Program

Build Your Industry Knowledge

At Applied Net 2018, you will spend 4 full days exploring innovation, technology, best practices and education – all focused on the business of insurance. Choose from more than 200 educational sessions that address operational and technological challenges your business faces now and in the future. Participate in these exclusive educational sessions to learn best practices from other users and industry experts, as well as effective application and business solutions from your peers. Attend the only event where you can meet with product development teams, industry experts and Applied partners to gain insight on system utilization and future product roadmaps.

Join us and discover how your business can profit from the digital age of insurance.

Register Now

Agenda-at-a-Glance

Sunday, October 14

3:00 p.m. – 6:00 p.m. Registration Open

Monday, October 15

7:00 a.m. – 7:00 p.m. Registration Open
8:00 a.m. – 5:00 p.m. Continuing Education (CE) Sessions (additional fee required)
9:00 a.m. – 4:00 p.m. Executive Management Program (additional fee required)
9:00 a.m. – 12:00 p.m. Emerging Leaders Program
2:00 p.m. – 3:15 p.m. Sponsor Sessions
3:30 p.m. – 5:00 p.m. Networking Roundtables
5:00 p.m. – 7:00 p.m. Welcome Reception in the Applied Net Exchange

Tuesday, October 16

7:00 a.m. – 6:00 p.m. Registration Open
7:15 a.m. – 8:15 a.m. Breakfast
8:30 a.m. – 10:30 a.m. Opening Session & Keynote Addresses 
10:30 a.m. – 11:00 a.m. Break
11:00 a.m. – 12:00 p.m. Conference Sessions
12:00 p.m. – 1:30 p.m. Applied Net Exchange Open/Lunch
1:30 p.m. – 2:30 p.m. Conference Sessions
2:30 p.m. – 3:00 p.m. Break
3:00 p.m. – 4:30 p.m. Conference Sessions
4:30 p.m. – 6:30 p.m. Networking Reception in the Applied Net Exchange
7:30 p.m. 10:30 p.m. A Night Out In Nashville

Wednesday, October 17

7:00 a.m. – 6:00 p.m. Registration (Closes at 12:00 p.m.; Help Desk open until 6:00 p.m.)
7:15 a.m. – 8:15 a.m. Power Breakfast with Benefit Partners
8:30 a.m. – 9:45 a.m. Keynote Addresses
9:45 a.m. 10:15 a.m. Break
10:15 a.m. – 11:15 a.m. Conference Sessions
11:15 a.m. – 12:45 p.m. Applied Net Exchange Open/Lunch
12:45 p.m. – 1:45 p.m. Conference Sessions
1:45 p.m. – 2:15 p.m. Break
2:15 p.m. – 3:15 p.m. Conference Sessions
3:15 p.m. – 3:45 p.m. Break
3:45 p.m. – 4:45 p.m. Conference Sessions
4:45 p.m. – 6:30 p.m. Networking Reception Applied Net Exchange
TBD Evening Event

Thursday, October 18

7:00 a.m. – 3:00 p.m. Help Desk
7:30 a.m. – 8:15 a.m. Breakfast
8:30 a.m. – 9:30 a.m. Conference Sessions
9:30 a.m. – 10:00 a.m. Break
10:00 a.m. – 11:00 a.m. Conference Sessions
11:00 a.m. – 11:30 a.m. Break
11:30 a.m. – 12:30 p.m. Conference Sessions
12:30 p.m. – 1:30 p.m. Lunch
1:30 p.m. – 2:30 p.m. Conference Sessions

Pre-Conference

  • Continuing Education

    Attend Applied Net 2018 and earn your continuing education (CE) credits to ensure you meet the licensing requirements of your state while also gaining additional education. Earn up to 7 hours of CE credits for anyone holding the CISR or CSRM designation. 

