Category "Quick Guides"

There are 189 results found

CSR Production Report

This quick guide explains how to run a CSR production report in Partner XE™. This report displays all policies assigned to a CSR by transaction type and calculates the approximate agency commission based on the company commission schedule.

Setting up Default Exit Steps

This quick guide explains how to some of the options in the policy exit steps to be defaulted every time a policy is updated.  

Editing a Certificate Template

This quick guide explains how to edit an exitsing certificate template and the difference between the options Open Template and Add/Edit Policy. Note: SIS recommends that certificate templates are used to manage all certificates for a client, no matter the […]

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