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Canada and United Kingdom Trainings

Attend these sessions to get a hands-on, instructor-led overview of your products. These classes focus on role specific workflows that can help you maximize ROI. If you’re not currently implementing any Zywave products or are looking for more extensive training, contact training@zywave.com for questions.

Zywave

Canada

Broker Briefcase

Broker Briefcase: How to Transform Your Client Experience and be a Trusted Advisor Canada

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

Build the foundation for success with Broker Briefcase. After this call you will be able to utilize Broker Briefcase to quickly respond to client questions, prepare standout presentations within a matter of minutes, and easily locate dynamic resources that will truly differentiate you in the market. You will also discover how Broker Briefcase can help you build strong, long lasting relationships with your clients and prospects by taking advantage of Broker Briefcase's automated email marketing campaigns.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 60 Minutes

Broker Briefcase: Producer Workflow: Differentiate for High Growth Canada

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Redefine your potential. Strengthen your pitch and come out of the gate strong with proactive communication and powerful content.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Broker Briefcase: Servicer Workflow: Secure Retention

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Foster long term loyalty. Formulate and follow through on effective strategies to give clients an individualized and unforgettable experience.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Broker Briefcase: Marketing Workflow: Build Exit Barriers Canada

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Leave a lasting impression. Develop and maintain strong exit barriers with proactive and personalized content.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Broker Briefcase: Administrator Workflow: Amplify Your Brokerage's Performance Canada

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Take your brokerage to new heights. Boost your brokerages’ efficiency and refine end-user engagement strategy to get the most from your tools.

This session is for Admin users only.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Introduction to Broker Briefcase Canada

Learning Experience: Video | Course Level: 100
Product(s): Broker Briefcase

This webinar will review functionality as well as content. Learn about key features including searching for and distributing content, establishing drip marketing campaigns, reporting, and Broker Briefcase mobile. This session is recommended for new users of Broker Briefcase as well as those looking for a refresher course.

Watch Video!

How to Sell with Broker Briefcase Canada

Learning Experience: Video | Course Level: 100
Product(s): Broker Briefcase

Take a more strategic approach to prospect by using Broker Briefcase. Our experts discuss the changing buyer and strategies to effectively connect with their needs in today’s market.

Watch Video!

Broker Briefcase Administrative Functionality Canada

Learning Experience: Video | Course Level: 200
Product(s): Broker Briefcase

You’ve conquered the basics of Broker Briefcase and you are now ready to take your knowledge to a new level. This session will review the advanced functionality of Broker Briefcase, including creating custom email templates, importing custom content, merge fields and reporting. This session is recommended for administrators of the Broker Briefcase site, as you must have administrative access to perform these tasks.

Watch Video!

MyWave

MyWave Connect: Prepare to roll out a Personalized Client Experience Canada

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

The role of an insurance brokerage has changed drastically over the past decade. To succeed in today’s market, you must be a trusted advisor. During this call, learn actionable ways to create a consistent, individualized client experience that seamlessly improves the prospecting and servicing workflows in your brokerage. This session is recommended for Administrators and Zywave Champions.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 60 Minutes

Introduction to MyWave Connect Canada

Learning Experience: Video | Course Level: 100
Product(s): MyWave Connect

Learn about the key features in MyWave Connect, Zywave’s self-service client-facing portal. Participants will learn how their clients can locate essential information to educate themselves or employees at their company. Product customizations and supplemental resources will also be discussed. This session is recommended for new users of MyWave Connect as well as those looking for a refresher course.

Watch Video!

How to Sell with MyWave Connect Canada

Learning Experience: Video | Course Level: 100
Product(s):

Employers need a reliable source to solve their compliance and risk management problems. Let us teach you how to move away from a price-focused conversation by showing MyWave Connect, our online employee portal, in your next prospecting meeting.

Watch Video!

