These steps will give individual employees access to review forms and applications through their online accounts (items will be offered as PDF documents). These steps will also allow you to change or add new forms/applications items from those originally setup during the Add Client process. Since the system collects information differently based on the forms loaded, FormFire suggests loading the various forms your agency may want to use for quoting.
While on the Client Dashboard screen, click the orange context menu and select Manage Forms.
On Manage Forms, you'll be able to add or change the form(s) needed for a pre-screen or enrollment submission.
There are 2 types of forms available in Manage Forms:
- Employee Forms
- Employer Forms
- These will populate at the end of the Employer Interview section so the HR Manager can review the appropriate forms during the Employer Medical Questionnaire process.
Brokers can select Use for QLE Changes to have the selected form automatically emailed to an HR Manager once an employee completes his or her application outside of an enrollment period. This feature is used primarily for clients using FormFire for Ongoing Management so the HR Manager can download and fax the forms for Qualifying Life Event changes and New Hires to the appropriate Carrier.
Once you have entered the appropriate form(s), click Save.
Individuals will be able to view, access and download items in their online accounts at the Form Review screen in the Review & Sign area.