Below is a list of all KnowledgeCasts for Sircon CMS G2.
| KnowledgeCast | Description | Duration | Date Recorded |
 Configure Producer Portal |
Configure how to set up the Producer portal, with flexibility. | 12:57 |
04/19/2018 |
| Vertafore Customer Support Portal |
Vertafore's New Customer Support Portal
|
34:23 | 4/27/2017 |
| Custom Field Values |
Managing Custom Field Values
|
18:46 | 7/14/2016 |
| Recording Errors and Omissions |
Learn How to Record Errors and Omissions - E & O
|
18:12 | 6/16/2016 |
| Release Training (7.10) |
An Overview of the G2 7.10 Release
|
25:48 | 5/24/2016 |
| Terminating Records |
Learn How to Handle Individuals/Firms That Have Ended Employment With Your Company Within G2 | 21:26 |
04/16/2016 |
| Filing Cabinet Appointments |
Learn More About Using Filing Cabinet Appointments with Background Investigation | 19:01 |
03/17/2016 |
| Release Training (7.9) |
Release Training 7.9
|
21:44 |
02/25/2016 |
| System Processing Reports |
What are System Processing Reports and How Can They Be Used to Your Advantage? | 29:40 |
01/21/2016 |
| JIT Appointment Processing |
|
25:27 |
12/15/2015 |
| Authorized Signer |
Authorized Signer
|
24:54 |
11/12/2015 |
| Release Training 7.8 |
Release Training 7.8
|
19:53 |
11/03/2015 |
| Education Reports |
Education Reports
|
21:19 |
10/15/2015 |
| NIPR Alerts |
NIPR Alerts
|
12:23 |
09/10/2015 |
| Release Training 7.7 |
Release Training 7.7
|
14:00 |
08/27/2015 |
| FINRA Reports |
FINRA Reports
|
22:43 |
08/20/2015 |
| Education Feed |
Education Feeds - System Processing Reports
|
17:49 |
07/16/2015 |
| Database License and Appointment Status |
Database – License and Appointment Status – Understanding How and When Records Have Updated, Manually or Via Automation | 13:16 |
05/14/2015 |
| Education Module |
Education Module
|
32:02 |
04/16/2015 |
| FINRA |
What is FINRA? How Do FINRA Regulations Benefit Us? How Do FINRA and G2 Function Together? | 17:40 |
03/19/2015 |
| Creating and Maintaining Training Events and Courses |
Creating & Maintaining Training Events & Courses
|
16:54 |
01/22/2015 |
| Look Up Billing Detail |
Find Billing Details, Read the Billing File, and See Additional Ways to Use the Billing Report | 13:15 |
12/04/2014 |
| Managing CE Periods |
Managing CE Periods
|
28:45 |
11/13/2014 |
| Managing Security Roles |
Managing Security Roles
|
15:24 |
10/16/2014 |
| Just in Time Appointments Editing and Maintaining Bundles |
Learn About Just in Time Appointments (JIT) and How Edit and Maintain Bundles Will Help You Gain Efficencies While Using G2 | 12:02 |
09/18/2014 |
| PDB Import |
What is a PDB Import? Where Does the PDB Come From? What Data Will I Receive? How Does It Impact My Business? How Do I Use the PDB Import in G2? | 15:27 |
09/08/2014 |
| Producer Portal - Admin |
Learn more about how to use the Producer Portal to gain efficiencies while using G2. We will also review the new changes within Producer Portal. Including, Admin ability to manage Producer Portal accounts. | 23:00 |
08/21/2014 |
| Applying Course Completions |
CMS G2 Education Module - Applying Course Completions
|
17:25 |
07/17/2014 |
| Tool Kit Email Templates and Notifications |
Learn More About Understanding Tool Kit Functionality
|
19:15 |
06/12/2014 |
| Transaction Errors |
Learn How to Incorporate Several Useful G2 Tools in Your Day-to-day Processes to Help Streamline Errors and Rejections and How to Clearly Identify Rejected Transactions | 19:57 |
05/06/2014 |
| Managing Firms |
Learn More About Managing Firms in G2
|
11:22 |
03/20/2014 |
| Record-only Appointments |
Learn More About Record-only Appointments in G2 | 12:40 |
02/26/2014 |
| Resolving Appointment Rejections: Part 2 |
Resolving Appointment Rejections - Part 2
|
13:35 |
01/23/2014 |
