Category "Webinars"

There are 50 results found

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 a webinar […]

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  

Webinar: Partner XE Advanced Reporting & Business Intelligence

This webinar reviews Partner XE’s advanced reporting and business intelligence. Some of the items covered in this webinar are: Overview of new Advanced Reports Tips for customization Interactive filters Plans for our Reporting engine moving forward  

Webinar: Partner XE 2018.2 Release

This webinar reviews the new and updated enhancements made in the Partner XE 2018.2 Release, including: New Look! Updated layout for Profile Summary Screens Partner XE Outlook Plug-in 2018.2 Release! — You will now be able to assign reminders to […]

Webinar: Partner XE 2018.1 Release

This webinar reviews the new and updated enhancements made in the Partner XE 2018.1 Release, including: New Reporting Filter screens New Reports including: Balance Sheet, Income Statement, Policy Download Report Updates to the Partner XE Proposal Creator with new designs […]

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