Speakers

 

Rich Belanger

Rich Belanger
Chief Technology Officer, Applied Systems

Rich Belanger, Chief Technology Officer, leads the Product Development, Product Management and Quality Assurance teams for Applied Systems. Previously, Rich led ProQuest, a global SaaS company with over 100 million users, through a complex migration to a modern cloud architecture and deployed world-class software development processes. As a result of his leadership, ProQuest achieved significant improvements in performance and reliability, as well as meaningful improvements in the speed and quality of new product development. Rich also held prior leadership roles at Target Software and Forrester Research.

Kathy Bova

Kathy Bova
Vice President of Operations, ASNOA

Kathy serves as the Vice President of Operations a senior leadership role responsible for overseeing and optimizing the company’s operational functions. Kathy leads cross-functional teams to improve productivity, streamline processes, and ensure the business operates efficiently and meets performance goals. Kathy collaborates with other senior leaders to implement strategic initiatives and manage the operational budget. Kathy been in the independent agency sector since 1980 and have been a member of the ASNOA Team since 2005. Kathy currently oversee ASNOA’s Operations and prior to that Kathy led a Commercial Lines Division as well as the Training/Education Departments before transitioning to the Vice President of Operations.

Trevor Bunker

Trevor Bunker
Chief Customer Officer, Applied Systems

Amanda Crawford

Amanda Crawford
Director of Operations, Compass Insurance

Amanda Crawford is the Director of Operations at Compass Insurance, where she specializes in agency structural organization, technology implementation, and fostering employee relations. With a background in both personal and commercial lines, Amanda brings nearly two decades of industry experience to her role. As Co-Leader of the EZLynx User Alliance, Amanda is passionate about empowering agencies to feel confident using the EZLynx platform, enabling them to grow and streamline their operations. She is also dedicated to cultivating a positive and collaborative community of EZLynx users who share knowledge and promote growth and learning.

Courtney DeCarins

Cortney DeCaires
Application Manager, Morris & Garritano Insurance

Cortney DeCaires is the Application Manager at Morris & Garritano Insurance, where she oversees the management of Applied Epic. In this role, Cortney collaborates with all departments within the agency to ensure cohesive workflows and optimal system configurations. Although not directly working in their Business Intelligence unit, Cortney frequently participates in data related projects, effectively bridging the gap between highly technical personnel and day-to-day servicing staff, including best practices for data ingestion.

Caitlin Evans

Caitlin Evans
Senior Solution Consultant, Applied Systems

Caitlin is an experienced professional in the insurance industry, with experience at an MGA/Wholesaler and independent insurance agency having held several prestigious roles such as P&C Account Manager, Controller, and Chief Operating Officer. Today, she serves as a Senior Solution Consultant for Applied Systems, providing insurance expertise as part of customer engagements and as critical input to the product organization. Beyond her usual role, Caitlin has been a champion for AI product initiatives within Team Applied, demonstrating her forward-thinking approach to technology. Her approach encompasses a seamless blend of technology and industry knowledge, making her a valuable asset in the field of insurance.

Ashley Fimian

Ashley Fimian
Senior Vice President, Applied System

Ashley is an accomplished operation executive with experience leading high-performing teams, solving complex customer problems and driving innovation across multiple organizations and industries. She has 17+ years of proven performance and has developed a reputation as a collaborative leader who is passionate about driving improvement and delivering world class customer service. As Senior Vice President at Applied System, Ashley is responsible for Customer Success across Applied’s largest and most strategic customers. She joined Applied from SMS Assist, a national facilities maintenance company, where she was responsible for operations and service delivery. As Vice President, Operations, she managed a $80M line of business and was responsible for all retail commercial operations, with a focus on transforming the customer experience.

