Category "Quick Guides"

There are 96 results found

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.

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.

Web Analytics