Learn the process. Get help when you need it.
Use these learning topics to build confidence with the portal and customer conversations.
Getting started
- Account registration and profile submission
- Navigating leads, customers and policy records
- Understanding account status and permissions
Product conversations
Start with a customer's needs, then work through coverage, exclusions, charges and application requirements. Use the insurer's current product documents for specific explanations.
Request training or portal support
Contact the support team with the topic you need help with. For a portal problem, include the page name, the action you tried and the error message. Do not include passwords or one-time codes.