© Copyright 2006 Efficient Forms, LLC ECS: Agent Workflow.
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Transcript of © Copyright 2006 Efficient Forms, LLC ECS: Agent Workflow.
© Copyright 2006 Efficient Forms, LLC
First Time User? Click Agent RegistrationNon-Single-Sign-On Users
© 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 QuestionsWelcome Screen and Interview Agenda
Click Continue Questionsto move forward through interview
Click Continue Questions Laterto return to Agent Main Menu
© Copyright 2006 Efficient Forms, LLC
Start Contracting QuestionsCarrier Selection
Agent selects Carriers E&O requirements basedon Carrier standards
© Copyright 2006 Efficient Forms, LLC
Start Contracting QuestionsAgent Interview
Tabs indicate progress within interviewBlue tabs indicate availableSilver tabs indicate not available
© 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 QuestionsAgent 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 QuestionsAuthorize a Request
Agent must enter pin to authorize request