SUBMITTING A CONTRACT In NLC: WALKTHROUGH

LOGIN PAGE

If you’re not still logged in from onboarding, log in to NLC using the same login credentials as HCMS, or by using the App Picker at the top of the page when logged into HCMS.

NEW CONTRACTING

Once logged in, click the + button, then New Contracting.

CARRIER DETAILS

  1. Request Sub-Type: New

  2. Select the Carrier

  3. Select the Products: Select All

  4. Select the State: All

The Select all states checkbox selects all of the state licenses you hold. Please make sure it is checked.

If there are any state licenses that you don’t want to be contracted with the carrier, uncheck these now.

This page displays any state fees that are attached to non-resident carrier appointments.

If there are any you would like to remove, go back to the previous page, then proceed.

TRAINING

Click the checkbox next to your AML Training Record, and hit Add Training To Record.

Once this has been successfully added, you will see it reflected under Added Trainings.

QUESTIONS

After you review the Documents to be submitted with the contract, you will review the Questions that the carrier is requesting answers to (you answered these during onboarding!)

FORM SUBMISSION

After Questions, you will review your Profile for any issues, and then arrive at this page! Click to Sign.

From here, you want to Read & Review every part of the contract you’re completing.

Scroll all the way to the bottom of each, click the Checkbox to Agree, then hit Confirm!

You’ll do this for every document on the list.

The last step is the Digital Signature. An OTP, or One-Time-Passcode will be sent to the phone number associated with your account.

After you enter that code in the Signature Key field, enter the same password you use for HCMS into the Contract Application Password field, and hit Submit!

PACKAGE PREVIEW

This gives you a look at the contracting package that will be sent to the carrier. This is your opportunity to download the contract for your records. It’s a good idea to do so, even if you don’t think you’ll ever look at it!

CONTRACTING REQUEST CREATED

Boom. It's on its way to our Corporate Office, then to the Carrier. Great Job! Make sure to repeat this process for any other carriers in NLC.