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 to make certificate attachments available to be viewed on the Client Portal.
This QuickGuide explains how portal Administrators can access the Client Accounts section to reset passwords, delete accounts, or give administration permission to other agency users.
Individuals entered in Partner XE can also register for the Client Portal to view client information. This QuickGuide explains how to set up/restrict individual’s access to clients on the portal and how individuals can register for the Client Portal and […]
Clients today choose to buy from independent agents for a variety of reasons, including relationship, convenience, and cost. How do you make all those things happen in a digital world? And how do you do it affordably as a business […]
This training guide explains the features available for agencies’ customers on the Client Portal. If interested in activating the Client Portal for your agency, please email [email protected].
If enabled in the Portal Settings, documents can be shared from a Client’s Profile to the Client Portal. This QuickGuide explains how to share and remove documents from the Client Portal.
This QuickGuide explains to the end-user how to issue certificates using the Client Portal. Feel free to brand this with your agency information and share with your clients.
This QuickGuide explains how to create and renew Certificate Templates for the Client Portal.
This QuickGuide explains the Desktop Admin Client Portal Settings so you can configure it appropriately for your clients/agency.
call 800-747-7005 or email [email protected]