General Layout of the QuickSummary
This QuickGuide explains the icons, menus and features available in the QuickSummary screens.
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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.
Ending a Note Payable
This quick guide explains how to end notes payable before it’s completion.
Creating and Paying Notes Payable
This quick guide explains how to create a pay a note payable.
Running a Producer’s Book of Business Report
This quick guide provides instructions on how to run a producer’s book of business report.
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