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Client Cloud

Client Cloud

Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round.

Client Cloud Product Reference

Client Cloud

Education & Training

Client Portal

Elevate your Customer Experience with the Client Portal - Benefits Edition

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

Set your agency apart with a customizable portal to answer all of your clients' questions and provide an individualized experience. Learn how to position the new client portal to your clients and prospects by highlighting key resources and tools available to help their business succeed. Set expectations for different agency roles as you roll out the portal to your clients. This session is recommended for Administrators and Zywave Champions.

Time Commitment: 60 Minutes
Training Date(s):
04/06/2020 @ 12:00 PM CT - Register Now!

Elevate your Customer Experience with the Client Portal - P&C Edition

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

Set your agency apart with a customizable portal to answer all of your clients' questions and provide an individualized experience. Learn how to position the new client portal to your clients and prospects by highlighting key resources and tools available to help their business succeed. Set expectations for different agency roles as you roll out the portal to your clients. This session is recommended for Administrators and Zywave Champions.

Training Date(s):
04/13/2020 @ 12:00 PM CT - Register Now!
04/27/2020 @ 10:00 AM CT - Register Now!

Effortlessly Position and Sell the Client Portal - Benefits

Learning Experience: Webinar | Course Level: 100
Product(s): Client Portal

Win new business with the powerful benefits business tools and resources the client portal offers. With 24/7 access to trusted resources for various industries and roles, the portal will aid as an extension of your agency. Learn how to position the portal as a true resource your clients can use to put time back in their day, solve daily business challenges, and contribute to their bottom line.

Interested in a deeper dive on how to sell? Please contact us at consultant.help@zywave.com to request a custom webinar session.

Time Commitment: 7 Minutes
Webinar Date(s):
04/20/2020 @ 02:00 PM CT - Register Now!
View Recording!

Effortlessly Position and Sell the Client Portal - P&C

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

Win new business with the powerful business tools and resources the client portal offers. With 24/7 access to trusted resources for various industries and roles, the portal will aid as an extension of your agency. Discover OSHA log and how you can use it to leverage sales and position yourself as the best in the market. Learn how to position the portal as a true resource your clients can use to put time back in their day, solve daily business challenges, and contribute to their bottom line.

Interested in a deeper dive on how to sell? Please contact us at consultant.help@zywave.com to request a custom webinar session.

Watch Video!

Access a free DEMO VIDEO to help you prospect

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

Access a free DEMO VIDEO to help you prospect. Download the video instantly, or contact us at consultant.help@zywave.com to request a branded demo video today.

Watch Video!

HR Toolbox Apps

Streamline your Daily Workflows with HR Toolbox

Learning Experience: Webinar | Course Level: 100
Product(s): Toolbox

The Toolbox is a comprehensive suite of tools designed to streamline your daily workflows. In this choose your own adventure style session we will walk through the Toolbox portal layout, discuss strategic best practices for utilizing tools, and walk through three seasonally appropriate or most popular tools in detail. Join us to learn how the Toolbox can be a game changer for your business!

Time Commitment: 45 Minutes
View Recording!

Learn more about the specific tools

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

Watch videos on each tool to learn how, when and why to use them.

Watch Video!

Zywave Learning

Secure Your Place as a Trusted Advisor with Zywave Learning

Learning Experience: Webinar | 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

Time Commitment: 30 Minutes
Webinar Dates:
Every Tuesday @ 10:00 AM CT - Register Now!

View Recording!

Access a free DEMO VIDEO to help you prospect

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

Access a free DEMO VIDEO to help you prospect. Download the video instantly, or contact us at consultant.help@zywave.com to request a branded demo video today.

Watch Video!

Zywave Learning for Employers

Guide Your Business Into Success with Zywave Learning

Learning Experience: Webinar | 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:
• Take on the view of the employee to see their user experience
• Effectively manage employee information and know your employees are receiving accurate, up-to-date training that meet industry standards
• Explore tools for continued education and interaction with employees

Time Commitment: 60 Minutes
Webinar Dates:
Every Tuesday @ 12pm CT - Register Now!

