What can I edit? (Agency Admins & Producers)

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• Account/Profile Information - How to Edit Profile

  If NPN validation has been completed, you cannot edit your profile information. If details of an account need to be changed, you should go to your NIPR account and make the necessary changes. Once you have updated the information, please contact ...

• Setting a default Carrier ( Admins)

  1. Once you sign in to your HCMS account, select 'Agencies' from the sidebar. 2. Once loaded, select the eye icon to open the agency. 3. Once opened, select the 'Carriers' tab. 4. Select 'Default Carriers'. 5. Click 'Edit Default Carriers' 6. From ...

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  Admins may enable access for a producer/agent to do this request. To do this: 1. Navigate to the user's profile via the 'Members' tab, or any profile link. 2. Once you've opened a producer's profile, select the option titled 'Request Permissions' 3. ...

• 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 ...

• Edit Writing Number (HCMS)

  You can edit the writing number in your HCMS profile with the following steps: 1. Log in to HCMS 2. Click on the profile picture icon in the upper right of screen 3. Click "View Profile" from the drop down list 4. Click the "Carriers & Products" tab ...