Set up a New Group

The broker adds a group through his or her company portal.
Unlike other online quoting software, Groups can be set up within a matter of minutes with FormFire, and the easy-to-use interface doesn’t require weeks of training. With little more than the group’s name and contact info, Brokers can add a group or prospect through a private portal. If the group decides to enroll using FormFire, Brokers can configure specific options later.

Quote

Between the time it takes to create a proposal and the challenge of filling in missing information from Employees and Groups, quoting employee benefits can be a time-consuming endeavor. FormFire allows Brokers to provide multiple quotes in an employer ready proposal. Using FormFire’s online quoting software, Brokers can quote any of their Groups or prospects using basic census data, even if they don’t yet have an account.

Welcome your Group to your Private Marketplace

When ready, FormFire can send welcome letters to have employees create accounts or send reminder notifications to employees that already have accounts inviting them to a private Marketplace that presents benefits options in a polished, shopping-like experience.

Enroll the Group

Where available, FormFire can submit enrollment data electronically to Carriers. For those that aren’t yet ready to accept a direct feed, we can provide a report of all selections, including costs for each employee.