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?

Knowledge Base