Adding Writing Numbers to HCMS

Carrier writing numbers get added to HCMS in one of three ways.

Writing Numbers for Carrier Contracts filled out in Next Level Contracting (NLC) are typically added automatically. If they are not, please add them as a Missing Carrier Request.

MISSING CARRIER REQUESTS

Typically for Mutual of Omaha & AIG writing numbers.

Please watch this video walking you through how to add Missing Carriers to HCMS. They go about Step 2 on the list below a bit differently, but either way works fine!

  1. Login 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 Missing Carrier Request

  5. Select the Carrier (AIG, MoO, etc.)

  6. Click Add Carrier

  7. Select the next carrier

  8. Repeat until all Missing Carriers are requested.

  9. Submit! Your Contractor will approve these requests from here.

HCMS CARRIER REQUESTS

In this instance, we're closing open Carrier Requests by adding writing numbers. If you have not done this, you can do so now. A link to instructions is at the bottom of the page!

Please watch this video walking you through how to add HCMS Requested Carriers.

  1. Login to HCMS

  2. Click your Profile Picture (or lack thereof) in the top, right-hand corner, then View Profile

  3. Click Requests

  4. Select one of the open Carrier Requests you have

  5. Select Carrier(s) Approved

  6. Add Writing Number to all Product Fields that you are contracted to sell for that carrier

  7. Submit

  8. Repeat with all other open Carrier Requests until everything is added!


Keep following up with carriers until you have writing numbers for all of the contracts you filled out (or the contracts are otherwise closed,) and have added them to HCMS, giving you a full profile!