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Playlists
Full COMPASS Playlist
Mar-01-2019
Universal Life illustration Playlist
This playlist will cover some core illustration requests for Universal Life Products.
Jan-10-2019
Softphone & CC Pulse
This playlist will provide you information on various tasks you can complete via softphone and how CC Pulse works.
Nov-06-2018
GWEW- Member Updates for Compass Playlist
These videos demonstrate the process to make member level updates in Compass/Engage using GWEW.
Nov-06-2018
WorkForce Management Playlist
This short playlist will provide you demonstrations on some of the core tasks that you can complete in the WFM software.
Nov-06-2018
U100 Video Summit Series
This series of video will provide you understanding and insight into the U100 business model at Sun Life Financial and the chan...
Jul-10-2018
Stop-Loss Playlist: Leveraging Excel to Sort Data
A package of videos to show how to use excel to manage and sort data in excel files.
Jul-02-2018
Functions of Blue People/Scheme Members option in COMPASS
This playlist will cover some of the major tasks and actions that can be completed in COMPASS using the Blue People/Scheme Memb...
Jun-08-2018
Understanding the Dental ERT
This playlist will provide you an understanding of the Dental ERT
Apr-10-2018
SOLAR Claims Playlist
This Playlist will go over some of the major screens used in SOLAR by the claims department.
Feb-01-2018
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