Managing a Missing Carrier Request - Admins

Managing a Missing Carrier Request - Admins

When an agent/producer submits a missing carrier request, it will need to be approved by the agency admin. To do this, admins may follow similar steps as with other previously available requests. 

Step 1: Navigate to the 'Requests' tab and select 'Awaiting my Approval'. 


Step 2: Enter the agent's name and any additional filters as required using the options as shown below, then, click search. 


Step 3: From the populated list, select the agent. The page should then display their profile information, as well as the carrier details (shown below). You may approve/reject & confirm. 




It is also best practice to notify the agent once this is completed. However, if any issues are experienced, please submit a ticket to our support team. 

    • Related Articles

    • Missing Carrier Request - Step by Step Guide (Agents)

      Step 1: From your account dashboard, or, any page with the '+' icon as shown below, you can click and select ‘New Carrier request' from the dropdown list of actions available for your account. Step 2: You may select the request type by clicking the ...

    • Requests - How to Add a Missing Carrier

      Click the plus sign icon and select “Add Carrier” in the drop-down Select the "Add Carrier" button Select "Missing Carrier/ Writing Number" radio button Select the Carrier Enter the Writing Number 6. Select 'Add carrier' 6. Select "Send Request".

    • Enabling the Individual to Business Request (Admins)

      Admins may enable access for a producer/agent to do this request. To do this: 1. Navigate to the user's profile via the 'Members' tab, or any profile link. 2. Once you've opened a producer's profile, select the option titled 'Request Permissions' 3. ...

    • 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 ...

    • Requests - How to Add New Carrier

      Click the plus sign icon and select “New Carrier Request” in the drop-down Select the agent and carrier Select applicable products and click the “+Add Carrier to the List” button 4. Click "+ Create Request" once done