Management OS app support

Last updated: August 29, 2026

What this app is

Management OS is the internal operating system of Forge Financial Services Inc., the company that operates as Forge Benefits. Our employees, contracted brokers, and enrollment staff use it to run the day: the work queue, the sales pipeline, client records and support cases, the broker roster, and the commission desk.

It is not a consumer app and it is not for sale. There is no public signup. Every account is created by us, for someone who works with us.

Getting an account

Accounts are issued by Forge, not requested in the app. If you are joining Forge as staff, a broker, or an enroller, your account is set up as part of onboarding and you will be told when it is ready. If you believe you should have access and do not, email info@thebenefitsforge.com from the address you expect to sign in with, and say which office or partner you work through.

Signing in

Sign in with the Google account on your Forge email address. The app hands sign-in to your phone's browser and returns you to the app when it succeeds. If sign-in fails, work through these in order:

• Check you picked the right Google account. People with more than one signed-in account land on the wrong one more often than anything else on this list.
• Confirm you are using your Forge address, not a personal one. Personal addresses are not in our staff directory and will be refused.
• Close the app fully and reopen it. A sign-in that was interrupted halfway leaves the app waiting on a return that never came.
• If it still refuses you, your account may not be provisioned yet, or the post you hold may not have been granted the screen you are trying to open. Email us and we will tell you which of the two it is.

Notifications

The app sends reminders and alarms as push notifications. If they stop arriving, check that notifications are allowed for Management OS in your phone's settings, then sign out and back in once so the app can re-register your device.

Reporting a problem

Email info@thebenefitsforge.com with the word Management OS in the subject. The three things that make a problem fixable on the first reply: which screen you were on, what you expected to happen, and what happened instead. A screenshot beats a description. Please do not put a client's health details in the email; the client's ID is enough for us to find the record.

We answer during business hours, Monday through Friday, US Eastern time. Anything that stops money moving gets picked up first.

Your data

What the app collects, what it holds about clients, and what we will never do with either is written out at thebenefitsforge.com/legal, in the Management OS section.

Closing an account

Accounts are closed by us when someone leaves Forge or a broker contract ends. If you want your access removed sooner, email us and we will do it the same business day. Client records are not deleted when a staff account closes; they belong to the business and are governed by the retention rules on the legal page.

Contact

Forge Financial Services Inc. · info@thebenefitsforge.com · +1 404 465 4061