The Partner XE community closed out 2017 with a unique Regional Learning experience. Partner agencies joined us from Pennsylvania, Michigan, Ohio, and even New York state to participate in our first ever track-based Regional Learning event.

This Learning Event included two tracks: one dedicated to accounting and the other focused on policy management. Partner XE Accounting Specialist Candace Starkey led the accounting track, geared towards agencies utilizing the Partner XE integrated accounting system. Client Services Manager Jake Thaxton expertly ran the policy management session, reviewing the many newly released Partner XE features.

Both sessions contained lively discussions and best practice sharing, serving existing clients to help win new business. Attendees praised the content, camaraderie, and presenters:

“I had a great time, and Candace did a terrific job explaining and elaborating on our questions.  I appreciate how openly suggestions are taken and acted on for the Partner XE system.”

“It was definitely a great class – I learned a bunch!”

“I enjoy the opportunity to be part of (the Partner XE Regional Learning) events.  (The SIS) staff is so helpful and knowledgeable!”

Many thanks to the Ohio Insurance Association for hosting. We look forward to many more Regional Learning events in 2018 and beyond.

To find out more about Regional Learnings coming to your area, visit our Partner XE Community page.

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