Jacki Fraggis

Jacki Fraggis
Director, Agency Management Systems & Carrier Services – GGB Americas, Arthur J. Gallagher Risk Management Services, LLC

Jamieson Freageau

Jamieson Freageau
Co-Founder, Quandri 

Jamieson co-founded Quandri with his brother, Jackson, to transform operational efficiency and drive intelligence in the insurance industry. With a solid foundation in computer engineering, Jamieson has been instrumental in establishing Quandri as a vital partner for insurance agencies aiming to implement smarter, AI-driven solutions, particularly within their personal lines business.

Charles Frumerie

Charles Frumerie
UX Lead, Applied Systems

 

Charles is a Principal UX Designer at Applied Systems, where he conducts user research, designs solutions, and frames everything in the real context of the user. He’s passionate about understanding the user and meeting them where they are with easy, obvious value. Outside of work, Charles stays active with his amazing, goofy family and hiking/skiing the incredible mountains of Colorado.

Justin Goodman

Justin Goodman
CEO, Total CSR

Justin Goodman is the founder and CEO of Total CSR. He has trained over 50,000 customer service representatives (CSRs), account managers and producers and is considered the go-to authority for insurance onboarding and training. He was previously named to Insurance Business Magazine's Hot 100 and one of the 2024 Insurance Journal Agents of the Year. Justin's recent efforts surround the launch of Project 55, a 501(c)(3) nonprofit community that empowers individuals and insurance organizations to improve mental health outcomes in the workplace.

 
Corey Greeninger

Corey Greeninger
Data Reporting Specialist, TRICOR

Reporting team. TRICOR has more than 300 Epic seats and 37 locations across Wisconsin, Iowa, Illinois, Michigan, and beyond. Corey supports the entire ecosystem of TRICOR Insurance, including Operations, Sales, Account Management, and Accounting. He is accountable for agency reporting, including monthly and yearly revenue and data integrity reporting. He plays an instrumental role during the merger and acquisition data transfer and in the ongoing reporting specific to acquisition data. Corey has played an instrumental role in TRICOR’s growth using and understanding agency data, and he continues to explore complex data questions and helps provide actionable insights for both executive and management teams. Corey has a strong focus on merger and acquisition data and tracking that data for short-term and long-term agency tracking. Corey consistently leverages advanced data tools to streamline, enhance, and automate reporting processes.

 Waji Khan

Waji Khan

Senior Associate Product Manager, EZLynx

Waji has over 10 years of experience in the insurance industry, currently working on AI projects. He also has experience with various other efforts across EZLynx including rating, Sales Center, Agency Workspace and other Management Systems features to improve business operations and user experience.

 Jessica Klipphahn

Jessica Klipphahn
Director, Head of North America Middle Market Cyber/E&O, Willis Towers Watson

Jessica brings 16 years of insurance experience to WTW, focusing the last 14 years on Property & Casualty business. In her prior role, she worked as an Account Executive managing a large book of middle market accounts with a special focus on Cyber and E&O lines of business. Jessica joined WTW in September of 2021 as the Middle Market Team Lead and was then promoted to head up the Middle Market Cyber/E&O national practice in June of 2023.

Matt Lane

Matt Lane
Senior Vice President Product Management, Applied Systems 

Matt Lane is SVP of Product Management at Applied Systems where he is responsible for Epic, CSR24, Epic Quotes Personal Lines, and Applied Marketing Automation. Previously Matt led Product Management at Sabre Corporation serving airlines and travel agencies around the world.  Earlier in his career Matt worked in consulting for Bain & Company and Fiserv.  Matt holds a patent for optimizing results in digital marketplaces, an MBA from University of Chicago, and a BA from Vanderbilt University. Matt resides in Dallas with his wife and two daughters. He enjoys coaching youth sports, golfing, playing music, and skiing. 

