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