Category "Webinars"

There are 36 results found

Webinar: Partner XE Outlook Plug-In 2018

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  

Webinar: Partner XE Advanced Reporting & Business Intelligence

This webinar reviews Partner XE’s advanced reporting and business intelligence. Some of the items covered in this webinar are: Overview of new Advanced Reports Tips for customization Interactive filters Plans for our Reporting engine moving forward  

Webinar: Partner XE 2018.2 Release

This webinar reviews the new and updated enhancements made in the Partner XE 2018.2 Release, including: New Look! Updated layout for Profile Summary Screens Partner XE Outlook Plug-in 2018.2 Release! — You will now be able to assign reminders to […]

Webinar: Partner XE 2018.1 Release

This webinar reviews the new and updated enhancements made in the Partner XE 2018.1 Release, including: New Reporting Filter screens New Reports including: Balance Sheet, Income Statement, Policy Download Report Updates to the Partner XE Proposal Creator with new designs […]

Webinar: Accounting Tips

This webinar reviews commonly asked questions in Partner XE Accounting, including: Entering credit invoices for returned premium Editing direct advances Accounting for MVR and other expenses on company receipts    

Webinar: Post Partner XE 2017 Update

This webinar reviews the new and updated enhancements made in the Post Partner XE 2017 Update, including: Claims download Advanced Reports added, including the new CSR Production Report Interactive filters to narrow down the search results This webinar references the […]

Webinar: Partner XE 2017 Fall Update Overview

This webinar reviews the new and enhanced features in Partner XE™ 2017 Fall Update, including: Policy details for Garage & Dealers line of business Ability to overlay and link policies in the DPA Cross reference for clients Sorting of document […]

Webinar: Getting Started with Partner XE Desktop

This webinar reviews tips and tricks for getting started in the Partner XE Desktop. Specific topics include: User Preferences The “Why” Behind Basic Navigation Client Summary Screen QuickSearch QuickMenu  

Webinar: Maximize Downloads with IVANS

Download saves your staff hours each day. IVANS has a complimentary tool that provides you with information about the download going through the network. Are you one of the thousands of agencies using the IVANS Connection Report to view and […]

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