Ensures that agents and agencies are properly licensed and compliant by verifying their credentials directly with NIPR (National Insurance Producer Registry). This feature automates license checks, reducing errors and ensuring regulatory compliance.

Enables automatic real-time monitoring of agent and agency license statuses through NIPR alerts. This feature notifies users of license updates, expirations, and regulatory changes, ensuring continuous compliance without manual checks.

Enables agencies to create and manage unlimited hierarchical levels with no restrictions on depth or complexity. This feature allows for flexible agent-upline relationships, ensuring seamless organization and scalability for FMOs, agencies, and downlines of any size.

Enables agents to maintain multiple upline relationships with different agencies within the same tenancy, ensuring seamless organizational flexibility. Agents can be assigned to different uplines based on Line of Business (LOB) and carrier, while preventing multiple uplines for the same LOB and carrier combination. This structure allows for efficient oversight, contract management, and commission distribution across various agency affiliations.

Simplifies the process of importing and inviting agents and agencies at scale while maintaining full NIPR verification. This feature allows for seamless batch processing, ensuring that every agent and agency added undergoes the same rigorous validation process to maintain compliance and data accuracy.

A powerful visual drag-and-drop tool for organizing agencies and agents, enabling seamless hierarchy adjustments, real-time updates, and a clear structural view. Designed to optimize workforce management and streamline agent relationships within the Nextere ecosystem.

A comprehensive dashboard designed for agencies and FMOs to track sales team performance with real-time insights. Monitor key metrics for individual users and teams, analyze trends, and set custom goals to drive productivity. Empower department managers with data-driven decision-making to optimize sales growth and efficiency.

This setting allows agencies to block their directly contracted agents from initiating contract requests. While agents can still view available carriers and contracts, the ability to submit requests is disabled. This is ideal for agencies that prefer to manage the contracting process internally, ensuring that only designated users such as agency managers or  FMOs have control over contract submissions. It helps maintain centralized oversight and prevents unauthorized or premature requests.

This setting allows agencies to block their directly contracted agents from initiating contract requests. While agents can still view available carriers and contracts, the ability to submit requests is disabled. This is ideal for agencies that prefer to manage the contracting process internally, ensuring that only designated users such as agency managers or  FMOs have control over contract submissions. It helps maintain centralized oversight and prevents unauthorized or premature requests.

This setting gives agencies the option to grant their uplines, permission to initiate contract requests on behalf of their directly contracted agents. When enabled, it streamlines the contracting workflow by allowing trusted uplines to handle submissions, ensuring agents are quickly onboarded without needing to take action themselves. Ideal for agencies that delegate administrative responsibilities to their upline partners while maintaining full visibility and oversight.

This setting enables agencies to authorize their uplines   to onboard new agents and agencies on their behalf. When activated, trusted uplines can initiate and manage the onboarding process, streamlining recruitment and accelerating growth. This is ideal for agencies that collaborate closely with uplines and want to delegate operational tasks while maintaining control and visibility over their expanding downline.

This setting grants trusted uplines, the ability to edit and update key information for the agency’s contracted agents. When enabled, uplines can assist with maintaining accurate records such as contact details, demographics, documents, etc  ensuring data consistency across the platform. Ideal for agencies that rely on their uplines for operational support while maintaining full transparency and control over agent management.

This setting gives agencies granular control over which carrier contracts from the FMO their agents can view, access, and request. Unlike a blanket block on contracting, this feature allows agencies to selectively enable contract visibility per carrier, ensuring agents only see options that are relevant or approved. It's ideal for agencies that want to maintain tighter control over their downline's contracting while still allowing flexibility within a curated list of carriers.

This setting allows an agency to block their directly contracted agents from requesting contracts with other agencies within the same tenancy. When enabled, it helps prevent cross-agency conflicts and ensures that agents remain aligned with their current upline. If another agency attempts to add the agent, they’ll receive a notification explaining the restriction, prompting them to inform the agent to coordinate with their existing agency. This setting reinforces agency boundaries and promotes transparent communication between parties.

This setting controls whether agents receive an automatic portal invitation upon being added to the system. When enabled, the agent is immediately notified and invited to access the platform, streamlining the onboarding process. When disabled, the agency must manually send the invite at a later time, allowing for more deliberate control over when portal access is granted. This option provides flexibility based on each agency’s preferred onboarding workflow.

