Community, learning, and innovation are core principles for the Partner Platform team. 2020 has provided many challenges and opportunities for our team to exhibit these principles. We’ve worked together to face the obstacles of social distancing and system interruptions, and innovated with more virtual learning events, enhanced webinars, and online learning to keep our community connected and educated.

This October, we’ll have the most significant Partner Platform upgrade to date, adding new lines of business details, enhancing existing lines with additional details, and updating workflows based on community input.

That’s why we’re holding a National Learning Event on October 15th and 16th, bringing together the Partner Platform community for a two-day virtual event. No need to travel, just join us online and hear from Partner Platform experts and industry partners on how to take full advantage of the new features and best practices that will enhance the effectiveness of your team.

Key industry experts joining us include:

    Eisenhart Consulting and Cheryl Hoch from Agency Management Resource Group, sharing best practices for account managers and producers
  • Chris Ryan from Donovan, Sullivan, and Ryan, talking about accounting best practices for better reporting and accuracy
  • Carey Wallace from IntellAgents, discussing business analytics and the key metrics to track for optimal profitability and agency value
  • And, Brad Ruben from Archway Computer talking about managing IT infrastructure and security

And, as always, the Partner Platform team of experts will be there to showcase the latest Partner Platform capabilities and how to get the most out of the system for everyone in your agency.

We look forward to seeing the whole Partner Community there. And, we’re taking input from attendees on which topics to cover to get the most learning. Sign up and add your voice: register for the Partner Platform National Learning event here.

In the meantime, Partner Platform users can get connected and take advantage of all our virtual learning tools, including recorded webinars and Quick Guides, in one place on PartnerNet. Click here to access them, or get in touch with us at [email protected].

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