Category "Quick Guides"

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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.

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. […]

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.

Overview of the Document Management Section

This QuickGuide and quick video give an overview of the general layout of the Document Management section in the Client Profile. It also reviews the features available from this screen, including moving, hiding, emailing, and more. […]

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