HCMS Onboarding

HCMS is the first item that will be taken care of. HCMS will basically be your agent profile.

• Your admin will send you an HCMS invite that will come through to your email.
• In that email there will be a button to start onboarding. Click that to start that onboarding process.

Once again, all information entered into the onboarding for HCMS must be the same information that was used throughout the licensing (same name, email, phone number etc).

When going through the HCMS onboarding you may see a message that says “If the NPN is incorrect contact NIPR” Sometimes agents will think this indicates an error but notice that it says IF. Therefore in this situation, review the information you’ve entered and then you should be able to continue/complete HCMS onboarding as long as everything is correct.

If asked to indicate if you’re a business or individual you will select Individual.

SureLC/Surancebay Onboarding

If you run into any issues throughout SureLC onboarding (receiving errors, etc.) it is probably a glitch or IT issue. Please contact SureLC support. There is an option to send an email/message and there is a 800 help desk number. I highly recommend contacting the help desk because SureLC IT reps are usually very helpful and can get the issue resolved.

After completing HCMS onboarding it’s time to start SureLC/Surancebay onboarding.

You will need to go to the email that your admin sent you titled SureLC - Important FFL Contracting Instructions.

• Within this email is a specific link that you will need to access & click Register New Account

Your page will look similar to the page in the screenshot below:

• To the left hand side of the page you will notice a column of tabs circled in blue. You will work your way through each tab, top to bottom, to provide the indicated information.
• Always click Save & Continue when moving through this onboarding.

Doing Business As:

• Select Individual & leave two boxes below that blank.
• You will need to fill out all of the fields that are required.
• When providing contact information fill out the landline option as well. If you do not have a landline you can use the same number that was used in the cell phone field.

Bank Info:

• This is where you will upload your VOID check and bank information.
• The VOID check cannot be larger than 1MB in size.
• Typically if you take a photo of the VOID check on your cell phone, crop out the extra space around the check, save it as a PDF, and then upload, that tends to work.

Licenses: Fill out the required information

FINRA: NO

Questions: Answer the background questions.

History: This can usually be skipped/bypassed.

CE & Training:

• You will need to complete an AML (Anti-money Laundering) training & take a 10 question quiz.
• Click Start Training and select the FREE SureLC/Surancebay option.
• If you have completed an AML in the past you will still need to take the SureLC training because all carriers accept this training.
• You will need an 80% on the quiz to pass. You can take the quiz as many times as you need to, but the questions will be different to some degree.
• Once you have passed the AML quiz you will download the certificate and save it as a PDF.
• CLICK Add Training to upload AML information. There will be a tab that opens up on the right-hand side of your page to upload this information
• Name/Title: AML (Anti-Money Laundering)
• Select Surancebay
• ID: ID should be in the bottom right-hand corner of the certificate.
• Expiration: The AML lasts for a year. Put a date that’s a year out from the date that you completed. Completion date is on the certificate.

E&O Insurance:

• You will upload and fill out your E&O insurance coverage in this area.
• Case Limit: $1,000,000
• Total Limits: $2,000,000
• Policy #: This can be found on your E&O certificate. It’s usually an ID with letters and numbers.

Signature: Complete the signature portion and you are done with the SureLC onboarding.

NLC Onboarding & Contract Request Submissions

To start NLC onboarding access the link in the email that your admin sent to you - NLC Contracting Instructions

• Login with your HCMS login credentials
• Click Lets Get Started

NLC onboarding is very similar to SureLC/Surancebay onboarding but this is where you will actually submit 4 contracting request for the following carriers:

• Mutual of Omaha (MOO)
• Americo
• AIG/Corebridge
• American Amicable (AmAm)

You will work your way through the tabs at the top of the page:

Basic: this information syncs with NIPR and you cannot edit anything in this section at this point. Click NEXT

Beneficiary: this is required so if you have a beneficiary put their information in this area. If you do not have a beneficiary, you can put yourself.

• You can always update this later on but these fields must be completed.

Banking: Select Daily

• Choose File and upload your VOID check
• You will probably be asked to manually put some bank information in as well.
• You will have to add bank phone number & address.
• You may have this information with your VOID check or on a direct deposit form.
• If you do not have this information, you can google a bank branch near you and use that information.
• Click Save & Continue

Insurance: You will manually add in your E&O coverage information and then upload your certificate.

• Issued Carrier: add the name of the company your E&O coverage is through.
• Coverage Amount: $1,000,000
• Policy Number: This can be found on your E&O certificate. It’s usually an ID with letters and numbers.
• Issued Date & Expiration Date: This can be found on your certificate as well.
• Upload certificate
• Click Save & Continue
If you have an issue with continuing to the next step; usually it’s an issue with the PDF of the certificate. Try to open up the PDF on your computer. Open and try to print but save the document as a new PDF. Then save that and upload the certificate again.

Training: you will add your AML training here.

• Click the blue button Add on the right
• A tab will open on the right-hand side of your page:
• Course Type: AML
• Course Provider: Surancebay
• Course Name: select Anti Money Laundering Course
• Enrollment Number/ID: ID should be in the bottom right-hand corner of the certificate.
• Completion Date:The AML lasts for a year. Put a date that’s a year out from the date that you completed. Completion date is on the certificate.
• Choose File and upload certificate
• Click SAVE
• Employment: Click “Save & Continue.” You do not have to fill this out.
• Questions: If you have nothing in your background the answer to most of these will be NO.
Question #56: Select YES and you will have to upload your AML information:
• 1st field: Surancebay
• 2nd: Date of completion
• 3rd: Upload certificate again

Signature: You will then digitally sign (you can change the font if you want to but it is not necessary).

• Click SAVE & NEXT
• A box will pop up: Click I Agree

Submitting contract request:
You will be submitting 4 contracting request for the following carriers

• Mutual of Omaha (MOO)
• Americo
• AIG/Corebridge
• American Amicable (AmAm)

• Click the blue plus sign at the top of the page & select New Contracting
• Then select one of the 4 carriers that’s listed above.
• Select All
• A pop up will appear, click Close
• Then select your state. You are only selecting the state that your residential license is in. The click DONE.
• You will then see a page that has Select Carrier drop down & Added Carriers Section.

You will select another carrier from the drop down and repeat the same exact process as you did for the first carrier that you select.

• After you have selected the 4 carriers that were listed on this document, you will click NEXT, and click OK on the box that pops up.

Training:

• Click the box beside your AML training & select Add Training to Request. Then click NEXT.

Documents:

• Click NEXT.
• No need to upload anything unless there's something related to court documents etc.

Questions:

• This section will autofill per carrier.
• Scroll to the bottom and click CONFIRM.
• Then the page will reroute you to Form Submission. It can take a moment to fully load.

Form Submission:

• You will see a blue Read & Review button for each contract request for each carrier.
• Click each blue Read & Review button
• Then there will be a pop up
• You will need to click the box beside I agree statement and then click the blue Confirm button
You will do the same exact thing for the other carrier contracts.

Prior to reading & reviewing there were probably orange boxes on your screen. Once those boxes have turned green, click the blue Click to Sign button at the bottom of the page.

• A pop up box will appear and you will receive a text code to your phone. This is the signature key that you will enter.
• The password is your login password to NLC account
• Click Submit
• Then on the next page scroll to the very bottom of the page and click NEXT. This will fully submit the request.