Partner Platform Learning Event in Boston
This event will be held at Arbella Insurance Group in Quincy on March 5, 2019.
The workshop will run from 10:00am until 2:00pm. Lunch will be provided. The cost to attend is $50 per person.
Topics covered will be for owners, service professionals and producers.
A sample of topics covered includes:
- Overview 2018 enhancements
- Best practices for personal and commercial Account Managers
- Reporting and data analytics
- Shortcuts and searching for everyday tasks
- Certificate Management
- Marketing automation including texting
- By attendee request
- Wrap up
Please fill out the form to sign up for the informative learning event!
Please fill out the following form for each attendee