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ECS: Agent Workflow. Agent Registration. First Time User? Click Agent Registration Non-Single-Sign-On Users. Agent Registration Non Single-Sign-On. Agent Instruction Page. Agent Main Menu. Agent Main Menu. START CONTRACT QUESTIONS (Step 1) Click to start contracting questions
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First Time User? Click Agent RegistrationNon-Single-Sign-On Users
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 Questions to move forward through interview Click Continue Questions Later to return to Agent Main Menu
Start Contracting QuestionsCarrier Selection Agent selects Carriers E&O requirements based on Carrier standards
Start Contracting QuestionsAgent Interview Tabs indicate progress within interview Blue tabs indicate available Silver tabs indicate not available
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
Start Contracting QuestionsAgent Interview 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
Signature Cover Sheet Unique Id Specific to Individual Agent Agent Name MGA Name AGENT SIGNATURE