Please visit Zywave University and Support.Zywave.com
As part of Partner Platform’s assimilation into Zywave, there are 2 new resources available to you for your training and support needs. Zywave University replaces Partner Learning Center and PartnerNet as the primary resource for training webinars and on-demand content. […]
On June 15th, 2022 Microsoft is retiring the public desktop version of Internet Explorer (IE11). Read more in Microsoft’s documentation. Partner Platform continues to use a different “embedded’ version of Internet Explorer for the time being which will continue to […]
This QuickGuide explains where activities can be accessed in Partner Platform.
This QuickGuide explains how to clear reminders once the activity can be closed.
This QuickGuide explains how to add an existing policy to a Commercial Package policy.
This QuickGuide explains how to add scheduled and unscheduled equipment to a Commercial Inland Marine policy and how to find the equipment on an existing policy.
In addition to enhanced password security options, you’ll notice a new look for Activities, and coming soon, you’ll also be able to attach Documents directly to your Activities. Commercial Lines departments will enjoy updated Commercial Package and Inland Marine policy […]
This QuickGuide explains how you can schedule reports to be sent from Partner Platform via an email with a PDF attachment. Only reports available under the Advanced Reports can be sent using the Report Scheduler.
Do you have reports that you regularly run? Now you can schedule them to run automatically. Looking to offer the best rate to a commercial prospect? Partner’s new integration with Semsee commercial lines rater will save you time. These features […]
This QuickGuide explains how to create a Statement of Values in Partner Platform.
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