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Dallas Schedule

February 24

Time Summit Program
12:00 p.m. - 5:00 p.m. Large Agent Meeting

February 25

Time Summit Program
8:45 a.m. - 1:00 p.m. Large Agent Meeting
12:00 p.m. - 1:00 p.m. Registration
1:00 p.m. - 1:15 p.m. Opening Remarks
1:15 p.m. - 2:00 p.m.
Keynote: The Future of Applied Systems
Speaker: Matt Lane, Brenna Johnson
Discover what’s next for Applied Systems and the insurance industry in this opening keynote. Hear how Applied’s strategic vision and roadmap for innovation are shaping the future through AI-powered solutions and investments designed to help agencies succeed in a rapidly changing market.
2:00 p.m. - 2:45 p.m.
Roundtable: Peer-Led Innovation
Moderated discussion among users sharing practical applications and success stories.
2:45 p.m. - 3:15 p.m. Networking & Sponsor Break
3:15 p.m. - 3:45 p.m.
Your 2026 Cybersecurity Approach and AI's Impact with Rhodian
Speaker: Jason Wankovsky, Cal Durland, Shawn Francis
As cybersecurity threats evolve and AI adoption accelerates, agencies must rethink their strategies for 2026. This session explores how your cybersecurity approach influences AI integration—and vice versa—while ensuring compliance with regulatory standards like NYDFS. Learn which services and safeguards are essential to protect your organization, maintain trust, and stay ahead in a rapidly changing digital landscape.
3:45 p.m. - 4:45 p.m.
Driving Success in Benefits: Latest Innovations and What’s Next
Speakers: Tammi Shapiro, Tara Butler
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 agency 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.

February 26

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
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.
9:30 a.m. – 10:15 a.m.
Configured for Success: Unlocking Automation and Efficiency in Epic
Speaker: Catherine Shertenlieb

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.
10:15 a.m. - 10:45 a.m. Networking & Sponsor Break
10:45 a.m. - 11:45 a.m.
Panel: Practical Applications in Action
Change isn’t easy - but it’s essential for growth. Users share firsthand experiences implementing Applied Systems solutions to drive adoption and measurable results.
11:45 a.m. - 1:00 p.m. Lunch & Networking Break
1:00 p.m. - 1:30 p.m. Sponsored Session
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.