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View your Completed Contracts

The 'All Contracts' tab provides a comprehensive view of all contracts that do not require any action by you as the producer.

When managing your tasks, you will have a detailed overview of all your contracts, whether they are currently pending or already completed. For future reference, you can easily access the contract details after you complete all required actions. Follow the steps below to do so: 

View Contract Details

  1. After logging in to Contracting, navigate to your Dashboard by clicking the down arrow in the top right corner and clicking Contracting Dashboard. 

  2. Click the Current and past contracts Tab





  3. You will see a table of all current and past contracts that are pending with the agency, pending with the carrier, approved or withdrawn with the following information:

    1. Carrier Name
    2. Product
    3. Upline
    4. Contract Status


  4. To view additional details on a contract, click the Details button in line with the desired contract. A pop up will appear with additional contract details, including writing number (when issued), effective date, commission level, and more.