Category "ACORD Forms"

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New Resources Available

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. […]

Creating a Statement of Values

This QuickGuide explains how to create a Statement of Values in Partner Platform.

Expanding ACORD Form to View in Full Screen

This QuickGuide explains how to enlarge the ACORD form viewer in Partner Platform.

Adding an Electronic Signature on Certificates, Applications and other ACORD Forms

This QuickGuide explains how to select an electronic signature to print on certificates and other ACORD forms. To be selected, a signature must first be added to Partner XE administration.

Creating an Evidence of Property

This QuickGuide explains how to create an Evidence of Property (ACORD 27) in Partner Platform.

Setting Up ACORD Forms Grouping

ACORD Forms can be grouped under categories for easier access. This can be customized for the agency in Partner XE Administration.

Creating a Binder

This QuickGuide explains how to create a binder (ACORD 75) in Partner Platform.

Creating a Commercial Application with the Additional Premises Information Schedule

This guide explains how do create a Commercial Application (ACORD 125) with the Additional Premises Information Schedule (ACORD 823).

Changing “Unknown Insurance Company” on Acord Forms

If a form or certificate is created and “Unknown Insurance Company” appears in the Insurer field, the attached article explains how to update Partner XE Admin so that the company name appears. You must have Administration rights to perform this function.

Creating Auto ID Cards

This article explains how to print auto ID cards for all the vehicles on a policy at one time. This can be done from both the Client Summary (New in version 1.8!) and Policy Details.

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