Category "Desktop"

There are 194 results found

New Business Report

This QuickGuide explains how to run the New Business Report in Partner Platform. It will display a list of new business policies in Partner Platform based off the date range entered.

Policy Cancelled – Rewritten Report

This QuickGuide explains how to run the Policy Cancelled-Rewritten Report in Partner Platform. This report provides a list of policies that have been cancelled and rewritten.

Book of Business Dashboard

This QuickGuide explains the information available on the Book of Business Dashboard.

Partner Platform Reports Reference Guide

Ever wonder which report is best to help you get the information you are looking for? This reference guide summarizes the many reports within Partner by section, and also points out helpful tips to use when running your report.

Policy Updates vs Policy Endorsements

This QuickGuide explains the difference between policy updates and policy endorsements in the Partner Platform and how each are created.

Finding Clients with Email Addresses

This QuickGuide explains how to retrieve a list of all clients in Partner XE with email addresses, which can be exported or used for a Marketing Campaign.

Creating a Summary of Insurance

This QuickGuide explains how to create a Summary of Insurance. A Summary of Insurance is a document that displays multiple policy summaries for the same client.