1. Express Contracting
Producer Steps - EDC

2. Welcome Letter
Letter ed to Producer after Recruiter submits initial packet
*Reminder* -- Click on YELLOW bar to download images to view “Get Started”

3. Logging into PX Click on “Get My Password”
Password will be sent to the Recruiter put in beginning of packet

4. Logging into PX Temporary password will be send to Producer’s email
Copy and paste into packet to avoid locking yourself out of the account

5. Logging into PX
Enter in temporary password and continue

6. Logging into PX
Create new password with at least 6 characters

7. Getting Started

8. Resident License Information
Required information to continue:
SSN
Resident State
Res State License #
Added to reduce SSN/name errors and ensure producer’s license is pulled correctly through NIPR

9. Resident License Not Found Error
If the producer record is not found, the producer will have to confirm the spelling of their name to ensure it’s typed as issued on the license, their SSN, and the license number. If they are newly licensed, NIPR may not have received the info and the producer can select “I verify I am a newly licensed” and can proceed. They will not be able to continue if they are not licensed or entered anything incorrectly.

10. Interview Questions
If the producer entered everything correctly, their DOB, NPN, and demographics will pull form NIPR. The demographics can be updated for UHC, but will not transfer the updates to NIPR.
Click “Continue” at bottom of page once completed

11. Interview Questions Boxes in red are required to move forward:
Home Phone
Communication Preference
E&O

12. State Appointment Request
Resident State is already selected from the HitList check at the beginning. Additional state appointments can be requested by the producer at this screen.

13. Interview Questions Complete ALL background questions
If “YES” provide required explanation

14. Interview Questions Upload and additional documents
Provide supporting Background documents if needed (highly suggested)

15. Review & Confirm

16. Review & Sign Documents

17. Signing Documents
Click “I agree to use electronic records and signature” to have the CONTINUE button appear.

18. Signing Documents
Click “Start” to move to all pages needing signature.
If you wish to scroll and read through documents, there is a scroll bar on the right-hand side.

19. Signing Documents
Click SIGN button to pull up the “Adopt Your Signature” box
Click Change Style to find your personal signature
Click - Adopt and Sign when completed

20. Signing Documents
Clicking SIGN will automatically move you to the next page to sign.
Documents requiring signatures:
Appointment Application (Page 1 & 4)
Agreement & W-9 for Agents and above

21. Signing Documents

22. Send Request
After clicking FINISH the documents are forwarded to the recruiter for processing.
Click on the PRINT icon to view documents

23. Confirmation
Producer and Recruiter will receive a confirmation the producer completes the E-Vite