Hot Topic: Challenges in Agency Billing — and How to Turn Them into Growth Opportunities
September 18 @ 2:00 PM - 3:00 PM ET
Join this Hot Topic session to uncover the biggest challenges in agency billing and learn how to turn them into growth opportunities with automation, premium finance tools, and streamlined workflows.
Demo Lounge: Canopy Connect
September 25 @ 2:00 PM - 3:00 PM ET
Join this Demo with Canopy Connect to learn how modern insurance intake can simplify client onboarding, deliver verified data instantly, and help you close more deals faster.
Demo Lounge: Xpress-pay
September 30 @ 2:00 PM - 3:00 PM ET
Join this Demo with Xpress-pay to explore how agencies can simplify premium financing and agency billing with branded payment links, recurring payments, and secure, streamlined workflows.
[Cyber Month] IT vs Cybersecurity: Do you have gaps?
October 2 @ 2:00 PM - 3:00 PM ET
Dive into the key differences between IT and Cybersecurity, and identify any potential gaps in your agency practices.
[Cyber Month] Culture's Impact on Cyber Risk
October 9 @ 2:00 PM - 3:00 PM ET
Join to learn how your culture around cybersecurity can impact your overall risk, and ways to help build a more resilient team.
Demo Lounge: Retain by Total CSR
October 15 @ 2:00 PM - 3:00 PM ET
See how Retain by Total CSR helps agency staff retain critical insurance knowledge and prevent costly coverage mistakes.
[Cyber Month] Microsoft 365 Security Tune-up: Live Workshop
October 16 @ 2:00 PM - 3:00 PM ET
Roll up your sleeves in this live workshop to help dial into your Microsoft 365 Security settings that are critical to your security.
[Cyber Month] Insurance Data Security Laws
October 23 @ 2:00 PM - 3:00 PM ET
Hop on this important session to understand what insurance data security laws are out there, what they entail, and how to get ahead of both your legal obligations and cyber risk.
Demo Lounge: Loss Run Pro
November 4 @ 2:00 PM - 3:00 PM ET
Join this Demo Lounge with Loss Run Pro to see how new Uploads and Cleaners features can centralize loss run files, improve data quality, and speed up your workflow.
Future of Distribution 2025
November 4 @ 2:00 PM - 8:00 PM ET
The Future of Distribution connects insurance leaders with emerging innovations. This exclusive half-day event unites agents and brokers to explore new InsurTech solutions and the latest MGA product offerings.
Hot Topic: Cutting the Paperwork: Automated Certificate Issuance
November 18 @ 2:00 PM - 3:00 PM ET
Discover how automation transforms the certificate of insurance (COI) issuance process—reducing manual effort, improving accuracy, and saving valuable time.