AgentSync Winter 26 Release Notes (Contracting)

The Winter release includes improvements to the Contracting product, focusing on operational efficiency, contract visibility, and data management capabilities.

1. Bulk Import Functionality

The Winter release delivers bulk import capabilities that allow customers and operations teams to import producers and contract assignments directly through the user interface or via API. The feature includes a dry run process that validates data and highlights errors before final import, reducing the risk of data quality issues and rework.

This functionality serves three use cases. During implementations, AgentSync professional services teams can rapidly load customer data into the system. For ongoing operations, customers can self-serve when adding their own producers and contracts without requiring support intervention. The bulk import also streamlines processes where producers and contracts originate from upstream systems.

2. Subsidiary Carrier Contract Management

Previously known as Parent/Child Contracts, this feature enables customers to visualize and create contracts that exist in parent/subsidiary relationships.

This addresses the need for large enterprise Contracting customers who manage multiple subsidiary carriers under a parent organization. The feature changes how contracts appear in the system by showcasing the contract object itself and its status. 

3. Contract Status Filtering

Status filtering for contracts now supports selection of multiple statuses simultaneously rather than requiring users to filter by one status at a time. This allows users to view contracts in any combination of relevant statuses with a single filter application.

4. Contract Metadata Field Additions

The release adds several metadata fields to contract assignments that support downstream business processes. The Responsible Party End Date field, which exists in the AgentSync system but was previously unavailable in certain workflows like “Add Contract Change,” is now accessible where needed. The Debit Balance field has also been added to contract records to track outstanding financial obligations associated with producer contracts.

5. Contract Assignment Change API Enhancements

The customer endpoint for contract assignment changes shows additional fields which eliminates supplementary API calls. Customers using the Contracting API, including those who also use Hierarchies can access information about uplines and other metadata fields through the contract assignment change endpoint alone. 

6. Carrier, Product, and Commission Level Field Administration

Internal enhancements enable AgentSync administrators to edit user-defined field data without requiring engineering intervention. Several fields previously restricted to engineering access have been opened to professional services and operations team members, speeding integration buildout and implementation timelines. 

7. Automated Preferred Address and Phone Selection

When AgentSync retrieves addresses and phone numbers from NIPR, the system now designates a preferred number by default. This automation ensures downstream customers have a clearly identified default contact method without requiring manual selection, streamlining data flow to systems that depend on producer contact information.

8. Multiple Bank Account Management

The release introduces support for multiple bank accounts per producer and enables selection of a preferred bank account through pay allocation settings. This enhancement provides downstream commission systems with better intelligence about which bank accounts are preferred, current, and active for each producer. 
​​​​​​​​​​​​​​​​