Welcome to Back Office!

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This is where you’ll find all the resources you need; from Fast Start Training modules to Refresher courses for our veterans. Before you dive in, let me give you a quick rundown of how the site works.

First of all, welcome to the Home page.

All the way in the right hand corner you’ll have a little gray avatar with your username next to it. If you hover your mouse over your username then you’ll see a drop down list. This is where you go to edit your Profile, to Log Out, and to see your Activity and Messages, Courses, Notifications, and Settings.

The Home page is where any posts you make will show up. Next to your username you’ll see a bell icon and an envelope icon. The bell icon is another way to access your Notifications. Just hover over the bell and it will tell you whether or not you have any notifications. The same goes for envelope icon, except that it’s for Messages.

All of the courses that you’re enrolled in will be listed under the ‘My Courses’ tab, found when you hover your mouse over ‘Courses’ on the drop-down list beneath your username. Not everyone will have the same list of courses. There are separate courses tailored to new agents, producing agents, and managers.

On the left hand side you’ll see a vertical menu. This menu allows you to easily navigate to the Home page, the Members page, and the Videos page. The videos page allows all agents to access any of the videos posted on the Back Office System. These are just a few of the useful tools to remember when using this system! Oh, and you can message each other within the Back Office system too!

The Fast Start Orientation page is just for our new agents. It gives you an overview of the courses you’ll be taking, the order to take them in, and what kind of assignments you’ll have.

These are just the basics of how to use the new Back Office. Should you need more help please feel free to give me a call (or message me!), I would be happy to help you navigate the site!



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