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

Click to access cover sheets 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 Questions Welcome Screen and Interview Agenda Click Continue Questions to move forward through interview Click Continue Questions Later to return to Agent Main Menu

Start Contracting Questions Carrier Selection Agent selects Carriers E&O requirements based on Carrier standards

Start Contracting Questions Agent Interview Tabs indicate progress within interview Blue tabs indicate available Silver 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

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

Start Contracting Questions Agent Interview

Start Contracting Questions Authorize a Request Agent must enter pin to authorize request

Fax Cover Pages – Step 3 – FINAL STEP

Cover Sheet Instructions

Signature Cover Sheet AGENT SIGNATURE Unique Id Specific to Individual Agent Agent Name MGA Name AGENT SIGNATURE