Free

Partner XE Regional Learning Event in Cleveland - May 29th

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Location

Location

Williams on the Lake

787 Lafayette Road

Medina, Ohio 44256

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Event description

Description

The SIS Team and Partner XE will be at Williams on the Lake in Medina, Ohio for another great learning event. Every role in the agency who wants to improve their use of Partner XE should attend. With all of the new capabilities introduced in 2017, plus what you received in April, you won't want to miss this event!

The event will be held at Williams on the Lake in Medina. Lunch is provided. The cost to attend the event is $50 per person and will be billed to the agency at a later date.

Some of the main topics covered during the event are below. You can also expect to cover other topics as they come up during discussions.

I. Optimize Partner XE set up

II. Partner XE Best Practices will include:

    1. Streamlining everyday tasks
    2. Effective Policy Management
    3. Creating certificates - tips & tricks
    4. Email management made easy
    5. Understanding your agency with enhanced reporting
    6. Claims management and downloads
    7. Document management

III. 2018 Partner XE Enhancements coming your way

IV. Question & Answer

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Date and Time

Location

Williams on the Lake

787 Lafayette Road

Medina, Ohio 44256

View Map

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