Individual forms for employees within a client can be sent securely through FormFire using our Send Forms tool. If an individual creates a FormFire account and needs to enroll in coverage outside of open enrollment, Brokers can now send one employees information to the Carrier.
From your Client Dashboard, select the orange context menu box for your client and choose Employee List.
On this page, simply select the orange context menu box by the employee you need to send the form for and choose Send Individual Form.
The page will state Send Individual Form and the name of the employee in parenthesis. You'll follow the normal Send Forms process to send directly to the Carrier.
NOTE: Just as with a client, the individual employee MUST be listed as Complete before you can send any forms out to a Carrier.