General
Account/Profile Information - How to View Profile
Click on the profile picture in the upper right hand corner 2. Click "View Profile" in the drop down
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".
Requests - How to Invite an Agent
Log into your HCMS account Click the plus sign icon on the top menu A drop down menu will appear with a list of requests you can submit Select the “Invite Agent Request” Complete the form and submit it Onboarding: An Overview Existing agent or admin ...
Account/Profile Information - How to View Upline(s)/Downline(s)
Log into your HCMS account Click the profile icon in the upper-right corner of the screen Click "View profile" 4. Scroll down to the Upline and Downline sections for both Contracting Hierarchy and Production Hierarchy
Account/Profile Information - Unable to Save New Admin Account
HCMS does not allow information to be used across multiple accounts, therefore you are not able to save a new admin account. If you are wanting to create a new account, the agent or admin would need to use a different phone number and email address.
Account/Profile Information - Change Business Name
Please contact contracting@familyfirstlife.com for this inquiry.
Who do I contact?
Which team should I contact for this app? Depending on the issue or inquiry, you may be required to reach out to a particular group or department in Family First Life (FFL). Please see the following infographic to see which team to connect with ...