Adding an Underwriter Partner
Overview The underwriter drives rates used; endorsements and fees for endorsements; remittance rates; available commitments, policy types, and policy documents,...
Partners
-
-
Auto-Adding a Partner Using an Action
Overview This process is beneficial to delay adding a partner of a specific partner type until it is determined they... -
Client Product Groups
Overview Creating client product groups and associating client partners to specific product groups allows streamlined management of products in a... -
Creating a Mock Partner
Overview Using a mock partner along with the alternate name and address for disbursement purposes for one-time payments will assist... -
Coordinator Assignment Based on an Employee
Overview Demonstrates the ability to set up partner employees to override default coordinator assignments by using an auto-added partner on... -
Company Partner and Employee
Overview This article demonstrates how to search, create, and maintain partner companies and partner employees in Resware, and show the... -
Priority Status and Weights
Overview Demonstrates the use of priority status to display partners in order of preference in the search results and auto-adding... -
Searching for Partners
Overview Demonstrates how to search for existing partners and partner employees within the system. Searching by Company Name Search/Partner Directory... -
Auto-Adding a Partner Based on County
Overview This demonstrates how to auto add a partner based on the primary property’s county. This may be useful for... -
Partner Background Checks
Overview Resware has the ability to keep track of background check dates and when the dates expire. If a partner...