Get Appointed with Efficient Contracting Solutions
In an effort to streamline the contracting process, we are pleased to offer Efficient Contracting Solutions, f/k/a Efficient Forms. The process leads you through a series of questions that includes everything needed to complete carrier contracting forms. Your information is saved for all your future appointment requests with Universal Insurance Services.
First Time User Instructions
Step 1: Log on to www.uiservices.com and click on the Get Appointed tab. Click on Agent Registration to register for User ID, Password and PIN. The password creation must cycle overnight for the ID to be active.
Step 2: Once logged into the website, click on the "Producer Services" tab and select the "Get Appointed" link from the drop down list.
If a new window does not open with the question below, then you need to turn off all pop-up blockers for this site.
Step 3: What type of producer are you?
Step 4: Create a Personal Identification Number (PIN).
Step 5: Click "Start Contracting Questions".
Step 6: Read the Welcome Page carefully!! It lists required items that you should have available before answering questions.
Step 7: Select the carriers you would like to contract with and then click "Continue Questions".
Step 8: Proceed through interview questions.
Step 9: To submit your contract request(s), select the checkbox next to the carrier you wish to contract with, enter your PIN and click "Submit Contract Requests".
Step 10: Click "Print My Coversheets".
For returning users: This step only applies if you are submitting new documentation. If so, click "Required Coversheets" on the main menu and follow the directions.
Step 11: Follow the directions outlined on the Coversheet and fax the appropriate documents to the fax number listed on the Coversheet, using the specific separator pages for each category. Please DO NOT include your own coversheet as this slows down the review process.
Step 12: You will receive an email from Universal Insurance Services when your carrier request is under review. At that time, you will have access to review your completed contracting forms.
Step 13: If you encounter any problems during this process please contact Amanda at
contracting@uiservices.com or 954-670-5191.
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