Purpose This article explains when and how to merge duplicate Member Broker accounts that exist under the same office, so agents can consolidate multiple records into a single account and maintain accurate member information Guidelines Review the ...
Cancel Main Office (Member Broker) This process is used when a member broker account needs to be removed/cancelled. 1. Click on the HMS icon, select CCM Search. 2. Conduct a search using the broker number. (if not provided, search by main ...
Purpose Use this procedure to update or correct a Member Broker (main office) account. Process Click on the HMS icon, select CCM Search. Search for the Broker Conduct a search using the Broker Number using the Search Icon If the broker number is not ...
Create a Main Office (Member Broker) Create Main Office Definition A Main Office is created when the office information is not in TIMX and needs to be added. Create Main Office Process 1. In TIMX, from the toolbar, click on HMS, select CCM ...
This process is used when an expired or cancelled contract needs to be reinstated. Follow the process below: Contract can be reinstated within 30 days without an inactive period. If the contract is outside of 30 days from the effective date but ...