Category "Webinars"

There are 50 results found

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.

Managing Downloads

This webinar reviews tips on managing downloads for your agency, including: – Important Settings to ensure Downloads are being managed efficiently – Best Practices with Communication History and Download Reports – How to Manage Cancelled Rewritten Policies

Partner 2019.1 Update

This webinar reviews the new features included in Partner 2019.1 Update, including:new reports and reporting updates, updates to letters, certificates, documents, and added capabilities for marketing automation manager, texting, and producer results manager.

Webinar: Partner XL Overview

This webinar reviews the suite of Partner XL products, including: – Producer Results Manager – Marketing Automation Manager – Text Messaging

Webinar: Year End Accounting

It’s that time of year again. Get help with your year end accounting tasks with this webinar. – Year End Closing Process – How to process year end adjusted entries – How to process Bank Transactions, i.e. withdrawals, money transfers, […]

Producer Results Manager

  Learn about the new Producer Results Manager, the integrated CRM. Better track prospects and submissions, see agency and producer dashboards. To learn more, contact your account manager. – View/download the full PRM Training Guide. – View “Creating Commercial or […]

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