(NR) Networking Roundtables

Join your peers during Networking Roundtables to discuss a variety of topics and personas. These roundtables create the perfect opportunity to connect with peers facing similar challenges and goals. Whether if you’re an account manager, principal, data steward or CSR, you’ll dive into meaningful conversations, share insights, and build valuable connections. Table topics include:
• Canadian Solutions
• Solutions canadiennes-françaises
• Large Agent Alliance
• Small Agency
• EZLynx - General
• EZLynx - Reporting
• EZLynx - Operations
• Employee Benefits - General
• Employee Benefits - Compliance
• Customer Service Rep - General
• Customer Service Rep - Managing Activities
• Customer Service Rep - Managing Attachments
• Customer Service Rep - Certificates
• Template/Proposal Management
• Accountant - General
• Dashboards - General
• Dashboards - Management
• Sales Representative - General
• Sales Representative - Managing Leads/Opportunities
• Operations Manager - General
• Operations Manager - Workflows
• Operations Manager - Reporting
• Office Manager - General
• Office Manager - Reporting
• Office Manager - Managing Hybrid/Remote Workers
• HR Manager - Onboarding new staff
• HR Manager - Compensation/Hiring
• Carriers
• Download Management
• Account Manager: Medium/Large Commercial - General
• Account Manager: Medium/Large Commercial - Workflows/efficiency
• Account Manager: Medium/Large Commercial - Managing Activities
• Account Manager: Personal Lines - General
• Account Manager: Personal Lines - Workflows/efficiency
• Account Manager: Personal Lines - Managing Activities
• Account Manager: Personal Lines - Reporting
• Account Manager: Small Commercial - General
• Account Manager: Small Commercial - Managing Activities
• Account Manager: Small Commercial - Reporting
• Account Manager: Small Commercial - Workflows/efficiency
• IT Manager - General
• IT Manager - Rolling out new features
• IT Manager - Migrations
• Marketing Manager/Specialist - General
• Owner/Principal - Team Management
• Owner/Principal - Agency Management
• Owner/Principal - Reporting/Analytics

To view the table assignments – please click on the handout below.