Category "Webinars"

There are 33 results found

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 […]

Webinar: Proposal Creator

The Partner XE Proposal Creator is designed for agencies so they can quickly and easily create professional commercial lines proposals. This webinar will review: Building commercial lines proposals with Microsoft Word Proposal Creator options and settings Creating and modifying proposal […]

Webinar: Partner XE Client Portal

The Partner XE Client Portal gives your clients access to their policy summaries and the ability to generate their own auto ID cards. This webinar reviews the following: Partner XE Admin Settings and Options for the portal Client’s registration and login process […]

Webinar: Advanced Reporting & Excel

This webinar reviews advanced reporting and how Excel can help organize extracted data for more in depth reporting. Some of the items covered in this webinar are: Utilizing Advanced Search Understanding search criteria Building Quick Lists Utilizing Pivot Tables in Excel […]

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