Schedule

Q3 Summit: Salt Lake City Schedule

Start Time	Summit Program	EZLynx Content
12:00 p.m. - 1:00 p.m.	Event Registration and Welcome Refreshments
1:00 p.m. - 1:15 p.m.	Opening Remarks
1:15 p.m. - 2:00 p.m.	Opening Keynote Hear an inspiring opening Keynote to kick off the summit.
2:00 p.m. - 2:45 p.m.	Securing the Future: Vetting AI Solutions for Privacy and Security Risks Explore how to evaluate and manage risks of AI integration in your agency operations.	EZLynx Breakout
2:45 p.m. - 3:05 p.m.	Networking Break
3:05 p.m. - 4:05 p.m.	Beyond Payments: Expanding Applied Pay into the Future of Financial Management Presented by: Chase Petrey Learn how Applied Pay is evolving and what it means for your agency’s financial workflows.
4:10 p.m. - 5:00 p.m.	Keynote: Harnessing AI for Growth: Safe and Strategic Implementation in Independent Agencies Presented by: Daniel Metcalf Artificial intelligence is transforming the insurance industry, but how can independent agencies leverage it effectively while staying compliant and secure? This session explores real-world applications of AI to enhance efficiency, improve customer engagement, and drive business growth. Through case studies and practical insights, you’ll learn how to integrate AI tools safely while mitigating cybersecurity and compliance risks.
5:00 p.m. - 5:05 p.m.	Closing Remarks
5:05 p.m - 6:05 p.m.	Networking Reception & Table Tops

Start Time	Summit Program	EZLynx Content
7:30 a.m. - 8:30 a.m.	Breakfast and Networking
8:30 a.m. - 8:45 a.m.	Opening Remarks
8:45 a.m. - 9:30 a.m.	Coffee Talk Live: Industry Insights and Q&A Presented by: Rich Belanger and Brian Langerman Engage in a casual, interactive conversation about market shifts and innovations.
9:35 a.m. - 10:35 a.m.	Practical AI Applications in Insurance Explore real-world use cases of AI in insurance operations from industry leaders.
10:35 a.m. - 10:55 a.m.	Networking Break & Table Tops
10:55 a.m. - 11:15 a.m.	AI in Action: Real-World Implementation in Insurance Agencies Gain tactical insight into how agencies are actively applying AI to daily workflows.	EZLynx Breakout
11:15 a.m. - 11:45 a.m.	From Resistance to Readiness: A Blueprint for Managing AI-Driven Transformation Presented by: Justin Goodman, Total CSR Overcome internal barriers and lead AI adoption with a clear implementation strategy.	EZLynx Breakout
11:45 a.m. - 12:45 p.m.	Networking Lunch
12:45 p.m. - 1:45 p.m.	Insurance Innovation Roundtables: Tackling Today’s Biggest Challenges Join peer-led roundtables to explore practical solutions to top industry pain points.	EZLynx Breakout
1:50 p.m. - 2:50 p.m.	Leading Through Transformation: A Fireside Chat with Taylor Rhodes Presenter: Taylor Rhodes, CEO, Applied Systems Get the latest insights on industry trends and strategic updates from Applied Systems.
2:50 p.m. - 3:00 p.m.	Closing Remarks
3:00 p.m.	Event Concludes

Program subject to change.