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 the integration between AppEase and Partner Platform works. AppEase is a supplemental application platform.
This QuickGuide explains how to make certificate attachments available to be viewed on the Client Portal.
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.
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 add an invoice for a company payable not linked to any policy.
This QuickGuide explains how to free form type a coverage into the web-based Policy Details screens.
This QuickGuide explains how to access and assign the Report Access Permissions. The Report Access Permissions give you the ability to control which report categories employees have access to.
This QuickGuide explains how to enable the Auto-Assign Next Invoice Number option and how it affects invoices, direct advances, client beginning balances and pay plans after an installment.
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