This 18-minute video will walk you through our entire quoting process available in FormFire FES and how to invite the rest of your agency into the platform. We'll also provide you with FormFire FES best practices along the way.
Use the chapter button in the video to skip to specific topics in this video:
- 0:00 - Welcome to FormFire FES
- 1:56 - Navigating Employer Listings
- 3:30 - Adding additional Brokers
- 4:44 - Navigating Proposal Listings & starting a proposal
- 6:18 - Creating a proposal: Employer Basics
- 7:04 - Creating a proposal: Employee Demographic
- 9:24 - Creating a proposal: Proposal Configuration
- 9:50 - Creating a proposal: Employee Coverage Lines
- 10:32 - Creating a proposal: Products
- 14:24 - Creating a proposal: Generate Proposal
- 16:42 - How to contact the FormFire Customer Advocacy team for assistance
- 17:12 - Available self-help resources to help you in FormFire
- 17:53 - Closing
Click here to see how you can contact our FormFire Customer Advocacy team for technical assistance. If you need to reach any other department, please visit our Contact FormFire page for additional options.
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