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October 4-7 | Orlando, FL

Xperience is XDimensional Technologies’ customer event where current clients and invited prospects connect with the XDTI Team and key partners to discuss industry topics and learn the latest on the Nexsure Insurance Platform.

AGENDA 

October 4-7 | Omni Orlando Resort, Orlando, FL

Tuesday, October 4, 2022

1:00 – 5:30 PM

Registration Open

6:00 PM

First-Time Attendees Meeting

6:30 PM

Welcome Reception
Registration reopens at Welcome Reception

Wednesday, October 5, 2022

7:30 AM – 4:30 PM

Registration Open

7:45 – 9:00 AM

Breakfast
Exhibits and Hands-On Area Open (8-9AM)
The Nexsure Users Group Business Meeting (Members-Only) will take place in a separate room with breakfast served.

9:00 – 11:30 AM

Opening General Session
During our opening general session, you’ll hear from CEO Lani Cathey with a company update. Then Chief Product Officer, Rodney Gist, will share the roadmap for the Nexsure Insurance Platform.

11:30 AM – 1:00 PM

Networking Lunch
Exhibits and Hands-On Area Open

1:00 – 2:30 PM

General Session
This general session will be focused on the Nexsure Insurance Platform, v4.

2:30 – 3:00 PM

Networking Break
Exhibits and Hands-On Area Open

3:00 – 5:00 PM

Exhibits and Hands-On Area Open
3:00 – 3:45 PM

Breakout Sessions

BDI – Managing Cyber Programs with the Nexsure Insurance Platform
Presenter: Adam Niedbalski
BDI Global, LLC is a Chicago, IL-based program manager that delivers custom industry-specific cyber risk insurance programs and services for small to medium-sized enterprises.
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BDI Global, LLC is a Chicago, IL-based program manager that delivers custom industry-specific cyber risk insurance programs and services for small to medium-sized enterprises. BDI has been live on the Nexsure Insurance Platform since October 2021 and is realizing benefits, including streamlined operational reporting. In this session, BDI will discuss launching cyber programs on the platform, the benefits of the platform, and working with the XDTI team.
Mastering the Art of Search within Nexsure v4
Presenter: Riyad Mammadov

Search is a common operation that we all use daily without much thinking.

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Search is a common operation that we all use daily without much thinking. In Nexsure v4, entity search has been redesigned from the ground up to make it more intuitive and user-friendly. This course will help you understand the new features and help become more productive. This session is appropriate for any Nexsure user.

Leveraging the Power of v4: Client Policies
Presenter: Patrick Espeland
This session is focused on user transition to v4 by focusing on Client Policies.
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This session is focused on user transition to v4 by focusing on Client Policies. The session will provide an overview of the new and existing options found in the newly redesigned Policy Summary. The session will include a discussion on navigation, filtering, and servicing options available from each Policy. This session is appropriate for any Nexsure user.
Nexsure Insurance Platform: Attachment Manager
Presenter: Teresa Sheehan
In this session, you’ll learn about the history and evolution of Attachment Manager.
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In this session, you’ll learn about the history and evolution of Attachment Manager. We’ll review the main capabilities, including attachment and attachment data management, scanning, PDF creation, inboxes, and file import. This session is appropriate for any Nexsure user.

Evening

Free Evening

Thursday, October 6, 2022

7:00 AM – 1:00 PM

Registration Open

7:30 – 8:30 AM

Breakfast
Exhibits and Hands-On Area Open

8:30 – 10:00 AM

General Session: P&C Distribution Operating in a Hybrid State…What’s Next
Karen Furtado, Partner, Strategy Meets Action (SMA)

The property/casualty distribution landscape continues to evolve in interesting and unprecedented ways. This session will highlight how participants in the distribution channel are morphing and shifting as agents, MGAs, and carriers. SMA will share our latest research on the alignment of the digital sales and service strategies across this spectrum, as well as addressing the misalignment of the needed capabilities. We will explore the possibilities of what may be next for all constituents.

Karen will then moderate a panel of customers that will explore the needs as they see it and keys to success in today’s market.

10:30 AM – 4:00 PM

Networking Break
Exhibits and Hands-On Area Open

10:00 – 10:30 AM

Networking Break

10:30 – 11:15 AM

Breakout Sessions

Workflow: Keep Producers Out of the Management System So They Can Sell
Presenter: Jared Morgan
During this session, Jared Morgan will share how Paducah Insurance utilizes the Nexsure Insurance Platform and the retail agent portal to streamline the sales process.
More Details
During this session, Jared Morgan will share how Paducah Insurance utilizes the Nexsure Insurance Platform and the retail agent portal to streamline the sales process. Producers gather info and submit it electronically to staff. Support Staff rates the account and uses a submission module to generate an agency proposal.
Getting Started with the v4 Client Dashboard
Presenter: Rodney Gist

This session is focused on demonstrating the new client dashboard. 

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This session is focused on demonstrating the new client dashboard. We will provide an overview of the new screen, explain the data displayed, and show new features. This session is appropriate for any Nexsure user.

