
PST
(8808) Best Practices for Benefits Data Entry in Applied Epic
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
10:15 AM – 11:15 AM
PST
(8814) Introduction to Applied Pay
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
10:15 AM – 11:15 AM
PST
(8857) Expert Panel: How to Make Suspense Less Tense
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
10:15 AM – 11:15 AM
PST
(8858) Expert Panel: Ivans Distribution Platform (Insurer Focused)
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
10:15 AM – 11:15 AM
PST
(8861) Expert Panel: Sales and Marketing Automation Best Practices
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
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
(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
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
(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
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
(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
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
(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
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
(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
10:15 AM – 11:15 AM
PST
(8889) ABCs of Applied Benefits Designer
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
10:15 AM – 11:15 AM
PST
(8908) What Business Leaders Need to Know About Cybersecurity
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
10:15 AM – 11:15 AM
PST
(8912) Exceeding Customer Expectations with Applied CSR24 and Applied Mobile
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
10:15 AM – 11:15 AM
PST
(8928) Introduction to the New Product Advisory Community
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
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
(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
10:15 AM – 11:15 AM
PST
(8938) Recent Applied Epic Interface Enhancements You May Have Missed
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
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
(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
10:15 AM – 11:15 AM
PST
(8952) Roundtable: EZLynx Customer Feedback
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
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
(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
10:15 AM – 11:15 AM
PST
(9912) Learning Lounge - Customer Service Representative
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
10:15 AM – 11:15 AM
PST
(9916) Learning Lounge - IT/Operations Manager
10:15 AM – 11:15 AM
PST
(9916) Learning Lounge - IT/Operations Manager
Location: Ironwood Alcove - 3 West
Collin Passman
– Acrisure LLC
10:15 AM – 11:15 AM
PST
(9917) Learning Lounge - Canada
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
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
10:15 AM – 11:15 AM
PST
(9918) Learning Lounge - Small Agencies/Brokerages
Location: Willow Lounge - 1 East
Natalie Thompson
– The Harbin Agency
10:15 AM – 11:45 AM
PST
(8887) Hands-On Lab: Setting Up and Managing Attachment Folders in Applied Epic *Limited Seating Available
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
11:15 AM – 12:15 PM
PST
Applied Net Exchange Open/Lunch
11:15 AM – 12:15 PM
PST
Applied Net Exchange Open/Lunch
Location: Pinyon / Ironwood & Juniper Ballrooms
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
(8842) Expert Panel - Hear from Agencies That Have Migrated to a New Management System
Location: Primrose 3
Maranda Heck (she/her/hers)
– Applied Systems
Brian D. Bartosh
– Spire America Holdings, Inc.
Daneille Caggiano
Sandy Imhoff
Applied TAM
12:30 PM – 1:30 PM
PST
(8637) How to Alleviate IT-Related Stress for Employees
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
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
(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
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
(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
12:30 PM – 1:30 PM
PST
(8799) Applied Pay Roadmap
12:30 PM – 1:30 PM
PST
(8799) Applied Pay Roadmap
Location: Joshua 9
Nash Qadri (he/him/his)
– Applied Systems Inc.
Applied Epic
12:30 PM – 1:30 PM
PST
(8830) Tracking Producer Commission Agreements in Applied Epic
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
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
(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
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
(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
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
(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
12:30 PM – 1:30 PM
PST
(8854) Expert Panel: Maximizing Your Benefits User Experience
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
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
(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
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
(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
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
(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
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
(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
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
(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
12:30 PM – 1:30 PM
PST
(8898) Introduction to Ask Kodiak
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
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
(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
12:30 PM – 1:30 PM
PST
(8918) Best Practices for Managing Commercial Lines Workflows in EZLynx
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
12:30 PM – 1:30 PM
PST
(8924) Navigating the AI Revolution
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
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
(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
12:30 PM – 1:30 PM
PST
(8955) Insurance Brokerage Challenges and Opportunities
12:30 PM – 1:30 PM
PST
(8955) Insurance Brokerage Challenges and Opportunities
Location: Joshua 10
Tom Doran
Business Management
12:30 PM – 1:30 PM
PST
(8960) Succession Planning
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
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
(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
12:30 PM – 1:30 PM
PST
(8993) What's New and What's Next for Ivans Exchange (Repeat)
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
2:00 PM – 3:00 PM
PST
(8644) Entering Policies in Applied Epic for Efficiency and Reporting
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
2:00 PM – 3:00 PM
PST
(8650) Applied Epic Marketing Module – Part 1 (Advanced)
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
2:00 PM – 3:00 PM
PST
(8657) Applied Epic Tips and Techniques – Part 2 – Administration
