The official online resource for Partner Platform clients
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.
This QuickGuide explains how to process a producer reconciliation in Partner Platform.
This QuickGuide explains how to run a policy expiration report from the Reports section in Partner Platform.
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.
This QuickGuide explains the information available on the Book of Business Dashboard. Note: You must be a Partner XE Administrator to access.
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.
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 […]
This QuickGuide explains different QuickGuides and reports that are common for Month End & Year End Closing and information an accountant may request.
This QuickGuide explains how to inactivate and reactivate general ledger accounts on the Chart of Accounts.
This QuickGuide explains how to clear old invoices from the Account Current Reconciliation in Partner Platform.
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