eClips

This short video will inform you how to read the Insurance Tab in COMPASS

This quick video will demonstrate how to search for a client' s name in Workbench, even when you only have the initials

This video will walk you through how to find benefit rates in COMPASS.

This video will show you how to locate the financial schedule found in COMPASS.

This video will demonstrate how to generate the PMDR via COMPASS.

This video will show you the naming structure of Sharepoint files to keep it simple.

This video will show you a workaround to find Sharepoint folders

This video shows you how to use SnagIt 13 to create video content.

This short demo will show you how to login to CC Pulse.