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Keep your documentation organized. This webinar reviews Partner XE best practices for Document Management. Attaching Documents to Clients, Policies, & Claimsn Managing your email correspondence Making the most of Document Categories and Folders How to use InsureSign for electronic signature […]
Optimize your settings. This webinar reviews Partner XE Admin Settings, User Preferences, & Display Settings that can be customized for your agency. Review customization and agency options in Admin Settings Personalization settings in User Preferences Display Settings for the Client […]
This webinar reviews the the Partner XE™ Outlook Plug-In and includes: General overview of features and functionality Drag and Drop emails and attachments Contact Management Personalization Settings
This webinar reviews Partner XE’s advanced reporting and business intelligence. Some of the items covered in this webinar are: Overview of new Advanced Reports Tips for customization Interactive filters Plans for our Reporting engine moving forward
Printing a Certificate Holder List Renewing into a new template Renewing into an existing certificate template Using mass distribution to quickly email certificates Allowing a client to add a certificate holder via the client portal
Partner XE has partnered with Formstack Sign (formerly InsureSign) to offer an integrated eSignature solution! Proposal Creator allows you to quickly make professional looking proposals in seconds. Use for commercial or personal lines.
This webinar reviews the new and updated enhancements made in the Partner XE 2018.2 Release, including: New Look! Updated layout for Profile Summary Screens Partner XE Outlook Plug-in 2018.2 Release! — You will now be able to assign reminders to […]
This webinar reviews the new and updated enhancements made in the Partner XE 2018.1 Release, including: New Reporting Filter screens New Reports including: Balance Sheet, Income Statement, Policy Download Report Updates to the Partner XE Proposal Creator with new designs […]
This webinar reviews commonly asked questions in Partner XE Accounting, including: Entering credit invoices for returned premium Editing direct advances Accounting for MVR and other expenses on company receipts
This webinar reviews the new and updated enhancements made in the Post Partner XE 2017 Update, including: Claims download Advanced Reports added, including the new CSR Production Report Interactive filters to narrow down the search results This webinar references the […]
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