Events

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.

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, Brenda Nevil, IT Business Applications Project Manager at Alliant, Melissa Zornes, Senior Vice President Practice Leader of Employee Benefits, OneGroup, and Barry Schiefelbein, Senior Vice President & Director of Technology, FNIC

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.

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.