© Copyright 2006 Efficient Forms, LLC ECS: Agent Workflow.

© Copyright 2006 Efficient Forms, LLC

ECS: Agent Workflow


Agent Registration


First Time User? Click Agent RegistrationNon-Single-Sign-On Users


Agent RegistrationNon Single-Sign-On


Agent Instruction Page


Agent Main Menu


Agent Main Menu

• START CONTRACT QUESTIONS (Step 1)– Click to start contracting questions

• REQUEST ADDITIONAL CARRIERS– Click to request additional Carriers, update interview, and answer any specific

questions pertaining to additional Carrier selection

• REQUIRED COVER SHEETS

– Click to access cover sheets

• CHANGE REGISTRATION*– Click to update or change registration

• EFFICIENT CONTRACTS PRIVACY POLICY– Click to access privacy policy

• LOG OUT*– Click to log out


Start Contracting QuestionsWelcome Screen and Interview Agenda

Click Continue Questionsto move forward through interview

Click Continue Questions Laterto return to Agent Main Menu


Start Contracting QuestionsCarrier Selection

Agent selects Carriers E&O requirements basedon Carrier standards


Start Contracting QuestionsAgent Interview

Tabs indicate progress within interviewBlue tabs indicate availableSilver tabs indicate not available


Agent Interview Interview Paths


Agent Interview Appointment Type

• Appointment Type – determines interview questions

– Individual • Select Individual if: the commissions being paid to you are reported to the IRS

with your Social Security Number (SSN)

– Agency• Select Agency if: the commissions being paid to you, as a signing Officer, are

reported to the IRS with your Business Name and Federal Employer Identification Number (FEIN)

– License Only• Select License Only (Solicitor) if: the commissions you earn are being paid to

another person or entity

*Note: The agent should enter information for 1 path per registration



Carrier Specifics – Questions specific to each Carrier.Questions display based on Carrier selection at the beginning of interview


Start Contracting QuestionsAuthorize a Request

Agent must enter pin to authorize request


Fax Cover Pages – Step 3 – FINAL STEP


Cover Sheet Instructions


Signature Cover Sheet

Unique Id Specific to Individual Agent

AGENT SIGNATURE

Agent Name

MGA Name

© Copyright 2006 Efficient Forms, LLC ECS: Agent Workflow.

Documents

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