Online Contracting

Please have the following materials ready prior to continuing with our online contracting agent, Efficient Forms.

• Copies of all state licenses
• Voided Check – used only for Direct Deposit (DD) to allow funds into your account.
• Copy of your E&O Certificate
  
  

Appointment Processing Instructions

• Click on Efficient Forms at the bottom of this page.
• If you are already registered, please click on Agent Login. If you are new to our system, please click on Agent Registration to create your user name and password.
• Upon reaching the main menu, click on Start Contracting Questions.
• Follow the online instructions to complete the appointment interview.
• Check the companies you would like to be appointed with, limit 4 per request.
• Print and Complete the fax cover sheets at the end of the appointment interview:
• Signature Sample Sheet
• E&O
• State Licenses
• Voided Check for Direct Deposit
• Fax all completed cover sheets to (877) 321-6235. Save originals for your files.

Please Note: Your appointment material(s) will be held and unprocessed until all fax cover sheets have been received.

Upon completion of all appointment material(s), please allow 36 hours for Investors Marketing to receive your application material(s) from our contacting agent, Efficient Forms. Once received by Investors Marketing, your material (s) will take 1-2 business days to process.

Certain carriers may require 7-10 business days to process your appointment material(s).

If a background check is required by the carrier, the process will be delayed 2-4 additional business days.

Passwords/Log-in:
If you do not remember your log in, please do not register as a First Time User. Contact Terry Murray at (800) 462-2551 x131 or email at tmurray@investorsmanrketing.com to retrieve your
log in information.