Brokers
How to Mark an Employer Inactive or Active
Use Active Status to turn an employer client off or back on. Marking an employer inactive immediately ends access and billing for that employer. Reactivating does not restore features or billing that were turned off. Who this is for Agencies, ...
How to Add a Service Team Member
Add a service team member from Account Settings so they can support your brokerage account. After you add them, they receive an email to activate their account. Who this is for Agencies, brokers, and service team members signed in to their broker or ...
How to Resend the Master Subscription Agreement (MSA)
Resend the Master Subscription Agreement (MSA) when an employer client has not signed it yet. The MSA badge appears next to the employer name on Employer List. Selecting it opens a form so you can send the agreement to an email address. Who this is ...
How to Access Your Account from the Account Menu - Brokers
Use the account menu to open Account (Account Settings), where you can review Account Information and open related settings such as Email Notifications. Who this is for Brokers, agencies, and service team members signed in to their broker or agency ...
Agency Guided Onboarding for New Broker Partners - Step by Step Instructions
Use Agency Guided Onboarding to finish setting up a new agency (broker partner) account. Progress saves as you move through the checklist. Who can complete this The agency account holder completes Agency Guided Onboarding. Brokers and service team ...
Broker Change Report
Use the Change Report to retrieve employee demographic and benefit changes across one or more of your employer clients for a selected date range—for example, during open enrollment. Who can use this Brokers, agencies, and service team members. The ...
Employer List
The Employer List shows the employer clients attached to your brokerage account so you can open an employer’s profile, generate reports, manage benefits, and more. Who can use this Brokers, agencies, general agencies, and service team members. ...
How to Submit a Buildout Request
Submit a buildout request when you need Benefits set up or renewed for an employer client. Who this is for Brokers, agencies, and service team members. Read-only service team members do not have access to the form. Open the Buildout Request Form In ...