Getting started

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AEP 2026

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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.

• Overview
• How It Works
• Key Features
• Filters
• Sorting
• Key Fields Displayed
• Exports & Reporting