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* Clouds Clouds
* Fundamental Certification
* Training Calendar
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* Sales CloudBroker Briefcase | CPQ | Code SixFour | miEdge |
BrokerageBuilder
* Client CloudClient Portal | Learning Management System | MyWave Elements |
HRconnection
* Content CloudBroker Briefcase
* Analytics CloudModMaster | Decision Master Warehouse | PlanAdvisor |
Benchmarking
* Additional Solutions Additional Solutions
* ITCAgency Matrix | TurboRater | TurboRater for Websites | AgencyBuzz | IWB
| InsurancePro
* AdvisenClient Insight | Cyber OverVue | Loss Insight
--------------------------------------------------------------------------------
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WELCOME TO ZYWAVE UNIVERSITY!
Zywave strives to provide a unique, engaging experience that allows you to
integrate your solutions quickly and see ROI sooner through live training
sessions and self-guided on-demand materials.
We are committed to enhancing the learning experience in adopting and utilizing
our solutions and will continue to iterate on Zywave University.
NEW! Featured Topics
Cloud Solutions
Featuring fundamental certification for Sales, Client, Content and Analytics
solutions.
Learn More
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Additional Solutions
Featuring fundamental certification training for Agency Matrix, TurboRater,
Partner Platform, Zywave Websites, Client Insight, Loss Analysis, Cyber OverVue,
AgencyBuzz, TurboRater for Websites, Cyber Quoting, IWB and InsurancePro.
Learn More
Public
Insurers & Providers
Featuring fundamental certification training for markets including Insurers and
Service Providers.
Learn More
Public HCM carrier, non-broker markets
Foundations of Broker Briefcase and Client Portal UK
Reveal time-saving workflows to find and distribute content and create
presentations.
60 min
Public
Partner Platform for Administrators
Register for your live webinar.
60 min
Administrator Webinar Live Training PartnerPlatform
TurboRater User Training
Register for your live webinar.
60 min
Public ITC TurboRater
TurboRater para Administradores
Regístrese a la capacitación
60 min
Administrator Public TurboRater Spanish
How to Sell with MyWave Client Portal - Canada
Reliable source to solve employers compliance and risk management problems.
30 min
Producer Live Training Canada Public
Agency Matrix Reporting
Register for your live webinar.
60 min
Agency Matrix
Services Suite Content - HR
Discover valuable HR and compliance content within the Services Suite.
5 min
Self-guided Human Resources HCM
Explore the Power of your Learning Management System - Canada
The LMS is designed to provide valuable educational materials to your clients.
45 min
Servicer Administrator Producer Hands-On Training Zywave Learning Canada Public
Add a Policy in AgencyBuzz
Self-paced interactive training sessions, videos and articles.
10 min
ITC Agency Buzz
IBQ to TurboRater Upgrade
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Live Training Public ITC TurboRater
Foundations of Broker Briefcase UK
Register for your hands-on training.
Broker Briefcase Servicer Administrator Producer UK Public
Introduction to Client Portal for Brokers - UK
Explore the power of your content and resources.
5 min
Servicer Administrator Producer Video Client Portal On-demand Training UK Public
Foundations of Broker Briefcase Canada
Request your hands-on training.
Broker Briefcase Servicer Administrator Producer Hands-On Training Canada Public
Getting Started With Your Website Module in IWB
Self-paced interactive training sessions, videos and articles.
37 min
Administrator ITC IWB
Agency Matrix User Training
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Public ITC Agency Matrix
TurboRater Overview
Register for your live webinar.
60 min
Servicer Administrator Producer Public ITC TurboRater
Partner Platform for Administrators
Self-paced interactive training sessions, videos and articles.
71 min
Administrator On-demand Training Public PartnerPlatform
Grow Your Business with Zywave Websites
Learn more about your implementation, how to get started with your website and
best practices.
60 min
Public ITC Zywave Websites
Discover Account Management for Carriers
Account Management houses Accounts, Contacts and Policyholder information.
20 min
Servicer Administrator Producer Public Carrier Carrier Engagement Suite
HR Services Suite
Experience the various content and resources available to you in the HCM
Services Suite Resource Center.
