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.

  1. Log in to HCMS

  2. Click the + button at the top of the screen

  3. Choose New Carrier Request

  4. On the next page, select the bubble next to New Carrier Request

  5. Select the Carrier (Aetna, Foresters, or TransAmerica)

  6. Submit

  7. Repeat until all four carriers are requested.