MyWave Connect

Introduction to MyWave Connect

Learning Experience: Webinar | 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 will cover both the Benefits and P&C versions of MyWave Connect and is recommended for new users of MyWave Connect as well as those looking for a refresher course.

Time Commitment: 30 Minutes
Webinar Date(s):
04/22/2020 @ 10:00 AM CT - Register Now!
View Recording!

How to Sell with MyWave Connect

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

Employers need a reliable source to find their compliance, HR and Risk management needs. Showing MyWave Connect in your next prospecting meeting can be a differentiator for you and your agency while moving away from a price focused conversation. Join one of our Zywave experts to walk through demonstrating and positioning your MyWave Connect portal.

Time Commitment: 20 Minutes
Webinar Date(s):
04/06/2020 @ 12:00 PM CT - Register Now!
04/21/2020 @ 12:00 PM CT - Register Now!
View Recording!

MyWave Connect Employee Benefits: Prepare to Roll Out a Personalized Client Experience (Admin Users Only)

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
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, individualized client experience that seamlessly improves the prospecting and servicing workflows in your brokerage. This session is recommended for Administrators and Zywave Champions.

This session is only for Administrative users.

Time Commitment: 60 Minutes
Training Date(s):
04/06/2020 @ 10:00 AM CT - Register Now!
04/22/2020 @ 12:00 PM CT - Register Now!

MyWave Connect Property & Casualty: Prepare to Roll Out a Personalized Client Experience (Admin Users Only)

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
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, individualized client experience that seamlessly improves the prospecting and servicing workflows in your brokerage. This session is recommended for Administrators and Zywave Champions.

This session is only for Administrative users.

Time Commitment: 60 Minutes
Training Date(s):
04/14/2020 @ 10:00 AM CT - Register Now!
04/27/2020 @ 10:00 AM CT - Register Now!

Access a free DEMO VIDEO to help you prospect

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

Access a free DEMO VIDEO to help you prospect. Download the video instantly, or contact us at consultant.help@zywave.com to request a branded demo video today.

Watch Video!

MyWave Elements

Introduction to MyWave Elements

Learning Experience: Webinar | Course Level: 100
Product(s): MyWave Elements

This session will give an overview of the MyWave Elements Portal for both Benefits and P&C content. This session will discuss functionality and strategies for prospecting new business and retaining existing clients. This session is recommended for new users of MyWave Elements as well as those looking for a refresher course.

Time Commitment: 20 Minutes
View Recording!

How to Sell with MyWave Elements

Learning Experience: Webinar | Course Level: 100
Product(s): MyWave Elements

Employers need a reliable source to find their compliance, HR and Risk management needs. Showing your customized MyWave Elements portal in your next prospecting meeting can be a differentiator for you and your agency while moving away from a price focused conversation. Join one of our Zywave experts to walk through demoing and positioning your MyWave Elements portal.

Time Commitment: 30 Minutes
View Recording!

Sell and Service with your Client Portal

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

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

Time Commitment: 60 Minutes

Administration in Account Management

Learning Experience: Webinar | Course Level: 200
Product(s): MyWave Elements

Learn strategies to engage your clients with the client portal and measure your return on investment. We will discuss client portal rollout, tracking utilization statistics and setting up custom posting templates in Broker Briefcase. This session is recommended for any Zywave administrative user.

Time Commitment: 15 Minutes
View Recording!

Broker Site Administration

Learning Experience: Webinar | Course Level: 200
Product(s): MyWave Elements

Are you an Elements broker site administrator, responsible for branding and customizing your Elements portal? If so, join us for this one hour session and see how you can make changes to your Elements site quickly and easily. Not a broker site administrator? Contact Partner Support to learn more about this role.

Time Commitment: 20 Minutes
View Recording!

Access a free DEMO VIDEO to help you prospect

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

Please contact us at consultant.help@zywave.com to request your branded demo video today.

Watch Video!

Client Cloud

Compliance & Risk Management

Compliance Toolbox Apps

Learn more about your specific compliance tools

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

Watch individual toolbox videos to gain more insight on how, when and why to use each tool.

Watch Video!

