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