Brokers: Quick Answers Brigid Gurry March 10, 2020 18:27 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? 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 Client Services Team online services Comments 0 comments Article is closed for comments.