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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 […]
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 […]
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 […]
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 – […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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