How to request contracts

How to request contracts

How to Request Contracts (Agent Level).


Info

Introduction

This guide outlines the process for agents to submit contract requests through the Central platform. Requesting a contract is the first step toward getting appointed with a carrier to sell specific lines of business.


Prerequisites

  • Active Profile: You must be logged into your Nextere account with access to the Central App.

  • Sync Permissions: Ensure your profile information is up to date to avoid delays in carrier processing.


Instructions:

  1. Access Contracts: Log into your Nextere account, select the Central App from the upper right, and click Contracts on the left-hand sidebar.



  2. Open Request Tool: On the right side of the screen, click the Contracts button to open the request popup.



  3. Select Agency: Click on the Agency field and choose your associated agency from the list.



  4. Define Business Line: Click on LOB (Line of Business) and select the specific category you wish to contract for (e.g., Life, Health).



  5. Choose Carrier: Click on Carrier and select the insurance provider you want to be appointed with.



  6. Select Location: Click on State and choose the specific state where you intend to hold the contract.



  7. Identify Current Status: Select the appropriate option to indicate whether or not you are already contracted under that carrier.



  8. Submit: Review your entries and click Save to send the request.




Idea

Pro Tip: 

After submitting, you can monitor the real-time status of your request directly from your Agent Dashboard.

Tip: Once requested you can check your agent dashboard on the status of your contract request.










 FAQ

1. How long does it typically take for a contract request to be approved? 

Processing times vary by carrier and agency. Once you click Save, the request moves to your Upline for review before being sent to the carrier. You can track this progression on your dashboard.

2. What should I do if I am already contracted with the carrier? 

You must still complete this process to link your production data to the Nextere platform. Ensure you select "Yes" for the question regarding whether you are already contracted.

3. Can I edit a request after clicking Save? 

Once a request is submitted, it is locked for processing. If you made a mistake (such as choosing the wrong LOB), contact your agency staff immediately to have the request cancelled or corrected.

4. Why is my Agency not appearing in the dropdown? 

This usually happens if your profile is not correctly linked to an Upline. Verify your connection in the Agent Profile section or reach out to your Onboarding Team.