Category "Webinars"

There are 96 results found

Webinar: Getting Started with Partner XE Desktop

This webinar reviews tips and tricks for getting started in the Partner XE Desktop. Specific topics include: User Preferences The “Why” Behind Basic Navigation Client Summary Screen QuickSearch QuickMenu  

Webinar: Maximize Downloads with IVANS

Download saves your staff hours each day. IVANS has a complimentary tool that provides you with information about the download going through the network. Are you one of the thousands of agencies using the IVANS Connection Report to view and […]

Webinar: Proposal Creator

The Partner XE Proposal Creator is designed for agencies so they can quickly and easily create professional commercial lines proposals. This webinar will review: Building commercial lines proposals with Microsoft Word Proposal Creator options and settings Creating and modifying proposal […]

Client Portal

  The Client Portal let’s you provide the digital client-experience that today’s client expect. You’ll be able to provide convenient 24/7 service to your clients from your website for those small items that clients want to just be able to […]

Webinar: Advanced Reporting & Excel

This webinar reviews advanced reporting and how Excel can help organize extracted data for more in depth reporting. Some of the items covered in this webinar are: Utilizing Advanced Search Understanding search criteria Building Quick Lists Utilizing Pivot Tables in Excel […]

Webinar: Partner XE 2017 Release

This webinar reviews the new and enhanced features in Partner XE™ 2017 release, including: Policy Details for personal and commercial flood New Hide Employee feature Transformation Station updates IVANS Market Appetite New Production Analysis reports  

Webinar: IVANS Exchange & Market Appetite

This webinar reviews the some new features available through IVANS Exchange and IVANS Market Appetite. See instructions on how to get started with IVANS Exchange, click here. For access to the IVANS Exchange website, click here. You can find more information […]

Webinar: Efficient Certificate Management (updated 2021)

This webinar reviews how to efficiently manage certificates for your clients, including: When and how to create certificate templates Options when renewing certificates Mass distributing certificates Creating a Portal + Mobile App Certificate Templates  

Webinar: Policy Download Management

This webinar reviews how to process downloads into Partner XE: Verify if a company downloads with IVANS and Team UP Reviewing the download matching criteria and download settings Overview of the Communication History How to use the DEA and DPA […]

Webinar: Ways to Improve Your Partner XE Experience

This webinar is for anyone who would like to learn some tips and shortcuts in Partner XE: Increase performance with best user preference settings Utilize shortcuts and icons to improve processes Make the most out of QuickCreate & QuickMenu Optimize workflows […]

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