Category "Quick Guides"

There are 189 results found

Using a Universal Certificate Template

Universal templates should be used when there are multiple clients who need to have the same policy information on their certificates. Once universal templates are created, they are managed on each client as certificate templates. This quick guide reviews how […]

Unbilled Policies Report

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.

Hiding an Employee

This quick guide explains how to hide employees from employee list dropdowns in Partner XE™. This process will be most commonly used to remove outside producers and house accounts from employee lists where they will not need to be selected.

Comparative Raters

This quick guide provides a list of raters that are certified to integrate with Partner XE.  

Cleaning up Clients After Receiving Initial Loads

This quick guide explains the steps to eliminate duplicate clients created after receiving initial loads from multiple companies. This is intended for agencies that are new to Partner XE that are populating their database using i-loads. If you are not new […]

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.                                 […]

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