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With the text messaging add-in you can now send and receive text messages with clients from the system. Easily document conversations, send and receive attachments without the challenge of using your personal cell phone. Contact your account manager to […]
This guide is provided by Partner XE’s text messaging partner Bandwidth and highlights best practices for your use of text messaging from an Application to a Person (A2P).
This webinar reviews the the Partner XE™ Outlook Plug-In and includes: General overview of features and functionality Drag and Drop emails and attachments Contact Management Personalization Settings
If you use Formstack Sign (formerly InsureSign) for e-Signature, Partner offers an integration which will allow you to send your document to Formstack for signature with one-click. Formstack Sign must be purchased directly from Formstack prior to using this integration. […]
This QuickGuide explains how to run a marketing list that can be imported into Rocket Referrals program.
This QuickGuide provides a list of Partner Allies and Integrations including comparative raters, e-Signature, VOIP, and marketing solutions.
This QuickGuide explains how to use the EZLynx rating with Partner XE.
This QuickGuide explains how to update your company credentials from Transformation Station and Weblink.
This QuickGuide explains how to rate a policy using PL Rater (also known as AMS Rating or SilverPlume). Partner XE has a two-way integration with PL Rater that allows you to send a policy from Partner XE to PL Rater […]
This QuickGuide explains how to set up the integration with WinRater to rate home and personal auto policies.
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