    2018 Continuing Education sessions include:

    • Employment Related Practices, Exposures & Coverages (2 CE hours)
      Examine and be able to explain the issues related to Employment Practices Liability. Learn the basic exposures your clients face and review the exclusions contained in most liability coverage forms. Analyze the coverages found in many Employment Related Practices Policies designed specifically to protect against these causes of action against an insured.
    • Ethics for CSRs (2 CE hours)
      Understand the ethical behavior, standards, and responsibilities in dealing with the day-to-day realities of the complex, ethical issues of the insurance industry. You will be able to explain a five-step approach to ethical decision making.
    • Analyzing Cyber Liability (3 CE hours)
      Gain an understanding of the need for Cyber Liability coverage and the issues of this market segment. Examine third-party and first-party exposures and how best to provide coverage.

    Sessions will be held on Monday, October 15. Pre-registration is required, including a $49 fee for each session. Spaces are limited.
    Register Now

  • Executive Management Program

    The Executive Management Program provides new perspectives on industry trends and market developments and is designed to equip agency and brokerage executives with the knowledge and skills needed to navigate the present into the future.

    Sign up for the Executive Management Program to:

    • Learn how to advance your business and remain successful in a digital industry
    • Discover how to grow your business with best practices from industry thought leaders
    • Discuss strategic issues with peers and leaders in the industry

    2018 Executive Management Program sessions include:

    • The Debate Between Organic or M&A Growth
      Sustainable growth in this industry can come in two ways: organically or through acquisition. Focusing on which route to pursue is an important first step to taking action. In this session, Reagan Consulting will provide an industry overview and key strategies – whether organic or through M&A – to implement for you to predictably drive growth at your agency or brokerage.
    • Succession and Perpetuation
      With more than 50% of the insurance workforce set to retire in the coming years, it is imperative that agency owners begin building their succession and perpetuation plans to ensure a sustainable future for their business. Crafting a thorough, seamless perpetuation plan requires expert guidance. Join this session to gain expert advice on successful perpetuation methods and mechanisms to prepare your agency for the next-generation of leaders. 
    • InsurTech – How to Compete and When to Partner
      2018 has been a pivotal year for the InsurTech startup movement. For independent agencies, this movement provides their business opportunities to become more productive and profitable with new technology and distribution strategies, while also introducing new competitive dynamics never seen in this industry. Join Strategy Meets Action in this session as they provide insights from their research on key themes that illustrate how InsurTech is changing and what to expect in the coming years.
    • Future of Technology and The Tech-Enabled Agency
      Digital is now the essence of how customers engage and how insurers and agents operate, so insurance digital business teams must execute digital transformation now while scaling new innovations even faster. In this session, Forrester will discuss their latest research on six emerging and interconnected technologies and what they mean for digital insurance strategy professionals.
    • Building a Digital Transformation Plan
      Digital transformation has touched every industry, including insurance. Now that the digital transformation of insurance is here, how can your business successfully navigate becoming a digital agency? In this session, Steve Anderson will provide guidance on best practices in building a plan, the tools to use, and steps to getting started.

    Sessions will be held on Monday, October 15. Pre-registration is required, including a $199 fee for the program in addition to regular registration or stand-alone for $399.
    Register Now

  • Emerging Leaders Program

    Developing the Mentor Within
    No one can give away that which they don’t possess. Mentoring requires the virtues of patience, compassion, generosity and altruism.  Our program can help people develop and master these skills, but the willingness to implement the plan must come from the individual.  Participants will learn what to expect from a mentoring relationship; the skills of proper communication; intervention; how to assess your abilities to coach; guiding people to develop a stronger drive and improve listening skills.  The results are an overall improved mentoring experience for everyone. You’ll see a greater return on investments of time and energy.  Skill level: new & mid-level

    Grow your leadership skills by recognizing your strength and opportunities, while leveraging tips and techniques for managing the common challenges of leadership. Sessions will be held on Monday, October 15 from 9:00 a.m. – 12:00 p.m. Pre-registration is required, including a $99 fee for the program.
    Register Now

Attend Applied Net 2018 and earn your continuing education (CE) credits to ensure you meet the licensing requirements of your state while also gaining additional education. Earn up to 7 hours of CE credits for anyone holding the CISR or CSRM designation. 

