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Client List - Broker

As a broker who manages multiple employers, you’ll enjoy keeping them organized within the Client List. Here, you’ll have quick access to client details simply by selecting them from the list. Within a client group, you’ll have a variety of options to choose from in order to attain that information as well as perform overriding tasks.


Choose a Client related item to learn more:

View and edit client info

Masquerade as a client


Or jump to one of this feature’s FAQs:

How do I add new client?

How is an MSA certificate successfully completed?

Return to Broker help



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