Brokers: Getting started with FormFire

You're all ready to get going, now what? Here's helpful information for starters and answers to some questions you may have at this point.

How do I add my colleagues that need to set up a FormFire account?

Here's how to add additional Brokers (admins) to your Agency. This will walk you through the steps and explain the various permission levels you can assign to your teammates.

How do I add a Client to my account?

You should already see one Client listed by the same name as your Agency. This is called your Base Group. It holds all of your Broker (Admin) accounts in the Employer List. To get started with business, you'll need to add a Client in FormFire.

Where can I add Employees?

You can create placeholder accounts for Employees manually or use the Preloading Template to upload a census of all the Employees within the Client.

When you're ready, send the Welcome Letter to the HR Manager and to the Employees. This will allow all Employees , and the HR Manager, to create their accounts online.

Can I send welcome letters or reminder letters directly to Employees?

Yes you can! With Employer Communication you can send these letters directly to Employees. In order to send the initial Welcome Letter or the Account Creation Reminder Letter, you need to add the employee's email address to a placeholder accounts. To send the Welcome Back or Application Reminder Letter, the Employee must have an email address added to their account in FormFire. 

Who can I contact if I need some assistance along the way?

Our Customer Support team can assist you with any questions you have through email and a Live Chat. Our Customer Support hours are 9 AM - 5:30 PM EST Monday through Friday.

Need help outside of those hours? Use our help site to view our Video Library or search the site for a specific help article. 

We also have a training team that will gladly walk you through everything you need to know to make sure you're setting off in the right direction to achieve all you need with FormFire. We offer two 1-hour sessions that will walk you through specific topics. 

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