Last updated: 2025-09-19

Insurance Help Topics

Image from doctor.gif

The Insurance Help Topics are divided into the Menu Options and Training Movies sections. Click the hyperlinks to display an expanded list of topics. SmartCaseManager allows tracking of formal and informal applications for life, annuity, group, and variable products. SmartCaseManager also provides a means for tracking requirements, report writing, office defined workflows, advisor validation, and product validation. SmartPolicies combines the core components necessary for insurance policy tracking, client servicing, and advisor management.

Menu Options	Training Movies
- Pending Cases) - Pending Cases - Requirement Follow-Ups - Advisor Requests - Advisor Follow-Ups - Teams - Doctors - Medical Facilities - Service Providers - HO Pending Cases - E-mail Case Statuses - Life Policy Calculations - Policies) - Policies - Group Policies - Policy Reports - SmartBenefits - Carriers) - Introduction - Searching for Carriers - Creating a Carrier - Viewing and Editing Carrier Information - Other Carrier Tasks - Products) - Products - Group Products - Insurance Carriers - Contracts - Commission Rates	- SmartPolicies Course - SmartCaseManager Course - Advisors & Agencies Course

Menu Options

Training Movies

- Pending Cases)
- Pending Cases
- Requirement Follow-Ups
- Advisor Requests
- Advisor Follow-Ups
- Teams
- Doctors
- Medical Facilities
- Service Providers
- HO Pending Cases
- E-mail Case Statuses
- Life Policy Calculations - Policies)
- Policies
- Group Policies
- Policy Reports
- SmartBenefits - Carriers)
- Introduction
- Searching for Carriers
- Creating a Carrier
- Viewing and Editing Carrier Information
- Other Carrier Tasks - Products)
- Products
- Group Products
- Insurance Carriers
- Contracts
- Commission Rates

- SmartPolicies Course
- SmartCaseManager Course
- Advisors & Agencies Course