Streamline Your Daily Workflows with Toolbox

Learning Experience: Webinar | Course Level: 100
Product(s): Toolbox

The Toolbox is a comprehensive suite of tools designed to streamline your daily workflows and become your go to resource to answer your HR, Compliance and Risk Management questions. This session will walk you through the Toolbox portal layout, discuss strategic best practices for utilizing tools within each topic, and walk through three seasonally appropriate or most popular tools in detail.

This month we are doing a deeper dive into Health Plan Compliance Calendar, OSHA Log, ACA Reporting, and Salary Benchmarking. Join us to learn how the Toolbox can be a game changer for your business!

Time Commitment: 45 Minutes
Webinar Date(s):
03/05/2020 @ 12:00 PM CT - Register Now!

SPD Builder (Wrap360)

Introduction to Wrap360

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

Please join us as we explore the power of Wrap360: In this call we will discuss how to:
• Stay in compliance with custom, attorney-written Wrap SPDs and Plan documents
• Add more time to your day with quick and easy plan entry and document generation in minutes
• Simplify document distribution by delivering documents via the employee portal with 24/7


Webinar Dates:
Every other Tuesday @ 2:00 PM CT - Register Now!

View Recording!

HR360

Broker360 Admin Training

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

Please join us as we explore the power of the HR360 Admin Toolbar. In this call we will discuss how to:

• How complete your initial account setup
• Managing client and prospect information
• Locating supporting tools and reports, which will streamline your HR workflows

Time Commitment: 60 Minutes
Webinar Date(s):
04/02/2020 @ 02:00 PM CT - Register Now!
04/16/2020 @ 02:00 PM CT - Register Now!

HR360 for Employers

HR Library Tours

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

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

• How to navigate your HR Library to find the information you need for your business
• Demonstrating how to use HR tools and videos efficiently
• Best practices for navigating state laws and compliance information

Time Commitment: 30 Minutes
Webinar Dates:
Every other Monday @ 2pm CT - Register Now!

Client Cloud

Enrollment & Onboarding

Getting Started for Servicers & Administrators

HRconnection #1: Exploring an Open Enrollment Portal

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

Reframe how you view open enrollment by experiencing the employee perspective. Learn how what you do as an administrator impacts how employees will interact and engage with the portal.

Time Commitment: 60 Minutes
Training Date(s):
04/07/2020 @ 02:00 PM CT - Register Now!
04/15/2020 @ 10:00 AM CT - Register Now!
04/20/2020 @ 12:00 PM CT - Register Now!
04/29/2020 @ 12:00 PM CT - Register Now!

HRconnection #2: Preparing for Open Enrollment

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

Experience the administrative setup of the open enrollment from session #1. Learn the basics of setting up the most common plan types: medical, dental and vision. Gain a high-level understanding of the flexibility you’ll have in building more complex plans, which we’ll expand upon as you continue your implementation. Help guide employees through enrollment by utilizing election conditions and set the stage for a smooth open enrollment season!

Time Commitment: 60 Minutes
Training Date(s):
04/08/2020 @ 02:00 PM CT - Register Now!
04/16/2020 @ 10:00 AM CT - Register Now!
04/21/2020 @ 12:00 PM CT - Register Now!
04/30/2020 @ 12:00 PM CT - Register Now!

HRconnection #3: Simplify your Enrollment Experience

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

Build on your HRconnection knowledge by learning how to manage plan information. Learn how to create an individual user and complete a mass upload to see the portal as your client will. Test the portal and learn how to address individual errors that may occur in processing.

Time Commitment: 60 Minutes
Training Date(s):
04/09/2020 @ 02:00 PM CT - Register Now!
04/17/2020 @ 10:00 AM CT - Register Now!
04/22/2020 @ 12:00 PM CT - Register Now!
05/01/2020 @ 12:00 PM CT - Register Now!

Producer Workflows

Reframe Open Enrollment with Technology Solutions

Learning Experience: Webinar | Course Level: 100
Product(s): HRconnection

Reinvigorate your prospecting strategy by positioning HRconnection as the seamless technology solution to open enrollment. Get ahead of open enrollment with employee communication, prepare to demo the employee enrollment experience, and explore post enrollment and task management opportunities.

