NOTE: This will be live on February 1, 2018
We’ve made some changes to the Client Details page for our Brokers to make it easier to navigate and update your clients in FormFire.
We revamped the Employer Information section to include Pay Period, Number of Employees, Continuation Eligibility as well as Employer Options. You’ll still need to fill out all required fields (look for the red asterisk * ).
This new addition will allow you to Open or Close FormFire with a single click of a button! Choosing Open will populate today's date and set the Close Date to 30 days in the future. Choosing Close will populate today's date, as well. Upon clicking Save, the status of the group will be updated.
You’ll also be prompted to select which workflow your client is currently in: Pre-Screen (Quoting) or Plan Selection + Pre-Screen (Sold Group). Each workflow has additional options.
Lastly, you’ll select the Coverage Line Options the employees will see in their accounts.
General Agent & Broker Setup
Same information, different look.