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!
Login to HCMS
Click the + button at the top of the screen
Choose New Carrier Request
On the next page, select the bubble next to Missing Carrier Request
Select the Carrier (AIG, MoO, etc.)
Click Add Carrier
Select the next carrier
Repeat until all Missing Carriers are requested.
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.
Login to HCMS
Click your Profile Picture (or lack thereof) in the top, right-hand corner, then View Profile
Click Requests
Select one of the open Carrier Requests you have
Select Carrier(s) Approved
Add Writing Number to all Product Fields that you are contracted to sell for that carrier
Submit
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!