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The attached list includes all companies with lines of business certified for download into Partner Platform. This document also shows if the company downloads direct bill commission statements and what download process is used. Carrier List
This QuickGuide explains how to create a binder (ACORD 75) in Partner Platform.
This QuickGuide explains the download exception list in Communication History and what you should do if you receive any exceptions on your daily download.
This QuickGuide explains how to access, print and email the Policy Summary in Partner XE. The Policy Summary provides the quickest way to see a “dec page” version of the policy.
This quick guide explains how to add multiple producers to an existing policy and how to lock the both the producer and the producer’s commission so it carries over to renewal policies.
This QuickGuide lists some examples of Note Titles used by agencies.
Each user can adjust individual preferences in Partner Platform. This QuickGuide focuses on the Desktop tab in the User Preferences, which includes explanations of each setting and which are recommended.
This guide explains how to edit a document description without re-typing it.
This guide explains how to add custom icons (links) to the main toolbar in Partner XE.
This guide explains how do create a Commercial Application (ACORD 125) with the Additional Premises Information Schedule (ACORD 823).
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