Account Management
All things related to the ongoing management of your book of business.
- How to Manage Broker IDs in FormFire
- How to do a Broker Transfer Using the Online Broker Transfer Form
- How to Manage Forms & Applications Visible to Employees
- Where to Find the Notification History as a Broker
- How to Set Up a Renewing Group (Open Enrollment)
- How to Reset an Account Password as a Broker
- How to Request Carrier Forms
- How to Initiate an Automated Broker Transfer
- Carrier Census Catalog (Carrier Census Exports)
- How to Generate a Census
- 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
- How to Re-Add an Employee to a Group from Individuals
- Logging in on Behalf of an Employee or HR Manager
- How to Understand Usage Based Billing
- What is a DAL?
- How to Manage Usage Based Billing Account: Why Delete Employees?