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This webinar covers the marketing features available in Partner XE™. Topics include Managing cross-selling and upselling opportunities Mass email marketing to clients and prospects Generating reports for marketing campaigns Staying close to clients using notes and to do lists
This webinar reviews the accounting reports available in Partner XE™ and best practices, including: How the reports pull information Export and emailing reports When to use Month End, Hide Details, and Include Year End Entries options Income Statement – Previous […]
This webinar focuses on the options within Partner XE that can be customized for your agency. Topics include: Admin Settings Dashboard Settings User Preferences
This webinar reviews the different ways to run reports in Partner XE™, including: System search lists Advanced search lists Sharing quick lists Book of business reports
This video explains the functions of the Partner XE Branch Accounting feature including: Setting up branch, department and division in Administration module Allocation of sales and expenses Reports
This webinar reviews the workflows related to payroll and entering direct bill commissions, including: Payroll templates Using an outside payroll company Download vs manual entry of direct bill commission statements Bulk commission entry vs per policy commission entries
This webinar explains best practices for processing direct bill commission statements that are downloaded from your carriers.
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