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 relevant circle (shown below).

Step 3: You may then complete the section by selecting the carrier from the list shown below, the upline, and the respective products for which you can input your writing number/s.

Step 4: Once completed, you may select, ‘Add carrier’. Steps 3-4 can be repeated to add multiple missing carriers.

Step 5: Click ‘Send Request’.

Step 6 (Bonus): You may also navigate to the ‘Requests’ Tab on the sidebar to view the status of their requests. The view should be similar to the one below.

Related Articles
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 ...
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 ...
Individual to Business Request (Agents)
Agents that wish to convert their Individual profile to a business account may now complete a request to do the process. To begin, you will need to request access to the request type from your admin. Once enabled, the request can be completed as ...
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".
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