Contract operations

Live transfer agreements

Prepare the customer terms, check the PDF, then send one controlled signing request.

Needs attention —

With customer —

Completed —

Last refresh Waiting

New agreement

Set the terms before they leave the desk.

The agreement language is fixed. These fields fill the approved customer and delivery details.

01 Customer

Use the legal entity and the person authorized to sign.

Client legal name Match the customer’s legal contracting entity. Customer notices email Signer full name Signer title or capacity Signing email The signing invitation goes here.

02 Campaign

Choose one campaign type and record the geography and filters agreed in writing.

Campaign type

Auto Homeowners-only

Approved licensed state(s) List only states approved for this order.

Excluded current carriers No excluded carriers Make “None” explicit when there are no exclusions.

Other agreed filters No other filters No unagreed ZIP, property, or coverage filter is implied.

03 Order and delivery

Set the prepaid quantity and the operating window. The total updates as you type.

Billable transfers Unit rate (USD)

Effective date Daily cap Initial active delivery days First delivery date

Receiving days

Mon Tue Wed Thu Fri Sat Sun

Receiving start Receiving end Customer local time zone

04 InsureScales signer

The creating sales rep countersigns after the customer. Identity comes from your company sign-in.

Creating rep

Company email —

Rep title Saved to your staff profile and shown on the countersignature.

Session identity

Preview opens the generated PDF. Sending happens only after a second confirmation.

Agreement record

Agreement

Server status and signing evidence for this agreement.

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Customer

Campaign and delivery

Order

Sign in to prepare an agreement.

This workspace is for InsureScales staff.

Live transfer agreements

Set the terms before they leave the desk.

Agreement