THEI
Contracting Platform

AgentSync

Use AgentSync to request contracts/appointments, upload required documents, and track your contracting status.

Quick Actions

Most agents only need the 3 actions below.

Watch Walkthrough Download Onboarding Guide
Before you submit: Make sure your AHIP is complete (if required), your license is active, and your E&O is current.

Before You Submit (Checklist)

  • Have your license number and NPN ready.
  • Upload active E&O (not expired).
  • Upload any required documents (IDs, certificates, etc.).
  • If you're a transfer agent, have your release letter ready (carrier-specific).
  • After submitting, check your email (and spam) for carrier approval updates.

What Happens Next?

  • Most carriers review within 3–10 business days.
  • Transfers can take longer depending on release requirements.
  • You'll receive approval emails directly from carriers.

Still Need Help?

Please review the checklist.