Exclusively for Enterprise members, we’re offering the exclusive Large Agent Meeting, providing deeper engagement opportunities with key industry thought leaders for agencies with 100+ licenses. This premium meeting includes special sessions, tailored networking events and enhanced resources for larger organizations looking to make a significant impact.
The Large Agent Meeting will be held on Monday, November 10 from 1:00 p.m. - 5:00 p.m. and Tuesday, November 11 from 8:00 a.m. - 1:00 p.m. before the Summit program begins. Please note the Large Agent Meeting requires additional registration.
November 10, 2025
| Start Time |
Program |
| 12:00 p.m. - 1:00 p.m. |
Large Agent Meeting Registration |
| 1:00 p.m. - 1:15 p.m. |
Opening Remarks and Icebreaker |
| 1:15 p.m. - 2:00 p.m. |
Insights from Applied
Speaker: Catherine Shertenlieb
Applied presenters share a high-level look at 2025 strategic investments across the business, with a focus on customer success priorities. Plus, catch a sneak peek at what’s coming in 2026 to support agency growth and innovation.
|
| 2:00 p.m. - 2:45 p.m. |
From Potential to Impact: AI for Large Agents
Moderator: Jon Lumbra
Speakers: Barry Schiefelbein, Deb Alt, Danielle DuFour
Explore how large insurance agencies are leveraging AI to solve enterprise-level challenges—from optimizing high-volume workflows to enhancing data-driven decision-making across departments. This panel brings together experts who understand the scale and complexity of large operations, offering insights into how AI is being used to drive measurable impact.
|
| 2:45 p.m. - 3:00 p.m. |
Break |
| 3:00 p.m. - 4:45 p.m. |
Feedback Roundtables
Engage directly with Applied Systems to shape the future of AI in insurance. These interactive sessions invite attendees to provide feedback on early-stage AI product initiatives, ensuring solutions align with industry needs and challenges.
|
November 11, 2025
| Start Time |
Program |
| 8:00 a.m. - 9:00 a.m. |
Breakfast |
| 9:00 a.m. - 9:15 a.m. |
Opening Remarks
Welcome attendees and outline the goals of the Large Agent Meeting.
|
| 9:15 a.m. - 10:15 a.m. |
Migration Matters: What Large Agencies Need to Know About BDE & SDK Transitions
Speaker: Garrett Gupton
Explore best practices and key considerations during your agency’s migration process.
|
| 10:15 a.m. - 10:45 a.m. |
Exhibitor Break
Visit with exhibitors and connect with peers.
|
| 10:45 a.m. - 12:00 p.m. |
Roundtable Discussions: Large Agent Challenges
Join your peers for open discussions on current issues, growth strategies, and shared solutions.
|
| 12:00 p.m. - 1:00 p.m. |
Large Agent Meeting Lunch |
*Schedule subject to change.