WELCOME!
We’re excited to build with other like-minded, hardworking individuals like yourself! Let’s get you contracted!
Start @ Step #1 And Connect On Telegram Refuge Main Chat With Any Questions.
#1
HCMS Onboarding
REQUIRED TIME: 5 MIN
You will get the link for onboarding via email, it will come from “HCMS Support”. The video below walks you through the onboarding process. Click on the link below the video for FAQ’s. Once complete, head to #2.
#2
Error & Omissions Insurance
REQUIRED TIME: 10 MIN
Click the link below the video to purchase your E&O insurance. I highly recommend playing the video at the same time so you purchase the correct product and you’re not paying more than necessary. Save the certificate on your desktop for Step #5. Once complete, head to Step #3.
#3
Anti-Money Laundering
REQUIRED TIME: 15 MIN
AML is required by all carriers & you’ll end up taking it more than once through different carriers. Only complete the one through American-Amicable below and save the certificate on your desktop for Step #4. Once complete, click the “Go Next” button below to head to Step #4.
#4
Voided Check & Beneficiary
REQUIRED TIME: 15 MIN
VOIDED CHECK
Carriers will require a picture of voided check or bank letter stating your account info to set up your commission deposits.
Direct deposit forms & counter checks will not be accepted.
BENEFICIARY
Your beneficiary full name & SSN
This is the person that will receive your commissions and/or residuals when you pass.
