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
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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".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 ...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 ...Filtering Requests in HCMS
As a way to improve filtering, we have made a number of modifications to the filtering of requests for better results. Firstly, the sub-tab labeled 'Awaiting my Action' on the sidebar has been removed. Instead, users may now create and save their own ...Requests - What are the Types of Requests?
Compensation Change: used by an Agent who wishes to change the Compensation level for a member in their Downline Invite Agent: used by an Agent who wishes to hire and Onboard a new Agent Add Carrier: used by an Agent who wishes to contract with a New ...