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 |
| 1:00 p.m. - 5:00 p.m. |
Large Agent Meeting |
November 11, 2025
| Start Time |
Program |
| 8:00 a.m. |
Registration and Welcome Breakfast |
| 9:00 a.m. |
Opening Remarks |
| 9:15 a.m. |
Insights from Applied Systems
Speakers: Trevor Bunker, Chief Customer Officer, Applied Systems and Ashley Fimian, Senior Vice President, Strategic Accounts, Applied Systems
Applied presenters share high level 2025 strategic investment areas across the business, with a particular focus on key priorities for Applied customer success services.
|
| 9:45 a.m. |
Panel Discussion
Speakers: Kathy Bova, Vice President of Operations at ASNOA, Cortney DeCaires, Application Manager at Morris & Garritano Insurance, Corey Greeniger, Data Reporting Specialist at Tricor Insurance, Jessica Traynor, Director, Business Intelligence at Platform Insurance, and Melissa Zornes, SVP, Employee Benefits Practice Leader at One Group
Hear from large agency peers on needs and use cases for advanced data practices, with insight into tools leveraged, common challenges, and key successes that help advance large agency business intelligence.
|
| 10:30 a.m. |
Networking Break |
| 10:45 a.m. |
Feedback Roundtables
Speakers: Matt Lane, Senior Vice President Product Management, Applied Systems, Paul Warga, Nick Sindt, UX Manager, Applied Systems, Charles Frumerie, UX Lead, Applied Systems, Nash Qadri, Vice President, Product Management & Development, Applied Systems
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.
|
| 12:00 p.m. - 1:00 p.m. |
Lunch & Networking Break |
*Schedule subject to change.