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This document contains proprietary and confidential information.

ECS: Agent Workflow

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Agent Portal, you will also see Agent Self registration below

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Agent Registration Page!

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Getting contracting Page upon Registration or login by the agent on the agent portal site. You will see host of Menu tabs below depending upon the activity that needs to be performed for contracting.

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This the first page an agent will encounter upon entering the section “start contracting”. The above screen describes the steps in the interview process and also indicates the mandatory information to be available while filling out the interview charter.

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The above tabs in blue indicate the menus available for an agent to fill under the interview, the grey colored menu tab indicates the one that is opened for filling in the desired information. Continue question tabs enables the agent to move forward in a chronological order, Continue questions later tab will indicate the agent to come back and fill the online section. Back would indicate to move to the previous section or page.

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This section is the continuation of the previous page, indicative of filling in the information.

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Continuation of the previous Slide for “Agency Information”!

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This page is indicative of the Carrier Selection with whom the client would like to be contracted!

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This is the Error and Omission page under the Agency Information section!

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Continuation of the Error and Omission Page with respect to the Errors and Omissions

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Type of Contract request: Individual, Agency and License Type

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Personal information section relates to the capturing this information from the SSN

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Personal Identity Questions for the Agents!

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Continuation of the Personal Information!

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Address information Section for the agents!

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Continuation of the address Section for the agent’s Personal information for Agency Records.

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This is the Carrier Affiliation Screen with respect to information on affiliation in the last 5 Years!

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Continuation of the Carrier Affiliation Page

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Additional information that is required by some Carriers on Affiliations!

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Section for a business address or if you have a personal business or DBA

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Section requesting information on Resident or non-resident Licensing!

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You could see that some sections are updated with “FINRA”, this is optional information on FINRA license to be provided for!

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The above section indicates the legal Questionnaire with respect to the Back Ground Investigation!

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Continuation of the Legal Section for the agent!

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Section to Indicate Commissions to another person, Business or Agency!

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Continuation of the information on the commissions for an “Account Type”

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Section for NAIFA and Other Professional designation a person might Carry!

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Almost Finished with the Interview Section, Proceeding further will Authorize the Submission of the contract Request!