Online Contracting

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

Contact us today for additional information on our contracting process!

      contracting checklist

contracting wizard

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Contact Information

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Headquarters:
15752 Venture Lane
Eden Prairie, MN 55344
800.303.4977

Regional Office:
1730 White Oak Drive
Algonquin, IL 60102

800.303.4977

Testimonials

With a multitude of insurance products on the market, whether Long Term Care, Disability, Life Insurance, etc., researching carriers and their products can be overwhelming and time consuming.   USAdvisors Insurance reduces my time researching products, carriers, and/or planning strategies.  I commend the work and support that I continually receive from this firm in making my business more productive, and most importantly, helping my clients met their financial objectives.

Jolene Johnson, Financial Advisor, Kemper Capital Management LLC, Evansville, IN

Guiding Principles

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