Broker/Agent Workflow
- What happens if a client off-boards, and what responsibilities do I have during that process?
- Helping a Client Who's Stuck During Account Verification
- How to Invite Producers (Team Management)
- Why Does StretchDollar Limit to 50 Full-Time Employees?
- How Broker Admin CSV (Excel) Upload Works for Broker Assignments
- Quote Link vs Employee Invite vs Shopping: Three Different Links
- What happens if a client's bank transfer fails or bounces?
- What Happens to Billing and Reimbursements When an Employee Is Terminated?
- Will I have a dedicated StretchDollar account manager or support contact for client issues?
- 2027 Open Enrollment: What Agents Need to Know
- Adding a Bank Account in the Agent Portal
- Pausing or Canceling When No Employees Are Enrolled Yet
- Broker Assignments: Why a Broker Can't See an Employee
- Broker Admin: How to Invite Brokers and Assign Them to Employees
- Reimbursement Approval Timing: What to Tell Your Client's Admin
- Where can I access additional ICHRA training?
- Sent Quote vs Finalized Quote: Why Allowances Look Wrong After Signup
- Why a Prospect Is Missing From My Pipeline or Customers List
- Changing an Admin Role Usually Requires a Support Ticket
- ICHRA Partner Portal pricing: what's changing and when