Category "Quick Guides"

There are 141 results found

Adding Additional Filters to Reports

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

CSR Production Report

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.

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.

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