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Learn the basics of viewing policy records and running policy reports for individual contacts in the Policy Overview. After completing the overview, you can learn the simple process of adding Policy records beginning with the creation of Carrier and Product records.
The Policy Tracking Course:
Lesson One: The Policy Module Overview >>
5:22
Lesson Two: Creating Carrier and Product Records >>
4:48
Lesson Three: Adding a Policy Record >>
4:35
Fast Classes
Policy Notes
4:32
Policy Module User Guides
SmartPolicies User Guide >>
Data Validation User Guide >>
Carrier Tracking User Guide >>
Product Tracking User Guide >>
Life Policy Calculations User Guide >>
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.
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