How to turn on/off the Employee Change notification as a Broker
You have the option to turn on or off specific system notifications about Employers. Specifically, when an Employee makes a change to their account.
To turn this notification on...
How to turn on/off the Qualifying Life Event notification as a Broker
When Employees make changes to their accounts outside of the open enrollment period, Brokers and HR Managers can opt to receive a notification via email that resembles this:
How to turn on/off the QLE Ancillary Application notification as a Broker
The QLE ancillary application notification allows Brokers to track Employee change requests outside of Enrollment for Employers with ancillary coverage lines, such as d...
Carrier census catalog
This article explains the general process for sending enrollment information to a Carrier.
IN THIS ARTICLE
Available FormFire Censuses
Available Quoting Censuses (Carrier-speci...
How to save Carrier contact information
Brokers can save contact information for their Carrier representatives to save time when sending forms for either a Prescreen or Sold Group submission.
In the left-hand navigati...