Overview
The enhanced Agency Principal (AP) Contract view is designed to give you better visibility of agent contracts. This new layout makes it easier to triage, track progress, and support your downline agents effectively.
How It Works
To see the new contracts view, while in Agency view, navigate to Back office and click on View carrier contracts under Carrier contracts.
The layout is organized into five tabs, giving you a clear overview of contract statuses across your agency:
Needs Action (Default tab)
Pending Other Party
Ready to Sell
Inactive
All Contracts
Switching between these tabs allows you to focus your outreach and support where it's needed most.
Key Features
Key Fields Displayed
Each contract entry displays:
Agent contact information (phone number and email)
Contract type and level
Ready to Sell status for the current and next year (if enabled via feature flag)
Time in Status indicators (for Needs Action)
Filters
Narrow your results using filters such as:
Agent name
Contract type (New or Transfer)
Carrier
State
Agency
Sorting
Organize data by:
Agent name
Carrier name
Time in Status
Last sync date
Contracting Notes
When our Contracting team has an update on a specific contract, you'll see a small note icon next to the agent's name on the contracts table. This gives you visibility into what's happening with a contract without needing to chase down emails.
To view a note:
Click the note icon next to an agent's name.
A popover will open showing a preview of the note and the date it was Last updated.
If the note is longer, click View more to open the full note in a modal.
💡 Notes are read-only and only appear on contracts where our Contracting team has written something specific. If a contract doesn't have a note icon, there's nothing new to report at this time.
What you may find in a note:
Status updates on what's holding the contract up
Information Spark is waiting on from the carrier
Action items that may need follow-up
Note content varies by contract. Always read the full note for specifics.
Exports & Reporting
Export contract data to CSV, including agent and contract details. You can also continue using any saved reports from the previous view.