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