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© Copyright 2006 Efficient Forms, LLC ECS: Agent Workflow
© Copyright 2006 Efficient Forms, LLC Agent Registration
© Copyright 2006 Efficient Forms, LLC First Time User? Click Agent Registration Non-Single-Sign-On Users
© Copyright 2006 Efficient Forms, LLC Agent Registration Non Single-Sign-On
© Copyright 2006 Efficient Forms, LLC Agent Instruction Page
© Copyright 2006 Efficient Forms, LLC Agent Main Menu
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Welcome Screen and Interview Agenda Click Continue Questions to move forward through interview Click Continue Questions Later to return to Agent Main Menu
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Carrier Selection Agent selects Carriers E&O requirements based on Carrier standards
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Agent Interview Tabs indicate progress within interview Blue tabs indicate available Silver tabs indicate not available
© Copyright 2006 Efficient Forms, LLC Agent Interview Interview Paths
© 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 Questions Agent 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 Questions Agent Interview
© Copyright 2006 Efficient Forms, LLC Start Contracting Questions Authorize a Request Agent must enter pin to authorize request
© Copyright 2006 Efficient Forms, LLC Fax Cover Pages – Step 3 – FINAL STEP
© Copyright 2006 Efficient Forms, LLC Cover Sheet Instructions
© Copyright 2006 Efficient Forms, LLC Signature Cover Sheet Unique Id Specific to Individual Agent AGENT SIGNATURE Agent Name MGA Name
1 This document contains proprietary and confidential information. ECS: Agent Workflow.
Creating a Single Sign On Account. To create a Single Sign On ID please visit https://IMPACT.illinois.gov and select the option to create a new account.
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Step by Step Process. Checklist and Form Instructions A checklist is provided on the website to help applicants track their progress in completing the.
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Application Process USAJOBS – Application Manager USA STAFFING ® —OPM’S AUTOMATED HIRING TOOL FOR FEDERAL AGENCIES.
Slide 1 of 28 Welcome to GSA’s Vendor and Customer Self Service (VCSS) course Section 2: VCSS Account Registration & Requesting Access This presentation.
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Retail Training Manuel 2 Overview One stop, secure, and easy-to-use web-based tool that incorporates rate, quote, and bind functions Enables agents.
Revised 6/24/13 Supplier/Vendor Instruction Manual Presented by Department of General Services, Procurement Division Office of Small Business & DVBE Services.
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Christopher Newport University. Logging In User Interface Navigation Bar Appointment Cells Adding Appointments ○ Individual Appointments Appointment.
NEW USER REGISTRATION. Completing New User Registration activates your profile! Users only need to complete this process once. Let’s get started…
Career Spot Videos The Menu Bar Easily update your information through these quick links Click on the icons to join us on Facebook & Twitter and get immediate.
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U.S. Department of Agriculture eGovernment Program eAuthentication Initiative eAuthentication Solution Screens Review Meeting October 7, 2003.
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Getting started with myitlab. before you register A valid address Course ID from your instructor Student access code Before you register,
WOSB System Walkthrough certify.sba.gov The Women-Owned Small Business Program 1.
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GSA’s Vendor and Customer Self Service (VCSS). VCSS Registration Overview VCSS Account Registration is the process you complete in order to register.
Kemper Senior Solutions Broker Step by Step Nomoreforms Process 1.
Purdue Payroll Packets must be turned in COMPLETED! –Includes ORIGINALS of Passport or Driver’s License/Purdue Student ID and Social Security Card/Birth.
1 Welcome to GE! The attached presentation has been put together to assist you in completing your required I-9 form through the use of our I-9 wizard.
My System Profile and Password Reset Instructions PART 1 For every Core-CT User ID follow these steps to use the Automated Password Reset feature: 1.Log.
Explorer Renewal 1/2010 Explorer Renewal Updated 9/29/14.
Employee Self Service Portal Instructions Employee Use Copyright © 2012 Infinisource, Inc. 1.
The Federal Hiring Process Using USAJOBS & Application Manager.
1 MyLicense Log in/Register Login to the MyLicense application with an existing User Account. OR Create a new User Account with the Register link at the.
How to Complete FAFSA (Free Application for Federal Student Aid)
THIS TRAINING IS REQUIRED IN ORDER TO OBTAIN SECURITY TO INITIATE HIRING PACKETS FOR NEW EMPLOYEES. Hire Xpress User’s Training NAU’s Automated Hiring.
1 Begin the E Signature Process Here. 2 OPTION 1: Send a secure to the Insured to E-Sign and Pay Online This is a copy of the your Insured.
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EaTIS Vendor Training - FY EaTIS Training for Vendors – Process Overview EaTIS Version 3.01 Last Modified on April 5, 2007.
CURRICULUM NIGHT COURSE SELECTION PROCESS.
SCHOOL ETHICS COMMISSION SCHOOL ETHICS COMMISSION Filing the Online Personal/Relative and Financial Disclosure Statements Answering the School Ethics Commission’s.
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MathXL ® for School Teacher Training Series Registering for MathXL ® for School.
Free Application for Federal Student Aid (FAFSA) Jenna Eastman Financial Aid Coordinator / PeopleSoft Specialist NSC Financial Aid.
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