The official online resource for Partner Platform clients
Special Guest Webinar featuring IT specialist Brad Ruben, President of Archway Computer Are you concerned that your systems will be secure while working from home? My firm only does IT support and security for independent insurance agencies. We support over […]
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 […]
This webinar covers the new features and enhancements included in the Partner Platform 2020.1 Update, including: – Commercial Lines Policy Screens – Updated SIC Codes list – Improvements to batch emailing of certificates – Grid updates: Remember sort order, column […]
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 […]
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 you can provide your own Agency Mobile App to your clients. You’ll be able to provide convenient 24/7 service to your clients anytime anywhere in the palm of their hand. Contact accountmanagement@sisware.com to learn more.
New to Partner? Need a refresher? This is an ongoing series to help you learn the best ways to use Partner and streamline your workflows. This week’s topic: Quick Create – Clients – Prospects – Individuals
It’s that time again! This webinar will give you a refresher on closing out the year. • How to pull common year end reports. • Reports that an accountant will typically request at year end. • How to process year […]
Guest Webinar featuring Chris Ryan of Donovan, Sullivan, & Ryan. Chris reviews considerations of agency perpetuation planning. Donovan Sullivan & Ryan is a full-service tax, accounting and business consulting firm with a practice dedicated to serving independent insurance agencies since […]
This webinar reviews the new features included in the Partner 2019.3 Release to the Accounting portion of Partner Platform, there is a separate webinar devoted to desktop updates here.
call 800-747-7005 or email service@sisware.com