You're invited to Back-to-School Contact PL Refresher Training
Refresh your knowledge of Contact PL, review workflows and procedures and discover some new tips along the way with this refresher instructor-led webinar.
What you'll learn

  • Portal login and Multi-Factor Authentication
  • Effective date vs. application date
  • Two-term transaction
  • Amend or refer workflow
  • Edit vs. edit address
  • Save transaction vs. save what if
  • Cancellation
  • Truncation
  • Notes

*Please note that this is a refresher course and will not be RIBO accredited.
Dates & Times
Tues., Apr. 18
10 a.m. – 11:15 a.m.
2:30 p.m. – 3:45 p.m.
Tues., May. 9
10 a.m. – 11:15 a.m.
2:30 p.m. – 3:45 p.m.
Questions? Sessions full?
Reach out to regional Broker Digital Support team: