Onboarding is specialized training that you can complete on your own time and at your own pace. It is divided into several different stages that will walk you through the process of learning your CoreBridge system, ultimately getting you ready to Go Live. These trainings are currently only available administrators.
Note: Please reach out if you have questions. You may email [email protected] at any time. Or, join the Q&A webinars held every week on Monday and Thursday at 12:00pm CST. You can find the link to join the webinar on the Onboarding screen.
Table of Contents:
To access Onboarding navigate to My Profile / Training Resources / Onboarding.
Understanding Onboarding
The training in Onboarding has been divided into 5 different stages. These are organized in a way that will guide you through the process of learning and setting up your CoreBridge system. The final stage is Go-Live, the transition to using your system to conduct your daily business.
Note: It is important to complete the lessons in the order in which they are organized.
a. Getting Started - Once you have completed the training, you may click the hyperlink to schedule going live with your business.
b. Getting Help - You may email questions in at any time by clicking the email hyperlink found here. Or, have your questions answered by joining in the Q&A Webinar using the hyperlink.
c. Filter Lessons By - Use the dropdown to filter the lessons based on specific responsibilities.
d. Stage - The lessons are organized into 5 stages indicated by the dark gray bar. They are:
Stage 1: Building Blocks of CoreBridge
Stage 2: Costing and Pricing
Stage 3: Workflow
Stage 4: Foundations of CoreBridge
Stage 5: Go-Live
Note: It is recommended that you complete the training following the stages and lessons as they are laid out.
e. Lesson - Within each stage are the lessons that correspond to that topic.
f. Article - The article is where you will find the information for each lesson.
g. Completed box - Marking this box will help you keep track of where you are in the training process.
Note: Lessons will continue to be available for review, even after marking them completed.
Getting Started With Onboarding
1. Use the Filter Lessons By dropdown if you would like to simplify the lessons based on permissions.
2. Complete the lessons in the order they are listed.
a. An Article is a great way to learn a topic or process with step by step instructions and clear screenshots of a CoreBridge system. Clicking on this link will open the Article in a new tab.
3. When you have finished the article, mark the Completed box.
Note: All lessons will be available for your review even after the Completed box has been marked.
