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Enrollment

EM Participation Look-Up Tools

This video demonstrates the participation look-up tools created to provide the Enrollment Managers with information necessary t...
Jun-05-2020

EM Renewal Dashboard

This video demonstrates the use of the EM dashboard in Salesforce, created in June 2020 to support the In-Force Growth Initiative.
Jun-04-2020

Census Customization & Tech. Deep Dive

This training session will cover Census Customization
Apr-09-2019

DocuSign Training

This video will cover information and procedures regarding DocuSign
Apr-09-2019

JIRA Overview

This training provides an overview about how Maxwell Health and Sun Life Financial will use the JIRA platform.
Apr-09-2019
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