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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 […]
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 features Mary Belka, owner of Eisenhart Consulting. In addition to being an E&O auditor, Mary has spent all of her 40+ year career helping agencies improve every aspect of their operation. From strategic planning, hiring, workflows, you name […]
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 reviews the new features included in the Partner Platform 2020.2 Update. See the list of what’s included here.
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 […]
With more independent agencies working remotely due to the coronavirus, maintaining E&O compliance is as critical as ever. This webinar features Mary Belka, owner of Eisenhart Consulting. In addition to being an E&O auditor, Mary has spent all of her […]
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 […]
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