Time-Saving Partner XE Tips

A client once pointed out that “we’re agents, not techies. We don’t have time to sit down and play with this machine and figure out what it will do.” He was right. It is our job to help you use your Partner XE insurance agency management system to its fullest – to work as efficiently as possible. Here are a few agency management software “Search” time savers to keep in mind:

Did you know…

Web-Based Search will instantly stream results options as you input the search term in your agency software:

  • From File, select Web-Based Search from the drop-down menu
  • Select the category you want to search (Client, Policy, etc.)
  • Begin to enter the word, name or phrase you’re searching…

You can access Policy Details directly from the Partner XE Client Search screen:

  • Click the Open Policy Details icon located in Client Search Summary.
  • Click Yes to lock for Editing if that option pops up.
  • This takes you directly into the Policy Details screens. There is no need for you to open up the Client Summary if you don’t need to go into it.
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