Agent Contract expiring (next 30 days) and expired

In this lesson, you will learn how to manage Agent Contract Expiring and Agent Contract Expired alerts in TEAMS and why these screens are important for ongoing agent relationship management.

By the end of this lesson, you will understand:

• what the Agent Contracts Expiring screen is used for in TEAMS
• what the Agent Contracts Expired screen is used for in TEAMS
• how the system determines whether an agent contract is expiring or expired
• that this is based on the contract expiry date recorded in the Agent Entry screen
• how to open the screen by selecting the Edit Agent icon
• that the Agent Contracts Expiring screen shows agents whose contracts are due to expire within the next 30 days
• that the Agent Contracts Expired screen shows agents whose contracts have already passed their expiry date
• how to export the displayed list to CSV
• what actions are available from the Actions column
• how to send SMS or email directly from the screen
• how to update agent details from the Agent Entry screen when needed
• how filtering and exporting help staff review and manage contract status more efficiently

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.