Brian Langerman

Brian Langerman
Chief Executive Officer, Applied Client Network

Brian Langerman is a Business Management Executive with more than 20 years of Technology experience in Corporate America as well as Association and Technology Communities. His expertise includes, new business development, operations management, strategic marketing, channel management, project coordination, change management, process implementation, and management of multi-million-dollar accounts and budgets. Langerman currently serves as the Chief Executive Officer (CEO) of Applied Client Network a global Technology Community for Applied Systems network of independent insurance agents and brokers worldwide that are focused on driving system utilization to increase agency and brokerage value for the next generation of insurance professionals.

 
Beaux Pilgrim

Beaux Pilgrim
Founder and CEO, IA Blueprint LLC

Beaux Pilgrim brings 31 years of experience in the insurance industry and 16 years as an agency owner. Specializing in Insurance, VAs, and Automation, Beaux leverages his extensive knowledge to help businesses optimize operations, address staffing needs, and integrate technology for greater efficiency.

Nash Qadri

Nash Qadri
Vice President, Product Management & Development, Applied Pay

Nash is a highly experienced software product and engineering leader who thrives on every aspect of the creativity-fueled process—from customer discovery to the collaborative efforts of product management, execution, and delivery. He has a proven track record, having successfully built, led, and supported multifaceted teams in delivering both B2C and B2B mobile, web-based software, and hardware products that delight users. As the current Vice President of Product Management and Development, Nash takes the helm in guiding and leading the product and development teams for the Applied Pay and Financial Management products.

Tanner Randoph

Tanner Randolph
Chief Information Officer and Chief Information Security Officer, Applied Systems

With over 20 years of experience in technology and cybersecurity, Tanner Randolph is a builder and transformer of organizations across multiple verticals, from large SaaS companies to Fortune 50 enterprises. As the Chief Information Officer and Chief Information Security Officer at Applied Systems, Tanner leads the global information technology and security functions, enabling Applied to deliver secure, cutting-edge solutions. Outside of Applied Tanner is also an active advisor within the cybersecurity and AI ecosystems, collaborating with startups, venture capitalists, and industry experts.

Barry Schiefelbein

Barry Schiefelbein
Director of Technology, FNIC Group

As a seasoned technology leader, Barry is passionate about driving innovation and creating impactful digital solutions that empower businesses to thrive in a competitive landscape. With over 20 years of experience leading technology teams and spearheading transformative projects, he specializes in aligning technical strategies with organizational goals to deliver exceptional results.

Nick Sindt

Nick Sindt
UX Manager, Applied Systems

Jessica Traynort

Jessica Traynor
Vice President of Intelligence and Technology, Platform Insurance Management

Jessica Traynor, Vice President of Intelligence and Technology leads the Business Intelligence and IT teams at Platform Insurance Management with over 20 years of experience in the insurance industry. Platform is a Canadian owned brokerage that stands at the forefront of navigating complex risk landscapes. Prior to Platform, Jessica held various roles, starting out in the finance department before launching the business analyst team at a brokerage with over 500 employees. She has extensive knowledge in data migration, accounting, analytics, project management and data strategy. Jessica has been a long-standing Applied Client Network member, currently volunteering as the Alliance Leader for the Canadian Alliance and has participated on several committees with ACN.

Paul Warga

Paul Warga
VP, Product Management, Epic ecosystem

Melissa Zorens

Melissa Zornes
Senior Vice President Practice Leader of Employee Benefits, OneGroup 

Melissa Zornes is Senior Vice President Practice Leader of Employee Benefits at OneGroup. She joined OneGroup in 2024, bringing with her more than 14 years of experience. Throughout her career, Melissa has developed a strong expertise in group benefits and HR management. She has held various roles in insurance agencies, including Account Manager, Account Executive, Benefits Practice Manager, Director of Client Services, and SVP and Head of Employee Benefits Client Services. Melissa’s responsibilities in those roles varied between maintaining client relationships, providing consultative support, benefits program design, project management, strategic development, cross-functional collaboration, and more. Her collaborative approach extended to agency growth, operations and technology initiatives, driving positive company performance and innovation