Navigating the Home Screen
Partner XE™ offers two options to display the Agency Desktop home page. Both the classic calendar and dashboard are available by clicking on them or by selecting as a user preference.
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Category "Desktop"
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Moving a Policy Across Entities
This article explains how to move a policy (and client) from one entity into another entity using the import/export debug function.
How do I find field descriptions in policy details?
When adding or making a change in the policy header or policy details, a field description appears at the bottom of the screen when you click on that field.
How do I enter producer commissions on a policy?
Partner XE™ allows the user to enter producer commissions on the policy header. User permissions will need to be changed in order to enter or view these commissions.
How do I add/enter unique coverage codes?
Partner XE™ will store unique coverage codes for the individual insurance companies so that they can be easily accessed on a policy. This article explains the steps to add these coverage codes to Partner XE so that future policies will reflect these descriptions.
Creating, Modifying and Accessing Coverage Templates?
This article explains how to set up, change, delete and copy coverage code templates. It also shows how to access and use the templates in policy details.
How do I view policy details in grid view?
This article explains how to view policy details in one screen rather than one per screen, ex. vehicles, locations, or drivers. If also explains how to export information onto a MS Excel spreadsheet.
Using Transformation Station and WebLink
This article explains how to use Transformation Station within Partner XE to access policies and information within carrier websites.
Running a Manual Download
This article explains how to run a manual download.
Policies Downloading into One Client
This article explains why a series of downloaded policies may be to going to the wrong client. It also explains how to stop this and prevent for future downloads.
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