Knowledge Base

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Knowledge Base

Core

Core

Intro to CORE

Navigating Core

Core Glossary of Terms

Activities

Creating Activities

Affiliation Overview

Application & Case Glossary of Terms

Create a Ticket - Feedback, Questions or Concerns

Introducing the Agent Portal

Agent Portal - Assistant

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Application

App Entry Overview

Formal Case Workflows - Overview

Agents

Creating Agents and Prospect Agents

Updating an Agent Profile

Adding Contracts to an Agent or Agency

Contracting Overview - Hierarchies

How to Create an Opportunity

Creating Agent Classifications

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Agencies

Creating and Updating an Agency

Carriers

Core Carriers

Carrier Overview - Basics

Creating and Updating a Product

Payment Modes

Premium Overview

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Campaigns

How to Create a Campaign