Agent TIMX Setup

Agent TIMX Setup

Agent TIMX Setup

These processes provide TIMX SCM guidelines and instructions on how to:

·       enroll a new Agent

·       deactivate an Agent

·       merge an Agent's accounts when there are duplicates within the same office and there is no production associated with either account

·       resolve duplicate Agent accounts in multiple offices

·       manage Agent move from one office to another

 

Processes

  1. Determine if the caller is an Agent.

To eliminate duplication, ALWAYS search TIMX using all required methods prior to applying the processes below.  

Click on each link below to view the processes.

Enroll a New Agent

This process is used when an Agent who is not currently set up in TIMX as a member and needs to be added to a main office, branch or direct pay agent. 

 

Deactivate an Agent

This process is used to deactivate an Agent when the Agent is no longer a member with HMS (deceased, retired, etc.) or is no longer a practicing Agent.

 

Duplicate Agent Process

When an Agent has accounts in multiple offices, this process allows the accounts to be merged so that the agent does not lose any production.

 

Relocate an Agent to a Different Office

This process is used when an Agent moves from one office to another, even when the Agent has production in the previous office.  The Agent must be expired from the original office and set up in the new office. The CCMID will remain the same.




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