This process is used when a member broker account needs to be reinstated.
Click on the HMS icon, select CCM Search.
Conduct a search using the broker number. (if not provided, search by main office phone number, address, office name or broker's name)
Main office telephone number, click Search icon
if no result, search by Main office name, click Search icon
if no results, search by Main office address, click Search icon
if no results, search by Broker Name, click Search icon
Click on the Cancellation Reason tab
Expiration Date: enter the appropriate expiration date (to make effective today, enter yesterday's date)
Click on the Comments tab.
Comment Title: enter Reinstate
Comments: enter appropriate comment ex: per email from AE Katie... (your first initial last name)
Save