HQ Skills Session: Busy season edition.

Get hands-on with HQ, Nava's AI-powered benefits platform. Practice real prompts on your data and leave ready to handle busy season with confidence.
When
Past event date
- Sep 17, 2026
September 17, 2026
Sep 17, 2026, 1 p.m. ET / 10 a.m. PT
1 p.m. ET / 10 a.m. PT
WHERE
in
Save your spot
Watch the recording now
WHEN
Sep 17, 2026 at 1 p.m. ET / 10 a.m. PT
September 17, 2026
WHERE

As a Nava client, you already have an incredibly powerful tool in your arsenal — one built to help you and your employees through the busiest, highest-impact stretches of the year.

Let's take a moment to go through what HQ can do, with real-life use cases that can help you handle busy season a little more easily. 45 minutes hands-on in your own HQ, on your own data, then 15 minutes of live Q&A with Shannon Lynch, Benefits Manager at Headway and an HQ super user. Bring your questions for someone who's in your shoes and uses HQ daily.

Here's how the session will break down:

Part 1: Working in HQ

General tips and tricks — good-to-know HQ features and habits that make everything else you do in it noticeably better.

Part 2: Hands-On Busy-Season Workshop

Five short modules, each built around a different busy-season moment — open enrollment, a new-hire wave, a policy rollout, and a renewal — see where you stand, build a project plan, draft comms, support employees live, and close the loop with leadership. You'll be working alongside us in your own HQ the whole time, running each prompt yourself so you see it in action on your own data.

Live Q&A

15 minutes with Shannon Lynch, Benefits Manager at Headway and an HQ super user. Bring whatever’s actually on your mind to someone who lives it too.

Come ready to work on things like:

  • Seeing where you stand at a glance
  • Building a new-hire onboarding project plan you can share and co-edit with your team
  • Drafting comms for a policy rollout across channels, not just one announcement
  • Supporting employees live during your busiest stretch, including a nudge for anyone who hasn't activated the app
  • Wrapping a renewal with a leadership-ready executive summary

Walk away with a genuinely higher level of HQ fluency than you walked in with, and a prompt sheet to pull back up once you've forgotten the session happened.

Thank you to our hosts
No items found.

Meet the speakers

Dylan Reilly
Senior Product Manager
Nava Benefits
Therese Rubio
National Benefits Broker
Nava Benefits
Shannon Lynch
Benefits Manager
Headway

Meet the speakers

No items found.

See what Nava can do for you.

ED LIGONDE
Nava Partner, Los Angeles
2021 Benefits Pro broker of the year
Photo of Ed Ligonde, National benefits broker at Nava