Getting started
The Spark platform
Back office
Carrier Resources
Training
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
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
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)
Exports & Reporting
Export contract data to CSV, including agent and contract details. You can also continue using any saved reports from the previous view.