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  1. FormFire Help
  2. Brokers
  3. Account Management

Account Management

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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
FormFire Help