The official online resource for Partner XE users
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 […]
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
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 […]
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 […]
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 […]
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 […]
This webinar reviews the new and enhanced features in Partner XE™ 2017 release, including: Policy Details for personal and commercial flood New Hide Employee feature Transformation Station updates IVANS Market Appetite New Production Analysis reports
This webinar reviews the some new features available through IVANS Exchange and IVANS Market Appetite. See instructions on how to get started with IVANS Exchange, click here. For access to the IVANS Exchange website, click here. You can find more information […]
This webinar reviews how to efficiently manage certificates for your clients, including: When and how to create certificate templates Options when renewing certificates Mass distributing certificates
This webinar reviews the year end closing when using Partner XE accounting, including how to: Post adjusting entries prior to closing the year Print reports How to work in the next fiscal year without closing the current year
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