Hands-on training for PulseConnect — the life & annuities system your team runs on — and Kyra, the AI built into it. Learn by doing, at your own pace, in light or dark.
Each module is an interactive walkthrough with a Guided tour and a free-roam Explore mode — plus a printable one-page reference sheet.
Kyra is the insurance & annuities AI built into PulseConnect — answering underwriting, eApp, suitability, and product questions from your carrier guides, and reading your dashboards for what needs attention. The walkthrough shows your team how to ask well and trust the answers.
A narrated, step-by-step spotlight walks through each region of the screen in order — what it is, why it matters, and how to use it. Perfect for onboarding.
Free-roam the real interface and hover any area for an inline explainer. For people who'd rather poke around and learn what a control does on demand.
Printable, annotated one-pagers for each module — pin them by the desk.
What's shipped, and a direct line to shape what's next.
Each change ships with a walkthrough so your team is never guessing.
Everything that shipped this month across both platforms — commissions, application detail, document management, and more.
A central drive for storing, organizing, and retrieving case and contract documents inside the agent portal.
Build custom reports end to end — object, columns, sort, scope, filters, grouping, then run, export, and save.
Add a carbon-copy recipient to an agent's communications directly from the Agent Profile.
Conversational underwriting, eApp, suitability & product help on every screen, with cited answers.
LOB-aware funnel with conversion & drop-off, a Lost Business breakdown, and Kyra's funnel insights.
Days-in-status SLA progress bars and a per-case Pulse rate that flags what needs attention now.
A guided tour layered on the live agent record — profile, Rules of Engagement, activity, and contracting.
Subject to change — shared so your team knows what's coming.
Inline source links on every Kyra answer back to the carrier guide.
In progressConvert multiple inbound e-apps into cases in one action.
PlannedOperations & Sales dashboards tuned for phone and tablet.
PlannedLive pending-status sync straight from carrier systems.
ExploringFound a bug, need data fixed, or can't find how to do something? Send it here.
Tickets route to the PulseConnect support team. Include the screen, the case or contract number, and what you expected to happen.
Your email app should open with the ticket pre-filled to support@pulsepoint.ai — just hit send. Submit another