2018 Continuing Education sessions include:

  • Employment Related Practices, Exposures & Coverages (2 CE hours)
    Examine and be able to explain the issues related to Employment Practices Liability. Learn the basic exposures your clients face and review the exclusions contained in most liability coverage forms. Analyze the coverages found in many Employment Related Practices Policies designed specifically to protect against these causes of action against an insured.
  • Ethics for CSRs (2 CE hours)
    Understand the ethical behavior, standards, and responsibilities in dealing with the day-to-day realities of the complex, ethical issues of the insurance industry. You will be able to explain a five-step approach to ethical decision making.
  • Analyzing Cyber Liability (3 CE hours)
    Gain an understanding of the need for Cyber Liability coverage and the issues of this market segment. Examine third-party and first-party exposures and how best to provide coverage.

Sessions will be held on Monday, October 15. Pre-registration is required, including a $49 fee for each session. Spaces are limited.
Register Now

The Executive Management Program provides new perspectives on industry trends and market developments and is designed to equip agency and brokerage executives with the knowledge and skills needed to navigate the present into the future.

Sign up for the Executive Management Program to:

  • Learn how to advance your business and remain successful in a digital industry
  • Discover how to grow your business with best practices from industry thought leaders
  • Discuss strategic issues with peers and leaders in the industry

2018 Executive Management Program sessions include:

  • The Debate Between Organic or M&A Growth
    Sustainable growth in this industry can come in two ways: organically or through acquisition. Focusing on which route to pursue is an important first step to taking action. In this session, Reagan Consulting will provide an industry overview and key strategies – whether organic or through M&A – to implement for you to predictably drive growth at your agency or brokerage.
  • Succession and Perpetuation
    With more than 50% of the insurance workforce set to retire in the coming years, it is imperative that agency owners begin building their succession and perpetuation plans to ensure a sustainable future for their business. Crafting a thorough, seamless perpetuation plan requires expert guidance. Join this session to gain expert advice on successful perpetuation methods and mechanisms to prepare your agency for the next-generation of leaders. 
  • InsurTech – How to Compete and When to Partner
    2018 has been a pivotal year for the InsurTech startup movement. For independent agencies, this movement provides their business opportunities to become more productive and profitable with new technology and distribution strategies, while also introducing new competitive dynamics never seen in this industry. Join Strategy Meets Action in this session as they provide insights from their research on key themes that illustrate how InsurTech is changing and what to expect in the coming years.
  • Future of Technology and The Tech-Enabled Agency
    Digital is now the essence of how customers engage and how insurers and agents operate, so insurance digital business teams must execute digital transformation now while scaling new innovations even faster. In this session, Forrester will discuss their latest research on six emerging and interconnected technologies and what they mean for digital insurance strategy professionals.
  • Building a Digital Transformation Plan
    Digital transformation has touched every industry, including insurance. Now that the digital transformation of insurance is here, how can your business successfully navigate becoming a digital agency? In this session, Steve Anderson will provide guidance on best practices in building a plan, the tools to use, and steps to getting started.

Sessions will be held on Monday, October 15. Pre-registration is required, including a $199 fee for the program in addition to regular registration or stand-alone for $399.
Register Now

Developing the Mentor Within
No one can give away that which they don’t possess. Mentoring requires the virtues of patience, compassion, generosity and altruism.  Our program can help people develop and master these skills, but the willingness to implement the plan must come from the individual.  Participants will learn what to expect from a mentoring relationship; the skills of proper communication; intervention; how to assess your abilities to coach; guiding people to develop a stronger drive and improve listening skills.  The results are an overall improved mentoring experience for everyone. You’ll see a greater return on investments of time and energy.  Skill level: new & mid-level

Grow your leadership skills by recognizing your strength and opportunities, while leveraging tips and techniques for managing the common challenges of leadership. Sessions will be held on Monday, October 15 from 9:00 a.m. – 12:00 p.m. Pre-registration is required, including a $99 fee for the program.
Register Now

Get the Best Deal: Pre-Registration Is Open Through August 24, 2018

Register Now

Conference Sessions

You can also download a spreadsheet of the complete schedule, updated weekly to reflect any changes. Session dates and times are subject to change.

