This session focuses on the tasks front office staff perform when working on transactions, including invoicing premiums, taxes and fees, installments, splitting receivables, multi-payables, viewing transactions, configuring repeatable messages, adjusting commissions, reversing a transaction with an activity performed against it, generating one invoice for multiple policies and invoicing surplus lines taxes and fees for direct-placements with non-admitted markets.

This dynamic session will explore how leaders can cultivate resilience, inspire adaptability, and drive meaningful change in their organizations. Blending coaching principles, change management strategies, and real-world insights, this session will challenge conventional approaches and offer a fresh perspective on navigating transformation with both structure and humanity.

This session will focus on designing an effective and streamlined process to support new employees transitioning into their roles. You will learn how to structure a comprehensive program that includes orientation, fulfilling licensing requirements, and delivering role-specific onboarding training. The session will provide strategies and best practices to ensure a seamless and engaging experience for new hires, setting them up for success in their positions.

Keeping on top of employee productivity and workload distribution is challenging for any agency striving for efficiency and excellence. Discover how one agency leveraged the software already at their fingertips to create a comprehensive employee productivity dashboard.

Participate in this informative session that delves into the advantages of Epic® Dashboards for principals and IT/operations team members. Understand how to depict wide-ranging data to grasp a comprehensive picture of business health, sales funnel, financial status, and carrier partnerships.

Did you know that EZLynx® can automate remarketing for at-risk renewals? This eliminates up to 15 minutes of effort each time. Pretty cool, right! In this hands-on session, we'll walk you through the full capabilities of this feature and cover how to set things up step-by-step. Note: EZLynx Retention Center® is required for this feature. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

In this hands-on lab, we will explore the new Email Campaign Management area in EZLynx® and learn how to build more effective recipient lists, create email templates more efficiently, and compose one-off emails leveraging EZLynx Virtual Assistant (EVA). All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

Let's explore the power of EZLynx Reports together. Learn how to filter data, use drilldowns to uncover insights, build reusable custom filter sets, and leverage scheduling and exporting capabilities to simplify reporting across your agency. You'll leave with practical tips to get the most out of your reporting tools. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

In this hands-on session, learn how successful agents leverage EZLynx Automation Center™​ to elevate the client onboarding experience. We'll cover ways to consistently welcome insureds on day 1 and ensure they stay engaged throughout the year. Come renewal time, your agency will be at the forefront of their minds to keep their business. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

The AI revolution is upon us, and manual processes, complex data, and extensive documents make insurance a prime candidate for AI innovation. EZLynx® leverages AI in use cases where it can most assist and accelerate the efforts of your staff. In this hands-on lab, we'll walk through concrete examples of when to use EZLynx Virtual Assistant (EVA) to accomplish your day-to-day workflows faster and more effectively.