Category "Webinars"

There are 96 results found

Best of Partner Series – Policy Changes

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 […]

Zero Backlog Process with Mary Belka

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 […]

Best of Partner Series – Outlook

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 […]

Best of Partner Series – Commission Schedules

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 […]

Maintaining E&O Compliance when Working From Home

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 […]

Security & Effectiveness when Working Remotely

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 […]

Best of Partner Series – Client Quick Menu

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 […]

Webinar – Partner Platform 2020.1 Update Overview

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 […]

Best of Partner Series – Vendor Bills

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 […]

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