This feature allows agencies to attach custom contracts or agreements to the agent or agency onboarding flow, making them part of the required steps before onboarding is considered complete. These documents can include internal agreements, NDAs, training acknowledgments, or any other compliance-related forms. By embedding these requirements directly into the onboarding process, agencies can ensure that all necessary documentation is signed and stored before granting system access streamlining operations and enhancing accountability from day one.

is the core engine for managing how contract requests are submitted to each carrier. Beyond just mapping required fields and logic, it offers a powerful and flexible email template engine for crafting carrier-specific messaging. Additional capabilities include dynamic messaging rules based on carrier, state, or contract selection, a built-in waiting list system for managing request on Carrier open enrollment , and an attachment builder to ensure every required document is automatically included in the request. Designed for full automation and customization, this tool ensures that every contract request is delivered exactly how the carrier expects it with no manual intervention required.

The FMO Contract Configurator allows you to define how contract request data is shared with the FMO. Either for internal Contract processing or simply for maintaining a record of what was sent to the carrier. It supports flexible configurations such as FMO-specific messaging and the option to retain full contract payloads for auditing or downstream workflows. Whether the FMO actively participates in the contracting process or just needs visibility, this tool ensures accurate, consistent data delivery with minimal setup

The Agent Contract Configurator controls how contract requests and related communications are delivered to agents. Similar to the FMO configurator, it allows you to define messaging, notifications, and data sharing preferences. In addition, it includes a powerful option to attach carrier-specific documents such as product guides, compliance forms, or training materials to be automatically sent along with the contract request. This ensures that agents receive all the necessary information upfront, streamlining onboarding and reducing back-and-forth.

It is a highly versatile feature that provides maximum flexibility when an agent adds a new state to an existing contract. It includes a fully customizable email configurator for carriers, agents, and FMOs, along with dynamic messaging options based on carrier, state selections and before the request is submitted. Built-in validations check if the agent is Ready to Sell (RTS) with the carrier and properly licensed in the selected state, ensuring compliance and preventing errors before submission.

A powerful tool that enables FMOs, agencies to configure custom fields tailored to contract requirements. Users can create dynamic fields to meet carrier specifications, reducing manual effort and data inconsistencies. Seamlessly integrated into the contract automation workflow, it ensures accurate data capture without human intervention, leading to faster approvals, fewer errors, and significant cost savings.

It allows FMOs to define and manage the specific documents that should be sent to agents when their release is approved. This feature supports carrier-specific document packages, ensuring that all required materials are automatically compiled and delivered without manual intervention. It helps maintain compliance, standardizes the release process, and ensures a seamless experience when managing transitions or terminations.

It enables FMOs to configure and store carrier-specific contact details for submitting commission-related claims or disputes. This ensures that all commission issues are routed to the right individuals at each carrier, streamlining the resolution process. Fully integrated with the Commission Service, this feature eliminates guesswork and manual lookup, helping FMOs act quickly and maintain proper documentation during commission escalations.

It allows FMOS and Agencies administrators to add, edit, and manage internal users within the platform. This includes assigning system and management roles, setting permissions, designations, and organizing users by departments. Whether onboarding new team members or updating access for existing staff, this tool ensures secure and structured user management across FMOs, agencies, and system-level operations. Fully integrated with all other services, it supports scalable and compliant platform administration.

This feature allows administrators to define and organize internal departments, assign users to each team, and designate multiple department managers for oversight and accountability. This structure enables clearer task ownership, targeted goal-setting, and reporting across functional groups. Integrated throughout the platform, department configurations support permissions, dashboards, and performance tracking—providing a scalable way to manage growing teams within FMOs or agencies.

It provides full control over user access by allowing administrators to define system roles and assign module-specific permissions. This feature ensures users only interact with the parts of the platform relevant to their responsibilities, improving security, operational clarity, and compliance. With support for granular permissions and scalable role definitions, organizations can easily adapt access rules across FMOs, agencies, and internal teams as their structure evolves.

It defines what users can see and do within the Agency Management section, based on their role in the organizational hierarchy. This feature allows precise control over direct and sub direct agents and agencies. With support for multi-level hierarchies and cross-agency oversight, it’s a critical component for maintaining secure, scalable, and compliant record management .

It allows system administrators to define custom visibility rules within the Agency Management section, based on territory-specific rules and segmentation logic. This feature enables precise control over which records users can view or manage. With full flexibility in defining segmentation strategies, admins can tailor data access to match business structure, improve security, and support operational clarity across large and distributed teams.

It allows organizations and agents to seamlessly connect their preferred cloud storage platforms including Box, Google Drive, and Dropbox to the system. This integration ensures that important documents such as consents, eligibility verifications, and scopes of appointment are automatically copied and archived in their own secure storage environments. It enhances data portability, record retention, and compliance, giving users control over where and how their documents are stored.