Agent Contracts

Overview

Agent contracts help colleges keep agreements with their agents clear and organised. Each contract records its duration, status, commission rules, and supporting documents, and can be customised with additional fields. Using contracts also makes it easier to maintain a clear history of commission terms over time.

With everything stored in one place, colleges can manage agent relationships more efficiently, receive automated reminders before contracts expire, and easily track when renewals are due.

Considerations for Working with Agent Contracts

• Agent contracts are optional, though strongly recommended. Commission rates can still be set and used in offers without a contract.

• Contracts can be linked to offers before they are accepted. When this is done, the commission rates applied to the offer will come from the selected contract.

• Contracts cannot be added directly to an enrolment. However, if a contract is linked to an offer, any enrolments created from accepting that offer will automatically be linked to the contract.

• A contract is considered Active when:

  • The status is set to Activated

  • The current date is within the contract’s start and end dates

• Documents can be attached to agent contracts. Once added, they will appear in both the Contract Documents tab and the Agent Documents tab.

Topics