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. […]
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.
This QuickGuide explains how to run a policy expiration report from the Reports section in Partner Platform.
This QuickGuide explains how to run the New Business Report in Partner Platform. It will display a list of new business policies in Partner Platform based off the date range entered.
This QuickGuide explains how to run the Policy Cancelled-Rewritten Report in Partner Platform. This report provides a list of policies that have been cancelled and rewritten.
Ever wonder which report is best to help you get the information you are looking for? This reference guide summarizes the many reports within Partner by section, and also points out helpful tips to use when running your report.
This QuickGuide explains how to run the retention reports available in Partner XE.
This QuickGuide explains how to run the Policy Download Report in Partner XE. The Policy Download Report allows a user to run a list of all policies that were downloaded during a specific date range. Policies that are assigned from the […]
This QuickGuide explains the two options for running a premium change report.
This quick guide explains how to customize the Partner XE Advanced Reports using interactive filters.
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