In order to utilize FormFire FES, you and your team will need to have access to the system. When you create your Agency in FormFire FES, you have the ability to create your username and password at that time. But what about the rest of your team?
Add a new Broker to your Agency
To add additional Brokers to your Agency, start by selecting Brokers from the Navigation Menu.
Then, when you arrive at the Broker Listing page, select the Add Broker button on the top right-hand side of the screen.
On the Add Broker screen, enter in the following required items for each member of your team:
- First and Last Name
- Primary Email
- Mobile / Cellphone number
- The correct Role (Agency Admin / Broker)
- Location Name
Your new Broker will receive a verification email from FormFire FES and be instructed to create their login information.
When adding new Brokers, you have the ability to select their role in FormFire FES. We have 2 roles or access levels available: Agency Admin or Broker.
Agency Admins have access to the entire Agency’s book of business whereas Brokers have access to only their specific book of business.
FormFire FES recommends that only one person from your Agency hold the role of Agency Admin.