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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...
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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...
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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...
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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...
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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...