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.

Participants from the Partner XE Regional Learning event in Columbus, Ohio.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, comradery, 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.


Author: Alex Deak

Alex is one of the founders of NuGrowth Solutions and CEO of Strategic Insurance Software, acquired by NuGrowth in 2009. He has held a variety of leadership roles in technology-oriented software and services businesses from the early days of the Internet to today’s cloud environment. Over the course of his career, he has earned recognition from a variety of sources, including a PCWeek cover article where he was recognized as one of the “New Breed” of innovative, creative CIO’s, and a “Forty Under 40” award by Business First Magazine of Columbus, Ohio.

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