ecs: agent workflow
DESCRIPTION
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 - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/1.jpg)
© Copyright 2006 Efficient Forms, LLC
ECS: Agent Workflow
![Page 2: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/2.jpg)
© Copyright 2006 Efficient Forms, LLC
Agent Registration
![Page 3: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/3.jpg)
© Copyright 2006 Efficient Forms, LLC
First Time User? Click Agent RegistrationNon-Single-Sign-On Users
![Page 4: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/4.jpg)
© Copyright 2006 Efficient Forms, LLC
Agent RegistrationNon Single-Sign-On
![Page 5: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/5.jpg)
© Copyright 2006 Efficient Forms, LLC
Agent Instruction Page
![Page 6: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/6.jpg)
© Copyright 2006 Efficient Forms, LLC
Agent Main Menu
![Page 7: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/7.jpg)
© 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
![Page 8: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/8.jpg)
© 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
![Page 9: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/9.jpg)
© Copyright 2006 Efficient Forms, LLC
Start Contracting QuestionsCarrier Selection
Agent selects Carriers E&O requirements basedon Carrier standards
![Page 10: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/10.jpg)
© Copyright 2006 Efficient Forms, LLC
Start Contracting QuestionsAgent Interview
Tabs indicate progress within interviewBlue tabs indicate availableSilver tabs indicate not available
![Page 11: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/11.jpg)
© Copyright 2006 Efficient Forms, LLC
Agent Interview Interview Paths
![Page 12: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/12.jpg)
© 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
![Page 13: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/13.jpg)
© 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
![Page 14: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/14.jpg)
© Copyright 2006 Efficient Forms, LLC
Start Contracting QuestionsAgent Interview
![Page 15: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/15.jpg)
© Copyright 2006 Efficient Forms, LLC
Start Contracting QuestionsAuthorize a Request
Agent must enter pin to authorize request
![Page 16: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/16.jpg)
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Fax Cover Pages – Step 3 – FINAL STEP
![Page 17: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/17.jpg)
© Copyright 2006 Efficient Forms, LLC
Cover Sheet Instructions
![Page 18: ECS: Agent Workflow](https://reader035.vdocuments.net/reader035/viewer/2022062321/568142cc550346895daf206f/html5/thumbnails/18.jpg)
© Copyright 2006 Efficient Forms, LLC
Signature Cover Sheet
Unique Id Specific to Individual Agent
AGENT SIGNATURE
Agent Name
MGA Name