How to generate a census
Brokers have the ability to populate a Carrier-specific census with the click of a button. Below is a list of our census exports (both generic and Carrier-specific).
See our cen...
Logging in on behalf of an Employee as a Broker
As a Broker, you can log into an Employee’s account to make corrections if data was added incorrectly, and it’s inhibiting your ability to process any Employer items.
NOTE: You ...
Why delete Employees?
It's important to understand the advantages and disadvantages of deleting Employees or Employers. Deleting Employees can help you manage your Agency’s expenses. However, it coul...
What is the difference between terminating and deleting an Employee?
If an Employee account is no longer active with an Employer, you can terminate or delete the Employee. This article explains the differences between each option.
To terminate or...
Broker's role in the Employee Termination Process
There may be times where Employers need to terminate coverage for Employees. Brokers and HR Managers can use our platform to populate the necessary termination paperwork.