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Partner XE Regional Learning Event in Columbus, OH - December 5

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Location

Ohio Insurance Agents Association (OIA)

600 Cross Pointe Road

Gahanna, OH 43230

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Description

The Partner XE Regional Learning Event delivers relevant and practical information to improve everday use of Partner XE for every role and task in the agency. In addition, you'll get exposed to advanced topics to maximize the use of the system. Beyond learning the most efficient and effective ways to leverage the latest Partner XE, you'll also experience networking opportunities with Partner Community members and get a chance to meet the team behind Partner XE.

The event will be held at the OIA office in Gahanna (Columbus, OH suburb). 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. Getting the Most from Partner XE

  1. Streamlining everyday tasks
  2. Managing policies
  3. Creating certificates - tips & tricks
  4. Utilizing ACORD forms
  5. Best practices with Outlook Plug-in

II. Best of 2017 Enhancements and how to take advantage of them

  1. Customer Analytics
  2. Claims Download
  3. Over 50 other enhancements

III. New Products

  1. Proposal Creator
  2. Client Portal

IV. Question & Answer

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Date and Time

Location

Ohio Insurance Agents Association (OIA)

600 Cross Pointe Road

Gahanna, OH 43230

View Map

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