1. ECS: Agent Workflow

2. Agent Registration

3. First Time User? Click Agent Registration Non-Single-Sign-On Users

4. Agent Registration Non Single-Sign-On

5. Agent Instruction Page

6. Agent Main Menu

7. 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

8. 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

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

10. Start Contracting Questions Agent Interview
Tabs indicate progress within interview
Blue tabs indicate available
Silver tabs indicate not available

11. Agent Interview Interview Paths

12. 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

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

14. Start Contracting Questions Agent Interview

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

16. Fax Cover Pages – Step 3 – FINAL STEP

17. Cover Sheet Instructions

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