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Give my broker access to act on my group's behalf

Written by Rachael Seida
Updated 9 months ago

Outside Plan Representative is anyone who is outside your organization that you would grant them access to act on the employers behalf. This will allow them to digitally sign an agreement, pull reporting, review invoices etc. 

Steps

  1. From your Ameriflex admin, click company profile
  2. Click Manager OPR Agreements
  3. Fill in Company name
  4. Fill in agent name
  5. Accept the Terms and Conditions
  6. Authorize the Representative to access and make changes in the Employer Dashboard.
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