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

Managing the Employee Account

  • 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 ...
  • 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...
  • 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...
  • 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    Overview If an Employee account is no longer active with an Employer, you can terminate or delete the Employee.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...
  • 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...
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