How to submit a contract request at Agency Staff Level

How to submit a contract request at Agency Staff Level

Submitting a Contract Request (Agency Staff Level)


Info

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 requesting a brand-new appointment or recording a contract that the agent already holds.


Step-by-Step Instructions

  1. Log In: Navigate to  https://app.nextere.com/


2. Locate Agent: Click Agency Management in the left-hand menu.

      

 3. Select the specific agent for whom you are requesting the contract
​

4. Navigate to Contracts:

Within the Agent Profile, click the Contracts & RTS tab.


5. Click Contracts in the upper-left corner of the sub-menu.



6. Choose Request Type: Click "Add Contract" and select one of the following:

  1. Standard Request: Select this to initiate a brand-new appointment request with a carrier.
  2. Add Existing Contract: Select this if the agent is already contracted with the carrier, but the record needs to be added to the platform for tracking.

7. If the user adding the contract wants to verify that they hold a license for the requested state, they can click "View License".

8. "View License" displays all states in which the user is licensed. 

🟢 Green: Active license.

🟡 Yellow: Approaching expiration.

🔴 Red: Expired (Renewal required before contracting).

9. Submit: Fill out the required fields (Carrier, LOB, States) and click Save.




Notes

Troubleshooting/Tips

  • License Colors: If a state appears in Red, the "Save" button may be disabled. The agent must renew their license at the state level before you can submit the request.

  • Carrier Selection: If a carrier does not appear in the dropdown, ensure that your Agency/FMO has been onboarded with that carrier first.

  • Efficiency: Use "Standard Request" primarily for new business. For agents transferring their existing book of business, "Add Existing Contract" is the correct choice to maintain historical accuracy.

FAQ

1. Can I submit a contract for a state where the agent isn't licensed yet? 

Technically, the system may allow you to fill the fields, but it is highly recommended to check View License first. Most carriers will reject a contract request if a valid license is not on file with NIPR for that state.

2. What is the difference between "Pending" and "RTS" (Ready to Sell) status? 

A "Standard Request" usually starts as Pending. Once the carrier confirms the appointment and all background checks are clear, the status will move to RTS, indicating the agent can officially write business.

3. Does the agent get notified when I submit a request for them?

 Yes. Agents typically receive an automated notification that a contract request has been initiated on their behalf, allowing them to sign any necessary documents.

4. How do I edit a request after clicking "Save"? 

Once saved, the request is sent to the processing queue. To make changes, you will need to open the specific contract record from the agent's Contracts & RTS list and select the edit icon (if available) or contact the carrier relations department.