| Managing Partners Adding and Editing |
Managing Partners – Adding and Editing | 10:51 |
10/24/2013 |
| Resolving Appointment Rejections: Part 1 |
Resolving Appointment Rejections - Part 1 | 10:27 |
09/26/2013 |
| Creating and Deleting Ad Hoc Reports |
Creating and Deleting Ad Hoc Reports | 13:05 |
08/29/2013 |
| CE Review Periods, Carryover hours and Individual CE Inquiry |
Demonstration of how to apply CE review periods for resident and nonresident states, how to add courses, how to add your own courses with state approval and how to look up the individual CE inquiry. | 39:36 |
07/25/2013 |
| Branch Information and Individual Ed Inquiries |
Vicki Brown demonstates how these two Inquiries help you save time and keep up to date with producer information. | 11:40 |
07/01/2013 |
| Tips for Maximizing the Producer Portal |
Learn how to use basic HTML code to make company notes pop, choose a layout the suits users, how to properly create external URLS and ways to connect pages within the portal. | 25:18 |
06/27/2013 |
| Managing Roles |
Learning about providing permission to users to view or edit data elements
|
14:05 |
05/23/2013 |
| Training Setup Functions |
Training can be used to track specific training types, whether they are customer, product, or state specific. This session will demonstrate how to properly set up and maintain customer specific training needs. | 17:52 |
05/23/2013 |
| Email Notifications |
Cindy Cochran demonstrates some of the awesome features in email notifications that will streamline your communication process. | 21:51 |
04/25/2013 |
| Individual and Firm Information Inquiry |
Mike Dosey discusses the Individual and Firm Information Inquiry which gives users a rich body of details regarding their agents. | 18:55 |
04/25/2013 |
| Continuing Education Features |
Presentation of features of the G2 continuing education functions, including: managing education requirments, adding course completions, and CE tracking. | 9:37 |
03/28/2013 |
| Conducting Transaction Status Inquiry |
An effective demonstration of how to utilize this report to gain insight into individual, firm or branch transactions. | 9:11 |
03/28/2013 |
| Managing Users |
Adding, Searching, Viewing and Updating existing User Information | 13:01 |
02/28/2013 |
| From License Application to Final Approval |
Cindy Cochran examines the process of completing a license application from start to finish in G2. | 13:09 |
02/28/2013 |
| How to Check the Status of Appointment Processing |
This session will demonstrate the appointment and termination workflow and how to utilize the reports module to check transaction status. | 23:19 |
01/17/2013 |
| Adding State Appointment Types: Session 2 |
In this session, participants learn what an "appointment type" is, how is relates to your business, how to add and edit appointments as well as how to maintain state appointment types. | 17:38 |
01/10/2013 |
| Adding State Appointment Types: Session 1 |
Learn what an "appointment type" is, how is relates to your business, how to add and edit appointments as well as how to maintain state appointment types. | 18:49 |
01/09/2013 |
| Database Module Part 3: Licenses and Qualifications |
This session will focus on how to manage and maintain individual records in the database module. | 21:40 |
12/06/2012 |
| Database Module 101 |
This session will help participants locate and navigate in the G2 Database module, explain the functions within the module and demonstrate how to manage and maintain individual records. | 24:04 |
11/29/2012 |
| Employment Module |
16:47 |
09/13/2012 |
|
| Introduction to G2 |
CMS G2 allows companies to complete compliance-related transactions faster and with greater accuracy, freeing you to focus on customer service. | 15:11 |
07/12/2012 |
