This System Setup Checklist is your guide to help you set up and use your CoreBridge System.
Note: Attached is a printable checklist version of this document.
1. Getting Started
- Open and review your Welcome to CoreBridge - Training & Login Information email. This email includes your CoreBridge system login information. If you have further questions email training@corebridge.net
- View the Welcome to CoreBridge Training video. This is found both in the Training Module and your Welcome to CoreBridge - Training & Login Information email. You can also access this video within your CoreBridge system by clicking the ? icon, then selecting Training Guide.
- Learn how to use the Training Guide system
- Cover key topics
- Create an account on support.corebridge.net
2. Interactive Training
Note: The Interactive Training is self paced so can move through the topics as you feel comfortable.
- Complete all the recommended guides in your CoreBridge system up to the first live training link.
- Use the links to register for the live training sessions.
3. Training Q&A Sessions (50 Minutes)
Attend the weekly open Question & Answer sessions to get answers to your questions while you follow your Interactive Training Path.
We STRONGLY recommend you attend these on a weekly basis to get answers to your questions.
4. Go Live
- Click on this link to schedule your Go Live
The CoreBridge team will perform any necessary procedures (test data removal or imports) during the nightly maintenance window, and the Support Team will notify you when your system is ready.
For a more in-depth explanation of the Go Live process, please see Go Live with CoreBridge.