Finding Reminders During a Certain Time Period
This QuickGuide explains how to use the Notes Advanced Search to find pending reminders during a certain time period.
Please visit Zywave University and Support.Zywave.com
Category "Desktop"
There are 194 results found
Policy Download Report
This QuickGuide explains how to run the Policy Download Report in Partner XE. The Policy Download Report allows a user to run a list of all policies that were downloaded during a specific date range. Policies that are assigned from the […]
Running a Premium Change Report
This QuickGuide explains the two options for running a premium change report.
Expanding ACORD Form to View in Full Screen
This QuickGuide explains how to enlarge the ACORD form viewer in Partner Platform.
Processing Claims Download
This guide explains how to view and process the daily claims download.
Adding Additional Filters to Reports
This quick guide explains how to customize the Partner XE Advanced Reports using interactive filters.
CSR Production Report
This quick guide explains how to run a CSR production report in Partner XE™. This report displays all policies assigned to a CSR by transaction type and calculates the approximate agency commission based on the company commission schedule.
Claims Download Transaction Types
This quick guide lists the transaction types or codes that are downloaded on for claims.
Commission Download Transaction Types
This quick guide shows the list of transaction types or codes that are downloaded on direct bill commission statements.
Policy History Overview
This QuickGuide explains how to access the Policy History and the information/features available while viewing it.
call 800-747-7005 or email [email protected]