Category "Webinars"

There are 39 results found

Webinar: Document Management

Keep your documentation organized. This webinar reviews Partner XE best practices for Document Management. Attaching Documents to Clients, Policies, & Claimsn Managing your email correspondence Making the most of Document Categories and Folders How to use InsureSign for electronic signature […]

Webinar: Optimizing Admin Settings, User Preferences, & Display Settings

Optimize your settings. This webinar reviews Partner XE Admin Settings, User Preferences, & Display Settings that can be customized for your agency. Review customization and agency options in Admin Settings Personalization settings in User Preferences Display Settings for the Client […]

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 […]

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