Free

Partner XE Regional Learning Event in Raleigh - September 14th

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Location

Location

Independent Insurance Agents of North Carolina

101 Weston Oaks Court

Cary, NC 27513

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Event description

Description

The SIS Team and Partner XE will be at the IIANC in Cary 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 2018, plus the many enhancements in 2017, you'll want to attend to get the most from Partner XE!

The event will be held at the Independent Insurance Agents of North Carolina. 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. More 2018 Enhancements Coming Soon!

IV. Question & Answer

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Date and Time

Location

Independent Insurance Agents of North Carolina

101 Weston Oaks Court

Cary, NC 27513

View Map

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