Broker Partnerships
- Meagan Prost
Cloud Knowledge Base Home / Client Engagement / Sales and Business Development / Broker Partnerships
Enhance your EAP business by efficiently tracking your broker partnerships.
Gain real-time insights and easy-to-use tools to maximize the potential of your broker relationships and drive business growth.
In this guide, we’ll review:
Steps to integrating a broker firm
By incorporating a broker firm into your business development and sales strategy and integrating their activities into EAP Expert Cloud, you can efficiently manage accounts and track activities for reporting purposes.
Click the green New button to add a new broker firm
Select Organization/Group and then choose Broker Firm
Input the broker firm's contact information to set up their profile
Proceed by selecting the 'Broker Contact' tab to initiate the addition of one or multiple contacts affiliated with this firm
Please review the following checkboxes on the contact profile:
Active: This box should be automatically checked when creating a new contact, enabling them to be searchable and added to requests.
MyAPP Access: Ensure this box is checked for any employer contacts requiring access to the employer portal, MyApp (a software add-on).
Send Survey: When utilizing the automated surveys software add, check this box when you want to include this contact in future satisfaction surveys.
When finished, click the Save and Close button to save and exit the broker firm
Tip: To review your entry, you can find the firm searchable within the Organization/Group module under the 'Brokers' tab.
Adding a new broker contact person
Improve your capacity to monitor and oversee broker sales and activities by incorporating contacts from the firm.
Note: Before adding a new contact, ensure the firm is created in EAP Expert Cloud to link the new contact properly. See the steps above to add a broker firm.
Click on the green New button from the top toolbar
Select Organization/Group then Broker Contact
Enter the broker's contact information into the system
Please review the following checkboxes on the contact profile:
Active: This box should be automatically checked when creating a new contact, enabling them to be searchable and added to requests.
MyAPP Access: Ensure this box is checked for any employer contacts requiring access to the employer portal, MyApp (a software add-on).
Send Survey: When utilizing the automated surveys software add, check this box when you want to include this contact in future satisfaction surveys.
Tip: Utilize the 'Contact Group' section on the profile to include this broker contact in an email distribution list for future group communications.
Click Save to save your changes and continue working; click Save and Close when finished to exit the contact record
Enabling broker access to MyAPP
De-activating a broker contact person
Updating Key Contact Information
Troubleshooting Information
Listed below are a few troubleshooting tips for managing your broker partnerships:
Double-Check Data Entry: Ensure all information entered for broker firms and contacts is accurate and correctly formatted. Mistyped information can cause issues later on.
Review Permissions: If you're experiencing issues with adding or managing contacts, verify that you have the necessary permissions within the software. Contact your system administrator(s) if you need to adjust permissions.
Check for Duplicates: Before adding a new broker firm or contact, search the system to see if they already exist to avoid creating duplicates. Duplicate entries can lead to confusion and errors in reporting.
If you cannot resolve the issue independently, don't hesitate to contact your system administrator(s) for assistance.
