Every Spark agency gets their own dedicated contracting request link to share with agents. Let's see what the experience is like for agency principals.
To get started with the Carrier Contract Forms, click on Agency View on the top right corner.
Navigate to the Carrier contracts tab and select Add an agent.
You will be taken to the following page:
Agents often make mistakes naming their Direct upline or Level. You'll be able to select the correct options for both, eliminating this common error.
The agency this agent will join will be pre-populated, but you may make changes by clicking the dropdown.
Select the appropriate downline level that should receive the carrier contracting form. This page provides links for both contracting options, with the agent’s preferred type displayed first:
Street
License only agent (LOA)
Note: If an Agency Principal does not have an LOA Book of Business, then a message is shown in place of the link. This opens up a modal, which then triggers a notification to our AM team.
Click Copy and then paste the link in an email or text.
To add an agency or agency principal, click Add an agency, located below the Back button:
You will be taken to a page where you can add a new agency to your downline or promote an agency already in your downline. To start the process, click on View agency intake form.
Note: Complete the form only after you have spoken with the agency and confirmed their contract levels.