Category "Webinars"

There are 96 results found

Webinar – New Reports in Partner Platform 2022.1 Update

There are several new or updated reports that your agency will receive access to in the Partner Platform 2022.1 Update. This webinar will give you a deep-dive into each of these reports and the data you’ll now be able to […]

Partner Legend – Commercial Details

Partner Legend is a fun interactive learning experience. This session covers the ins and outs of Commercial Policy Details. Questions and Answers Guide

Webinar: Policy Details

Partner can pre-fill many of the fields needed on your forms. This webinar will show you how to input data in policy details so that you have the most information flooding over.

Webinar: Navigating the Client Summary View

You’ve heard “there’s more than one way to skin a cat.” Often there are multiple ways to get the information you need. Are you using the quickest method? This webinar will give you an overview of the Client Summary View, […]

Partner Allies Overview

How do you make sense of all the tools and resources that can be used with Partner? This webinar will help you understand what each Partner Ally offers and help you decide whether it makes sense for your agency. In […]

Integration with Agency Revolution

Agency Revolution is a popular marketing platform created for independent insurance agencies. If you’re looking for additional marketing capabilities, watch this webinar to learn about their Fuse software and its integration with Partner.

Year End Accounting (2021)

For those of you new to Partner Platform this webinar will help you close your year – and for those of you that just need a refresher and some tips – we have those too! This webinar will help you […]

Partner Platform 2021.3 Release

In addition to enhanced password security options, you’ll notice a new look for Activities, and coming soon, you’ll also be able to attach Documents directly to your Activities. Commercial Lines departments will enjoy updated Commercial Package and Inland Marine policy […]

Optimizing Your Daily Workflows

Account Managers and Customer Service Representatives will benefit from this webinar on daily workflows within Partner. View these helpful tips and tricks to optimize your daily use of the system.

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