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We partnered with ePayPolicy to provide our users with the industry’s most powerful payment processing features to streamline operations while delighting clients with digital payment convenience. ePayPolicy was developed exclusively for the insurance industry. The integration with the Partner […]
Lightspeed Voice is a VoIP, cloud-based IP telephony provider, that Partner agents have enjoyed working with. Contact Steve Mohr, VP of Sales & Marketing at Lightspeed if you are interested: [email protected]. Lightspeed Voice Presentation – Partner Platform National […]
Rocket Referrals helps expand the marketing functions that are already available in Partner Platform by enhancing the automation of Google reviews, Net Promoter Score, and hand-written cards. Visit RocketReferrals.com/demo to learn more and schedule a 30-day trial for your […]
Rpost is one of the longest-standing Partner Allies; their secure certified email allows agents to send sensitive information to clients and prospects in a safe and protected manner. Track, prove, e-sign, encrypt, share, certify, control – all-in-one Looking for […]
This QuickGuide explains how to install RPost and how the integration with Partner Platform works. Looking for an all-in-one service experience? RPost solution suite offers the most secure and certified email encryption capabilities for privacy and compliance, e-signatures, and web […]
This QuickGuide explains how the integration with Partner XE and Lightspeed Voice works for incoming calls to the agency. Lightspeed Voice is a phone and communications platform agencies can choose to use for their phone system.
With more independent agencies working remotely due to the coronavirus, maintaining E&O compliance is as critical as ever. This webinar features Mary Belka, owner of Eisenhart Consulting. In addition to being an E&O auditor, Mary has spent all of her […]
Special Guest Webinar featuring IT specialist Brad Ruben, President of Archway Computer Are you concerned that your systems will be secure while working from home? My firm only does IT support and security for independent insurance agencies. We support over […]
This webinar will help you get educated about IT Security from an industry expert, and is not intended to replace any resource you are currently using. Brad Ruben of Archway Computer works exclusively with independent agencies to protect IT assets […]
This QuickGuide explains best practices for use of a firewall with Partner Platform.
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