Here’s a refresher on the definitions of potential contracting statuses. Please contact contracting with any questions you might have.
| Term | Definition |
|---|---|
| ACTIVE | Carrier has reported the agent has completed contracting and certification requirements. |
| AWAITING CONTRACTING LINK | Fidelis is waiting for the carrier to issue a contracting link to be sent to the agent. |
| BOOK OF BUSINESS TRANSFER | Agent/Agency is in the process of transferring their business to another Agent/Agency. |
| CERTIFICATION PENDING | Agent needs to complete certifications. |
| CONTRACT REQUESTED | A request has been made for a contract to be sent to the agent. |
| DENIED | Agent or Agency’s contract has been denied by the carrier for non specified reason. (The carrier should have sent a letter to the Agent/Agency.) |
| DID NOT RECERTIFY | Agent or Agency Principal chose not to recertifiy with the carrier for the current plan year. |
| FAILED TO CERTIFY | Agent or Agency Principal did not complete the certifications for the plan year in order for contract to be active. |
| FAILED TO CONTRACT | Agent or Agency Principal did not start the contract that was sent to them within a 30 day time frame. |
| FAILED TO TRANSFER | Agent or Agency Principal never completed paperwork to transfer under new hierarchy. |
| HIERARCHY TRANSFER NEEDED | Agent or Agency Principal needs to complete paperwork to transfer under new hierarchy. |
| IN-ACTIVE | Carrier is no longer active. |
| PENDING | Fidelis is waiting on other non-specified information from the Agent or Agency - email has been sent to the Agent or Agency Principal. |
| PENDING PER CARRIER | The (Upline) Agency’s contract must be determined active before Fidelis can send a contract to the agent under that Agency. |
| PENDING RTS NOTIFICATION | The carrier is waiting for information from that agent in order to process the contract. |
| RELEASE NOT GRANTED | Release has not been granted from the Agent’s current upline (Agency). |
| RELEASE PROCESSING | Agent has submitted paperwork to release from previous upline and align to the Fidelis hierarchy. |
| RELEASE REQUESTED | Agent has requested a release from Fidelis. |
| RELEASE REQUIRED | A release is required from the Agent’s current upline (Agency) before contracting can begin under Fidelis. |
| RELEASED FROM FIDELIS | The Agent or Agency has been released from Fidelis. |
| SENT TO AGENT | A contract has been sent to the Agent. |
| SENT TO CARRIER | The completed contract has been sent to the carrier for processing. |
| SENT TO PRINCIPAL | The contract has been sent to the Agency Principal. |
| TERMINATED | The Agent of Agency contract has been terminated by the carrier. (The carrier should have sent a letter to the Agent/Agency.) |
| WITHDRAWN | The contract has been withdrawn by the Agent or Agency. |