Partner XE Prepares for Liftoff

As we approach the launch of Partner XE, the new management system promises to be above and beyond anything we’ve offered before. It will incorporate the many features you have come to depend on in the current Partner system, along with some brand new workflow tools. Here is a sample of some of the new Partner XE tools designed to simplify your job.

Calendar

The Agency Desktop or “home screen” is split into three areas to help you manage your daily tasks. These areas are: Calendar, Notes/To Do Lists/Messages and Search Navigation. The new Calendar feature allows you to add and track daily appointments, meetings and vacations right from your desktop. You can check the schedule of others to coordinate meeting times and easily notify and invite others to appointments and meetings. You can also set up reminders and recurring appointments in the Calendar.

Notes/To Do Lists/ Messages

The To Do Lists feature allows you to create a default template as part of a Note to standardize a list of workflow procedures. This ensures that everyone is following the same processes to help eliminate errors. You can check off the items on the To Do Lists as tasks are completed. Each task is then time and date stamped once completed and stored in History within the To Do Lists Note for reference.

The Messages function allows you to send general agency messages to other users that are not attached to a particular Client or Policy. Messages can be deleted. In contrast, Notes are attached to a Client, Policy, Individual, Contact or Claim, and they cannot be deleted for E&O protection. Within a Note, you can assign it to someone else, set a priority level, set reminders, email the note through your existing email application, etc. Notes are time and date stamped, and the history continues to track within each Note.

Notes and To Do Lists can be sent to Microsoft Outlook® and added as an appointment if you wish to utilize that calendar system.

Search Navigation

The Search feature allows you to easily locate information for Clients, Notes, Policies, Claims, Contacts, Documents and Individuals. There are four different search methods within the Search feature that allow you to target the specific information you want. These search methods include: Basic Search, Advanced Search, System Search List and My Quick List.

The System Search List includes pre-set lists as well as lists that allow you to enter variables for the criteria you are searching. Each employee can save their own frequently used lists in the My Quick Lists area for easy access in the future. An example of a list that might be saved in My Quick Lists is a birthday list that is run each month. Searching is made easy by allowing you to input specific dates or names or simply using common English syntax such as from and to, current month, etc.

Client and Policy Management

Users can now open multiple clients at the same time to allow the ability to multi-task and switch from client-to-client as needed. The Client file is broken down into sections for easy navigation. These sections include: Summary, Snapshot, Individuals, Policies, Claims, Notes/Reminders, Documents, Comments, History, Unique Data and Certificates. The Client Summary section displays an overview of key information in one place such as active policy list, open claims, open/pending Notes, To Do Lists and accounting information.

The Policy Details are also broken down into sections. These sections include: Claims, Notes, Documents, Summary, Comments and History. The Policy Summary gives you a quick view of policy details that can be printed and handed to a client as a summary of their insurance coverage.

Contacts

This is a central location to store all contacts that can be utilized in multiple areas of the system. The Contacts feature holds information such as contact name and address for Companies, Banks, Vendors, Certificate Holders, Individuals and Loss Payees. For example, if a bank changes their address, you will only need to change it one time in the Contacts section, and it will automatically be corrected in the other areas of the system that are using that contact.

Doc Box

You can store documents, digital pictures and other files in Doc Box, allowing for paperless data acquisition and retrieval. You can scan multiple items into the Inbox and then go back and assign items to the appropriate Client or Policy at a later time. The Inbox acts as a batch holding place. Frequently used documents can be saved as a Common Object and attached in more than one place. Stored items can be emailed as a PDF attachment as needed.

To learn even more about the new features found in the Partner XE system, be sure to view Web Event #9, Partner XE Daily Workflow Tools — Top 10 List, at www.sisevents.com.