Download Schedule Now

Certificate Program

Maximize your investment in Applied technology and enhance your product knowledge with the Applied Net Certificate Program. Each registered Applied Net attendee who attends at least five identified sessions will receive a certificate of completion in that area. Certificates can be earned in several areas:

  • Applied Epic Accounting

    Take advantage of the Applied Epic® Accounting Certificate by attending five identified sessions and discover:

    • How to maximize Applied Epic to manage your finances, including budget, producer reconciliations and commission agreements
    • Benefits of implementing split receivables within your business
    • Configuration options in Applied Epic for accounting
  • Applied Epic Reporting

    Take advantage of the Applied Epic® Reporting Certificate by attending five identified sessions and discover how to:

    • Edit and modify a report layout using labels, data variables, variable manipulation and layout design
    • Maximize the setup and use of reports to get the accurate data you need
    • Understand which reports can be used to generate your marketing campaign
  • Applied Epic Benefits

    Take advantage of the Applied Epic® Benefits Certificate by attending five identified sessions and discover how to:

    • Set up account contract records for benefits business in Applied Epic
    • Create marketing campaigns that drive business
    • Maximize the use of benefits custom forms to increase efficiency
  • Applied TAM Reporting

    Take advantage of the Applied TAM® Reporting Certificate by attending five identified sessions and discover how to:

    • Customize existing reports to meet your business’s needs
    • Create a variety of reports that can be used for greater system utilization and to track an employee’s progress
    • Define your business’s objectives and appropriately measure your progress with reports
  • Applied TAM Accounting

    Take advantage of the Applied TAM® Accounting Certificate by attending five identified sessions and discover how to:

    • Maintain your general ledger chart of accounts
    • Create user-defined transactions, schedule fields and cost allocations
    • Better manage your budgeting process in Applied TAM
  • Connected Agency

    Take advantage of the Connected Agency Certificate by attending identified sessions and discover how your business can become more connected by:

    • Implementing an agency management system that delivers a holistic view across all lines of business for all staff members
    • Adopting mobile applications to provide employees remote access to customer information
  • Insurer Connectivity

    Take advantage of the Insurer Connectivity Certificate by attending five identified sessions and discover how to:

    • Gain access to product range, insurer choice, and localized personal services through rating and market tools
    • Leverage a single source for access to insured markets and automated servicing to deliver on the core promise of the independent agent
    • Utilize download and real-time technologies that create ease of doing business
  • Insured Connectivity

    Take advantage of the Insured Connectivity Certificate by attending five identified sessions and discover how you can better connect to customers by:

    • Investing in an online customer service portal to ensure your clients have 24/7 access to their insurance information
    • Utilizing an custom-branded mobile app to provide easy access to your business from a mobile device
    • Implementing eSignature capabilities to streamline the sales process
  • Your Management System and Microsoft Office

    The Your Management System and Microsoft Office Certificate will allow attendees to discover how to enhance their agency or brokerage system with third-party partners by:

    • Leveraging Microsoft tools to work smarter and create accurate documents and insights for both Applied Epic and Applied TAM.
    • Utilizing untraditional or lesser-known functionalities of Microsoft Suite to streamline and automate processes as well as dramatically improve workflow.
    • Understanding the various integrated solutions and integration partners for both Applied Epic and Applied TAM, including custom integration options.

Take advantage of the Applied Epic® Accounting Certificate by attending five identified sessions and discover:

  • How to maximize Applied Epic to manage your finances, including budget, producer reconciliations and commission agreements
  • Benefits of implementing split receivables within your business
  • Configuration options in Applied Epic for accounting

Take advantage of the Applied Epic® Reporting Certificate by attending five identified sessions and discover how to:

  • Edit and modify a report layout using labels, data variables, variable manipulation and layout design
  • Maximize the setup and use of reports to get the accurate data you need
  • Understand which reports can be used to generate your marketing campaign

Take advantage of the Applied Epic® Benefits Certificate by attending five identified sessions and discover how to:

  • Set up account contract records for benefits business in Applied Epic
  • Create marketing campaigns that drive business
  • Maximize the use of benefits custom forms to increase efficiency

Take advantage of the Applied TAM® Reporting Certificate by attending five identified sessions and discover how to:

