The official online resource for Partner XE users
This training guide explains how to set up text messaging within Partner XE. You will need to either add the Marketing Automation Manager or add Text Messaging a la carte to be able to use this functionality. – Or view […]
This QuickGuide explains how to make it required to select a branch, producer, or CSR when creating a client.
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 track truly cancelled policies versus policies that were cancelled but rewritten.
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 create Certificate Templates for the Client Portal.
This QuickGuide explains the Client Portal Settings so you can configure it appropriately for your clients/agency.
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.
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