Webinar Date(s):
04/08/2020 @ 02:00 PM CT - Register Now!
View Recording!

Access a free DEMO VIDEO to help you prospect

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

Please contact us at consultant.help@zywave.com to request a DEMO VIDEO today.

Watch Video!

Additional Training Opportunities

Introduction to HRconnection

Learning Experience: Webinar | Course Level: 100
Product(s): HRconnection

How can you offer unique solutions to your client’s everyday HR challenges? The answer is HRconnection, a customizable communication portal that bundles HR must-haves such as online benefits enrollment and time-off tracking with ease of use for brokers, HR administrators and employees – all in one secure location. Attend this webinar to receive an introduction to HRconnection.

Time Commitment: 30 Minutes
Webinar Date(s):
04/08/2020 @ 10:00 AM CT - Register Now!
View Recording!

Administration Overview: Plan Management, Employee Records and Site Customization

Learning Experience: Webinar | Course Level: 200
Product(s): HRconnection

Attend this webinar to discover site administration features and best practices in HRconnection. In this session, we will address how to effectively manage employee records and benefit plans, and we will demonstrate the value of custom content as a way to cater to the specific needs of each of your clients.

Time Commitment: 50 Minutes
View Recording!

Administration Overview: Elections and Vacation Tracking

Learning Experience: Webinar | Course Level: 200
Product(s): HRconnection

If you’re offering election or vacation tracking capabilities on your clients’ HRconnection sites, this webinar is for you. In this session, we will demonstrate how the election package allows employees to effortlessly select available plans while providing administrators the necessary reporting to communicate election details to the carrier. Administrators will also learn setup best practices on effectively managing the time off capabilities of HRconnection with the vacation tracking package.

Time Commitment: 45 Minutes
View Recording!

Decision Support Powered by Plan Selector

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

Wish enrollment was easier for employees? Join us for a look at how decision support in HRconnection can help employees make a more informed plan choice. In this session, we’ll discuss how employees can use decision support in HRconnection as well as how to set up decision support using the Plan Selector tool.

Watch Video!

Prepare for Successful Open Enrollment

Learning Experience: Webinar | Course Level: 200
Product(s): HRconnection

Are your clients’ HRconnection sites ready for open enrollment? Reviewing plan information, files and employee access can be key components to ensure a smooth open enrollment season. In this 60 minute webinar, you will learn best practices for plan renewal and open enrollment using the election package in HRconnection.

Time Commitment: 40 Minutes
View Recording!

Portal Maintenance – Year End

Learning Experience: Webinar | Course Level: 200
Product(s): HRconnection

Attend this webinar to discover site administration features and best practices in HRconnection to successfully rolled-over your client’s portal for the upcoming year.

Time Commitment: 40 Minutes
View Recording!

HRconnection for Employers

HRconnection Overview

Learning Experience: Webinar | Course Level: 100
Product(s): HRconnection

How can you best leverage technology to support your everyday HR challenges? Attend this session to learn more about HRconnection, your customizable communication portal provided to you by your insurance broker. This system bundles HR must-haves such as online benefits enrollment and time-off tracking that’s easy to use for HR administrators and employees, all in one secure location.

Time Commitment: 60 Minutes
Webinar Date(s):
04/15/2020 @ 02:00 PM CT - Register Now!

HRconnection Enrollment Administration

Learning Experience: Webinar | Course Level: 100
Product(s): HRconnection

Ready for open enrollment? Attend this session to learn more about how HRconnection can maximize your time during open enrollment. We’ll review the enrollment workflow for an HRconnection site administrator as well as best practices and common questions.

Time Commitment: 60 Minutes
Webinar Date(s):
04/20/2020 @ 12:00 PM CT - Register Now!

HRconnection: Employee Engagement

Learning Experience: Webinar | Course Level: 100
Product(s): HRconnection

Learn how HRconnection can help increase employee engagement.

Time Commitment: 60 Minutes
Webinar Date(s):
04/30/2020 @ 02:00 PM CT - Register Now!

How-to Training Resources

Access a variety of how-to videos and support articles expertly curated to provide self-service support for your individual workflows.

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