Requests - How to Invite an Agent

Requests - How to Invite an Agent


  1. Log into your HCMS account

  2. Click the plus sign icon on the top menu

  1. A drop down menu will appear with a list of requests you can submit

  2. Select the “Invite Agent Request”


  1. Complete the form and submit it



Onboarding: An Overview

  • Existing agent or admin invites new agent using the “Invite Agent” request type

  • Existing agent or admin completes form to invite prospective agent

  • Welcome email sent to agent to begin Onboarding

  • Agent goes through Onboarding process

  • Agent confirms and updates personal information

  • Agent creates their password

  • They will receive a confirmation that Onboarding is complete

  • Agency Admin reviews and approves the request

  • Invited agent receives email informing them they are authorized to log into HCMS


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