Category "Desktop"

There are 194 results found

Viewing a Loss Run Report

This article explains how to view and print a Loss Run report for a client.

Deleting a Claim

This article explains how to delete a claim from the claim list in the client profile.

Viewing a Contact Involved in a Claim

This article explains how to search for a contact and then access their profile to see any claims that list them as a contact.

Adding a Contact to a Claim

This article explains how to add an existing contact, new contact or one-time contact to a claim.

Adding a Payment to a Claim

This article explains how to add a payment(s) to a claim.

Adding a Claim

This article explains how to add new claims into the client profile for a client.

Flooding Contact Information to Certificates

Agency contact information must be entered into the employee address book in order to flood onto the certificate. See Questions > FAQ – Desktop >Partner XE: New Release V1.8 for instructions.

Assigning Policies from the Download Policy Assignment (DPA)

If a downloaded policy does not match another policy or client, Partner XE™ gives the agency two options: Default Option and Enable Download Policy Assignment.

Examples of To Do Lists

To learn more about ToDo Lists, view the Partner XE™ training videos or see the Administration & Set-Up page on PartnerNet.

Creating, De-Activating and Deleting a To Do List

This article explains how to create, de-activate and delete To Do lists. To Do lists can be created with steps customized to your agency. The user must have administrator permissions to perform this function.

«‹19 of 20 15 16 17 18 19 20 ›