Brokers: Quick Answers Brigid May 04, 2022 15:13 Updated Follow 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 use FormFire Quote? 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? Click here to see how you can contact our FormFire Customer Advocacy team for technical assistance. If you need to reach any other department, please visit our Contact FormFire page for additional options. Related articles How to add additional Brokers (admins) to your Agency How to add a Client in FormFire How to initiate an Automated Broker Transfer Understanding account user types in FormFire Contact our Customer Advocacy team for assistance Comments 0 comments Article is closed for comments.