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.
The following pop-up will appear:
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.
Choose the level of the downline that will receive the carrier contracting form. The Add an individual agent tab will contain links for:
Street
License only agent (LOA)
Click Copy and then paste the link in an email or text.
The Add an agency or agency principal tab will prompt you to complete an agency intake form:
Note: Complete the form only after you have spoken with the agency and confirmed their contract levels.