Efficient Contracting Solution™ (ECS™) is the industry-leading forms solution for agent contracting. This solution offers agent contracting through a web-based Intelligent Interview™. ECS is a new, more efficient way to contract with one or multiple carriers and eliminates the manual and paper-intensive contracting process. You can now transmit accurate data between agent and distributor to a carrier’s legacy systems.
Key Functions
- The Intelligent Interview
- Data collection
- Supplement documents (licenses, E&O coverage, direct deposit and legal)
- Populate to one or more carrier’s contracts
- Electronic signature
- Configurable bundles, ability to bundle various carrier forms
- Integration with carriers legacy systems (export data)
- Hierarchy, commission level and signature placement
- Fax in supporting documentation
Key Benefits
- Transitions to a paperless environment
- Saves time and money
- Automates data population to reduce manual errors
- Improves data accuracy
Receives contracts "in good order"
ECS supports over 400 carriers and maintains over 10,000 active carrier forms.