Here are some commonly asked questions from the Broker community that we've bundled up to help you find answers, fast.
What are the different user types in FormFire?
How do I add additional Brokers for my Agency in FormFire?
How do I add a new Client to my Agency in FormFire?
How do I start a Broker Transfer for a potential new Client?
How does a potential new Client start a Broker Transfer?
How do I set up an existing Client for Open Enrollment in FormFire?
How do I invite the Employees and HR Manager to FormFire?
How do I add Employees via the Preloading Template?
Where do I assign an HR Manager?
How do I send a forms to a Carrier for a quote?
How do I add plans to my Client?
How do I assign a plan to an Employee's account?
How do I send an enrollment to a Carrier?
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