00:00: This guide will walk you through the necessary steps to navigate the policy tracker 00:04: tool efficiently. 00:12: Select policy tracker from the menu. 00:15: Your policy tracker will populate in your web browser and look like this. 00:20: This is a great tool to track your goals and client details throughout the year and 00:24: also to reconcile your commissions. I recommend bookmarking this page 00:28: for easy access later. 00:30: There is a button in the CPN that will automatically add most information to the policy 00:35: tracker. If the header on the policy tracker is white, it 00:39: will be auto-filled when you click that button in the CPN, If the header 00:43: is yellow, this means you will need to manually. Enter the information, if it's applicable 00:47: to that client 00:49: There is a tab for each line of business, ACA short-term 00:53: supplemental, Etc. The add to policy tracker button will 00:57: be able to decipher which type of policy you are adding and add the appropriate table. 01:03: The summary tabs will give you an overview of how many applications you have completed, 01:07: average premium member count and more. 01:10: This is a great tool to help you track your growth throughout the year. 01:14: The goals tab is a great way to set yearly goals, to grow your book of business. 01:19: You will enter the amount of desired applications for each line of business, and follow 01:23: the growth throughout the year to determine if you will hit your target. 01:28: Using the policy tracker will help you keep your clients organized reconcile 01:32: your commissions and prep for the next year's open enrollment. 01:35: To find the add to policy tracker button refer to the health module. 01:39: Quoting lesson If you have questions about how to use the policy tracker, 01:43: you can call the office or email agent support at agent, support at ensure with compass.com.