Zywave Learning

Secure Your Place as a Trusted Advisor with Zywave Learning Canada

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Zywave Learning

Please join us as we explore the power of Zywave Learning. In this call we will discuss how to:

• Build value with your clients through quick activation
• Demonstrate your expertise by distributing training materials to your client
• Guide clients into their role of administering Zywave Learning to their employees

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Zywave

United Kingdom

Broker Briefcase

Broker Briefcase UK: How to Transform Your Client Experience and be a Trusted Advisor

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

Build the foundation for success with Broker Briefcase. After this call you will be able to utilise Broker Briefcase to quickly respond to client questions, prepare standout presentations within a matter of minutes, and easily locate dynamic resources that will truly differentiate you in the market. You will also discover how Broker Briefcase can help you build strong, long lasting relationships with your clients and prospects by taking advantage of Broker Briefcase's automated email marketing campaigns.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 60 Minutes

Broker Briefcase: Client Servicers: Secure Retention UK

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Foster long term loyalty. Formulate and follow through on effective strategies to give clients an individualized and unforgettable experience.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Broker Briefcase: Account Executives: Differentiate for High Growth UK

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Redefine your potential. Strengthen your USP and make an impact with proactive communication and powerful content.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Broker Briefcase: Marketing: Build Exit Barriers UK

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Leave a lasting impression. Develop and maintain strong exit barriers with proactive and personalized content.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 45 Minutes

Broker Briefcase: Administrator: Amplify Your Brokerage's Performance UK

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s):

Take your brokerage to new heights. Boost your brokerages’ efficiency and refine end-user engagement strategy to get the most from your tools.

This session is for Admin users only.

Please contact us at consultant.help@zywave.com to request training today.

Introduction to Broker Briefcase UK

Learning Experience: Video | Course Level: 100
Product(s): Broker Briefcase

This webinar will review functionality as well as content. Learn about key features including searching for and distributing content, establishing drip marketing campaigns, reporting, and Broker Briefcase mobile. This session is recommended for new users of Broker Briefcase or those looking for a refresher course.

Watch Video!

How to Sell with Broker Briefcase UK

Learning Experience: Video | Course Level: 100
Product(s): Broker Briefcase

Take a more strategic approach to prospect by using Broker Briefcase. Our experts discuss the changing buyer and strategies to effectively connect with their needs in today’s market.

Watch Video!

Broker Briefcase Administrative Functionality UK

Learning Experience: Video | Course Level: 200
Product(s): Broker Briefcase

You’ve conquered the basics of Broker Briefcase and now you are ready to take your knowledge to a new level. This session will review the advanced functionality of Broker Briefcase, including: creating custom email templates, importing custom content, merge fields and reporting. This session is recommended for administrators of the site, as you must have admin access to perform these tasks.

Watch Video!

MyWave

MyWave Connect: Prepare to roll out a Personalised Client Experience UK

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): MyWave Connect

The role of an insurance brokerage has changed drastically over the past decade. To succeed in today’s market, you must be a trusted advisor. During this call, learn actionable ways to create a consistent, individualised client experience that seamlessly improves the prospecting and servicing workflows in your brokerage. This session is recommended for Administrators and Zywave Champions.

Please contact us at consultant.help@zywave.com to request training today.

Time Commitment: 60 Minutes

Introduction to MyWave Connect UK

Learning Experience: Video | Course Level: 100
Product(s): MyWave Connect

Learn about the key features in MyWave Connect, the self-service client-facing portal. Participants will learn how their clients can locate essential information to educate themselves or employees at their company. Product customizations and supplemental resources will also be discussed.

Watch Video!

How to Sell with MyWave Connect UK

Learning Experience: Video | Course Level: 100
Product(s): MyWave Connect

Employers need a reliable source to solve their compliance and risk management problems. Let us teach you how to move away from a price-focused conversation by showing MyWave Connect, our online employee portal, in your next prospecting meeting.

Watch Video!