The Partner Platform 2021 National Learning Event took place last month, spanning two days from October 21st to 22nd. The all-virtual event brought together over 500 Partner Platform agencies nationwide and a host of Partner Allies, Partner Platform team members, and other members of the Partner Platform community.

This year’s conference focused on the many new Partner Platform tech integrations, diving deep into each new technology and how it works with the Partner Platform system. Attendees watched live demos from our Partner Allies of new integrations like:

  • BlueJay Reviews marketing
  • Semsee commercial lines rating
  • DataCrest digital forms and supplemental apps
  • Lightspeed Voice VOIP
  • RPost encrypted email and esignature
  • ePayPolicy digital payments

SIS President Michael Doran

We also heard from prominent Partner Platform partners Eisenhart Consulting and Donovan, Sullivan, and Ryan (DSR). Mary Belka from Eisenhart Consulting focused on agency operations and best practices and discussed the current and coming changes in the industry as a whole. Chris Ryan, CPA, from DSR, provided detailed accounting insights, answering targeted questions from Partner Platform agencies about how to navigate accounting in the modern agency.

Partner Platform team members shared their expertise, walking through best practices and sharing about the upcoming 2021.3 release. Director of Client Services Jake Thaxton outlined reporting and system search lists, while Sr. Accounting Specialist Candance Starkey detailed coming 2021.3 accounting enhancements, among other informative sessions.

Partner Platform agency attendees praised the event, citing all they learned. Some of the feedback included:

            “Just wanted to give you all kudos (again) for a very informative conference….this is my 10th Partner conference, and they just keep getting better and better.”

            “Great job last week with the training…from what I saw, (everyone was) magnificent. Will catch the rest of the (sessions I missed) on recordings later.”

            “Thank you for the (accounting) webinar. It will speed up our month-end process for the earned income.”

Thank you to all who attended! We look forward to meeting again in-person soon. Our 2022 National Learning Event is currently scheduled to take place in-person in Columbus, Ohio from October 18th-21st. And, Partner Platform agencies can look for coming in-person regional events – check out Partneragents.com to find out more.

Partner Platform users can see session recordings on PartnerNet at partnerxe.net/resources/2021-national-learning-event-resources/. Any feedback or suggestions for future topics can be sent to [email protected]

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