Requesting Carriers in HCMS
Now that you’ve completed all of the steps up to this point, it’s time to log back into HCMS to request a few carrier contracts from your Contractor and Corporate!
Ideally, you’ll be moving on to this step once you have at least a few of the carriers you’ve already applied for. The time between application and appointment is a great time to knock out Bootcamp if you have not already done so.
CARRIERS YOU'LL REQUEST IN HCMS:
Aetna
Foresters
John Hancock
Great Western
TransAmerica
Please note that you may see more carriers in the New Carrier Request Dropdown. That does not mean they should be requested or can be approved.
Below is a quick video walking you through requesting carriers in HCMS, as well as written instruction.
Log in to HCMS
Click the + button at the top of the screen
Choose New Carrier Request
On the next page, select the bubble next to New Carrier Request
Select the Carrier (Aetna, Foresters, or TransAmerica)
Submit
Repeat until all four carriers are requested.