Understanding your Producer Dashboard
Your dashboard is the central hub where you manage the submission of carrier contracts.
From the dashboard, you can track the status of your contract submissions, review pending tasks, and take necessary actions to ensure a smooth contracting process. It provides a comprehensive overview of your contract activities and serves as a control center for managing your contracting workflow.
Organizations: This section displays each organization you've been mapped to by an AgentSync Contracting customer. Here, you can access organization-specific details and perform relevant actions.
Requires Attention: In this section, you will find contracts that require your attention and have not been submitted yet. These contracts may need review, updates, or additional information before they can be submitted.
All Contracts: This section provides a comprehensive view of all your contracts, including both pending and submitted contracts. It allows you to have a holistic view of your contract portfolio and track the progress of each contract.
All Contracts Tab