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Partner Platform stores full coverage information (policy details) for many lines of business so that they can be downloaded or entered and then flooded on to multiple ACORD forms. This QuickGuide shows all lines of business that we have coverage information for, as […]
Company messages are memos sent from the insurance companies through the daily download. This QuickGuide explains how to process company messages, including clearing, printing, and converting these messages to permanent notes in the system.
When Partner XE isn’t sure which entity a policy should download in to, it will place that policy in the Download Entity Assignment so it can be manually assigned by someone at the agency. This quick guide explains how to […]
The QuickMenu provides a way to perform common functions right from the Agency Desktop without having to open another screen. It also acts as a shortcut to other parts of Partner Platform. This QuickGuide explains the options available from the […]
This QuickGuide explains how to unlock a policy in Partner Platform. Users must be given permission to unlock a policy in Partner XE Administration.
This QuickGuide explains how to select which policy statuses default in the Policies section of the Client Profile.
You are able to create Letter Templates with field tags that can be used to merge specific data from a client, policy, contact, etc. This QuickGuide explains how to create, edit, copy and delete Letter Templates.
This QuickGuide explains the options available in the Exit Steps when saving a policy.
This QuickGuide explains how to create a To Do List activity and how to assign and change reminders for yourself and others. To Do Lists must be set up by the agency in Partner XE Administration first.
This QuickGuide provides instructions on how to stop and restart the Download Transfer Utility (DTU) if it has stopped working.
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