Category "Webinars"

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Webinars Page 5

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 […]

Best of Partner – Summary View

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 […]

Give Your Clients Your Own Mobile App

  Now you can provide your own Agency-branded 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. For those small items that clients want to […]

Best of Partner – Quick Create

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  

Year End Processes (2019)

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 […]

Agency Mobile App

For the first time, your clients can get an Auto ID card, get a certificate, report a claim, or make a payment from the palm of their hand. See how you can enhance your client relationships and extend modern self-service […]

Partner Platform 101 – Just the Basics – Part 1

New to Partner Platform? Need a refresher? This webinar covers the most common basics to help you get your work done quickly and effectively. – How to create Letter and Email Templates – How to build a Campaign Template – […]

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