Category "Webinars"

There are 50 results found

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™  

Webinar: Vendors and Month End

This webinar covers Month End and Vendor features in Partner XE™: Month end closing process and reports Setting up vendors for payroll Tips & tricks for entering vendor bills  

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