Category "Quick Guides"

There are 141 results found

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.

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.  

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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