Category "Quick Guides"

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Processing Claims Download

This guide explains how to view and process the daily claims download.

Adding Additional Filters to Reports

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

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.

Third Party Marketing Lists for Rocket Referrals

This QuickGuide explains how to run a marketing list that can be imported into Rocket Referrals program.

Adding Comments to Policy History

This quick guide explains how to the add the description of a downloaded transaction on the policy history.

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.

Restoring Deleted Policies

This quick guide explains how a Partner XE Administrator is able to restore a deleted policy.

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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