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
- FAQs: Broker Transfers
- 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 client that already exists in FormFire for Open Enrollment
- How to request Carrier forms in FormFire
- Carrier census catalog available in FormFire
- How to remove a client in FormFire
- How to interpret the Medical Condition Summary Report
- Navigating the FormFire Reporting Tool
- How to turn on/off the Qualifying Life Event notification as a Broker
- Understanding unassigned user accounts
- How to delete individuals in FormFire
- How to turn on/off the Employee Change notification as a Broker
- How to re-add an employee to a client from Individuals
- Logging in on behalf of an employee as a Broker or an HR Manager
- Understanding usage based billing
- Why delete employees?