Requests - What are the Types of Requests?

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 Carrier that is currently not available within their SureLC account or to add a Missing Carrier / Writing Number

    • Related Articles

    • Requests - How to View Closed Requests

      Click "Requests" on the left navigation Click the "My Requests - All” Click “Filter” in the upper right hand corner of the screen Select "Closed” (either approved or rejected) Click the "Search" button 5. Click the "Search" button

    • 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 ...

    • General (/Questions) - How to View Requests

      To view ALL requests: Click "Requests" on the left navigation Click the "My Requests - All” To view OPEN requests: Click "Requests" on the left navigation Click the "My Requests - Open” Configure appropriate filter options Click the “Search” button ...

    • Requests - How to View the Status of the Requests I create

      Log into your HCMS account Click "Requests” on the left menu Click “My Requests - All” button View the status of each request under the “Current Status” column

    • Requests - How to Create a Request

      Log into your HCMS account Click on the plus sign icon on the top menu A drop down menu will appear with a list of requests you can submit Select the request type from the drop-down list Complete the form and submit