Account Management
All things related to the ongoing management of your book of business.
- How to reset an account password as a Broker
- Preparing for the 2018 Open Enrollment season webinar
- How to initiate an Automated Broker Transfer
- How to initiate a Broker transfer using the Online Broker Transfer Form
- What is a DAL?
- How to assign forms to clients in FormFire
- Where to Find the Notification History as a Broker
- How to generate a census in FormFire
- How to Manage Broker IDs in FormFire
- How to Set Up a Renewing Group (Open Enrollment)
- How to request Carrier forms in FormFire
- Carrier Census Catalog (Carrier Census Exports)
- How to Remove an Employer Group
- How to Interpret the Medical Condition Summary Report
- How to Get Started with the Reporting Tool
- Enabling/Disabling Qualifying Life Event Change Notifications
- Enabling/Disabling the Employee Change Notification as a Broker
- Understanding unassigned user accounts
- How to delete individuals in FormFire
- How to re-add an employee to a client from Individuals
- Logging in on behalf of an employee or HR Manager
- Understanding usage based billing
- Why delete employees?