Category "Webinars"

There are 50 results found

Webinar: Partner XE Outlook Plug-In 2015 Overview

This webinar covers all the features of the Partner XE™ Outlook Plug-In, including the latest in the 2015 release. New features include: Adding a note when attaching an email Import contacts from Partner XE™ into Outlook Ability to open client, […]

Webinar: Grow your Agency Using Query Builder

This webinar covers the Query Builder feature in Partner XE™. Webinar highlights will include: How to create, save, edit, and share queries How to run reports using policy detail information for Auto and Home policies How to export queries to […]

Webinar: RPost/Outlook Integration

This webinar covers the RPost / Outlook integration available with Partner XE™. Topics Include: Email encryption E-signature Email tracking/legal proof of delivery  

Webinar: Marketing Best Practices

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  

Webinar: Custom Accounting Reports

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 […]

Webinar: Custom Reports

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

Video: Branch Accounting

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  

Webinar: Payroll and Commission Workflows

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  

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