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Add a new client - STM



The following is a step by step of how to create a new client performed in the Client List. You’ll need the HR admins (or equivalent) name and contact information to begin.

 

Step 1: Select “add new client” from the top right of the Client List menu.

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Step 2: Enter the employer and HR admin (or equivalent) details and select the broker who will preside over the group.

 

Step 3: Click “Create Client” to save to your Client List. A welcome email will be sent to the employer’s inbox.

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