The Employers page shows all Employers that are currently associated with your Agency.
See this article for more on how to create a Proposal for an Employer.
IN THIS ARTICLE
Accessing the Employers page
You can access the Employers page by selecting Employers in the left-hand menu.
On the Employers page, you will see Employers organized by:
- Employer Name
- Status
- Effective Date (MM-DD-YYYY)
- Days to Renewal
Searching Employers
You can search for Employers by name, status (active or inactive), and favorites.
Actions you can take
On the Employers page, you can:
- Add Employer: Allows you to create a new Employer record in your account.
- Proposals: Allows you to view existing Proposals or create a new one. See this article for more information.
- Edit: Allows you to access the Employer Hub. You can edit and take additional actions.
- Deactivate: Allows you to deactivate the Employer if they are no longer active.