USAdvisors Insurance utilizes Vertafore’s® Efficient Contracting Solution™ (ECS™) to streamline the advisor carrier contracting process. ECS™ has developed a series of questions that gathers information on each advisor, stores it in a secure location and can then be utilized to complete multiple carriers contracting forms. Beyond storing the interview it also stores supplemental documents (AML, licenses, E&O, etc.) in one online location.
Benefits & Features
- Electronic signature
- Paperless
- Reduce manual and repetitive entry
- Populate multiple carriers forms
- Improved data accuracy
- Supplemental document storage (Licenses, AML, E&O, etc.)
- Saves time
Contracting Packages
- Download the Solicitor Online contracting package.
- Download the Paid Direct contracting package.
Contact us today for additional information on our contracting process!
