Getting Started
Useful instructions for new FormFire users
- Navigating Busy Season
- Getting Started: Overview of Quoting & Enrollment in FormFire
- How to add a Client in FormFire
- How to effectively use Employer Communication
- Brokers: Getting started with FormFire
- Brokers: Quick Answers
- How to add additional Brokers (admins) to your Agency
- How to use the Preloading Template to add placeholder accounts
- How to add email addresses to placeholder accounts in FormFire
- How to assign an HR Manager
- How to locate an Employer Code as a Broker
- How to enable and access the Employer Medical Info page
- What if a Client's Tax ID number is already in use?
- How to view both the Client and Employee Status
- How to assign Brokers to a Client in FormFire
- Understanding account user types in FormFire
- What is the difference between adding and creating an Employee in FormFire?
- How to create an account on behalf of an Employee
- How to turn off (and on) medical history questions for Employees in FormFire
- How to lock Employee Interview during QLE period