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.

Did you know Series Topics

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
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Tools & Resources

Everything you need to keep things moving.

  • W-9 & ACH forms
  • Quote request forms
  • Sample PFAs
  • Client-facing explainer materials
  • Submission checklists
Forms & FAQs

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.

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
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    By checking this box, I consent to receive conversational SMS messages from National Partners related to customer service, account support, billing or payment inquiries, application or quote follow-up, callback coordination, and other service-related communications at the phone number provided above. SMS frequency may vary. Data rates may apply. For assistance, reply HELP. Reply STOP to opt out of receiving text messages. Please review our Privacy Policy and Terms & Conditions.