Question 1

Who is Contracting & Hierarchies for?

Accepted Answer

Agencies and the organisations above them: IMOs, FMOs and MGAs that contract producers and downline agencies and need the commission structure to follow. For carriers, contracting happens as part of onboarding, so this product is built for the agency side of the relationship.

Question 2

What’s the difference between contracting and hierarchies?

Accepted Answer

Contracting gets a producer under contract with a carrier: the right paperwork per carrier, e-signature in the flow, a commission schedule attached, and a status you can see at every step. Hierarchies is the map of your distribution org: who reports to whom, at what level, and how commissions roll up. They’re one product because the contract is what places the producer in the map.

Question 3

How does a producer end up in the right place in the hierarchy?

Accepted Answer

Through the contract. A contract template carries the hierarchy details: upline, commission level, how often commission is paid, and which states. Assign that template to a producer and they take their place in the tree with those settings attached. There is no second data entry step.

Question 4

Can we contract many producers at once?

Accepted Answer

Yes. Assign a template to hundreds of producers in one action and track every contract from the same list. Producer details are pre-filled from NIPR, so bulk contracting doesn’t mean bulk re-keying.

Question 5

Can we see where a contract is at any moment?

Accepted Answer

Yes. Every contract moves through sent, signed, executed and active, with each step audited and timestamped on the producer’s record. The status events fire as the producer signs, so nobody has to call to ask whether they can sell yet.

Question 6

Do commission overrides roll up automatically?

Accepted Answer

Yes. Compensation flows up the tree from the producer to every upline according to the levels set in their contracts, so each upline earns correctly without a spreadsheet tracking who rolls up to whom.

Question 7

What happens when a producer moves to a different upline?

Accepted Answer

You re-parent them to the new node, and the change is effective-dated. Full history is kept, so commissions already earned under the old structure are never broken retroactively.

Question 8

Do we need AgentSync Manage to use it?

Accepted Answer

No. Contracting & Hierarchies runs as its own hosted application, with no Salesforce and no engineering, or installs into an existing Manage org as an add-on so contracting and hierarchy data sit in the same system of record as compliance. Either way it is integrated with NIPR directly.

Carrier	Product	Level	Start
Crestline Agency	Life · Annuities	Level 2 · 85%	Apr 10, 2025
Nationwide	Personal auto	LOA	Aug 25, 2025
Harbor Partners	Commercial P&C	Level 1	Jun 13, 2025
Vertex Group	Life	Level 4	Jan 12, 2026

Your distribution structure, in software.

A producer signs. Then they disappear into the black box.

Sent

Signed

Executed

Active

Two problems, one product.

Contracting

Hierarchies

Contract once. The hierarchy builds itself.

Pick a template

Assign the contracts

Watch the node appear

Built for the people who run distribution orgs.

This is your product

Start with Onboarding

Run it standalone or inside your existing Manage instance

Run it as its own application

Extend AgentSync Manage

See your hierarchy come to life.

Frequently asked questions