Free

Partner XE Regional Learning Event - St. Louis - May 18,2017

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Location

Safeco Insurance

1400 South Highway Drive

Fenton, MO 63026

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Event description

Description

This Partner XE Regional Learning Event will deliver relevant, impactful information to every Partner Agency. Attendees will learn the most efficient and effective ways to leverage the latest Partner XE, experience networking opportunities with Partner Community members, and get a chance to meet the team behind Partner XE.

Held at Safeco in Fenton, the event will cover topics that impact all agency roles. Lunch is provided.

Note: Tickets are $50 per individual. To simplify the process for your agency, the amount will be added to your Partner XE invoice after you register here.

Agenda Includes:

I. Partner XE - What's Important

  1. Streamlining everyday tasks
  2. Managing policies
  3. Reporting and data management

Break - 10 minutes

II. Partner XE - What's Important

  1. Improving document management
  2. Creating certificates - tips & tricks
  3. Utilizing ACORD forms
  4. Managing email and E&O with the Outlook Plug-in

III. Partner XE 2017 Release Highlights

IV. Question and Answer

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Date and Time

Location

Safeco Insurance

1400 South Highway Drive

Fenton, MO 63026

View Map

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