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Partner Platform National Learning Event
October 15th-16th, 2020
Join us online for a Virtual Event to get more from your Partner experience
What to Expect
Over the past several years you may have attended one of our popular Regional Learning Events or even the National Event held in Columbus last year. This fall the Partner User Community is thrilled to invite you to join us for a National Learning Event to take place on October 15th & 16th.
You’ll want to join this free, virtual learning event to get informed about agency growth and retention, valuation, and best practices from exciting guest speakers such as Debra Jasper — creator of The Power Network Habit, Mary Belka & Cheryl Koch — insurance industry thought leaders on productivity and E&O best practices, Brad Ruben — insurance technology expert, and Carey Wallace – agency valuation expert.
The event will also coincide with one of the biggest Partner Platform releases in our history – Partner Platform 2020.4. Learn about the host of new enhancements including expanded support for Commercial Lines of Business.
Learning Sessions Include:
| Welcome to Partner Agents | Alex Deak, CEO, SIS |
| Partner Platform 2020.4 Overview | Bryce Lee, Director of Product Management |
| Keynote – The Power Network Habit | Dr. Debra Jasper |
| The Ultimate Account Manager School Highlights | Mary Belka, CEO of Eisenhart Consulting / Cheryl Koch, CEO of Agency Management Resource Group |
| Best of Partner Platform 2020.4 | Bryce Lee, Director of Product Management |
| Accounting Best Practices – Tips & Tricks | Candace Starkey, Sr. Accounting Specialist / Leslie Purnell, Manager Client Service |
| Maintain IT Security presented by Archway Computer | Brad Ruben, CEO, Archway Computer |
| The Best Ways to Manage Policies (including large Commercial) | Bryce Lee, Director of Product Management / Jake Thaxton, Director of Client Service |
| Accounting Best Practices – Producer Commissions and Reconciliations | Candace Starkey, Sr. Accounting Specialist / Leslie Purnell, Manager Client Service |
| Make Managing Certificates Easy | Leslie Purnell, Manager Client Service / Jake Thaxton, Director of Client Service |
| Understanding Your Agency’s Financial Performance | Candace Starkey, Sr. Accounting Specialist |
| The Ultimate Producer School Highlights | Mary Belka, CEO, Eisenhart Consulting / Cheryl Koch, CEO, Agency Management Resource Group |
| Improve Report Accuracy by Maintaining a Clean Database | Bryce Lee, Director of Product Management |
| Better Communicate with Prospects and Clients by using Partner XL | Adam Rapp, Director of Marketing / Amanda McKinley, Product Marketing Specialist |
| Agency Valuation and Perpetuation presented by Donovan, Sullivan & Ryan | Chris Ryan, Partner, Donovan, Sullivan & Ryan |
| Get the Right Data Quickly with Reporting & System Search Lists | Jake Thaxton, Director of Client Service / Bryce Lee, Director of Product Management |
| Becoming a Digital Agency using Partner Connect | Adam Rapp, Director of Marketing / Amanda McKinley, Product Marketing Specialist |
| Industry Integrations with Partner Allies | Bryce Lee, Director of Product Management |
| All New Claims Management in Partner Platform 2020.4 | Andie McCready, Client Services Team Leader / Leslie Purnell, Manager Client Service |
| Manage and Grow Your Sales Pipeline using Partner XL | Adam Rapp, Director of Marketing / Amanda McKinley, Product Marketing Specialist |
| The Future of Partner | Bryce Lee, Director of Product Management / Michael Doran, President |
Register if you’re interested in
Learning best practices to maximize agency value
Becoming proficient in new tools designed to support new business acquisitions
Gaining unique insights into capabilities to manage client relationships
Learning how to improve accuracy, save time and maximize reporting
Defining and managing KPI’s
Becoming a digital insurance agency
Learning about new enhancements within Partner Platform, including expanded Commercial Lines capabilities
Offering digital self-service options to your clients
Have a question about the 2020 National Learning Event? Contact us here.