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 group to my account?
You should already see one group listed by the same name as your agency. This is called your Base Group. It will hold 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 group.
When you're ready, send the Welcome Letter to the HR Manager. This will allow all employees, and the HR Manager, to create their accounts online.
Who can I contact if I need some assistance along the way?
Our Client Services Team can assist you with any questions you have through email and a Live Chat. Our Client Services hours are 9 AM - 6 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 coaching 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 30-minute topical sessions, scheduled on an individual basis, which you can customize to address your specific questions.
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