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Broker FAQ's
Frequently Asked Questions from Brokers
Account Settings
I never received a message to activate my account. What do I do?
What do I do if the link to activate my account has expired?
Can I customize my homepage?
How do I add a service team member to my account?
Benefits
How do I create a new plan?
Can I import an existing plan?
How do I create a new benefit booklet?
How do I create a carrier form?
Client List
How do I add a new client to my portal?
How do I complete an MSA Agreement?
Reports
How do I run a Change Report?
Onboarding
How do I add new Onboarding documents?
Tasks
How do I add and assign a new task?
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