Purpose
Short answers to the questions brokers ask most about their UZIO account, with a link to the full article for each. For benefits questions (plans, proposals, renewals, enrollment files), see the broker benefits articles.
Account and login
How do I get into my account for the first time?
Use the registration link in your welcome email, subject Welcome to followed by your platform's name. See Registering and Logging In to the Broker Portal.
I forgot my password. What do I do?
On the login page, choose Broker, click Forgot Password, and enter your username (the email you registered with). Reset instructions arrive by email.
Can I use the same login for the Employer or Employee Portal?
Yes. One UZIO login covers every portal you are entitled to. If you are also an employee somewhere on UZIO, or your agency is set up as a client, you use the same username and password.
How do I change my username or password?
From your profile. See Updating Your Broker Profile, Username and Password.
Team and clients
Who can add brokers, and who can add account managers?
Only an agency adds brokers. Both the agency and its brokers can add account managers. Account managers cannot add anyone. See Adding Brokers to Your Agency and Adding Account Managers.
How does my client get access to UZIO?
You add the client, then give them access. Their administrator receives a registration email. See Adding a Client Employer and Giving Them Access.
Can I demo UZIO to a prospect without emailing anyone?
Yes. Add a test client. No emails go to a test client or its employees. See Adding a Client Employer and Giving Them Access.
Why can't I void a payroll or open Expense Management for a client?
Some actions in a client's account are available to brokers only if UZIO has switched them on for your platform, and HR modules also depend on your client's own preference. See Working Inside a Client's Employer Account.
We are taking on a client in the middle of their benefit year. How do we start?
UZIO supports bringing a client on mid-year. Contact UZIO Support to start the process (below).
Documents
Can I share one document with all my clients?
Yes. Add it to your broker document library once and share it with some or all of your clients. You can also hide a sensitive form and its completed responses from the employer. See Sharing Signable Documents With Your Clients.
Still stuck?
Please reach out to us at support@uzio.com or call +1-571-601-1752. Say which client the question is about (company name), what you were trying to do, and include a screenshot of any message you see.
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