Create and Update a New Contract on Behalf of a Producer

AgentSync Contracting can help you create a best-in-class agent experience by allowing agency admins to pre-fill information on agent contracts! Follow the below steps to get started:

1. Navigate to the Producers tab on the left side of the screen.
2. Select a producer from your list by clicking their name. You can use the search function to quickly find the producer you need. 
   
   
   
   
3. Click the Contracts sub-tab on the producer's record. 
4. Click the + ASSIGN CONTRACTS button. 
   
   
   
   
5. Click the Initial submission filled out by drop down and select agency admin This will allow you to fill in the producer's information. Selecting Producer will send the blank contract to the producer to complete in full prior to the agency admin having the final review. 
   
   
6. Select the contract template type from the next dropdown, OR manually assign a contract by clicking + ASSIGN CONTRACTS. 
   
   
   
   
7. Click the arrow next to each contract, and select the State(s), Commission Level, Upline and Annualization. Note that Upline and Annualization may not be required, this is dependent on how the product is set up. 
   
   
8.  Contracts that are submitted through a carrier's portal are notated in the upper right corner near the delete icon. These contracts also allow you to select from a list of referral codes and enter an encrypted note for that specific producer. These are not required fields for portal submissions. 
    
   
9. Click Submit.
10. A modal will populate that asks if you would like to fill out these contracts now or later.
    1. If Later is selected, they can be found in the "Start new contracts for Producer" tab on your dashboard.
    2. If you select Fill out contracts now you will be taken to the contract. 
    3. If there were any contracts that are notated as portal submission, these are sent directly to the Producer to review instructions, visit the Carrier's URL and submit within their portal. These will appear on your dashboard in the "Review Contracts in Progress" in a pending producer status. 
       
       
11. Click FILL OUT CONTRACTS NOW.
     
    
12. You will now enter into the Producer Workflow and will be able to edit fields on behalf of a producer. Please note, that after edits are made, you are required to send the contract to the Producer in order to collect a signature. 
13. Within the Producer Workflow, you will see 4 buttons:
    1. Send to Producer: This will send the contract to the producer at that point. If any edits were made by you as the agency admin, those changes will be shown to the producer when they enter the workflow. 
    2. Save & Exit: Save any changes made to the contract and be automatically directed to the Dashboard. By selecting Save & Edit, the contract will NOT be sent to the Producer. If/when you need to re-enter the workflow, you will need to go to your dashboard and select the "Review Contracts in Progress" tab.
    3. Previous: Return to the previous screen in the Producer Workflow, if available. 
    4. Next: Advance to the next step in the Producer Workflow, if available. 
       
       
14. Fill out as much information on behalf of the producer as you are able, and then click SEND TO PRODUCER.
15. Congrats! You just helped create a seamless contracting experience for your producer. Once the contract is sent to the producer, you will be brought back to your Dashboard. This contract packet will appear on your dashboard in the "Review Contracts in Progress" in a pending producer status. The producer will receive an email stating they have a new task within AgentSync Contracting and is required to review the information entered on their behalf and add their signature.