Last updated: 2025-09-19
SmartPolicies Course Learn how to enter, track, and report on client policies in the SmartPolicies Course. This course is designed for users not using SmartCaseManager.
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Watch These Training Videos First
Before entering client policies, you must enter carrier and product information. The beginning classes guide you through the simple process of capturing carrier, product, and policy information.
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Supplemental Training
Importing Policies
| Importing Policies \>\> To ensure successful policy imports, users are also encouraged to review our policy import best practices. | 14:10 |
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Policy Owner Service (POS)
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eMoney Integration
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Downloading Investment Data
SmartLink for MoneyGuidePro
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