Hello Starshine, the Earth says “Hello”!
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. The accounting modules run in cycle order: Import → Match & Post → Reconcile → Push Payouts → Report & Close, starting with the Accounting Dashboard.
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.
Annotated one-pagers for each module, plus the full step-by-step guides — 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.
The full commission cycle, plus manual posting, single-payee transactions, and the Schedule Sets rate engine.
Where CC actually lives — an assignment on the agent record carrying the CC role, not a field on the email.
Lender & facility terms, ILIT and collateral assignment, and the tranche disbursement schedule with live LTV.
Columns, hierarchy scope, filter conditions, preview, grouping, and export — with a printable step-by-step guide.
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