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.

Play 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.

Play Video

Edit a Writing Number

If the writing number is showing incorrectly for a carrier follow these steps to edit it.

Play Video

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.

Play Video

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.

Play Video

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.

Play Video