Partner Platform User Community — National Learning Event
October 20th-21st, 2022 | Columbus, OH
Live and in person
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Space will be limited this year. Reserve your seat now.
What to Expect
The Partner Platform User Community Board is thrilled to meet once again in person and to welcome you to Columbus, Ohio!
Conference attendees are invited to participate in pre-conference activities on Wednesday, October 19th, 2022 followed by two days of informative sessions and learning workshops from Partner Platform and our Partner Allies. We’ve got some great speakers lined up including keynote speaker Chris Cline of Big I’s ACT group and insurance industry thought leader on technology, productivity, and innovation, Mary Belka of Eisenhart Consulting, agency operations expert, and Brad Ruben, insurance technology expert.
See the full conference schedule here.
Tuesday, October 18th, 2022
AUGIE Group Meeting – AUGIE is an industry group working on information exchange to improve the workflows across many stakeholders. Come contribute your ideas and join the discussion.
Wednesday, October 19th, 2022
Partner Platform Community Golf Outing – The hometown of Jack Nicklaus, Columbus boasts several nationally recognized courses. Join us the day before for a round of golf with Partner leadership, and associates. More details to come.
Tour of Columbus (Bridge Park) – Not only is Columbus home to Strategic Insurance Software and the people behind Partner, it’s also a great city to explore! This year’s conference is located in the new Bridge Park area of Dublin. Take time to explore the food, history, architecture and uniqueness of our hometown and surrounding neighborhoods. Spend your day taking a leisurely stroll with shopping and savoring its many culinary delights. There is also no shortage of microbreweries to visit. Learn more about how beer is made, taste the different styles produced and served in the city and discover more about the history of each brewery. This may be more fun than golf!
Welcome Reception – Network with conference attendees, enjoy cocktails and light hors d’oeuvres.
- Learn about new enhancements within Partner Platform, including:
- Technology improvements
- Additional lines of business
- Discover best practices to maximize agency value
- Become proficient in new tools designed to support new business acquisitions
- Gain unique insights into capabilities to manage client relationships
- Learn how to improve accuracy, save time and maximize reporting
- Define and managing KPI’s
- Become a digital insurance agency
- Offer digital self-service options to your clients
Thursday, Oct 20th – Friday, Oct 21st
Interactive learning workshops on the expanded Partner Platform include:
Personalizing your experience
- Admin and personalization settings
- Analytics, reporting, and dashboards
- Notes, to-do lists & messages
Serving clients
- Policy management
- Certificate Management
- Claims Management & Download
- Searching and advanced reporting
- Document management
- Managing letters & e-mails with the new Word plugin
- Client portal for self-service
- Outlook plug-in and text messaging
Managing new and upsell business
- Generating Proposals
- Tracking opportunities with the new CRM
- Automated communication campaigns using e-mail and text messaging
- Pipeline reporting and dashboards
Accounting
- Tips and best practices
- Company and producer reconciliation
- Payroll & Commissions workflows
- Managing Direct Bill Commission Downloads
- Commission Templates for Agency and Producers
- Financial reporting
Advanced business analytics and reporting
Please contact accountmanagement@sisware.com with any questions.
Early Bird Registration – $400 per person
General Registration – $525 per person
AC Hotel Columbus Dublin (SOLD OUT)
6540 Riverside Drive Dublin, Ohio 43017
Springhill Suites Columbus Dublin
4475 Bridge Park Ave., Dublin, USA, OH 43017
Accommodations
For your convenience, we’ve reserved a block of rooms for Partner guests at both the AC Hotel Columbus Dublin (SOLD OUT) or Springhill Suites Columbus Dublin.
Book a room at the Springhill Suites Columbus Dublin.
Springhill Suites Columbus Dublin
4475 Brdige Park Ave., Dublin, USA, Ohio 43017