The official online resource for Partner XE users
This webinar reviews the basic functionality of the Marketing Automation Manager. – How to create Letter and Email Templates – How to build a Campaign Template – How to assign a Campaign to run for multiple clients – How to […]
This webinar will help you get educated about IT Security from an industry expert, and is not intended to replace any resource you are currently using. Brad Ruben of Archway Computer works exclusively with independent agencies to protect IT assets […]
This webinar reviews the new features included in the Partner 2019.2 Update, including:updates to the Client Portal, Marketing Automation Manager, Proposal Creator, and more.
This webinar reviews tips on managing downloads for your agency, including: – Important Settings to ensure Downloads are being managed efficiently – Best Practices with Communication History and Download Reports – How to Manage Cancelled Rewritten Policies
This webinar reviews the new features included in Partner 2019.1 Update, including:new reports and reporting updates, updates to letters, certificates, documents, and added capabilities for marketing automation manager, texting, and producer results manager.
This webinar reviews the suite of Partner XL products, including: – Producer Results Manager – Marketing Automation Manager – Text Messaging
Learn about the new Producer Results Manager, the integrated CRM. Better track prospects and submissions, see agency and producer dashboards. To learn more, contact your account manager. – View/download the full PRM Training Guide. – View “Creating Commercial or […]
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 […]
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.
Improve your use of Partner XE’s built-in accounting. This webinar reviews best practices, tips, and trick for Accounting.
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