Get Formfire Broker Guide - Cornerstone Broker Insurance Services ...

This guide provides a comprehensive and user-friendly overview of how to fill out the FormFire Broker Guide - Cornerstone Broker Insurance Services online. Users will find step-by-step instructions to help them navigate the process efficiently.

Follow the steps to complete the form successfully.

1. Click the ‘Get Form’ button to obtain the FormFire Broker Guide and open it for editing.
2. Begin by reviewing the 'Welcome and Introduction' section. Familiarize yourself with the layout and important guidelines for using the FormFire system.
3. Proceed to the 'New Broker Setup Guide' section. Here, you will need to select a system administrator who will manage user access and setup.
4. Set up underwriter contacts. This step is optional but recommended to prepare for sending applications efficiently.
5. Configure notifications to receive updates about the status of groups or employees. This is essential for monitoring changes.
6. Review current applications by verifying that you have the necessary state and group size application data on file.
7. Continue through the guide sections for adding clients, managing employee maintenance, and utilizing output functions.
8. Once all sections are completed, users can save changes to the form, download it, print it, or share it as needed.

Start filling out your documents online today for a smoother experience.