Let's Get You Contracted
Follow the steps below to complete onboarding and carrier setup.
Tip
If a portal is acting up, try an incognito/private window or switch browsers.
Before You Get Started
Estimated time to complete: 20–30 minutes
Required:
- Active state license
- NPN number
- AHIP (if applicable for carrier submissions)
Have ready:
- Driver's license
- W-9 and direct deposit info (if requested)
- Proof of address (if requested)
Important: Watch your email for invitations to register for
AgentSync and Nextere. Complete both registrations as soon as you receive them.
Common Reasons Contracting Gets Delayed
- Name mismatch (license vs W-9)
- Incorrect NPN entered
- Expired/inactive state license
- Upload file type issues
- Missing residency/address documentation
Your First 7 Days
Goal: Try to complete Getting Started + Days 1–2 in one sitting.
Getting Started
- Look out for email invitations for AgentSync and Nextere
- Confirm logins work
- Verify license status + NPN
- Gather required documents
Days 1–2
- Complete setup in AgentSync / Nextere
- Upload required documents
- Use the guides if anything is unclear
Days 3–4
- Submit contracting
- Upload any missing documents
- Common stall point: name/NPN mismatch or missing PDFs
Days 5–6
- Check carrier statuses
- Follow up on any "Action Needed" items
Day 7
- Confirm submissions and next steps
- Verify "Ready To Sell" status
- Prepare to enroll clients once approved
Ready to Sell Checklist
- Carrier appointment approved
- AHIP complete (if required)
- Access to enrollment tools confirmed
Quick Help Guides
If you get stuck, use the step-by-step guides (videos + PDFs).
Nextere Guide
Contracting submission, confirming details, and tracking status.
Open Nextere Guide
Need Help? (FAQ)
How long does carrier approval take?
Approval times vary by carrier and season.
What documents do I need?
You'll be prompted inside the portal for anything required.
How do I know I'm Ready To Sell?
You're ready once your carrier appointment is approved.
