Account Management
All things related to the management of your book of business.
- How to reset an account password as a Broker
- Adding 2-Step Verification to your Broker account
- Recover your username as a Broker
- Resetting your password as a Broker
- How to send in a census request to FormFire
- How to send in a form request to FormFire
- How to send in a plan request to FormFire
- How to search for an Employee in FormFire
- What is the difference between terminating, removing and deleting an Employee?
- How to save Carrier contact information into FormFire
- How to initiate an Automated Broker Transfer
- How to initiate a Broker Transfer using the Online Broker Transfer Form
- FAQs: Broker Transfers
- How to assign forms to Clients in FormFire
- How to generate a census in FormFire
- Carrier census catalog available in FormFire
- How to manage Broker IDs in FormFire
- Broker's role in the Employee Termination Process
- What is a DAL?
- How to download and complete the Annual Rate and Census Reconciliation form
- Where to find the Notification History as a Broker
- How to remove a Client in FormFire
- How to turn on/off the Qualifying Life Event notification as a Broker
- How to turn on/off the Employee Change notification as a Broker
- Logging in on behalf of an Employee as a Broker
- Understanding unassigned user accounts
- How to re-add an Employee to a Client from Individuals
- Why delete Employees?
- How to delete individuals in FormFire
- Understanding usage based billing