Category "Webinars"

There are 55 results found

Best of Partner – Quick Create

New to Partner? Need a refresher? This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Quick Create – Clients – Prospects – Individuals  

Year End Processes (2019)

It’s that time again! This webinar will give you a refresher on closing out the year. • How to pull common year end reports. • Reports that an accountant will typically request at year end. • How to process year […]

Agency Mobile App

For the first time, your clients can get an Auto ID card, get a certificate, report a claim, or make a payment from the palm of their hand. See how you can enhance your client relationships and extend modern self-service […]

Partner Platform 101 – Just the Basics – Part 1

New to Partner Platform? Need a refresher? This webinar covers the most common basics to help you get your work done quickly and effectively. – How to create Letter and Email Templates – How to build a Campaign Template – […]

IT Security – Featuring Brad Ruben of Archway Computer

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 […]

Partner 2019.2 Update

This webinar reviews the new features included in the Partner 2019.2 Update, including:updates to the Client Portal, Marketing Automation Manager, Proposal Creator, and more.

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