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Agent User Guide: Searches
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Step-by-step instructions to search for a client in an agent account:
- After logging in to your agent account, on My Home Page, click on Searches.
- Click on Employer Search.
- Enter the employer’s name or account number. Select the desired role to search from the drop down menu, or leave search parameters blank to search for all clients, click Search.
- Select the employer’s name to be viewed.
- The selected employer’s Employer Home page will display.
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