Events

Speaker: Steve Whitelaw, Senior Vice President and General Manager, Applied Systems

Canada's property and casualty market is at an inflection point — and the brokers who understand the forces at play will be best positioned to serve their clients and grow their books. In this session, Steve Whitelaw provides a view of why sustained investment in Canada makes strategic sense right now: reducing the grind, capacity gaps and opportunities in specialty lines, and a regulatory landscape that rewards disciplined, well-automated players. Steve will walk through the developments brokers need on their radar, and highlight where the genuine market opportunities are at the forefront of Applied Canada’s strategy, including a candid look at what broker partners across Canada and carriers are saying — and the specific commitments being made to continuously strengthen partnerships.

Speaker: Matt Lane, SVP of Product Management, 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.

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.

Speaker: Tammi Shapiro, SVP and GM, Benefits Solutions, 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.

Speakers: Courtney Brablec, Solution Consultant, Applied Systems

Discover how data-driven insights, and integrated solutions are reshaping the insurance ecosystem. Gain a forward-looking perspective on how Applied Epic, and emerging Applied AI capabilities—spanning Applied Marketing Automation, Applied Book Builder, and Applied Financial Management—are enabling more connected workflows, improved customer experiences, and greater operational efficiency. We will dive into the latest developments across personal and commercial lines, highlighting new features, and automation opportunities including Auto-Fill, Personal Lines Rating Insights, Epic Quotes Commercial Lines, and Epic Dashboards will be featured through practical examples and real-world use cases, so that your team can leverage integrated data, enhanced usability, and evolving digital tools to drive renewal success, streamline submissions, improve quoting processes, and create meaningful client engagement.

Speaker: Amanda Recchia, Director, Product Management, Applied Systems

Epic’s power comes not just from features, but from how well it’s configured to support your agency’s workflows. In this session, Applied Systems experts will show how smart configuration and customization can unlock automation, reduce manual work, and help agencies 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.

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.

Moderated discussion among users sharing practical applications and success stories.

Speaker: Kari Montes, VP Business Systems, Axis Insurance
John McNeil, Insurance Management Program Lead, Humber Polytechnic
Nicole Boyer, VP at IBAA, Commercial Insurance Branch Manager, BrokerLink

The insurance industry is in the middle of a generational shift — and brokerages are feeling it firsthand. How do we attract emerging professionals, set them up for success, and build environments where they actually want to stay?
This candid fireside conversation brings together perspectives from brokerage leadership, industry association, and academia to explore what the next generation of insurance professionals is really looking for — and what the broker channel needs to do to meet them there.
From onboarding and early development to long-term retention and career meaning, the panelists will share honest reflections on what's working, what isn't, and where the greatest opportunities lie for brokerages willing to evolve." .

Speaker: Ross Pambrun, CEO of the Memphis Group

Explore how AI is reshaping the brokerage landscape—from decision-making to client engagement—and what it means for the future of the industry. This keynote will offer a high-level perspective on emerging trends, opportunities, and challenges as organizations adapt to rapid technological change. Gain a stronger understanding of what’s ahead—and how to think strategically about AI’s role in your organization.