Common Issues
What can I edit? (Agency Admins & Producers)
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 ...
Why is the Time Displayed Incorrectly (HCMS)
If you are an agent, you may follow the steps listed below to adjust your time/timezone. 1. Sign in to your account and click the profile image at the top right corner to reveal a dropdown menu. 2. Click 'View Profile' 3. On the horizontal list of ...
Enabling the Individual to Business Request (Admins)
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. ...
Individual to Business Request (Agents)
Agents that wish to convert their Individual profile to a business account may now complete a request to do the process. To begin, you will need to request access to the request type from your admin. Once enabled, the request can be completed as ...
My information is not showing correctly in HCMS
We request that you pay close attention to your “Date of Birth” and the following information in the ‘Resident State License’ section of your NIPR profile. If not consistent to the other parts, We recommend updating. Phone Number Email address ...
Temporary Individual to Business conversion Solution
We recommend that you or the user fill out the link provided to initiate the conversion process. Thank you for your cooperation. https://docs.google.com/forms/d/1uB97k0bSXUrh87RnVRYNTyXUTaiY3Mi5Lh7hGmgUNrA/viewform?edit_requested=true
Invalid NPN
We recommend that you use the link provided to check for your NPN https://nipr.com/help/look-up-your-npn. Also are you able to produce a document that corresponds with the NPN you are now using? We apologize for the inconvenience. We are ...
Production Hierarchy Changes (Upline in Another Agency)
The way the HCMS software is designed, Admins currently cannot select uplines in another agency for Production Hierarchy, only Corporate has that capability. We anticipate that this will change with a future update and Admins will have the capability ...
Change NPN in HCMS
Below, please find instructions to edit/correct your NPN: 1. Log in to HCMS 2. Click profile picture icon in upper right of screen 3. Click on "View Profile" in the drop down menu 4. Click on the edit (pencil/pad) icon in the "Personal Details" box ...
How to Change Personal Information
Please go to NIPR and update the information necessary. Additionally, please note that the updated information will appear in your account at 10 PM EST, as HCMS performs a nightly update process at that time to keep your HCMS record synchronized. If ...
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 ...