RMail for Zywave Partner Platform

RMail for Zywave Partner Platform

App Overview:

Zywave Partner Platform is a web-based agency management system for insurance agencies maximizing growth and retention.

Zywave Partner Platform integration with Outlook enables their customers to access their files and contacts from within Outlook. With a valid RMail account, users can leverage all RMail for Outlook and Zywave Partner Platform for Outlook capabilities combined, plus automatically add incoming receipts to Zywave Partner Platform. Some of these capabilities are:

  • Track & Prove: Marked and Unmarked
  • Encryption: TLS & Message Level
  • eSign: E-Paper, Tags, One-Click
  • Large File Transfer
  • Email Impostor Protection
  • Wire Fraud Protection
  • RMail SideNote™: private notes to contacts in cc/bcc
  • RMail Recommends™: provide ad-hoc smart recommendations to users to send their emails registered, for track and prove, or for eSignature
  • RMail Disappearing Ink™: protect sensitive content by making it disappear after being viewed once or after a certain number of views
  • RMail Redact Reply™ prevent recipients from replying to encrypted emails, exposing sensitive content in the email thread

Zywave Partner Platform Customers can also leverage RMail Gateway™ for all inbound and outbound communications to and from Zywave Partner Platform. RMail Gateway™ adds a security gateway perimeter to ensure protection of data and privacy compliance for all users within the company and among clients. RMail Gateway™ automates email security with advanced email encryption, security AI, and end-point protection for privacy compliance, inbound and outbound threat protection, data loss prevention, and much more. It includes proof of privacy compliance (GDPR, HIPAA, etc.), with email tracking, certified e-delivery proof, and eSign productivity built-in.

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Product Tour

How to Install

Installation Tips:

Make sure you have both the RMail for Outlook plugin and the Zywave Partner Platform for Outlook plugin installed.

  1. Open the Partner XE tab in Outlook.
  2. Click on “Options”
  3. In the popup window, look for the setting “Automatically add incoming receipts from RPost to Partner XE” and check the box to enable it.
  4. Note that the client’s Address Book in Partner XE also must include the email address with Allow Auto-Add checked.

RMail Gateway™ for Zywave Partner Platform

LEARN MORE ABOUT RMAIL GATEWAY™

Customer Stories

Jones Group

Insur Tech

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

Insur Tech

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

Read More
Aon

Insur Tech

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

Read More

App Info

Version:

11.0.4.0

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
Windows version 7 (32/64 bit), 8 (32/64 bit), 10 (32/64 bit)
Office Version 2010, 2013, 2016, 2019, Office 365 full install (32/64-bit)
Function model Outlook client runs locally or through terminal services
Program size 5MB
Program type Outlook COM Add-In using IDTExtensibility for a shared Add-In. Shimmed to provide an isolated, unique AppDomain.
.NET Framework 4.0 or greater.
Install package Windows Installer MSI. Installs using Visual Studio Installer technology for Windows Installer.
Additional applications needed to run or start-up None
Specific application conflicts None
Uninstall Control Panel, Programs (clean uninstall)
Deployment Single user, user group or company-wide deployment
Updates Manual upgrades only
Folder Location C:Program Files (x86)RMail (32-bit)
C:Program FilesRMail (64-bit)
Requirements Valid inbound and outbound email account.
Administrative rights required for installation only.
Recommended email format HTML or plain text (Rich Text not recommended)
Licensing Per user, shared group of users, or usage-based
Feature customization Outlook ‘Options’ panel or Configuration file (XML)
“Send Registered” Button location Above the native Outlook “Send” button.