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Contracting

A simplified way to assign and manage all carrier contracts 


AgentSync Contracting leverages decades of industry experience to drive efficiencies throughout the producer-to-carrier onboarding process. 

With Contracting, agency administrators and producers can access a holistic view into the status of all producer-to-carrier contracts to see which are waiting for approval and which have already been processed. 

Our Dashboard allows your team to manage producers throughout the contracting process with the click of a button, and built-in automations end repetitive data entry, reducing workflow friction and getting producers ready to sell faster. 

Contracting Overview-V2

1 min 55 sec video

Highlights

AgentSync Contracting increases your visibility into the status of your producers’ contracts.

Centralized Contract Management

Assign and manage all contracts and necessary actions from one central location.

Bulk Send Capabilities

With bulk send, administrators can move a producer with multiple contracts through the contracting process at one time.

Streamlined Producer Experience 

Rather than manually entering the same information into multiple contracts, a producer fills in their data once and Contracting auto-populates it across all other contracts.

Centralized Workflows

Producers and administrators can reduce the time to submission by editing and sending contracts for review in the same workflow.