Your Go-To for Finance Tips, Platform How-To’s & More Support That Solves. Knowledge That Empowers.
Quick guides and insider tips to get the most out of PBS and your NP partnership. Welcome to your go-to resource center for helpful tools, how-to guides, and tips to get the most out of National Partners and our PBS platform.
The Solutions Hub was built to keep you informed, equipped, and ahead. Whether you’re a new agency just getting started or a seasoned partner looking for optimization tools, this is where insights meet action.
Featured Topics:
- Did You Know? Series
- Using the Coverage Tool in PBS
- Tips to Reduce Cancellations
- Understanding ACH vs. Credit Card Collections
- Agent Loyalty Program Details
Featured Series: Did You Know?
Quick tips to make your workflow faster.
- How to digitally sign in PBS
- Searching coverage types in seconds
- Best practices for quote accuracy
- Setting up autopay for your insureds
- Avoiding delays with W-9 submissions
PBS Platform How-To Guides
Step-by-step support for every feature.
- Submitting a quote
- Collecting down payments
- Customizing installment dates
- Viewing funding disbursements
- Reprinting account notices
Tools & Resources
Everything you need to keep things moving.
- W-9 & ACH forms
- Quote request forms
- Sample PFAs
- Client-facing explainer materials
- Submission checklists
Support Programs
We go beyond forms and software—we’re your true finance partner.
- Cancellation Prevention & Retention (CPR) Program
- Pre-renewal approvals for large accounts
- Dedicated reps by region
- Custom onboarding & training support
Need something specific? Contact our support team for help tailored to your agency.