FIRST (if you didn't do this yet):

✔  Introduce yourself on slack? If not, do it now HERE

✔  Set up a zoom call for onboarding? If not, do it now HERE
 

Time to verify information to get appointed with the carriers.

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If you just passed your license exam, you will have to APPLY to get your National Producer Number (NPN). You will get an email when it comes in (amount of time varies by state but most states are just a couple days). You can also CHECK HERE

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You will be receiving a series of emails from HCMS (check your spam folder). Please follow the prompts in those emails to create your account. Below is a summary of the process:

 

1. First Email

Will prompt you to review and edit personal info and create password to complete the HCMS profile

The email will come from uppatop.com@mail.uppatop.com

Completion will trigger the second email 

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2. Second Email

Will prompt you to create your HCMS login

The email will come from uppatop.com@mail.uppatop.com

Completion will trigger the third email 

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3. Third Email

You will be receiving a SureLC link letting us know we can begin getting set up with the carriers. 

DO NOT BEGIN. You will do this on your onboarding call.

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DONE? CLICK HERE "READY FOR STEP 3"