ClientManager videos
These short videos will guide you though ClientManager.
New business webcasts
Each video covers one task.
Create a group - 1:13 min.
Create a quote - 3:24 min.
Apply for a plan - 5:05 min.
Using My Workbench (change your default view, check group status, manage tasks and notes) - 1:55 min.
Or you can watch one video that combines all of these pieces:
Watch full ClientManager video - 11:46 min
Renewal webcasts
Finding your renewal groups and generating a renewal quote - 3:31 min.
Submitting the renewal application - 4:35 min.
Note: These open in a separate window, so you can keep the video open as you work in ClientManager and pause as you work through each screen.
