RSign for Zywave Partner Platform

RSign for Zywave Partner Platform

App Overview:

Zywave Partner Platform is a web-based agency management system for insurance agencies maximizing growth and retention. The RSign for Zywave Partner Platform App allows users to send files for eSignature from their Zywave Partner Platform interface leveraging all RSign features, such as the following:

  • Track and prove delivery of eSignature envelopes
  • Access a shared library of Templates and Rules to save time
  • Receive Legal Proof audit trail records for eSign and UETA-compliant transactions
  • Create custom eSignature workflows
  • Set custom reminders for signers

Product Tour

How to Install

Installation Tips:

Zywave Partner Platform customers with valid RSign credentials need to notify SIS.Service@zywave.com to activate the integration. Once the integration has been set up, a pen (eSign) icon will be embedded in the Documents section of the Client Profile in Zywave Partner Platform. Users can click on that icon to send the document for signoff.

Customers using the integration for the first time will need to login in Zywave Partner Platform with their valid RSign credentials as well as the RSign reference key. Please contact us if you do not have this information.

How to Register:

To start using RSign for Zywave Partner Platform, follow these simple steps:

  1. Find the document for signoff under the corresponding client.
  2. Click on the pen (eSign) icon.
  3. Enter your company RSign reference code (obtained when purchasing RSign). Contact us if you do not have this information.
  4. Enter your RSign username and password and save.

Customer Stories

Jones Group

InsurTech.

We’re helping Jones Group tailor its approach to bringing the best in insurance for each client, by simplifying secure and assure communications.

Read More
Durham & Bates Insurance

InsurTech.

We’re helping Durham & Bates Insurance make it easier for its clients to navigate the most challenging storms to hit business.

Read More
Aon

InsurTech.

We’re helping Aon protect your business from the unforeseen, easing insuring your most important assets.

Read More

App Info

Version:

1.0

Languages Supported:

Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Service Language (Messages, Receipts, etc.):

Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Minimum Requirements:

Operating System Windows 2003, Windows XP, Windows Vista 32-bit, MacOSX With Parallels Desktop (Windows XP or Windows Vista 32-bit)
Deployment Single user, groups of users
Updates Download the latest Zywave Partner Platform software from https://install.partnerxe.com/
Licenses Requirements Zywave Partner Platform credentials, RSign credentials
Licensing Per user, shared group of users, or usage-based
Hardware Requirements Intel Core-Solo 1.2 Ghz, 1GB RAM Hard Drive with at least 150 MB free space
8 MB video card (or Larger) – Capable of displaying 800X600 in 16 bit color 17” Monitor (or Larger) – Need 800X600 screen display
10/100 MB Ethernet Network Card
Internet Connectivity- Workstations must have access to dedicated broadband “always on” Internet connection (DSL/Cable/Satellite/ Tl).
Run the below speed test to ensure optimum system response time
From your Internet Browser, enter http://cst.partnerxe.com/
Click Begin Test and verify the results are acceptable*:
– Download no less than 1500 Kbps
– Upload no less than 500 Kbps