Category "Quick Guides"

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Commission Download Transaction Types

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

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.

The Unbilled Policies report compares the policy premium/deposit amount in the policy details to the accounting transaction(s) entered on the client ledger. It will display policies with discrepancies between these two numbers, indicating that an accounting transaction needs entered or the […]

Production Analysis Reports

This quick guide explains how to run a production analysis report in Partner XE™. This can be ran by company or by producer.

Searching for Companies

This QuickGuide explains how to search for company information in Partner XE. You can also see company contacts and any activities or documents attached to the company.

Partner Allies and Integrations

This QuickGuide provides a list of Partner Allies and Integrations including comparative raters, e-Signature, VOIP, and marketing solutions.

Setting Billing Address to Print on Payment Stubs

This quick guide and quick video explain how to print the agency’s billing address on the payment remittance stub instead of the agency’s physical address. […]

How do I save a policy as it is being entered / endorsed?

This quick guide explains how to save and set checkpoints in a policy as it is being entered or endorsed. It also explains the proper steps to follow if a session is ended unexpectedly to minimize any data loss.

How do I move policy attachments to another client or policy?

This Quick Guide explains how to move policy attachments (documents) to another client or policy.

Attaching Documents to Certificates

This quick guide explains how to attach a document to a certificate. Documents can be attached to a certificate template, to a specific cert holder, or both. These documents are available to be viewed from the certificate management screen and are […]

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