Streamline Your Agent Contracting with Kizen's Contracting CoPilot

What This Does for You

Say goodbye to manual contracting paperwork! Kizen's Contracting CoPilot allows your agency to contract downline agents directly through your website. Agents can complete the entire contracting process online--no more printing, scanning, or chasing down signatures.

Key Benefits:

Save Time: Eliminate manual data entry and paper processing
Reduce Errors: Automated data capture ensures accuracy
Improve Agent Experience: Agents can contract from anywhere, anytime
Track Everything: All submissions flow directly into your Kizen system
Professional Appearance: Branded forms embedded seamlessly on your site

Choosing the Right Form

We provide two forms designed for different scenarios:

New Agent Form

Use this for: Contracting agents who are new to your agency

Collects comprehensive information for first-time contracting
Ideal for recruiting pages or "Join Our Team" sections
Form Link: https://kizen.formstack.com/forms/agency_contracting_demo_form

Existing Agent Form

Use this for: Contracting existing downline agents with additional carriers

Streamlined for agents already in your system
Perfect for agent portals or internal pages
Form Link: https://kizen.formstack.com/forms/boss_contracting_copy_copy

Setup Instructions

Follow these simple steps to add the contracting form to your website. If you're not comfortable with website code, share this guide with your web developer or IT team.

Before You Start

You will need:

Your agency's NPN (National Producer Number)
Access to edit your website's HTML code
5-10 minutes to complete the setup

⚠️ Important: The form will not work without your agency NPN. Make sure to add it before publishing!

Implementation Options

Choose the method that works best for your website. If you're unsure which to use, Option 1 (Iframe) is simpler and recommended for most agencies.

Option 1: Simple Embed (Iframe Method)

Best for: Most agencies, especially if you want a quick setup

Step-by-Step:

Get your agency NPN ready (you'll need this in step 3)
Choose which form to embed:
- New Agent Form: https://kizen.formstack.com/forms/agency_contracting_demo_form
- Existing Agent Form: https://kizen.formstack.com/forms/boss_contracting_copy_copy
Copy the code below and replace the following items:
- Replace FORM_URL_HERE with your chosen form link from step 2
- Replace AGENCY_NPN with your actual agency NPN

<iframe

src="FORM_URL_HERE?Upline%20Agency%20NPN=AGENCY_NPN"

title="Agent Contracting Form"

width="600"

height="800">

</iframe>

Example with actual values:

<iframe

src="https://kizen.formstack.com/forms/agency_contracting_demo_form?Upline%20Agency%20NPN=1234567"

title="Agent Contracting Form"

width="600"

height="800">

</iframe>

Paste this code, in step 3, into your website's HTML where you want the form to appear
Adjust sizing if needed:
- width="600" controls how wide the form appears
- height="800" controls how tall the form appears
- You can change these numbers to fit your page layout

Option 2: Dynamic Embed (JavaScript Method)

Best for: Agencies with multiple pages using the same form or those who want more control

This method automatically captures additional information and is easier to maintain across multiple pages.

Step-by-Step:

Add the form script to your page's <head> or script section:

Online Form - Kizen Contracting

</a>

</noscript>

Add the form and automatic NPN injection code where you want the form to display:

<iframe

id="contracting-form"

src="https://kizen.formstack.com/forms/agency_contracting_demo_form"

width="600"

height="800">

</iframe>

document.addEventListener("DOMContentLoaded", function() {

// Replace 12345 with your actual agency NPN

var agencyNPN = "12345";

var iframe = document.getElementById("contracting-form");

if (iframe) {

var src = iframe.getAttribute("src");

iframe.setAttribute("src", src + "?Upline%20Agency%20NPN=" + encodeURIComponent(agencyNPN));

}

});

</script>

Replace 12345 with your agency's NPN in the code above
Save and publish your changes

Testing Your Form

Before directing agents to your new contracting form, take these steps to verify everything works correctly:

Visit the page where you embedded the form
Check that the form loads completely
Submit a test entry using dummy information
Verify the submission appears in your Kizen system
If anything doesn't work, double-check that your agency NPN is correct

Customization Options

Want to adjust how the form looks or functions? Here are common customizations:

Form Size:

Modify the width and height values in the iframe code
Recommended minimum width: 500px
Recommended minimum height: 600px

Styling:

The form will inherit some styling from your website automatically
For advanced customization, contact Kizen support

Multiple Forms:

You can embed both forms (New Agent and Existing Agent) on different pages
Just use the appropriate form link for each page

Need Help?

Our Support team is here to assist you:

For Technical Questions:

Contact the Kizen Support Team through your Support inbox
Email us with "Contracting CoPilot Setup" in the subject line

For Agency NPN Questions:

Check your agency documentation or license information
Contact your upline or carrier if you're unsure of your NPN

Common Issues:

Form not loading? Verify your agency NPN is correct
Form looks cut off? Adjust the height value in the iframe code
Submissions not appearing in Kizen? Contact Support for system check

What Happens After an Agent Submits

Once an agent completes the contracting form:

Automatic Processing: The submission flows directly into your Kizen system
Notification: You'll receive alerts about new contracting requests
Tracking: View and manage all contracting submissions from your Kizen dashboard
Next Steps: Follow your standard contracting workflow to complete the process

Ready to Go Live?

✅ Form embedded on your website
✅ Agency NPN configured correctly
✅ Test submission completed successfully
✅ Team trained on where to find submissions in Kizen

Congratulations! Your automated contracting process is ready. Share your contracting page with your downline agents and start experiencing the benefits of streamlined digital contracting.

This feature is included with your Kizen Contracting CoPilot subscription. For questions about features or pricing, contact your Kizen account manager.