20 min
Human Resources HCM
Services Suite Content - Risk Management
Discover any content your client needs to mitigate risks and exposures.
4 min
Self-guided Risk Management HCM
Partner Platform Certificates, Evidence & Binders - Session #3
Self-paced interactive training sessions, videos and articles.
61 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Beat the Cold-Calling Numbers Game Using your Zywave Sales Cloud and miEdge
Commercial Lines
Watch recordings of past sessions.
Office Hours commercial lines
Adding ExposureVue Data to Loss Cases
Self-paced interactive training sessions, videos and articles.
33 min
Servicer Administrator Producer Public Advisen Loss Insight
Growing Your AgencyBuzz Platform Effectively
Self-paced interactive training sessions, videos and articles.
10 min
Public ITC
Introduction to MyWave Client Portal - Canada
Key features of the self-service client-facing portal.
30 min
Servicer Administrator Producer Live Training Canada UK Public
TurboRater for Websites
Self-paced interactive training sessions, videos and articles.
61 min
Servicer Administrator Producer Public ITC TurboRater for Websites
Agency Matrix: Entrenamiento Comercial para el Usuario
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo.
27 min
Servicer Administrator Producer Public ITC Agency Matrix Spanish
Commissions in Agency Matrix
Self-paced interactive training sessions, videos and articles.
21 min
Administrator Public ITC Agency Matrix
Partner Platform Overview
Register for your live webinar.
Required
Servicer Administrator Webinar Public PartnerPlatform
Optimize your AMS to maximize your agency!
Watch recordings of past sessions.
Public Office Hours
Agency Matrix Automated Marketing
Self-paced interactive training sessions, videos and articles.
18 min
Servicer Administrator Producer Public ITC Agency Matrix
Zywave (Organization) Admin
Walk through the details of Zywave Admin and learn to configure the platform
experience for your organization and it's security needs.
Optional
Administrator On-demand Training Org Admin
Reports & Blasting in Agency Matrix
Self-paced interactive training sessions, videos and articles.
20 min
Administrator ITC Agency Matrix additional-section
Partner Platform Overview
Self-paced interactive training sessions, videos and articles.
35 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
TurboRater for Websites
Register for your live webinar.
60 min
Servicer Administrator Producer Public ITC TurboRater for Websites
Beat the Cold-Calling Numbers Game Using your Zywave Sales Cloud and miEdge
Benefits
Register for your live session.
employee benefits Public Office Hours
Beat the Cold-Calling Numbers Game Using your Zywave Sales Cloud and miEdge
Commercial Lines
Register for your live session.
Office Hours commercial lines
Discover the Loss Data Feed with Loss Insight
Self-paced interactive training sessions, videos and articles.
33 min
Servicer Administrator Producer Public Advisen Loss Insight
Optimizing Emails for Inbox Placement
Self-paced interactive training sessions, videos and articles.
10 min
Public ITC Agency Buzz
Stay Top of Mind with your Clients and Prospects Using your Zywave Content
Register for your live session.
Office Hours
Agency Matrix para Administradores
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo.
54 min
Administrator On-demand Training Public Agency Matrix Spanish
Unlock the Power of Data Using miEdge
Register for your live session.
Public Office Hours
Managing Accounting Transactions
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Live Training Public Consulting
PartnerPlatform
Getting Started with AgencyBuzz
Self-paced interactive training sessions, videos and articles.
34 min
ITC Agency Buzz
Agency Matrix para Usuarios
Regístrese al seminario web en vivo.
60 min
Servicer Administrator Producer Public ITC Agency Matrix Spanish
Agency Matrix Commercial User Training
Register for your live webinar.
60 min
Webinar Agency Matrix
Grow Your Business with Zywave Websites
Identify best practices to get started and drive traffic to your website.
60 min
Public ITC Zywave Websites
Foundations of InsurancePro
Learn how to successfully setup and customize InsurancePro.
75 min
Public ITC InsurancePro
Risk Management Services Suite
Experience the various content and resources available to you in the HCM
Services Suite Resource Center.
