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.
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.
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 […]
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 […]
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. […]
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 […]
We have been taught to pursue prospects and convert them to clients. High performers know better: they master the power of attraction. Building your brand means addressing three questions: 1. What makes you relevant? 2. What makes you different? […]
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 [email protected] to get support.
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 […]
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 […]
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 […]
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