This 44-minute video will walk you through setting up your first Client to welcoming the HR Manager and Employees to FormFire. We'll also provide you with FormFire best practices along the way.
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Review the list below to skip to specific topics in this video:
- 0:00 - Introduction
- 1:00 - Accessing your Broker account
- 1:58 - Navigating the Client Dashboard
- 6:40 - Manually adding a Client into FormFire
- 17:51 - Discussing Broker Transfers in FormFire
- 18:31 - How to perform the Automated Broker Transfer option
- 21:16 - How your contact at the Client fills out the online Broker Transfer form
- 24:40 - Reviewing a Client you received through a Broker Transfer
- 25:08 - Creating placeholder accounts to assist you with tracking Employees
- 31:44 - Adding Carrier specific forms to a Client
- 35:13 - Using Employer Communications to welcome Employees and the HR Manager into FormFire
- 38:32 - How to contact Client Services for technical assistance
- 39:48 - Available self-help resources to help you in FormFire
- 43:00 - Closing
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