All new users begin by creating an account in the FormFire system the same way. Your new team member would need to create an employee account, but does not need to input his or her personal medical information. The important piece is the creation of the username and password.
NOTE: Video does not contain audio!
Provide your new team member with your agency's Employer Code and have the new team member create an account on FormFire's sign up page.
NOTE: If your new Broker already has a FormFire account, please have the new Broker transfer their account to your agency by following the steps outlined here.
Once your new team member has successfully created his or her account in FormFire, log into the FormFire Broker Portal, select your agency & click Employee List:
Find the team member's name in your agency's list of employees & select Administer User from the orange context menu.
Then, click the User Type drop-down and select one of the following admin levels:
- Customer Administrator
- Account Executive
- Service Representative
Finally, click the orange Save button to complete.
Now, your team member will have access to the FormFire Broker Portal and your agency's entire book of business.