Unlocking Nexsure Reports for Greater Business Insight
Presenter: Patrick Espeland
This session contains two parts. First, for new and existing users, a brief overview of Nexsure’s report offerings and capabilities, including report scheduling.
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This session contains two parts. First, for new and existing users, a brief overview of Nexsure’s report offerings and capabilities, including report scheduling. And second, an overview of leveraging data provided by Nexsure reports to gain a deeper insight into what the data can tell you. Bring your laptop and an exported version of your last year’s Invoice Production data (Invoice Production CRM Assignment report) to follow along with this session.
Nexsure Tips & Tricks
Presenters: Alexis Hussey, Robin Cordell
During this session, we will review various tips and tricks related to functions within Nexsure that will assist in utilizing the efficiencies of the system to increase productivity.
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During this session, we will review various tips and tricks related to functions within Nexsure that will assist in utilizing the efficiencies of the system to increase productivity. Topics will include the Client Contact Report and how to utilize this report to manage client contact data; certificate description of operations library; attachment name library and utilizing the Attachment Audit Report; and mass marketing. This session is appropriate for any Nexsure user.

11:45 AM – 1:00 PM

Networking Lunch

1:00 – 1:45 PM

Breakout Sessions
Customer Case Study: EPIC
Presenter: Arthur Frisch
This session will showcase EPIC’s use of the Nexsure Insurance Platform.
More Details

More details to follow.

Assigning Work Via Actions in v4
Presenter: Nicolas Bourgery

During this session, we will review various tips and tricks related to functions within Nexsure.

More Details

In this session, we’ll take a look at how to find actions, assign actions, and complete actions. This session is appropriate for any Nexsure user.

Nexsure for Word/Excel Add-In
Presenter: Robin Cordell

This session will cover how to use the Add-In for Word and Excel documents to save to the client account in Nexsure. 

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This session will cover how to use the Add-In for Word and Excel documents to save to the client account in Nexsure. Appropriate for anyone who works with attachments on the client record.

Month End Accounting in Nexsure
Presenter: David Shepherd
In this session, we will discuss best-practice recommendations for month-end.
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In this session, we will discuss best-practice recommendations for month-end. Included are strategies for transaction cleanup, useful month-end reporting, and bank reconciliation. We will also give a sneak peek of upcoming accounting features to increase efficiency and simplify workflows.

1:45 – 2:00 PM

Break

2:00 – 2:45 PM

Breakout Sessions

It’s Not Just About the Technology
Presenters: Alexander Giraldo and Tom O’Neil

Technology alone cannot achieve business goals. In this session, Alex Giraldo from RMS…
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Technology alone cannot achieve business goals. In this session, Alex Giraldo from RMS and Tom O’Neil from XDTI will discuss how combining clear objectives, thorough planning, and preparation with the implementation of a technology solution can.
Tracking or Communicating with Clients via Nexsure v4
Presenter: Nicolas Bourgery

This session will cover how to register your emails, texts, and calls with clients and track which documents were shared. 

More Details

This session will cover how to register your emails, texts, and calls with clients and track which documents were shared. This session is appropriate for any Nexsure user.

Taking Advantage of Built-in Nexsure Integrations
Presenter: Riyad Mammadov
In this session, we will review four types of built-in Nexsure integrations to third-party systems.
More Details
In this session, we will review four types of built-in Nexsure integrations to third-party systems. Productivity services, such as Twilio, DocuSign, Vodex, and Microsoft Office help XDTI customers engage with their clients. Geolocation and address verification services from Google and Lob.com simplify client clearing when creating new submissions. Nexsure RiskIntelligence framework provides real-time spatial risk reports from vendors such as CoreLogic, SpatialKey, and TrueFlood (vendor subscription required). Examples of the reports include crime risk, flood risk, and earthquake hazard risk. Finally, integration with payment providers allows our MGA/Carrier customers to easily accept payments either during the submission process or at any time in the policy lifecycle. This session is designed for our MGA and carrier users.

Taking Full Advantage of IVANS
Presenter: Ted Joyce

IVANS is an integral part of the download process.
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IVANS is an integral part of the download process. IVANS offers a lot of technical assistance as well as reports that can be used to take full advantage of downloads. Take a walk down the download path and see what you may be missing and how to take full advantage of IVANS Download using the Nexsure Insurance Platform.

2:45 – 3:15 PM

Networking Break

3:15 – 4:00 PM

Breakout Sessions

Agency Networks
Presenter: Craig Fuher

Agency Networks, Agency Alliances, Agency Aggregators, and Agency Clusters, no matter the name…

More Details
Agency Networks, Agency Alliances, Agency Aggregators, and Agency Clusters, no matter the name, these groups have leveraged the unique characteristics of the Nexsure Insurance Platform. This session will cover utilization today and how the near future might look for this segment of the insurance distribution system.
Adding Attachments in v4: Receive or Generate a Document
Presenter: Nicolas Bourgery

In this session, the attendee will learn how to find an existing document that was attached to the client, upload a new attachment, and learn how to use the document templates. 

More Details

In this session, the attendee will learn how to find an existing document that was attached to the client, upload a new attachment, and learn how to use the document templates. This session is appropriate for any Nexsure user.

Nexsure Cloud Update and Security Overview
Presenter: Mike Hollingsworth
This session will provide an update on the migration of the Nexsure Insurance Platform to the public cloud and why it matters to you.
More Details
This session will provide an update on the migration of the Nexsure Insurance Platform to the public cloud and why it matters to you. We will also do a walk-through of the security features offered by Nexsure including but not limited to single sign-on (SSO), login and password restrictions, MFA, user rights templates, access and transaction logging, along with optional IP Filtering and Encrypted Email.

4:00 – 4:15 PM

Break

4:15 – 4:30 PM

Standup Closing General Session

6:30 PM

Evening Event

Friday, October 7, 2022

Morning

Departures