Category "Quick Guides"

There are 223 results found

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.

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

Changing the Order of Document Categories, Folders, and Sub-folders

This quick guide explains how to change the order that the document categories and folders display in the Documents section.

Adding Comments to Policy History

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

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