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?
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