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Broker DIY Forum

Questions, answers and help for the Exchange Builder platform

Broker DIY Forum

Unknown member

What employee information do I need to supply?

Hi there, I am about to get started on my first case and I was wondering what employee information do I need to have ready? Specifically, do I need to have their email addresses or their social security numbers before I get started?

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Unknown member

What can I customize in Exchange Builder?

I don't know how to code and I don't want to learn. What are the options that I can customize without coding it?

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Unknown member

How do I add our group products?

Can I add other products that are not listed as a Premier Provider? Are there any product restrictions?

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Unknown member

Reporting on Exchange Builder

What types of reports will I get for my enrollment site? Do you send them to me automatically? Or do I need to log in again to run the reports?

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