Expert Panel
Applied Epic
Content Level: Basic
Personas: Owner/Principal, IT/Operations Manager, Office Manager, Customer Service Rep, Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial
Technology: Applied Epic
Colleen Lazanich (she/her/hers)
CEO
CalNonprofits Insurance Services
Samantha Heinrichs (she/her/hers)
Director of Operations
BSI Insurance Brokers Ltd.
Jim Zell
Sr. Solution Specialist
Applied Systems, Inc.
Ingrid Smith ANFI, ACSR (she/her/hers)
Business Systems Administrator
Baldwin Risk Partners