Overview


CoreBridge has created two training videos that will help your customers understand how to navigate their customer portal and the feature available to them.

  1. How to Use Your Customer Portal - With Payment Options
    This video should be shared with your customer if you are using Credit Card Integration within CoreBridge as this video includes instructions on how to make online credit card payments through the customer portal.

  2. How to Use Your Customer
    This should be shared with your customer if you are not using Credit Card Integration within CoreBridge as the video covers every feature of the customer portal but does not include any online payment options.



Videos

How to Use Your Customer Portal—With Payment Options (03:39)


How to Use Your Customer Portal (02:59)