Brokers: Quick Answers Brigid November 01, 2018 15:54 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? How do I add a new client to my account? How do I send a welcome or welcome back letter? Where can I view client and employee statuses? How do I add employees via the Preloading Template? How do I initiate a Broker transfer? How do I add additional Brokers for my agency in FormFire? Where do I assign an HR Manager? How do I use FormFire Quote? Related articles How to initiate an Automated Broker Transfer Understanding account user types in FormFire How to add a client in FormFire How to add additional Brokers to your agency How to send the Welcome or Welcome Back Letter Comments 0 comments Article is closed for comments.