June 3
| Time |
Summit Program |
| 12:00 p.m. - 1:00 p.m. |
Registration & Welcome |
| 1:00 p.m. - 1:15 p.m. |
Opening Remarks |
| 1:15 p.m. - 2:00 p.m. |
Canadian Marketplace Update
Speaker: Steve Whitelaw
|
| 2:00 p.m. - 2:45 p.m. |
The Future of Applied Epic
Speaker: Matt Lane, Applied Systems
Join Applied Systems experts for an in-depth look at the tools and innovations designed for agencies specializing in employee benefits. This session will cover the latest enhancements in Applied Epic and related solutions, latest innovations to streamline benefits workflows, and Applied’s strategic roadmap for benefits innovation. Learn what’s available today and what’s coming next to help your brokerage deliver exceptional service and drive growth in the benefits space.
|
| 2:45 p.m. - 3:15 p.m. |
Networking & Break |
| 3:15 p.m. - 3:45 p.m. |
Roundtable: Peer-Led Innovation
Moderated discussion among users sharing practical applications and success stories.
|
| 3:45 p.m. - 4:45 p.m. |
Driving Success in Benefits: Latest Innovations and What’s Next for the Canadian Market
Speaker: Tammi Shapiro, Applied Systems
Join Applied Systems experts for an in-depth look at the tools and innovations designed for brokerages specializing in employee benefits. This session will cover the latest enhancements in Applied Epic and related solutions, latest innovations to streamline benefits workflows, and Applied’s strategic roadmap for benefits innovation. Learn what’s available today and what’s coming next to help your brokerage deliver exceptional service and drive growth in the benefits space.
|
| 4:45 p.m. - 5:00 p.m. |
Day 1 Wrap-Up |
| 5:00 p.m. - 6:00 p.m. |
Reception |
Program subject to change.
June 4
| Time |
Summit Program |
| 7:30 a.m. - 8:30 a.m. |
Breakfast & Networking |
| 8:30 a.m. - 8:45 a.m. |
Opening Remarks |
| 8:45 a.m. - 9:30 a.m. |
Applied Systems in Action
Speakers: Courtney Brablec, Applied Systems
Join us for lightning case studies and demos showing real-world use of new solutions.
|
| 9:30 a.m. - 10:15 a.m. |
Feedback Roundtables
Engage directly with Applied Systems to help shape the future of practical technology in insurance. These interactive sessions invite attendees to share feedback on early-stage product concepts, ensuring solutions address real-world industry needs and challenges.
|
| 10:15 a.m. - 10:45 a.m. |
Networking & Break |
| 10:45 a.m. - 11:30 a.m. |
Panel: Change That Works — Practical Examples of Improving Agency Workflows
Discover how brokerages are successfully managing change by refining everyday workflows and adapting to evolving operational needs. In this user-led panel, brokers will share real world examples of what’s worked for them—from rethinking processes to incorporating new tools that enhance efficiency. Join us for practical, actionable insights you can take back to your own brokerage.
|
| 11:30 a.m. - 12:45 p.m. |
Lunch & Networking |
| 12:45 p.m. - 1:30 p.m. |
Configured for Success: Unlocking Automation and Efficiency in Epic
Speaker: Amanda Recchia, Applied Systems
Epic’s power comes not just from features, but from how well it’s configured to support your brokerage’s workflows. In this session, Applied Systems experts will show how smart configuration and customization can unlock automation, reduce manual work, and help brokerages get more value from Epic. We’ll highlight a mix of proven, underutilized capabilities and newer innovations, along with practical tips you can implement right away. Walk away with ideas to streamline everyday tasks and make Epic work harder for your team.
|
| 1:30 p.m. - 2:30 p.m. |
Keynote: Innovation in Practice |
| 2:30 p.m. - 2:45 p.m. |
Lessons Learned Reflection |
| 2:45 p.m. - 3:00 p.m. |
Closing Remarks |
Program subject to change.