Category "Quick Guides"

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Finding Reminders During a Certain Time Period

This quick guide explains how to run a report for reminders in a specific time period.

Editing Errors During a Mass Mailing

This quick guide explains how to correct an error when using the merge search results feature.

Policy Download Report

This quick guide 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 […]

Proposal Creator Template Options

The Partner XE Proposal Creator has three template options available. Classic Alternate Corporate The desired template is selected when creating the proposal, so templates can easily be toggled between based on the client.

Using the Proposal Creator

This QuickGuide explains how to use the Proposal Creator to generate proposals in Partner XE.

Setting up the Proposal Creator

This QuickGuide goes through the four items that should be set up after the Proposal Creator is enabled: Agency logo, Producer and CSR contact information, a Disclaimer message, and an agency message.