Master Agreement Template

Editing Your Master Agreement Template

The Master Agreement Template screen is a standard rich text editor with the common markup options: headings, paragraphs, and bullet lists. In addition we have added a special Placeholder tool to assist you with adding signature and fill-in lines to your broker-carrier agreement.

Note: The blue message at the top of the interface (above the "Master Agreement Template" headline) only appears the first time you visit this screen.

Master Agreement Template Editor
Fig. 1 – Master Agreement Template Editor

The Placeholder tool provides the 12 most common items of pertinent information for easy placement in your agreement template. Each is named for the piece of onboarding information that will replace it in an actual signed agreement. For example, the {CARRIER} placeholder shown in the example below will be replaced with the carrier's legal business name. The {CARRIER_ADDRESS} placeholder will be replaced with the carrier's actual address, etc. The following is a reference of these placeholder codes:

Placeholder Information Item
{TODAY} Today's date in Month dd, YYYY format
{BROKER} Broker's legal business name
{BROKER_ADDRESS} Broker's mailing address - street number
{BROKER_CITY} Broker's mailing address - city
{BROKER_STATE_ABB} Two-letter postal abbreviation of broker's state
{BROKER_STATE_FULL} Full spelling of broker's state
{BROKER_ZIP} Broker's mailing address - zip code
{CARRIER} Carrier's legal business name
{CARRIER_ADDRESS} Carrier's mailing address - street number
{CARRIER_CITY} Carrier's mailing address - city
{CARRIER_STATE} Two-letter postal abbreviation of carrier's state
{CARRIER_ZIP} Carrier's mailing address - zip code
Agreement Template Editor screen showing placeholder tool
Fig. 2 – Agreement Template Editor screen showing placeholder tool

When you have finished editing your agreement template, simply scroll to the bottom of the screen and click Save Agreement Template.

Click Save Agreement Template when you're finished editing
Fig. 3 – Click Save Agreement Template when you're finished editing

In the next step, let's introduce your Onboarding Link.