Category "Quick Guides"

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InsureSign Integration

This QuickGuide explains how to use InsureSign with Partner XE. InsureSign must be purchased prior to using this integration. If you are not already signed up for InsureSign, please contact InsureSign directly.

General Layout of the QuickSummary

This QuickGuide explains the icons, menus and features available in the QuickSummary screens.

Editing Errors During a Mass Mailing

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

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.

Expanding ACORD Form to View in Full Screen

This quick guide should be used when the ACORD form isn’t being viewed properly.

Sending Commission Back to the Finance Company

This quick guide should be used when returned premium was sent to the finance company from the carrier and the agency owes the commission back to the finance company and/or carrier.

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