PFP Support Portal

Time to complete: ~3 minutes  |  Who: All CRM 10 users  |  Frequency: Every Monday morning (or next available workday) Why this matters: Refreshing your c...

Quick best practices, answers to common questions, and handy shortcuts for agents using CRM 10. Need additional help? Email IT or Training or dial 2222 fro...

Annual Reviews are your chance to reconnect with members, make sure their coverage still meets their needs, and uncover opportunities for additional protect...

Regular policy reviews help surface cross-sell opportunities, improve retention, and ensure members have the right coverage. Use this guide to navigate the ...

This guide lists the exact icons from the CRM 10 manual, where to find them in the app, and what you can do with them. Grouped for quick scanning during cal...

Important: Agents cannot directly change a member’s beneficiary inside CRM 10. Your role is to complete the proper Change of Beneficiary activity so the car...

Prospect Management: Your Daily Missions Think of prospecting as your daily set of missions in CRM 10. Completing these ensures no lead is left behind and ...

Why this matters: Every Activity you complete is a permanent, auditable story of what happened on the member’s account. Capturing outcome, context, and the ...

SAP Leads Walkthrough SAP Leads are one of the most important tools inside CRM 10. They allow us to take interested prospects, capture key information, and...

Purpose: Help agents log in correctly and resolve common login issues (VPN, Duo code timing, CTI password mismatch). Prerequisites ✅ VPN is connected. D...