PARTNER PLATFORM | ROADMAP TO SUCCESS
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.
WE RECOMMEND COMPLETING THE ITEMS IN THIS SECTION IN THE ORDER THEY ARE DISPLAYED. THIS WILL HELP YOU BECOME FAMILIAR WITH YOUR SOLUTION AND LEARN THE MOST COMMON WORKFLOWS.
Partner Platform Overview
Working With a New Client - Session #1
Servicing Your Clients - Session #2
Certificates, Evidence and Binders - Session #3
Producer Results Manager (PRM)
Choose your own adventure
On your own time with these self-study quick wins:
Working with a New Client
Video Resources
Related User Guides
Servicing Your Clients
Video Resources
Related User Guides
Certificates, Evidence and Binders (ACORD)
Video Resources
Related User Guides
Producer Results Manager (PRM)
Video Resources
Related User Guides
Live Training
Quick Wins
Video Resources
Related Admin User Guides
Employee Settings
- Adding Employees, Permissions and Role Assignments
- Changing an Employee’s Login or Password
- Removing or Hiding Employees
- User and Report Access Permissions
- Security Settings and Multi-Factor Authentication
- Email Server Settings
- Producer Results Manager Settings
System Settings
- Setting Up Activities
- Hiding Social Security Data
- Managing Downloads
- Client Portal Client Accounts and Settings
- Text Messaging Settings
- Setting Up and Searching using Unique Data
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
Intro to Client Ledger
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
Managing Accounting Transactions
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
Texting and Client Communications
Marketing Manager
The Marketing Manager Interactive Guide will Review:
- Assigning Permissions
- Email Server and Text Messaging Settings
- Partner Alerts (Notifications)
- Viewing and Managing Campaigns
- Using the Template Manager
- Email Template Best Practices
- Text Message Template Best Practices
- Opt-in/Opt-out Guidelines
- Adding Marketing Tasks
- Create a Program
- Create a Campaign
- Common Programs and Campaigns