Category "Quick Guides"

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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.

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.

Adding Additional Filters to Reports

This quick guide explains how to customize the Partner XE Advanced Reports using interactive filters.

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.

Claims Download Transaction Types

This quick guide lists the transaction types or codes that are downloaded on for claims.

Commission Download Transaction Types

This quick guide shows the list of transaction types or codes that are downloaded on direct bill commission statements.

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