The HCMS System
Welcome to the HCMS System
The HCMS (Hierarchy and Compensation Management System) is:
A software solution that is used by the Agents, Admins and FFL Corporate Contracting team to manage contracting requests. (New Carriers, Hierarchy Changes, and Compensation Changes)
HCMS is NOT:
- A replacement for SureLC contracting
- Integrated with SureLC
- Integrated with Carrier portals
- The HCMS Support Team is not able to answer questions regarding FFL contracting policy, SureLC and Carriers. For those questions, please reach out to your contracting administrator.
Getting Started
You will receive an email invitation from your immediate upline or their contracting administrator.
Look for an email that has the subject line of: Family First Life (FFL) – Onboarding for New Agent it comes from no-reply@uppatop.com
Onboarding as a New Agent
Follow the HCMS Onboarding Process below in the video.
Once this is completed you will receive a second email with a subject line of: Family First Life (FFL) – Onboarding Completed
Your HCMS Onboarding process is now complete.
You can now log in to HCMS with the password you created.
Username: Your Email Address
Click HERE to Log Into HCMS
Navigating the HCMS System
Once you have set up your account, you will need to navigate the HCMS system for a number of reasons.
Editing your Agent Profile Information
Right after you have created your account you will want to go in and verify that all of your agent information is complete and accurate as this is what is used for contracting purposes.
Edit a Writing Number
If the writing number is showing incorrectly for a carrier follow these steps to edit it.
Add a Writing Number For HCMS Requested Carrier
Aetna | Great Western | American Amicable | Foresters | TransAmerica
Once you have received your writing number in your welcome email from the carrier, you need to enter it into HCMS
The carriers above are requested in HCMS once your upline has been appointed with the carrier and never before, so please check with them to make sure they are appointed before you request them.
To request any of the carriers above, please see Carrier Appointments.
Add a Writing Number for a HCMS Missing Carrier
Americo | Mutual of Omaha | AIG | John Hancock
Once you have received your writing number in your welcome email from the carrier, you need to enter it into HCMS
The carriers above already exist in HCMS and you will request them in SuranceBay.
To request any of the carriers above, please see Carrier Appointments.
Inviting a New Licensed Agent to HCMS
When you recruit a new licensed agent, or when your newly licensed agent is ready to get started, you will need to send them an Invite Agent Request from HCMS.
This is important for building your Agency as this is what places the agent underneath you in your agency.
