Category "Webinars"

There are 41 results found

Webinar: IVANS Exchange & Market Appetite

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 […]

Webinar: Efficient Certificate Management

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  

Webinar: Year End Closing Process

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  

Webinar: Policy Download Management

This webinar reviews how to process downloads into Partner XE: Verify if a company downloads with IVANS and Team UP Reviewing the download matching criteria and download settings Overview of the Communication History How to use the DEA and DPA […]

Webinar: Ways to Improve Your Partner XE Experience

This webinar is for anyone who would like to learn some tips and shortcuts in Partner XE: Increase performance with best user preference settings Utilize shortcuts and icons to improve processes Make the most out of QuickCreate & QuickMenu Optimize workflows […]

Webinar: Importing Claims

This webinar is for anyone who would like to import claims information into Partner XE on a monthly basis. It is an overview for how to import carrier claims report data and how to create and save mapping templates. Please Note: […]

Webinar: Policy Management Part II

This webinar is intended for everyday users of Partner XE who manage downloaded and non-downloaded policies. Tips and shortcuts included in this webinar are: Unique coverage codes Policy reporting Tracking producers  

Webinar: Partner XE Outlook Plug-In 2016 Overview

This webinar previews the enhancements in the Partner XE™  Outlook Plug-In 2016, which include: Attaching multiple emails to the same client Streamlined automatic email attachment to client profiles Updated icons indicating which emails have attachments Assigning document categories and/or folders […]

Webinar: Policy Management Part I

This webinar is intended for everyday users of Partner XE™ who manage downloaded and non-downloaded policies. Tips and shortcuts included in this webinar are: Using Policy Description Policy reporting Tracking producers and commissions  

Webinar: Getting the Most out of PartnerNet

This webinar is an introduction to PartnerNet, which includes: How to find step-by-step instructions for common workflows in Partner XE™ Where to view instructional Partner XE webinars How to access unique coverage codes and import them into Partner XE™  

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