8 min
Risk Management HCM
Getting Started, Navigation
Use this section for home screen navigation, user preferences, account data
standards, and searching.
Servicer Administrator Producer Public PartnerPlatform
Find Leads with miEdge - HCM
Self-paced interactive training sessions, videos and articles.
47 min
sc-y miEdge HCM
Prospecting Video Client Portal UK
Position the portal as a true resource your clients can't live without.
Stay Top of Mind with your Clients and Prospects Using your Zywave Content
Watch recordings of past sessions.
Office Hours
Account Transactions
Use this section to walk through journal entries, general journals, and learn to
manage client journal entries. Learn bank account inactivation, general ledger
inactivation, and how to unlock an account in the chart of accounts. Manage
month-end and year-end closing.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Accounting Reports
Use this section to understand the importance of Accounting reports, provide
access, and learn the most commonly used accounting reports.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Send an Email to a Distribution List in AgencyBuzz
Self-paced interactive training sessions, videos and articles.
14 min
ITC Agency Buzz
Create a New Contact in AgencyBuzz
Self-paced interactive training sessions, videos and articles.
10 min
ITC Agency Buzz
Create an Automated Payment Reminder Using Multiple Filters in AgencyBuzz
Self-paced interactive training sessions, videos and articles.
10 min
ITC Agency Buzz
Partner Platform Working With a New Client - Session #1
Self-paced interactive training sessions, videos and articles.
74 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Agency Matrix Commercial User Training
Self-paced interactive training sessions, videos and articles.
19 min
Servicer Administrator Producer On-demand Training Public ITC Agency Matrix
Client Engagement Suite Training
Self-paced interactive training sessions, videos and articles.
47 min
Servicer Administrator Producer Public Carrier Carrier Engagement Suite
TurboRater Reporting
Self-paced interactive training sessions, videos and articles.
29 min
Servicer Administrator Producer On-demand Training Public ITC
Agency Matrix & TurboRater Bridging
Self-paced interactive training sessions, videos and articles.
42 min
On-demand Training Public Better Together Agency Matrix TurboRater
Loss Insight: Flattening the Data File
Self-paced interactive training sessions, videos and articles.
33 min
Servicer Administrator Producer Public Advisen Loss Insight
Limit Analysis using Loss Data for Brokers
Self-paced interactive training sessions, videos and articles.
22 min
Video On-demand Training Public Advisen Loss Insight
General Ledger in Agency Matrix
Self-paced interactive training sessions, videos and articles.
17 min
Servicer Producer On-demand Training Public ITC Agency Matrix
Prepare Your Website to Go Live and Increase Sales With IWB
Self-paced interactive training sessions, videos and articles.
23 min
Administrator ITC IWB
Creating Surveys in AgencyBuzz
Self-paced interactive training sessions, videos and articles.
19 min
Public ITC Agency Buzz
Partner Platform Producer Results Manager (PRM)
Self-paced interactive training sessions, videos and articles.
36 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Adding Custom Pages to Client Portal
Create custom pages in Client Portal to display relevant and timely information
for your clients.
10 min
On-demand Training Client Cloud UK
Carriers in TurboRater
Self-paced interactive training sessions, videos and articles.
30 min
Servicer Administrator Producer Webinar Public TurboRater
Uncover Risk with Client Insight and Loss Data
Self-paced interactive training sessions, videos and articles.
15 min
Servicer Administrator Producer Public Advisen Loss Insight Client Insight
Agency Matrix User Training
Self-paced interactive training sessions, videos and articles.
56 min
Servicer Administrator Producer ITC Agency Matrix
Content Publishing & Management
Self-paced interactive training sessions, videos and articles.
31 min
On-demand Training Public Carrier
Descargas en Agency Matrix
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo.
21 min
Servicer Administrator Producer Public ITC Agency Matrix Spanish
Introduction to Client Portal for Clients - UK
Explore the power of your content and resources.
4 min
Video Live Training Self-guided On-demand Training UK Public
Client Engagement Suite for Admins
Self-paced interactive training sessions, videos and articles.
