Category "Webinars"

There are 60 results found

Maintaining E&O Compliance when Working From Home

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 […]

Security & Effectiveness when Working Remotely

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 […]

Best of Partner Series – Client Quick Menu

The Best of Partner Series looks at the most efficient workflows for your day to day use of the system. This series will help give you tips and tricks to get the most out of Partner, whether you’re new to […]

Webinar – Partner Platform 2020.1 Update Overview

This webinar covers the new features and enhancements included in the Partner Platform 2020.1 Update, including: – Commercial Lines Policy Screens – Updated SIC Codes list – Improvements to batch emailing of certificates – Grid updates: Remember sort order, column […]

Best of Partner Series – Vendor Bills

The Best of Partner Series looks at the most efficient workflows for your day to day use of the system. This series will help give you tips and tricks to get the most out of Partner, whether you’re new to […]

Best of Partner – Summary View

The Best of Partner Series looks at the most efficient workflows for your day to day use of the system. This series will help give you tips and tricks to get the most out of Partner, whether you’re new to […]

Give Your Clients a Mobile App

Now you can provide your own Agency Mobile App to your clients. You’ll be able to provide convenient 24/7 service to your clients anytime anywhere in the palm of their hand. Contact accountmanagement@sisware.com to learn more.  

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 […]

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