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Logging in on behalf of an Employee as a Broker in Quote+
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 ...
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How to reset an Employee account password as a Broker in Quote+
OverviewBrokers, HR Managers, and Employees can reset their own passwords by verifying personal information. Brokers can also assist in resetting Employee passwords with permiss...
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Why delete Employees in Quote+?
Overview
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...
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What is the difference between terminating and deleting an Employee in Quote+?
Overview
If an Employee account is no longer active with an Employer, you can terminate or delete the Employee.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.
IN THI...
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Broker's role in the Employee Termination Process in Quote+
Overview
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 paperwor...