35 min
Administrator Public Carrier Carrier Engagement Suite
Optimize your Website with Digital Marketing Services
Optimize your website by partnering with Zywave.
30 min
Public ITC Zywave Websites
TurboRater para Usuarios
Regístrese a la capacitación
60 min
Servicer Producer Public TurboRater Spanish
Certificates
Use this section for understanding how to create, send, renew and delete or
retire certificates.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Downloads
Use this section for processing policy downloads, claims downloads, downloaded
company messages and eDocs and Messages downloads.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Introduction to Client Ledger
Self-paced interactive training sessions, videos and articles.
96 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Outlook and Word Plug-ins
Use this section for configuring the Outlook install, adding documents, emails,
contacts, and creating letter templates.
Servicer Administrator Producer Sales Cloud On-demand Training Public
PartnerPlatform
Vendor
Use this section to complete actions related to your vendors such as receiving
payments or paying vendor bills. Create, pay and end notes payables, and pull
vendor reports.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Commissions & Reconciliation
Use this section to reconcile producer commissions and the company direct bill
commission as well as bank reconciliations.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Receipts and Deposits
Use this section to learn adding a finance deposit, learn about posting and
printing deposit slips and managing receipts.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Agency Bill
Use this section to manage Agency Bill Invoicing, enter invoices, fees, search
for invoices, adding installments, and adding quote invoices. Learn about paying
agency bills how to show return premium to the customer.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Accounting Setup
Use this section to configure specific sections within the Accounting component
of Partner Platform.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Introduction to Client Ledger
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Live Training Public Consulting
PartnerPlatform
Request Partner Platform Consulting
Spend time with a Partner Platform Accounting Expert to discuss the details of
financial management, reporting and more. -- *Accounting training is REQUIRED
prior to requesting consulting*
60 min
Servicer Administrator Producer Live Training Public Consulting PartnerPlatform
Partner Platform
Cyber Quoting Training
Uncover the value of fast and reliable cyber quoting for your clients.
30 min
Servicer Administrator Public Cyber Quoting
Client Communication Made Easy with Partner Platform
Self-paced interactive training sessions, videos and articles.
Servicer Administrator Producer Webinar On-demand Training Public
PartnerPlatform
Employee Settings
Use this section to manage employee permissions and role assignments, manage
logins and passwords, remove or hide employees, access permissions, and security
and email settings.
Administrator On-demand Training Public PartnerPlatform
Partner Platform Data Review
Self-paced interactive training sessions, videos and articles.
20 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Partner Platform's Client Portal
Self-paced interactive training sessions, videos and articles.
20 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Partner Platform's Marketing Manager
Self-paced interactive training sessions, videos and articles.
20 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Account Management and Servicing
Use this section for comments, notes, to-do lists, creating and managing
policies, creating coverage templates, policy updates, endorsements, policy
cancellations, policy history, documents management, proposal creator, text
messaging, creating a statement of value and summary of insurance, and sending
mass emails to your clients.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Find Leads with miEdge - Insurer
Self-paced interactive training sessions, videos and articles.
20 min
miEdge On-demand Training Public carrier, non-broker markets
Agency Matrix Automated Marketing
Register for your live webinar.
60 min
Webinar Public Agency Matrix
Partner Platform Servicing Your Clients - Session #2
Self-paced interactive training sessions, videos and articles.
67 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Amplify your Marketing Automation with AgencyBuzz
Learn how to use automated campaigns to connect and engage with your customers
with this on-demand webinar.
19 min
ITC Agency Buzz
Loss Control Library Training
Self-paced interactive training sessions, videos and articles.
17 min
Carrier
TurboRater para Usuarios
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo
35 min
sc-y Public TurboRater Spanish
Cyber OverVue Training
Effectively help your clients make decisions around their cyber risk.
30 min
On-demand Training Public Advisen
Partner Platform 2023.2 - Exploring the New Web Browser Experience
Self-paced interactive training sessions, videos and articles.
10 min
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Partner Platform Roadmap to Success
This course provides a learning roadmap, combining instructor-led and self-study
resources, to enhance efficiency in day-to-day operations using Partner
Platform.
