- Required Learning
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Understanding the BrokageBuilder Homepage
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Adding Accounts in BrokerageBuilder
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Setting Up and Adding New Plans
Getting Started in BrokerageBuilder
Required Learning to jump start your knowledge.
Watch the three required videos prior to your training journey and learn about BrokerageBuilder basics including:
- Understanding and navigation of your BrokerageBuilder homepage
- How to add accounts into your BrokerageBuilder
- How to add plans into BrokerageBuilder
For more in depth learning with interactive articles and activities, jump to our BrokerageBuilder User Guide!
Training Options:
- Self-serve with our Quick Wins series to get immediate ROI and other on-demand options
- Watch the full recording or complete the interactive session to get in-depth training