February 11, 2025
| Start Time |
Summit Program |
| 8:00 a.m - 12:00 p.m. |
Large Agent Alliance Meeting (additional registration required) |
| 12:00 p.m. |
Full Event Registration and Welcome Refreshments |
| 1:30 p.m. |
Opening Remarks |
| 1:45 p.m. |
Keynote Session: AI Trends for 2025 and Beyond: Macro Implications for the Industry
In the rapidly evolving landscape of artificial intelligence, 2025 promises to bring transformative changes across industries. In this presentation, "AI Trends for 2025 and Beyond: Macro Implications for the Industry," we will explore cutting-edge AI technologies reshaping global markets, the profound ways AI will redefine how we work, and the ethical frameworks necessary for responsible AI adoption. Attendees will gain a strategic understanding of emerging opportunities, actionable approaches to leverage AI, and key insights into preparing for the future of work.
|
| 2:45 p.m. |
Cybersecurity in the Age of AI
Join Tanner Randolph, Chief Information Officer and Chief Information Security Officer at Applied Systems, for an insightful discussion about Cybersecurity in the Age of AI. Explore the critical intersection of AI, security, and privacy, and learn how to securely implement AI in your workplace. This session will address the key considerations in safeguarding sensitive data, maintaining privacy, and ensuring operational integrity. Tanner will also discuss the importance of identifying strategic partners who can help agencies navigate the complexities of AI integration, offering the expertise and resources necessary for a secure, successful implementation. Don't miss this opportunity to understand how to safely embrace AI in your organization during this engaging conversation.
|
| 3:45 p.m. |
Networking Break |
| 4:00 p.m. |
Roundtable Discussions: AI and Your Agency (Session 1)
Join engaging peer-led discussions to explore AI's impact on your agency, exchange experiences, and share innovative strategies for success.
|
| 5:00 p.m. |
Networking Reception |
February 12, 2025
| Start Time |
Summit Program |
| 7:45 a.m. |
Morning Coffee and Networking |
| 8:30 a.m. |
Coffee Talk Live: Industry Insights and Q&A
Join host Brian Langerman and Rich Belanger, CTO, Applied Systems for a lively discussion on key industry trends, followed by an interactive Q&A session.
|
| 9:30 a.m. |
Robotic Process Automation (RPA) and AI Synergy
Exploring AI Capabilities in EZLynx: Current Features and Future Roadmap
Discover how EZLynx leverages AI to streamline agency operations and enhance efficiency. This session will explore the platform's current AI-driven features, providing insights into their functionality and benefits, as well as an exclusive look at future capabilities on the development roadmap. Don't miss this opportunity to stay ahead with cutting-edge tools designed to transform the insurance industry.
|
| 10:00 a.m. |
Networking Break |
| 10:30 a.m. |
User-Led Session: Practical AI Applications in Insurance
Discover how industry professionals are leveraging AI tools to enhance efficiency, improve customer experiences, and drive innovation within their agencies. This interactive session will showcase practical applications of AI in the insurance sector, offering actionable insights and real-world examples that you can take back to your own organization.
|
| 11:30 a.m. |
From Resistance to Readiness: A Blueprint for Managing AI-Driven Transformation
In this 30-minute session we focus on steering your insurance agency through AI adoption using a structured change management process. You'll learn how to secure leadership endorsement, designate internal champions, and set clear milestones that build team trust. We'll walk through proven frameworks for addressing resistance, and fostering transparent communication. You'll also discover practical methods for sustaining momentum—such as ongoing feedback loops, targeted training, and consistent reinforcement of new practices. By the end of this half-hour, you'll have an actionable roadmap to guide your agency through an AI-driven transformation.
|
| 12:00 p.m. |
Networking Lunch |
| 1:15 p.m. |
Interactive Workshop: AI Tools in Action
Get an early look at an all-new AI-powered Applied product for identifying high-probability cross-sell and upsell opportunities within a book of business. Follow along with Applied product team members as they walk through the new workflow and key capabilities, with an opportunity to ask questions and provide feedback.
EZLynx User Alliance: Insights and Impact
Gain an inside look at the EZLynx User Alliance and its role in shaping the platform's evolution. Presented by Alliance members, this session will highlight their collaborative efforts, the benefits of participation, and how they influence product development to meet real-world agency needs. Learn how you can get involved and make your voice heard!
|
| 2:00 p.m. |
Roundtable Discussions: AI and Your Agency (Session 2)
Join engaging peer-led discussions to explore AI's impact on your agency, exchange experiences, and share innovative strategies for success.
|
| 2:45 p.m. |
Closing Session: The Road Ahead for Advanced Digital Technologies in Insurance |
| 3:00 p.m. |
Event Concludes |
All times listed in Central Time; program subject to change.