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 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: Select the carrier from the subsequent dropdown menu. Please note that unavailable carriers will be greyed out. You may hover over the carrier to get relevant information in that regard, or, contact your agency admin.

Step 3: Once selected, you may click the 'Add carrier to list' button. 

Step 4: The Carrier and their products will be visible in the 'Added Carriers’ section. Also, you may edit/remove the carrier by clicking the three dots to the left of each entry.

Step 5: Steps 1-4 can be repeated to add multiple carriers. They will be listed in the same section as shown below. 

Step 6: Once completed, the user can then click ‘Create request’.

Step 7: (Conditional) If the user selected multiple carriers, some may require you to complete the process in Next Level Contracting (NLC). you will be prompted to navigate to complete these requests. However, for those that were selected that are not NLC carriers, the requests will be placed. 

Step 8: (In NLC) When the user clicks the ‘navigate to NLC button’, they will be shown steps in the NLC new carrier request process as shown below.



Step 9: (bonus) If there are any issues when proceeding with the request, a pop-up will prompt the user to retrieve the correct information and try again. If not, the user can proceed with submitting the request.

If you are experiencing any issues when creating this request, we recommend that you retrace all steps to ensure that your information has been entered correctly. Still having issues?  Submit a Ticket.