Public
Partner Platform Working With a New Client - Session #1
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Live Training On-demand Training Public
PartnerPlatform
Partner Platform Certificates, Evidence & Binders - Session #3
Register for your live webinar.
1 min
Administrator Webinar Live Training Public PartnerPlatform
Creating an AgencyBuzz Email
Self-paced interactive training sessions, videos and articles.
35 min
Public ITC Agency Buzz
Advanced Website Functionality in IWB
Self-paced interactive training sessions, videos and articles.
40 min
Administrator ITC IWB
TurboRater Setup for Admins
Self-paced interactive training sessions, videos and articles.
74 min
Servicer Administrator Producer Public ITC TurboRater
Carriers in TurboRater
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Public
Basic Accounting in Agency Matrix
Self-paced interactive training sessions, videos and articles.
20 min
Servicer Administrator Producer Public ITC Agency Matrix
Getting Started with Accounting in Partner Platform
Use this section to understand learn general accounting navigation and dive into
navigation of the Client Ledger.
Servicer Administrator Producer Public PartnerPlatform
Foundations of Broker Briefcase UK
Self-paced interactive training sessions, videos and articles.
30 min
Broker Briefcase Servicer Administrator On-demand Training UK Public
Foundations of Broker Briefcase Canada
Self-paced interactive training sessions, videos and articles.
37 min
Broker Briefcase Servicer Administrator Producer On-demand Training Canada
Public
Benefit Document Builder for Insurers
Create and distribute Wrap documents to your policyholders.
79 min
Public Carrier Benefit Document Builder
miEdge Analytics Training
Self-paced interactive training sessions, videos and articles.
17 min
miEdge Public Carrier
Agency Matrix para Administradores
Regístrese al seminario web en vivo.
60 min
Administrator Public Agency Matrix Spanish
Learning Management System for Insurers
Self-paced interactive training sessions, videos and articles.
13 min
Servicer Administrator Producer Zywave Learning LMS Public Carrier
Website Fundamentals - Optimize your Online Presence for Growth
Register for your live session.
Public Office Hours
Direct Bill
Use this section to manage Direct Billing including adding and paying a Direct
Advance, Managing Direct Bill Commission Checks, Using the Direct Bill
Commission Downloads and Paying Companies.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
TurboRater para Administradores
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo
30 min
Administrator sc-y Public TurboRater Spanish
Agency Matrix para Usuarios
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo.
23 min
Servicer Administrator Producer On-demand Training Public Agency Matrix
Loss Analysis Training
Recommend coverage to prospects and clients using data from significant loss
events.
58 min
On-demand Training Analytics Cloud Public Advisen Loss Analysis
Partner Platform Producer Results Manager (PRM)
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Live Training Public PartnerPlatform
Client Insight Training
Self-paced interactive training sessions, videos and articles.
102 min
On-demand Training Public Interactive Session Advisen
Previously Featured Webinars
Featuring past Training Spotlight webinars designed to teach you to use your
Zywave solutions for specific workflows.
Agency Matrix Setup for Admins
Self-paced interactive training sessions, videos and articles.
121 min
Administrator Public ITC Agency Matrix
Optimize your AMS to maximize your agency!
Register for your live session.
Public Office Hours
Use your AMS and Rater Tools to Drive Agency Efficiency
Watch recordings of past sessions.
Office Hours
Use your AM and Rater Tools to Drive Agency Efficiency
Register for your live session.
Office Hours
Request Benchmarking Consulting
Meet with a product expert to learn how to utilize data to determine the most
effective coverage for your customers.
60 min
Consulting Advisen Client Insight additional-section
Agency Matrix Setup for Admins
Register for your live webinar.
60 min
Servicer Administrator Producer Webinar Public ITC Agency Matrix
TurboRater User Training
Self-paced interactive training sessions, videos and articles.
87 min
Servicer Producer Public ITC TurboRater
Producer Results Manager
Use this section for understanding how adjust your PRM permissions and settings,
your user preferences, and reading the dashboards and charts.
