PFP Support Portal

Lifeguard 4

• Lifeguard SYNC
• Market Codes
• CAT: Lifeguard Order of the Sale
• CAT Lifeguard Order of the Sale

VPN 1

• VPN

WebEx 3

• WebEx Phone Connecting
• Cisco WebEx Login Process
• Boardroom Webex Instructions

Misc 8

• Daily Startup Process
• Clearing Browser Cache on a tablet
• FSP Worksite Sales Track
• Important Link
• Carly Test Links

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CRM 3

• CRM CTI Password Change Instructions
• CRM 10 Outbound call guide
• CRM 10 Icon Guide

Products 11

• Critical Illness Product Summary 2025
• Disability Product Summary 2025
• Whole Life Product Summary 2025
• Term Life Product Summary 2025
• SML State Differences 2025

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Sales Process 10

• Annual Review Outbound Call Script
• Payment Best Practices
• Annual Review Sales Track
• CCC Outbound Call Script
• The R.A.I.S.E. Teechnique

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Technology and Software 14

• CRM 10: Refreshing Your Cache
• CRM 10 Tips & Tricks
• CRM 10: How to Complete an Annual Review
• CRM 10: Policy Review Best Practices
• CRM 10: Icon Guide for Agents

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