Category "Quick Guides"

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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.      

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.  

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