Category "Webinars"

There are 96 results found

Year End Accounting (2020)

As another year draws to a close, you may enjoy a refresher on how to wrap up the books. This webinar will help you through: Year End Closing Process How to process year end adjusted entries How to process Bank […]

Best of Partner Series – Letters

Are you looking for ways to more quickly and easily communicate with clients and prospects? This webinar highlights how best to maximize Partner for your letters and emails, including custom templates. The Best of Partner series covers topics around the […]

Best of Partner – Document Management

New to Partner? Need a refresher? This webinar is for you. This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Document Management –         Creating Document Categories/Folder/Subfolders –         […]

Being a “Digital” Insurance Agency – Websites

  Learn about taking your agency “Digital” in this helpful webinar about websites. Partner can help you review your site, update your site, or add helpful client-service tools like the client portal or agency mobile app. To learn more, contact […]

Best of Partner – Certificates

New to Partner? Need a refresher? This webinar is for you. This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Certificates –         Creating Templates –         Renewing Templates […]

Best of Partner Series – Direct Bill Sales Entries

New to Partner? Need a refresher? This webinar is for you. This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Managing Direct Bill Sales Entries – How […]

Partner Platform 2020.3 Update – Overview Webinar

Now more than ever the local independent agency needs a digital presence to serve clients. Based on client feedback, we’ve totally redesigned the Partner Connect Client Portal for an all new client experience. The all new client portal continues to […]

Best of Partner – Accounting Reports

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 […]

Partner Platform 2020.3 Update

  Now more than ever the local independent agency needs a digital presence to serve clients. Based on client feedback, we’ve totally redesigned the Partner Connect Client Portal for an all new client experience. The all new client portal continues […]

Guest Webinar – Chris Ryan on Agency Perpetuation & PPP Loan Program

Guest Webinar featuring Chris Ryan, Partner of Donovan, Sullivan, & Ryan. Chris reviews considerations of agency perpetuation planning, and details regarding the SBA PPP Loan Program. Donovan, Sullivan, & Ryan is a full-service tax, accounting and business consulting firm with […]

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