Category "Quick Guides"

There are 139 results found

Getting Started with Producer Results Manager

This QuickGuide explains the basics of getting started with the Producer Results Manager in Partner Platform. For more in-depth instructions about each part of the PRM, please see the Producer Results Manager Training Guide on PartnerNet.

Policy Expiration Report

This QuickGuide explains how to run a policy expiration report from the Reports section in Partner Platform.

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.

Book of Business Dashboard

This QuickGuide explains the information available on the Book of Business Dashboard. Note: You must be a Partner XE Administrator to access.

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.

Partner Platform 2020.1 Update

  This year you can look forward to more frequent Partner Platform updates.This page covers the first installment of enhancements included in the Partner Platform 2020.1 Update. Your agency will not have to take any action to receive this update […]

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