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  1. Knowledge Base | Quote+
  2. Account Management
  3. Managing Brokers

Managing Brokers

  • 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: Th...
  • How to turn on/off the QLE Ancillary Application notification as a Broker
    Overview 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...
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