Register for our Spotlight Webinars featuring training tailored towards specific workflows and/or answers to questions you encounter during your workday.
See how Zywave solutions can be easily integrated into your routines to save you time and money.
Each 60-minute Training Spotlight Webinar will include Q&A with the product trainer.
Recommended solutions are listed for each webinar
Mastering Employee Handbook & Enrollment Booklet Builder
In this live training, you will be guided by a Zywave expert on how to:
- Prepare yourself for the new year and new hires with ease
- Create, customize and easily distribute your enrollment booklets for open enrollment
- Create and communicate policies and procedures quickly and conveniently with the handbook builder
This session is recommended for users with Client Portal
CPQ Proposal Advanced Customization
In this live training, you will be guided by a Zywave expert on how to:
- Filter plans by funding type and build out proposal pages
- Explore contribution modeling
- Customize proposal output
- Search for relevant content to provide with your proposal
This session is recommended for users with CPQ Benefits, Sales Cloud Employee Benefits
Renewal & Retention Strategies with Agency Matrix
In this live training, you will be guided by a Zywave expert on how to:
- Review agent dashboard to view upcoming renewals
- Automate and run renewal/retention reports including premium change reports
- Create automated email and text communications
- Setup automated internal workflows and tasks
This session is recommended for users with Agency Matrix
TurboRater Settings and Customization
In this live training, you will be guided by a Zywave expert on how to:
- Set homepage defaults
- Build personalized dropdown lists like miscellaneous fees
- Customize lead sources and contact methods
This session is recommended for users with TurboRater