Servicer Administrator Producer On-demand Training Public Partner Platform
Claims
Use this section for understanding how to add and manage claims.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
ACORD Forms
Use this section for creating an ACORD Application, an Evidence of Property, a
Binder and Auto ID Cards.
Administrator Producer On-demand Training Public Spanish PartnerPlatform
Quick Create
Use this section for creating prospects, submissions, clients, contacts,
individuals, and managing client data.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Managing Accounting Transactions
Self-paced interactive training sessions, videos and articles.
106 min
Servicer Administrator Producer Webinar On-demand Training Public
PartnerPlatform
TurboRater Setup for Admins
Register for your live webinar.
60 min
Administrator Public ITC TurboRater
Agency Matrix & TurboRater Bridging
Register for your live webinar.
60 min
Agency Matrix TurboRater
Partner Platform Servicing Your Clients - Session #2
Register for your live webinar.
1 min
Administrator Webinar Live Training Public PartnerPlatform
TurboRater Roadmap to Success
This course provides a learning roadmap, combining instructor-led and self-study
resources, to enhance efficiency in day-to-day operations using TurboRater.
Servicer Administrator Producer Public ITC TurboRater
Agency Matrix Roadmap to Success
This course provides a learning roadmap, combining instructor-led and self-study
resources, to enhance efficiency in day-to-day operations using Agency Matrix.
Servicer Administrator Producer Public ITC Agency Matrix
Contabilidad Básica en Agency Matrix
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo.
25 min
Servicer Administrator Producer On-demand Training Public ITC Agency Matrix
Spanish
Marketing Automatizado en Agency Matrix
Sesiones de capacitación, videos y artículos interactivos a su propio ritmo.
32 min
Servicer Administrator Producer Public ITC Agency Matrix Spanish
Zywave Websites Roadmap to Success
This course provides a learning roadmap, combining instructor-led and self-study
resources, to streamline your implementation of Zywave Websites.
Servicer Administrator Producer Public Zywave Websites
Unlock the Power of Data Using miEdge
Watch recordings of past sessions.
Public Office Hours
Partner Platform Study Hall - Live Q&A
Register for your live Q&A webinar.
60 min
Servicer Administrator Producer Webinar Public PartnerPlatform
Reporting
Use this section for learning how to run reports, send reports through the
report scheduler and use the information available on the Book of Business
dashboard.
Servicer Administrator Producer On-demand Training Public PartnerPlatform
Recommended Standards and Best Practices
Use this section to complete recommended settings including requirements for
branch, producer or CSR, data standards, recommended user preferences, adding
other ACORD forms to policy details exit steps, setting up ACORD Forms groupings
and reporting and revenue best recommendations.
Administrator On-demand Training PartnerPlatform
Getting Started with Administration in Partner Platform
Use this section to understand basic system setup, understanding which admin
system to use, and general admin navigation.
System Settings
Use this section to set up activities, hide social security data, manage
downloads, manage client portal settings, manage text messaging settings and set
up, enter and search based off unique data.
Administrator On-demand Training PartnerPlatform
Digital Marketing Webinars On-demand
Gain the knowledge and skills necessary to keep your website updated, and
succeed in the digital marketing landscape with our comprehensive webinar
series, covering SEO, social media marketing, and more.
Public
Agency Matrix Downloads
Register for your live webinar.
70 min
Webinar Public ITC Agency Matrix
Agency Matrix Downloads
Self-paced interactive training sessions, videos and articles.
31 min
Servicer Administrator Producer On-demand Training Public ITC Agency Matrix
Website Fundamentals - Optimize our Online Presence for Growth
Watch recordings of past sessions.
Public Office Hours
Beat the Cold-Calling Numbers Game Using your Zywave Sales Cloud and miEdge
Benefits
Watch recordings of past sessions.
employee benefits Public Office Hours
Training Spotlight
Q3 Webinars featuring: Employee Handbook & Enrollment Booklet Builder, CPQ
Proposals, Renewal & Retention with Agency Matrix and TurboRater settings.
Public training spotlight
IBQ to TurboRater Upgrade
Self-paced interactive training sessions, videos and articles.
123 min
Servicer Administrator Producer On-demand Training ITC TurboRater
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