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ECS: Agent Workflow

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Agent Registration

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First Time User? Click Agent RegistrationNon-Single-Sign-On Users

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Agent RegistrationNon Single-Sign-On

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Agent Instruction Page

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Agent Main Menu

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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

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Start Contracting QuestionsWelcome Screen and Interview Agenda

Click Continue Questionsto move forward through interview

Click Continue Questions Laterto return to Agent Main Menu

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Start Contracting QuestionsCarrier Selection

Agent selects Carriers E&O requirements basedon Carrier standards

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Start Contracting QuestionsAgent Interview

Tabs indicate progress within interviewBlue tabs indicate availableSilver tabs indicate not available

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Agent Interview Interview Paths

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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

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Start Contracting QuestionsAgent Interview

Carrier Specifics – Questions specific to each Carrier.Questions display based on Carrier selection at the beginning of interview

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Start Contracting QuestionsAgent Interview

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Start Contracting QuestionsAuthorize a Request

Agent must enter pin to authorize request

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Fax Cover Pages – Step 3 – FINAL STEP

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Cover Sheet Instructions

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Signature Cover Sheet

Unique Id Specific to Individual Agent

AGENT SIGNATURE

Agent Name

MGA Name