Last updated: 2025-09-19
SmartCaseManager Course Learn how to enter, update, and follow-up on pending cases to ensure that all underwriting and delivery requirements are met on time.
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Watch These Training Videos First
Entering a New Pending Case
See the life of a pending case from the beginning when the case is entered to the end when the policy becomes active and inforce.
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| 3:46 | |
| 4:31 | |
| 4:16 |
Processing Requirements
| 3:25 | |
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| 5:59 | |
| 5:47 | |
| 1:56 |
Working the Case
| 3:47 | |
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| 5:06 | |
| 3:04 | |
| 3:21 | |
| 3:39 | |
| 6:04 | |
| 3:32 | |
| 3:48 | |
| 4:10 |
Using Pending Case Workflows
| 3:29 | |
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| 4:22 | |
| 4:12 | |
| 3:38 |
Supplemental Training
Pending Case Administration \* Class also featured in SmartPolicies Course
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| * | 5:36 |
| 4:03 | |
| 5:55 | |
| 5:56 | |
| 7:31 | |
| 4:29 |
Automated Workflow Setup
| 8:47 | |
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| 5:23 | |
| 4:03 | |
| 3:17 |
Working with Informal Cases
| 5:04 | |
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| 9:37 | |
| 11:54 | |
| 7:05 | |
| 5:40 |
Informal Workflow Setup
| 6:02 | |
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| 5:10 | |
| 3:57 | |
| 2:59 |