Category "Webinars"

There are 79 results found

Partner Platform 2021.1 Update – Overview Webinar

Now your agency can gain more detailed insight into agency revenue with a brand-new dashboard and can generate more client testimonials and referrals using a powerful new integration with Rocket Referrals. These features and more will be coming to your […]

Partner Allies – RPost Information

  RPost is one of the longest-standing Partner Aliies; their secure certified email allows agents to send sensitive information to clients and prospects in a safe and protected manner. Learn more about RPost and receive a 20% discount for being […]

Webinar: Text Messaging in Partner

If your agency is new to Text Messaging in Partner, this is a helpful overview to give you everything you need to know to get started. We’ll cover: Opt-In Considerations Setting up Numbers How to send and receive messages and […]

The Year in Review

Now that you’ve closed out your year, how do you compare your results to previous years? This helpful webinar will help you learn: Reports to help you summarize your Year End results How to compare to previous years Retention across […]

Year End Accounting

As another year draws to a close, you may enjoy a refresher on how to wrap up the books. This webinar will help you through: Year End Closing Process How to process year end adjusted entries How to process Bank […]

Best of Partner Series – Letters

Are you looking for ways to more quickly and easily communicate with clients and prospects? This webinar highlights how best to maximize Partner for your letters and emails, including custom templates. The Best of Partner series covers topics around the […]

Best of Partner – Document Management

New to Partner? Need a refresher? This webinar is for you. This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Document Management –         Creating Document Categories/Folder/Subfolders –         […]

Being a “Digital” Insurance Agency – Websites

  Learn about taking your agency “Digital” in this helpful webinar about websites. Partner can help you review your site, update your site, or add helpful client-service tools like the client portal or agency mobile app. To learn more, contact […]

Best of Partner – Certificates

New to Partner? Need a refresher? This webinar is for you. This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Certificates –         Creating Templates –         Renewing Templates […]

Best of Partner Series – Direct Bill Sales Entries

New to Partner? Need a refresher? This webinar is for you. This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Managing Direct Bill Sales Entries – How […]

Web Analytics