1 / 18

ECS: Agent Workflow

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

lance
Télécharger la présentation

ECS: Agent Workflow

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ECS: Agent Workflow

  2. Agent Registration

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

  4. Agent RegistrationNon Single-Sign-On

  5. Agent Instruction Page

  6. Agent Main Menu

  7. 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 QuestionsWelcome 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 QuestionsCarrier Selection Agent selects Carriers E&O requirements based on Carrier standards

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

  14. Start Contracting QuestionsAgent Interview

  15. Start Contracting QuestionsAuthorize 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 Unique Id Specific to Individual Agent Agent Name MGA Name AGENT SIGNATURE

More Related