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With the text messaging add-in you can now send and receive text messages with clients from the system. Easily document conversations, send and receive attachments without the challenge of using your personal cell phone. Contact your account manager to […]
This QuickGuide explains how to print envelopes and labels from Partner Platform for one client and for multiple clients.
This training guide explains how to set up User Access Permissions. The User Access Permissions provide a way to restrict users from accounts they should not have access to (e.g. Life & Health).
This training guide explains how to use the Microsoft Word integration to manage letter templates, create and save letters back to Partner XE and how to merge search results.
This QuickGuide explains how to manage rewritten policies so they do not appear as new business in Partner Platform.
This QuickGuide explains to the end-user how to issue certificates using the Client Portal. Feel free to brand this with your agency information and share with your clients.
This QuickGuide explains how to determine whether Windows is 32-bit or 64-bit and is relevant to agencies using the Outlook plug-in.
This QuickGuide explains how to filter the policies displayed in the Client QuickSummary to see only what you want to see.
This QuickGuide explains how to attach email messages from Outlook using the Partner XE Outlook Plug-in. You must have the Partner XE Outlook Plug-in installed to use this feature.
This QuickGuide explains the icons, menus and features available in the QuickSummary screens.
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