This resource is designed to provide you with a learning roadmap, helping you identify the need-to-know workflows to make you most efficient in your day-to-day operations. This roadmap contains a series of instructor-led and self-study resources to support you.
Choose Your Own Adventure
On your own time with these self-study quick wins:
Working with a New Client
Quick Win Videos
- Home Screen Navigation
- Create a Prospect
- Client Quick Summary
- How to Create and Copy a Submission
- How to Convert a Prospect To a Client
- Add a Comment, Activity or To-Do List
- Full Webinar Recording: Working with a New Client - Session 1
Related User Guides
- Home Screen Navigation & User Preferences
- Creating Prospects & Submissions
- Creating Clients, Contacts or Individuals
- Creating and Managing Policies
- Policy Renewals
- Policy Updates, Endorsements & Cancellations
- Policy History
- Adding, Searching and Maintaining Documents
- Adding Outlook Documents, Emails & Contacts
- Adding a Claim
- Managing Claims
- Using the Proposal Creator
Servicing Your Clients
Quick Win Videos
Certificates, Evidence and Binders (ACORD)
Quick Win Videos
Producer Results Manager (PRM)
Quick Win Videos
- What is Producer Tab of the PRM?
- How to Convert a Prospect to a Client
- How to Create and Copy a Submission
- Adjusting your PRM Admin Settings
Related User Guides
Partner Platform for Admins
Quick Win Videos
Related User Guides
+ Getting Started
+ Employee Settings
+ System Settings
+ Recommended Standards and Best Practices
- Settings to Require a Client Branch, Producer or CSR
- Ensuring Consistent Agency Data Standards
- Recommended User Preferences
- Adding Other ACORD Forms to Policy Details Exit Steps
- Setting up ACORD Forms Groupings
- Setting up the Proposal Creator
- Reporting and Revenue
- Additional Resources and Next Steps
Partner Platform Accounting
Introduction to Client Ledger - Session #1
Quick Win Videos
- How to Add a Direct Advance
- How to Access the Client Ledger
- How to Add an Agency Bill Invoice
- How to Add a Credit Invoice
- How to Add a Finance Deposit for Down Payments
- How to Add a Finance Invoice
- How to Enter Direct bill Commissions on the Client Ledger
- How to Add Client Journal Entries to Write off Balances
- How to Enter a Client Receipt
Related User Guides
+ Getting Started with Accounting in Partner Platform
+ Accounting Setup
+ Agency Bill (Invoicing)
+ Receipts and Deposits
+ Account Transactions
Managing Accounting Transactions - Session #2
Quick Win Videos
- How to Setup Vendor Default Expenses
- How to Pay Bills
- How to Receipt Money for Returned Premium
- How to Add Company Receipts for Commissions
- How to Add Direct Bill Commissions
- How to Issue a Check for Company Payable Beginning Balances
- How to Receive Money for Beginning Balances
- How to Add Journal Entries
- Daily Processing
Related User Guides
+ Agency Bill (Payments)
+ Direct Bill
+ Vendor
+ Account Transactions
+ Commissions & Reconciliation
+ Accounting Reports
Additional Learning & Resources
Expand the related section below to learn about the resources we have available for your learning.
+ Texting and Client Communications
Look to our on-demand training options to learn more about Partner Platform's communication capabilities. Learn how to register your phone number for use in texting, create letter templates, send text to clients, create a professional document to send to clients with quote and policy information.
Check out the related learning options below!
+ Partner Platform's Client Portal
Look to on-demand training resource below to learn more about setting up your portal, providing access to clients and completing daily tasks in the portal.
+ Partner Platform's Marketing Manager
Look to on-demand training resource below to learn more about how to create campaigns and programs to schedule emails, text messages, letters and activities to be automatically sent/printed from Partner Platform.
+ Study Hall - Live Q&A
Register for a live Q&A Webinar with a Zywave and Partner Platform Expert to answer any of your questions that wasn't answered in the training webinars.
+ Support Articles and Resources
View all related Articles to help you with quick answers on the fly!