  • Customize existing reports to meet your business’s needs
  • Create a variety of reports that can be used for greater system utilization and to track an employee’s progress
  • Define your business’s objectives and appropriately measure your progress with reports

Take advantage of the Applied TAM® Accounting Certificate by attending five identified sessions and discover how to:

  • Maintain your general ledger chart of accounts
  • Create user-defined transactions, schedule fields and cost allocations
  • Better manage your budgeting process in Applied TAM

Take advantage of the Connected Agency Certificate by attending identified sessions and discover how your business can become more connected by:

  • Implementing an agency management system that delivers a holistic view across all lines of business for all staff members
  • Adopting mobile applications to provide employees remote access to customer information

Take advantage of the Insurer Connectivity Certificate by attending five identified sessions and discover how to:

  • Gain access to product range, insurer choice, and localized personal services through rating and market tools
  • Leverage a single source for access to insured markets and automated servicing to deliver on the core promise of the independent agent
  • Utilize download and real-time technologies that create ease of doing business

Take advantage of the Insured Connectivity Certificate by attending five identified sessions and discover how you can better connect to customers by:

  • Investing in an online customer service portal to ensure your clients have 24/7 access to their insurance information
  • Utilizing an custom-branded mobile app to provide easy access to your business from a mobile device
  • Implementing eSignature capabilities to streamline the sales process

The Your Management System and Microsoft Office Certificate will allow attendees to discover how to enhance their agency or brokerage system with third-party partners by:

  • Leveraging Microsoft tools to work smarter and create accurate documents and insights for both Applied Epic and Applied TAM.
  • Utilizing untraditional or lesser-known functionalities of Microsoft Suite to streamline and automate processes as well as dramatically improve workflow.
  • Understanding the various integrated solutions and integration partners for both Applied Epic and Applied TAM, including custom integration options.

Conference Tracks

Applied Net 2018 offers more than 200 sessions within a variety of tracks to enable you to grow and increase the profitability of your business. Sessions include favorites that are back by popular demand, as well as new sessions and formats based on your feedback.


  • Applied Epic

    Applied Epic

    Discover the capabilities of Applied Epic with topics for beginners through advanced users to automate operations and increase connectivity with both insurers and insureds from your management system at your agency or brokerage. This track will cover topics including accounting, operations, reports, workflows, benefits, a product roadmap and more. Specific sessions will address how agencies and brokerages can most seamlessly make the move to Applied Epic.

  • Applied TAM

    Applied TAM

    Discover the capabilities of Applied TAM with topics for beginners through advanced users to gain the most from your management system at your agency or brokerage. This track will cover topics including accounting, operations, workflows, reports, a product roadmap and more.

  • Business Management

    Business Development

    Discuss high-level business strategies, insurance industry trends and market developments to drive success at your agency or brokerage. This track will cover topics such as how to become a sales-driven organization, how to stay in front of clients, organizational health and best practices, compliance and data security, agency perpetuation, big data and globalization.

  • Canada

    Canada

    Understand functionalities of Applied products that are specific to the Canadian market.

  • Data Analytics

    Data Analytics

    Learn how to gain greater business insights from your management system data. Discover how Applied Analytics enables you to leverage data analytics to gain a competitive advantage in today's digital world.

  • Insurer Connectivity

    Insurer Connectivity

    Understand interface capabilities from IVANS as well as automation best practices to enhance insurer relationships, drive profitability and increase customer satisfaction. Leverage IVANS Markets to find new markets for Commercial Lines risks. Discover Applied Rater to effectively quote Personal Lines. Implement Download to save time and focus on servicing/selling, rather than manual data entry.

  • Mobility

    Mobility

    Discover best practices for mobility for both your customers and employees. Learn how mobile technology is critical in today's digitally enabled market. Gain insight into the latest Applied Mobile, Applied MobileInsured and Applied CSR24 updates and product roadmaps as well.

  • Professional Development

    Professional Development

    Aspire professionals to take the next step in their careers by providing the vision, tools, knowledge and skill sets needed to do so. Attendees will enhance their professional development and management skills by acquiring new knowledge that relates to the profession such as leadership, problem-solving, staff supervision, management and more.

