Salt Lake Summit Banner

Q3 Summit: Salt Lake City Schedule

August 20, 2025

Start Time Summit Program EZLynx Content
12:00 PM – 1:00 PM Event Registration  
1:00 PM – 1:15 PM Opening Remarks  
1:15 PM – 2:15 PM
Opening Keynote: Harnessing AI for Growth: Safe and Strategic Implementation in Independent Agencies
Presenter:Daniel Metcalf, Co-founder & President, CyberFin
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.
  
2:15 PM – 2:45 PM Networking Break & Roundtables  
2:45 PM – 3:45 PM
Beyond Payments: Expanding Applied Pay into the Future of Financial Management
Presenter:Chase Petrey, President, Applied Pay
Chase Petrey, President of Applied Pay, shares how Applied is evolving beyond payments to deliver a comprehensive financial management platform for agencies. Learn how AI is powering smarter financial decisions and discover what’s ahead as Applied Pay expands to streamline billing, collections, and beyond.
 EZLynx Program
3:50 PM – 4:40 PM
Keynote: Advancing Workflow Automation Through AI
Presenter:Rohit Aggarwal, Professor of Information Systems, The University of Utah
Gain a practical perspective on how AI is advancing workflow automation across diverse operational contexts. Real-world implementations reveal the challenges, strategies, and measurable outcomes of integrating AI into complex systems. The session also looks ahead to where the field is going—and what it takes to sustain progress at scale. Participants are encouraged to bring a laptop to take part in a hands-on activity during the session.
  
4:40 PM – 5:00 PM Closing Remarks  
5:00 PM – 6:00 PM Networking Reception & Roundtables

August 21, 2025

Start Time Summit Program EZLynx Content
7:30 AM – 8:30 AM Breakfast and Networking  
8:30 AM – 8:45 AM Opening Remarks  
8:45 AM – 9:30 AM
Coffee Talk Live: Industry Insights and Q&A
Presenter:Rich Belanger, Chief Technology Officer, Applied Systems
Host:Brian Langerman, Chief Executive Officer, Applied Client Network
Join host Brian Langerman and Rich Belanger for a lively discussion on key industry trends, followed by an interactive Q&A session.
  
9:35 AM – 10:35 AM
Practical AI Applications in Insurance
Moderator:Melissa Zornes, SVP, Employee Benefits Practice Leader, OneGroup
Panelists:Jessica Norris, Training & Compliance Manager, Commercial Insurance Associates, LLC; Charlie Cutler, President, ChurchWest Insurance Services; Lindsay Norman, Operations Specialist, John M. Glover Insurance Agency
Join a dynamic discussion with industry experts as they share real-world examples of how AI is transforming insurance operations—from enhancing efficiency and streamlining workflows to improving customer experiences and driving innovation.
  
10:35 AM – 10:55 AM Networking Break & Roundtables  
10:55 AM – 11:15 AM
AI in Action: Real-World Implementation in Insurance Agencies
Host:Mary Wilson, Director of Marketing and IT / Co-Owner, Empire Insurance Brokers
A case study highlighting practical applications, challenges, and successes of integrating AI technology to drive efficiency, improve marketing outreach, and enhance decision-making in an insurance agency.
 EZLynx Program
11:15 AM – 11:45 AM
From Resistance to Readiness: A Blueprint for Managing AI-Driven Transformation
Presenter:Justin Goodman, CEO, Total CSR
This session focuses on guiding your agency through AI adoption with a structured change management process—covering leadership endorsement, internal champions, and clear milestones that foster team trust.
 EZLynx Program
11:45 AM – 12:45 PM Networking Lunch  
12:45 PM – 1:45 PM
Insurance Innovation Roundtables: Tackling Today’s Biggest Challenges
Join fellow users in a guided conversation designed to help deepen your understanding and learn from others in the community.
 EZLynx Program
1:50 PM – 2:50 PM
Leading Through Transformation: A Fireside Chat with Taylor Rhodes
Presenter:Taylor Rhodes, Chief Executive Officer, Applied Systems
Get the latest insights on industry trends and strategic updates from Applied Systems.
  
2:50 PM – 3:00 PM Closing Remarks  
3:00 PM Event Concludes