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

Campaigns

• How to Create a Campaign