Contracting Issues - Unable to Contract with a Carrier Because you Already are
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Contracting Issues - Why Can't I Create a Contract Request?
There may be one or more issues with your profile that need to be corrected if you cannot create a contract request. It may be due to an expired license or expired AML training. Go to the issues page, review open issues, and then take the necessary ...
Contracting Issues - Error Message After Clicking “Click to Sign” in Contract Request Process
Please verify that your phone number in HCMS does not have a country code and is only 10 digits. The system will not let you progress if this information is not in that format. However, if the phone number has been inputted correctlu and you are ...
New Carrier Request - Step by step guide (Agents)
In HCMS, agents can submit a request to add a new carrier for which they wish to contract/do business. Agents must be signed in, and, it can also be completed by an agency admin on the agent's behalf. Step 1: From your account dashboard, or, any page ...
Contracting Task List
Please click the icon labeled 'Contracting Task List' to download the following attachment which contains a guide for contacting the relevant corporate team members according to your requests or inquiries.
Onboarding Issues - Re-inviting an Agent who Already Completed Onboarding
When an agent completes the HCMS Onboarding, they cannot Onboard again, as they already have an account in the HCMS system with their information. In this situation, we can either delete the agent from the system, in which they can complete ...