Client Engagement Suite for Admins

Self-paced interactive training sessions, videos and articles.

Client Engagement Suite for Admins

Curriculum

Course Overview 35 min (Show All)


About this course

About this course

This session is recommended for Admin users.

Use the on-demand training options to learn how to:

  • Customize the portal for your policyholder’s needs
  • Activate apps within the toolbox
  • Import your custom content and send drip marketing campaigns to your policyholders
  • Effectively rollout the portal and keep your policyholders logging in
  • Leverage reports to keep a close eye on policyholder utilization

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