How to check a client's policy status in the CPN
00:00: This guide will walk you through checking policy status within the CPN application. 00:05: Once you have logged into the CPN, select the health module 00:09: Select the contact you wish to view the policy status for on your dashboard. 00:15: Select the client servicing tile. 00:18: Select policy status in the drop-down menu. 00:22: A table will appear where you can view the client's policy, statuses for current and 00:26: previous years. 00:28: You can navigate between Allstate, uh, Joe and health Sherpa. 00:32: Unfortunately, we do not have access to State exchange details. 00:37: Sometimes policies don't automatically match up to the client. 00:40: You can view unmatched policies by clicking here. 00:44: Highlight the unmatched policy and click match select policies to this client.
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