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

Our expectations for service, knowledge, and professionalism in working with USAdvisors Insurance Agency has been surpassed many times over. USAdvisors and their team have been great.

Max Briggs, CFP & Danny Neil CFP ,FLC Capital Advisors/ Securities America, Palm Desert, CA

Guiding Principles

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