How to Invite and Onboard a New Agency
How to invite an agency with the "Add Agency" button
Prerequisites
For the Upline: You must have the Principal Agent’s SSN, NPN, and a valid email address.
For the Principal Agent: Access to the registration email and your FEIN/NPN details.
Inviting the Agency (Upline/FMO Action)
7. Complete any remaining required fields and click Save.
8. The principal agent will receive an email with their log in credentials. Open the email titled "Your Nextere Credentials" and click Login Now!
9. Initial Sign-In: Enter the temporary Username and Password provided in the email and click Sign In.
10. Update Password: Create a new password and click Submit.
11. Verification: Enter your FEIN and NPN.
Click Verify with NIPR to auto-populate your agency data.
Manually fill in any missing required fields.
12. Once the fields are filled in, click "Update".
13. Finalize: Click Update, then click Continue in the upper right corner to finish.
Troubleshooting/Tips
NIPR Sync: If the Verify with NIPR button doesn't pull data, double-check that the SSN and NPN match state licensing records exactly.
Email Issues: If the agent hasn't received their login, ask them to check their "Spam" or "Promotions" folder for an email from
app.nextere.com.Missing Fields: You cannot click Update or Continue if any field outlined in red is left blank.
FAQ
1. What happens if the NIPR verification fails during the invitation?
This usually occurs due to a typo in the SSN or NPN. Verify the credentials with the agent. If the data is correct but still fails, you may manually enter the details if the system allows, or contact support.
2. Can the Principal Agent change their username?
No. The username is typically locked to the email address provided during the invitation phase. However, they can update their display name and contact email in their profile settings later.
3. Does the invitation link expire?
For security purposes, the temporary password/link may expire after 24–48 hours. If it expires, the Upline must trigger a password reset for the agent or re-send the invitation.
Related Articles
How to invite an agent with the "Invite Agent" button
How to invite an agent with the "Invite Agent" button This guide provides a step-by-step process for inviting agents to Central, ensuring a smooth onboarding experience. It covers everything from agency selection to account creation and verification, ...How to create a profile using the invitation email
How to create a profile using the invitation email Congratulations on joining the platform! This guide will walk you through the secure process of activating your account, verifying your identity, and completing your professional profile. The ...When an agent cannot register their email
When an agent cannot register their email Introduction Nextere Central uses your email address as a unique identifier. To maintain security and data integrity, the system requires the registration email to match the invitation record exactly. This ...Cómo invitar a una agencia con el botón "Agregar agencia"
Cómo invitar a una agencia con el botón "Agregar agencia" Esta guía proporciona un proceso paso a paso para invitar a una agencia utilizando el botón "Agregar Agencia". Esta guía también mostrará los pasos que el Agente Principal debe seguir para ...How to submit a contract request at Agency Staff Level
Submitting a Contract Request (Agency Staff Level) Introduction As an Agency Staff member, you have the authority to manage contracting on behalf of your agents. This guide explains how to submit individual contract requests, whether you are ...