© Copyright 2006 Efficient Forms, LLC ECS: Agent Workflow
© Copyright 2006 Efficient Forms, LLC Agent Registration
© Copyright 2006 Efficient Forms, LLC First Time User? Click Agent Registration Non-Single-Sign-On Users
© Copyright 2006 Efficient Forms, LLC Agent Registration Non Single-Sign-On
© Copyright 2006 Efficient Forms, LLC Agent Instruction Page
© Copyright 2006 Efficient Forms, LLC Agent Main Menu
© Copyright 2006 Efficient Forms, LLC 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
© Copyright 2006 Efficient Forms, LLC 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
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Carrier Selection Agent selects Carriers E&O requirements based on Carrier standards
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Agent Interview Tabs indicate progress within interview Blue tabs indicate available Silver tabs indicate not available
© Copyright 2006 Efficient Forms, LLC Agent Interview Interview Paths
© Copyright 2006 Efficient Forms, LLC 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
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Agent Interview Carrier Specifics – Questions specific to each Carrier. Questions display based on Carrier selection at the beginning of interview
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Agent Interview
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Authorize a Request Agent must enter pin to authorize request
© Copyright 2006 Efficient Forms, LLC Fax Cover Pages – Step 3 – FINAL STEP
© Copyright 2006 Efficient Forms, LLC Cover Sheet Instructions
© Copyright 2006 Efficient Forms, LLC Signature Cover Sheet Unique Id Specific to Individual Agent AGENT SIGNATURE Agent Name MGA Name