Account Management
All things related to the management of your book of business.
- How to reset an account password as a Broker
- Broker's role in the Employee Termination Process
- How to search for an Employee in FormFire
- How to view the Current Client Report
- How to view the Employee Status Report
- How to download the Plan Selection Report
- Preparing for the 2019 Open Enrollment season webinar
- 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 set up a Client that already exists in FormFire for Open Enrollment
- How to assign forms to Clients in FormFire
- How to request Carrier forms in FormFire
- How to generate a census in FormFire
- Carrier census catalog available in FormFire
- How to manage Broker IDs in FormFire
- 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 interpret the Medical Condition Summary Report
- Navigating the FormFire Reporting Tool
- 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?