  • System Administration

    System Administration

    Share insights with industry IT experts and your peers about how to ensure up-time, performance, resources and security of your agency software as well as online business strategies. This track will also address how agencies can benefit from moving to the cloud in regards to cost savings, flexibility and security.

  • Your Management System and Third-Party Partners

    Your Management System and Third-Party Partners

    Learn how to enhance your agency or brokerage system with third-party partners. This track will address Microsoft, integrated solutions (i.e. E-Signature) and integration partners for both Applied TAM and Applied Epic.

Applied Epic

Discover the capabilities of Applied Epic with topics for beginners through advanced users to automate operations and increase connectivity with both insurers and insureds from your management system at your agency or brokerage. This track will cover topics including accounting, operations, reports, workflows, benefits, a product roadmap and more. Specific sessions will address how agencies and brokerages can most seamlessly make the move to Applied Epic.

Applied TAM

Discover the capabilities of Applied TAM with topics for beginners through advanced users to gain the most from your management system at your agency or brokerage. This track will cover topics including accounting, operations, workflows, reports, a product roadmap and more.

Business Development

Discuss high-level business strategies, insurance industry trends and market developments to drive success at your agency or brokerage. This track will cover topics such as how to become a sales-driven organization, how to stay in front of clients, organizational health and best practices, compliance and data security, agency perpetuation, big data and globalization.

Canada

Understand functionalities of Applied products that are specific to the Canadian market.

Data Analytics

Learn how to gain greater business insights from your management system data. Discover how Applied Analytics enables you to leverage data analytics to gain a competitive advantage in today's digital world.

Insurer Connectivity

Understand interface capabilities from IVANS as well as automation best practices to enhance insurer relationships, drive profitability and increase customer satisfaction. Leverage IVANS Markets to find new markets for Commercial Lines risks. Discover Applied Rater to effectively quote Personal Lines. Implement Download to save time and focus on servicing/selling, rather than manual data entry.

Mobility

Discover best practices for mobility for both your customers and employees. Learn how mobile technology is critical in today's digitally enabled market. Gain insight into the latest Applied Mobile, Applied MobileInsured and Applied CSR24 updates and product roadmaps as well.

Professional Development

Aspire professionals to take the next step in their careers by providing the vision, tools, knowledge and skill sets needed to do so. Attendees will enhance their professional development and management skills by acquiring new knowledge that relates to the profession such as leadership, problem-solving, staff supervision, management and more.

System Administration

Share insights with industry IT experts and your peers about how to ensure up-time, performance, resources and security of your agency software as well as online business strategies. This track will also address how agencies can benefit from moving to the cloud in regards to cost savings, flexibility and security.

Your Management System and Third-Party Partners

Learn how to enhance your agency or brokerage system with third-party partners. This track will address Microsoft, integrated solutions (i.e. E-Signature) and integration partners for both Applied TAM and Applied Epic.

Networking Events

Our customers come to Applied Net to enjoy lively and entertaining nightly events each year. These highly anticipated events are the perfect setting to meet fellow agents and brokers, and have some fun. From networking roundtables and the Applied Net Exchange to our signature Wednesday bash, you will make lasting connections and countless memories.

Learn More about Our Exclusive Evening Events

2018 Sponsors

Platinum Partners

  • Imperial PFS
  • Travelers

Gold Partners

  • The Cincinnati Insurance Companies
  • Nationwide
  • The Hartford

Silver Sponsors

  • Amerisafe, Inc.
  • BlueC
  • EMC Insurance
  • ePayPolicy
  • IAAB - Insurance Agency Accounting & Bookkeeping
  • Insure Sign
  • Liberty Mutual
  • NetRate Systems
  • Progressive
  • Rhoads Online Institute
  • RPost
  • Safeco
  • The Hanover Insurance Group
  • The Kotter Group
  • The Motorists Insurance Group
  • Westfield Insruance
  • Work At Home Vintage Experts, LLC (WAHVE)
  • Your Blue Wave
  • Zywave

Register Now

Don't miss out on Pre-Registration pricing, available online through August 24, 2018.

Register Now