Category "Webinars"

There are 96 results found

Enable e-Signature with RSign Integration (Webinar)

Looking for an e-signature solution that is closely integrated with Partner and makes the signing process simple? Join us to hear about the newest integration with RSign the e-signature solution from long-standing Partner Ally – RPost. RSign takes the stress […]

Accounting Tips & Tricks (2021)

Are you using the most efficient accounting workflows? Join this helpful webinar to learn tips and tricks for your use of Partner’s built-in accounting. This session is intended for everyday users of Partner’s built-in accounting. We’ll cover: Setting up Transactions […]

Get the Best View of Your Retention

How do you know where you’re going if you don’t know where you’ve been? Join this webinar to help you “keep your eyes on the road” by learning best practices for how to get a clean view of your retention. […]

Partner Platform 2021.2 Update

Do you have reports that you regularly run? Now you can schedule them to run automatically. Looking to offer the best rate to a commercial prospect? Partner’s new integration with Semsee commercial lines rater will save you time. These features […]

Webinar: Optimizing Your Website for Referrals

How can you optimize your website for referrals? This webinar covers strategy, table-stakes, processes, and tools to help you get there. Need help with your agency website? Contact to get support.

Partner Platform 2021.1 Update – Overview Webinar

Now your agency can gain more detailed insight into agency revenue with a brand-new dashboard and can generate more client testimonials and referrals using a powerful new integration with Rocket Referrals. These features and more will be coming to your […]

Partner Allies – RPost Information

  Rpost is one of the longest-standing Partner Allies; their secure certified email allows agents to send sensitive information to clients and prospects in a safe and protected manner. Track, prove, e-sign, encrypt, share, certify, control – all-in-one Looking for […]

Webinar: Text Messaging in Partner

If your agency is new to Text Messaging in Partner, this is a helpful overview to give you everything you need to know to get started. We’ll cover: Opt-In Considerations Setting up Numbers How to send and receive messages and […]

The Year in Review

Now that you’ve closed out your year, how do you compare your results to previous years? This helpful webinar will help you learn: Reports to help you summarize your Year End results How to compare to previous years Retention across […]

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