Agent TIMX Setup

Agent TIMX Setup

Purpose

Provide guidelines and steps to manage Agent records in TIMX SCM. This ensures accurate setup, prevents duplicate records, and maintains production history.

Guidelines

  1. Confirm the caller is an Agent or Broker
  2. To prevent duplicates, always search TIMX using all required search methods before completing any process.

Processes

 Click on each link below to view the processes. 

Create Agent Account

  1. Use this process when an Agent is not currently set up in TIMX and needs to be added to a main office, branch office, or as a direct pay Agent. 

Deactivate an Agent

  1. Use this process when an Agent is no longer active with HMS—such as when the Agent is retired, deceased, or no longer practicing—and needs to be deactivated in TIMX. 

Duplicate Agent Process

  1. Use this process when an Agent has accounts in multiple offices and those accounts need to be merged to ensure all production is retained under a single record.

Transfer an Agent to a Different Office

  1. Use this process when an Agent transfers to a different office, including situations where the Agent has production in the original office. Expire the Agent from the original office and set them up in the new office. The CCMID will remain the same.


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