Events

Speaker: Sajjad Ahmed, Catherine Shertenleib
Epic Max is redefining how work gets done in Epic—moving agencies beyond manual search, navigation, and checking toward more intelligent, assisted workflows. In this session, Applied Systems experts will share the vision behind Epic Max, key learnings from our design partner program, and how customer feedback is shaping its evolution. We’ll highlight the latest capabilities we're building, including a deeper look at RiskChecker and how AI-powered policy checking and comparison are improving accuracy, efficiency, and confidence in day-to-day work.

Speakers: Amanda Recchia, Paul Milano, Charles Frumerie, Sajjad Ahmed, Matt Lane, Catherine Shertenleib, Tara Butler, Rajat Kongovi
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: Chase Petrey
Financial operations remain some of the most manual and error-prone workflows inside an agency, slowing cash flow and consuming valuable staff time. In this session, Applied Systems experts will share how Epic’s financial ecosystem is evolving to deliver intelligent financial management—connecting payments, billing, reconciliation, and reporting through AI-driven automation. We’ll also highlight foundational platform investments, including APIs and sandbox environments, that support enterprise integration, scalability, and future financial innovation in Epic.
 

Speakers: Carla Spencer, Jessika Pavich
Join fellow agency professionals for an open, peer-led discussion focused on the evolving challenges of attracting, developing, and retaining top talent in today’s insurance market. Share strategies, explore practical solutions, and connect with others navigating complexities in recruitment, onboarding, skills development, and building a strong organizational culture.
 

Speakers: Shawn Francis, Cal Durland

Discover how large agencies can streamline operations and productivity through adoption of IVANS Download across Personal and Commercial Lines. Explore strategies to optimize connectivity to your carrier partners, simplify multi-account management, and unlock the full value of carrier download across your organization. Learn practical ways to expand usage, improve data quality, and create more efficient internal workflows that benefit every role across the policy lifecycle.

Speakers: Catherine Shertenleib, Tara Butler

Join Applied Systems for an interactive discussion offering a preview of the Q1 roadmap across the Epic ecosystem. We’ll share where Applied is investing across products and capabilities, how those priorities connect, and what they mean for agencies in the near term. Bring your questions, feedback, and perspectives as we discuss what’s coming next and how it supports real agency workflows.