Step 2 of 6 - Log Onto HCMS

Recap:

In Step 1 did you:

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

✔  Download Marco Polo app? If not, do it now HERE

✔  Set up a zoom call for Step 3-4? 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 wait til you get your National Producer Number (NPN). Time for this varies depending on the state. You will get an email when it comes in. 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. FURTHER INSTRUCTIONS WILL BE SENT. SEE BELOW

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ONCE YOU RECEIVE THE 3rd EMAIL STEP 2 IS NOW COMPLETE. GO BACK TO YOUR EMAIL AND CLICK ON "READY FOR STEP 3"