Events

Speakers: Tanner Randolph, Chief Information Officer and Chief Information Security Officer at Applied Systems and Jessica Klipphahn, Head of North America Middle Market Cyber/E&O at Willis Towers Watson

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.

Join engaging peer-led discussions to explore AI's impact on your agency, exchange experiences, and share innovative strategies for success.

Speaker: Rich Belanger, CTO, Applied Systems and Brian Langerman,CEO, Applied Client Network

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.

Speakers: Anoop Bargur, Product Manager at Applied Systems and Waji Khan Senior Associate Product Manager, EZLynx

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.

Speaker: Jamieson Fregeau, President and Co-founder, Quandri

Fresh off the back of Super Bowl LIX, Quandri President and Co-founder, Jamieson Fregeau will use this session to illustrate how traditional renewal processes fumble when facing modern challenges like talent shortages and increases in natural disaster-related service calls. By studying game tape (reviewing real agency examples), attendees will leave this session with not only a better understanding of the issues at hand, but a game plan for sourcing and implementing technologies that don't just look and sound nice, but actually solve the underlying problems in a scalable, sustainable manner.

Speaker: Amanda Crawford, Director of Operations at Compass Insurance,Melissa Zornes, Senior Vice President Practice Leader of Employee Benefits, OneGroup, and Barry Schiefelbein, Senior Vice President & Director of Technology, FNIC, and Jacki Fraggis, Director, Agency Management Systems & Carrier Services – GGB Americas

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, our panelists will provide actionable insights into the practical applications of AI in their agencies. Attendees will have the opportunity to engage with panelists, ask questions, and walk away with strategies to implement AI in their own organizations.

Speaker: Justin Goodman, CEO, Total CSR

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.

Speaker: Charles Frumerie, UX Lead, Applied Systems and Caitlin Evans, Senior Solution Consultant, Applied Systems

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.

Speakers: Beaux Pilgrim, Founder and CEO of IA Blueprint LLC and Amanda Crawford, Director of Operations at Compass Insurance

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!

Join engaging peer-led discussions to explore AI's impact on your agency, exchange experiences, and share innovative strategies for success.