Eligibility & Setup
- Where do employers log in to access their portal?
- Why Your Client's Admin Is Asked for SSN, a Driver's License, and Beneficial Owner Info
- Adding a Bank Account in the Agent Portal
- Pausing or Canceling When No Employees Are Enrolled Yet
- Business Address vs. Mailing Address: What Your Client's Admin (and Their Employees) Should Use
- How long does onboarding usually take from signed quote to active coverage?
- Why Reimbursements Aren't Paying for a Whole Company (Agent Checklist)
- Connecting a Bank Account and Making the First (Binder) Payment
- Changing an Admin Role Usually Requires a Support Ticket
- My client has 40 or more employees. What should I do?