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
2:00 PM – 3:00 PM
PST
(8661) Expert Panel: Managing Surety Bonds Within Applied Epic
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
2:00 PM – 3:00 PM
PST
(8670) Optimizing Applied Epic for Success – Accounts
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
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
(8678) Building a Training Strategy that Supports a Culture of Learning
Location: Joshua 8
Kelsie Hoehne
– TRICOR Insurance LLC
Professional Development
2:00 PM – 3:00 PM
PST
(8683) Interface and Download Considerations for Larger Agencies
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
2:00 PM – 3:00 PM
PST
(8687) Cleaning Up and Balancing Premium Payables in Applied Epic
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
2:00 PM – 3:00 PM
PST
(8791) Getting the Most Out of Claims Download
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
2:00 PM – 3:00 PM
PST
(8798) Applied Epic Efficiencies for Accounting Workflows
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
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
(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
2:00 PM – 3:00 PM
PST
(8801) Applied TAM Sales Process and Next Steps
2:00 PM – 3:00 PM
PST
(8801) Applied TAM Sales Process and Next Steps
Location: Starvine 5
Owen Hayes
– Applied Systems
Applied TAM
2:00 PM – 3:00 PM
PST
(8813) Integrating VoIP with Applied Epic
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
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
(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
2:00 PM – 3:00 PM
PST
(8834) Using Applied Epic Attachment Templates and Proposals for Benefits
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
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
(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
2:00 PM – 3:00 PM
PST
(8859) Managing Remote Employees
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
2:00 PM – 3:00 PM
PST
(8868) Expert Panel: Why You Should Be Using Claims Download
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
2:00 PM – 3:00 PM
PST
(8870) Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24
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
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
(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
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
(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
2:00 PM – 3:00 PM
PST
(8922) Guiding Employers to Smart Decisions with Applied Benefits Designer
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
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
(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
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
(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
2:00 PM – 3:00 PM
PST
(8978) New Dashboards in Applied Epic for Sales Managers
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
2:00 PM – 3:00 PM
PST
(9014) Applied Epic New Features and Future Roadmap (Repeat)
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
3:30 PM – 4:30 PM
PST
(8640) Using Technology to Automate Your Small Commercial Workflows
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
3:30 PM – 4:30 PM
PST
(8655) Configuring Attachment Templates for Standardized Communications
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
3:30 PM – 4:30 PM
PST
(8658) Applied Epic Tips and Techniques – Part 3 – Accounting
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
3:30 PM – 4:30 PM
PST
(8660) Developing Training Videos Using Your Smartphone
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
3:30 PM – 4:30 PM
PST
(8663) Making the Applied Epic Marketing Module Work for You
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
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
(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
3:30 PM – 4:30 PM
PST
(8676) The State of Digital in Small Commercial
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
3:30 PM – 4:30 PM
PST
(8829) Tips and Tricks for Common Download Issues
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
3:30 PM – 4:30 PM
PST
(8833) Trends in HR
3:30 PM – 4:30 PM
PST
(8833) Trends in HR
Location: Joshua 10
Kerrie Koestner (she/her/hers)
– FBinsure
Business Management
3:30 PM – 4:30 PM
PST
(8839) Expert Panel: What Agencies Think About Applied Pay
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
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
(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
3:30 PM – 4:30 PM
PST
(8846) Expert Panel: Attachment Folder Configuration
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
3:30 PM – 4:30 PM
PST
(8864) Expert Panel: The Future of Commercial Distribution at Applied
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
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
(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
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
(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
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
(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
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
(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
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
(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
3:30 PM – 4:30 PM
PST
(8920) Managing Collaboration with Agency Workspace in EZLynx
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
3:30 PM – 4:30 PM
PST
(8942) Tips and Tricks for Downloading with EZLynx
3:30 PM – 4:30 PM
PST
(8942) Tips and Tricks for Downloading with EZLynx
Location: Starvine 3
Michael Nelson
– EZLynx
Insurer Connectivity
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
(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
3:30 PM – 4:30 PM
PST
(8951) Onboarding Staff to Applied CSR24 to Maximize Engagement
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
3:30 PM – 4:30 PM
PST
(8976) New Dashboards in Applied Epic for Principals
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
3:30 PM – 4:30 PM
PST
(8980) Expert Panel: Powering Recommendations with Epic Data
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
3:30 PM – 4:30 PM
PST
(8981) Private Data Lake - Learnings and Looking Ahead
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
3:30 PM – 4:30 PM
PST
(9012) Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity
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
4:30 PM – 6:30 PM
PST
Networking Reception in the Applied Net Exchange
4:30 PM – 6:30 PM
PST
Networking Reception in the Applied Net Exchange
Location: Pinyon
7:30 PM – 10:30 PM
PST
Closing Party at Drai’s Nightclub
7:30 PM – 10:30 PM
PST
Closing Party at Drai’s Nightclub
