Track contracting from request to active
Contracting is a multi-step process: paperwork goes to the carrier, licensing is verified, and eventually the appointment comes back active. AgencyGrid tracks each agent-carrier pairing through those stages so nothing stalls silently in a carrier’s queue.
Because the agency can see every in-flight contract at once, usually kicked off during agent onboarding, an onboarding manager knows which producers are blocked, which are waiting on the carrier, and which are cleared to start writing, without emailing each carrier to ask.
- ✓ A status for every agent-carrier pairing
- ✓ See who is blocked, pending, or active at a glance
- ✓ Licensing verified as part of the contracting phase
Record comp levels by carrier and product
An appointment is not just on-or-off. It comes with a comp level, and that level differs by carrier and often by product line. AgencyGrid records the contracted comp level for each pairing, which is the same figure the platform later uses to compute expected commissions and differential overrides.
Keeping comp levels on the appointment record means the number that drives every downstream payout calculation is stored where it belongs, not buried in a separate spreadsheet that reconciliation can’t see.
Know who can write what, where
The everyday question in a multi-carrier agency is simple: can this agent write this product in this state right now? With contracting, appointments, and licensing all tracked together, AgencyGrid answers it directly instead of leaving a manager to piece it together.
That readiness view also drives recruiting and carrier strategy: an agency can spot which carriers its downline is under-appointed with and open the contracts that unlock more production.