Category "Quick Guides"

There are 78 results found

Viewing Certificate Attachments on the Client Portal

This QuickGuide explains how to make certificate attachments available to be viewed on the Client Portal.

Adding an Existing Policy to a Commercial Package

This QuickGuide explains how to add an existing policy to a Commercial Package policy.

Adding/Finding Scheduled and Unscheduled Equipment

This QuickGuide explains how to add scheduled and unscheduled equipment to a Commercial Inland Marine policy and how to find the equipment on an existing policy.

Report Scheduler

This QuickGuide explains how you can schedule reports to be sent from Partner Platform via an email with a PDF attachment. Only reports available under the Advanced Reports can be sent using the Report Scheduler.

Adding an Agency Bill Invoice for Other Company Payables

This QuickGuide explains how to add an invoice for a company payable not linked to any policy.

Manually Typing Coverages in Policy Details

This QuickGuide explains how to free form type a coverage into the web-based Policy Details screens.

Report Access Permissions

This QuickGuide explains how to access and assign the Report Access Permissions. The Report Access Permissions give you the ability to control which report categories employees have access to.

Enabling the Auto-Assign Next Invoice Number Option

This QuickGuide explains how to enable the Auto-Assign Next Invoice Number option and how it affects invoices, direct advances, client beginning balances and pay plans after an installment.

Reconciling Producer Commissions

This QuickGuide explains how to process a producer reconciliation in Partner Platform.

Policy Expiration Report

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

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