![](https://everpath-course-content.s3-accelerate.amazonaws.com/instructor%2F89max5b5iah0mhywlfzbyw4pr%2Fpublic%2F1711398362%2FNew+Brand+-+TS+Previous+banner.1711398361411.png)
- Review agent dashboard to view upcoming renewals
- Automate and run renewal/retention reports including premium change reports
- Create automated email and text communications
- Setup automated internal workflows and tasks
This session is recommended for users with Agency Matrix