Category "Webinars"

There are 44 results found

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 […]

Marketing Automation Manager

  What you need to know about the new Marketing Automation Manager. Send mass emails and mass texts. Schedule automated drip campaigns. To learn more, contact your account manager. – Marketing Automation Manager Training Guide (PDF) – View the tutorial […]

Webinar: Partner 2018.3 Release

This webinar reviews the new and updated enhancements made in the Partner XE 2018.3 Release. For more on what is included, see the release summary page.  

Webinar: Document Management

Keep your documentation organized. This webinar reviews Partner XE best practices for Document Management. Attaching Documents to Clients, Policies, & Claimsn Managing your email correspondence Making the most of Document Categories and Folders How to use InsureSign for electronic signature […]

Webinar: Optimizing Admin Settings, User Preferences, & Display Settings

Optimize your settings. This webinar reviews Partner XE Admin Settings, User Preferences, & Display Settings that can be customized for your agency. Review customization and agency options in Admin Settings Personalization settings in User Preferences Display Settings for the Client […]

Webinar: Partner XE Outlook Plug-In 2018

This webinar reviews the the Partner XE™  Outlook Plug-In and includes: General overview of features and functionality Drag and Drop emails and attachments Contact Management Personalization Settings  

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