Each month CoreBridge publishes a training video to highlight a specific topic or feature. These videos will automatically pop-up within your CoreBridge System on the 1st Monday of each month. Below is a list of the videos that have been released if you need to review any of them as a refresher or would like to share them with new people that recently joined your team.
Tip: Click the full screen iconto expand the size of the video.
Customer Communication and Email Overviews
Learn about customizing the content of automated emails, using placeholders, and more.
To learn more about Customer Communication features within CoreBridge click here.
Efficiency Tips and Tricks
Learn about how to more efficiently navigate the system, search and enter orders and more.
To learn more about other efficiency tips and tricks within CoreBridge click here.
Learn more about workflow management efficiency.
To learn more about workflow management within CoreBridge click here.